Our Specialities
Taxation advice
Taxation adviceOur team is ready and able to assist with all periodic tax compliance requirements for Companies, Trusts, SMSFs, Partnerships, Sole trader business and individuals. We prepare tax returns, financial statements, BAS, IAS, PAYG reporting etc. We are registered ASIC agents and offer corporate compliance services.
Business advisory
Whether you are an established business, a developing venture or cutting your teeth in the marketplace, we are here to provide the tailored business advice and direction you need. Your business may be thriving, holding its own or gasping for breath. We are expert advisors with experience in each of these niche demographics, let us be your partners and guide you toward a path of financial freedom.
Business valuations
We are experienced business valuers. We have assisted our clients in a variety of circumstance. Our reports have been used for business structuring, commercial disputes, succession planning, matrimonial disputes and stamp duty calculations.
Why work with Vertex Wealth?
We believe that Your business is our business and your success is our success. We value the opportunity to be part of your team.
Our desire is to be there with you every step of the way, to act as a sounding board and an extra set of hands, allowing you to focus on getting your business where it needs to be.
We are qualified Chartered Accountants, registered Tax Agents and registered ASIC agents. We are business advisors here to partner with you and help your business achieve its goals.
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(07) 3063 1210
Testimonials
“The Vertex Wealth team who is led by Xander helps me with my tax amongst other things which lets me focus on doing what we do best. I used other firms before however the level of service and advice I have recieved at Vertex Wealth is second to none. I would highly recommend them.”
Entrepreneur Haus
- Director
“Xander and the team at Vertex wealth have been great partners to work with regarding tax and giving me business advice. Their guidance has been invaluable to ensure that business stay on top of our books. They are enjoyable to work with friendly, and quick at responding.”
PlateGame
- Business owner
Taxation Services
Financial Statements & Tax Returns
We connect with your accounting software provider and seamlessly work through your financial records to prepare the relevant financial statements and tax returns in compliance with the various ATO and ASIC requirements.
We will meet with you annually, quarterly or monthly as you require. We provide a tax planning service wherein we analyse the most effective taxation outcome for your circumstance. We also offer budgeting, forecasting and business analysis services.
Our team will liaise with the ATO on your behalf to discuss complex taxation issues, request lodgement extensions, setup tax payment plans, request tax penalty remissions, request remissions interest charges, and more.
We work with you, your finance officer and/or bookkeeper to prepare, review and lodge the various reporting obligations your business may have. These include Business Activity Statements (BAS), Instalment Activity Statements (IAS), PAYG payment summary statement, one touch payroll (OTP), Taxable Payments Annual Report (TPAR) reporting and more.
Business & Taxation advice
We are able to assist with the setup of new business structures, from basic sole trader operations to large scale operations. If you are in need of a business restructure we also provide guidance and help for you throughout this process.
We can organise the setup of Companies, Trusts, Self Managed Super Funds (SMSF) and Not For Profit entities. These can be setup for operating a business, holdings assets, trading investments, fund raising, separating risks throughout your business, preparing for external investment and more.
We are also able to apply for an ABNs and are able to register your business for GST, PAYG and FTC should you require this service.
Specialist taxation
When buying and selling assets and investments there are various Capital Gains Tax Obligations (CGT) you need to be aware of. Our team will go through your records and review any CGT events that may have occurred and deal with them accordingly. We will also provide advice in relation to future CGT implications for transactions you may be planning to ensure you are maximising your best outcome.
We can provide specialised assistance to navigate through the complex Fringe Benefits Tax (FBT) obligations of your business to ensure you avoid exposure.
Division 7A is an important area to ensure you have competent advice, if loan money across your business structure incorrectly you may be forced to repay this money and may incur income tax penalties in the form of lost franking credits subsequently increasing your tax payable.