hmw-advisory Tax planning & structuring - HMW Group | Create wealth

Helping you to identify tax liabilities and gain the maximum benefit from allowances and reliefs.

In today’s business world, navigating through the complexities of tax and compliance regulations can be a daunting task. That’s why it is crucial to seek professional advice to ensure that your business stays compliant with all the necessary laws and regulations.

At HMW Advisory, we understand the importance of tax structuring and managing tax implications for businesses. Our team of taxation specialists has extensive knowledge and experience in handling various tax-related matters. With their expertise, we can help you mitigate any potential risks upfront and stay on top of your compliance obligations.

By obtaining professional tax and compliance advice, you can not only avoid costly mistakes but also save time and effort in dealing with complex tax issues. Our team stays updated with the ever-changing tax laws and regulations, ensuring that your business remains in good standing.

Don’t let the challenges of tax and compliance hinder your business growth. Trust in our professional advice to help you navigate through the complex economic and regulatory environment with ease. Contact us today to learn more about how we can assist your business

Contact us

How can we help?

  • Planning & structuring

    Planning & structuring

    • Tax planning and efficiency: Advice and assist current tax liabilities and identifying strategies to optimise tax position.
    • Business formation guidance: Assist in selecting the most suitable legal structure for your business, based on your specific needs and long-term goals.
    • Tax efficiency strategies: Develop strategies to optimise tax efficiency through appropriate structuring, ensuring compliance while minimising tax liabilities.
    • Asset protection: Tailor plans and strategies to meet specific needs and achieve asset protection.
    • Wealth transfer and succession planning: Develop succession plans that align with clients’ wishes for wealth distribution and protection.
    • Financial framework development: Establish a solid financial framework that includes budgeting, cash flow management and forecasting to support your business structure and goals.
  • Tax in mergers & acquisitions

    Tax in mergers & acquisitions

    • Tax due diligence: Conduct comprehensive tax due diligence to identify potential tax liabilities, exposures and compliance issues related to the target company, ensuring informed decision-making.
    • Structuring transactions: Advise on the most tax-efficient structure for the transaction, whether it’s an asset purchase, share purchase or merger, to optimise tax outcomes for all parties involved.
    • Tax attribute analysis: Assess tax attributes such as net operating losses, tax credits and carryforwards losses that can be utilised post-transaction, maximising tax benefits for the acquiring entity.
    • Compliance and reporting: Ensure compliance with all tax reporting requirements related to the transaction, including necessary filings and disclosures to avoid penalties.
    • Post-transaction integration: Assist with the integration process to align tax strategies and structures post-acquisition, ensuring ongoing compliance and tax efficiency.
    • Negotiation support: Provide strategic support during negotiations to address tax implications, helping to structure the deal in a way that minimises tax warranty indemnity exposure for the buyer.
  • Capital gains tax

    Capital gains tax

    • Tax planning and strategy: Develop tailored strategies to minimise capital gains tax liabilities on the sale of assets, including real estate, shares and business interests.
    • Asset holding period analysis: Advise on the implications of short-term versus long-term capital gains tax rates, helping you make informed decisions about asset holding periods.
    • Exemptions and deductions: Identify and maximise applicable exemptions, deductions or credits that may reduce your capital gains tax burden, such as primary residence exclusions or investment losses.
    • Compliance and reporting: Ensure accurate reporting of capital gains on tax returns, helping you navigate complex tax regulations to maintain compliance and avoid penalties.
    • Ongoing education and updates: Provide continuous education on changes in capital gains tax laws and regulations, keeping you informed and prepared for any impacts on your financial strategies.
  • Fringe benefits tax

    Fringe benefits tax

    • FBT compliance review: Conduct thorough assessments of your fringe benefits offerings to ensure compliance with FBT regulations and identify any potential liabilities.
    • Employee remuneration package advice: Help to evaluate and optimise the components of employee compensation to ensure compliance, cost-effectiveness and competitiveness in the market.
    • Tax planning strategies: Develop strategies to minimise FBT exposure through effective structuring of employee benefits, including salary packaging options and exemptions.
    • Record keeping support: Assist in establishing and maintaining proper documentation and record-keeping practices to support FBT calculations and reporting requirements.
    • Ongoing monitoring: Stay updated on changes in FBT legislation and policies, advising on necessary adjustments to benefit offerings and compliance practices.
  • GST and indirect taxes

    GST and indirect taxes

    • GST registration assistance: Guide businesses through the GST registration process, ensuring compliance with all legal requirements and timely submissions.
    • Compliance and reporting: Assist with accurate preparation and filing of GST returns, ensuring adherence to local regulations and minimising the risk of penalties.
    • Input Tax Credit (ITC): Analyse purchases to identify eligible input tax credits, helping you maximise savings and improve cash flow.
    • ATO audit support: Provide support during GST audits or reviews, assisting with documentation and responses to inquiries from tax authorities.
  • Tax compliance

    Tax compliance

    • Accurate tax filing: Ensure timely and accurate preparation and submission of all required federal, state and local tax returns, minimising the risk of penalties and interest.
    • Regulatory updates: Monitor changes in tax laws and regulations, providing timely updates and guidance to keep your compliance practices current and effective.
    • Document preparation and review: Assist in gathering, preparing, and reviewing documentation required for tax filings, ensuring completeness and accuracy to support compliance efforts.
    • ATO Audit preparation: Prepare your business for potential tax audits by organising relevant documents and records and providing guidance on responding to inquiries from tax authorities.
    • Tax planning integration: Integrate compliance efforts with overall tax planning strategies to optimise your tax position while maintaining adherence to all regulatory requirements.
    • Ongoing support and consultation: Offer continuous support and consultation throughout the year, helping you navigate complex tax issues and maintain compliance with evolving regulations.
  • Tax services

    Tax services

    • Tax planning strategies: Develop tailored tax planning strategies that align with your personal and business goals, minimising tax liabilities and maximising deductions and credits available to your corporation.
    • Audit support: Provide assistance and representation during tax audits, ensuring a smooth process and addressing any inquiries from tax authorities with expertise.
    • Entity structure optimisation: Advise on the most advantageous entity structures from a tax perspective, to enhance tax efficiency and compliance.
    • International tax advisory: Offer guidance on international tax matters for businesses, including transfer pricing, cross-border transactions and compliance with high-net-wealth clients’ and family groups’ international tax laws.
    • Ongoing tax research and updates: Stay informed about changes in tax laws and regulations, providing timely updates and recommendations to keep your tax strategy effective and compliant.
    • Tax compliance and filing: Ensure accurate and timely preparation and filing of corporate tax returns, adhering to all tax regulations to minimise penalties and audits.

As part of HMW Group, we also offer

  • Business Advisory, Accounting and Tax
  • Corporate Finance and Funds Management
  • Debt Advisory
  • Financial Planning and Wealth Management
  • Business Advisory, Accounting and Tax

Business Advisory, Accounting and Tax

  • Specialised accounting support, including statutory and management reporting.
  • Forecasting and modelling including cashflow, revenue, capital, return on investment or profitability.
  • Performance attribution to assist in the management of your business profitability, capital and growth.
  • Tax planning and structuring advice to manage asset protection risks and taxation obligations.
  • Advice on the application of technical or complex taxation matters.
  • Assistance with managing your ongoing taxation obligations, including BAS, capital gains tax, GST, fringe benefits tax and income tax.
HMW Advisory
  • Corporate Finance and Funds Management

Corporate Finance and Funds Management

  • M&A and divestitures.
  • Equity & debt capital raisings.
  • Due diligence and transaction support.
  • Capital structure reviews.
  • Credit and financial assessments.
  • Financial modelling.
  • Equity capital market strategy advice.
  • Infrastructure advisory.
  • Leveraged buy-outs.
  • Fundraising & capital markets.
  • Project finance.
HMW Capital
  • Debt Advisory

Debt Advisory

  • Debt structure modelling and advice.
  • Debt/loan placement.
  • Debt market advice.
  • Loan assessments and proposals.
  • Negotiation of loan terms and conditions.
  • Commercial loan policy review and advice.
  • Commercial loan portfolio review.
  • Industry sector performance insights.
  • Loan origination.
  • Loan impairment stress testing/modelling.
HMW Finance
  • Financial Planning and Wealth Management

Financial Planning and Wealth Management

  • Wealth creation and protection strategies.
  • Investment advice.
  • Retirement planning.
  • Superannuation advice and compliance services.
  • Customised estate and succession planning, insurance.

Discover more.

Property and construction

Property and construction

Engineering

Engineering

Medical and healthcare

Medical and healthcare

Manufacturing, energy, waste management

Manufacturing, energy, waste management

Retail, hospitality and tourism

Retail, hospitality and tourism

Technology and telecommunications

Technology and telecommunications

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