Early Career
Get Tax Sorted
Overview
Life doesn't always go to plan. We're here to help you work through the numbers.
A new career. The end of a relationship. Losing someone you love. An unexpected inheritance. Selling a business you've spent years building. Or deciding it's time for a fresh start.
Some changes are exciting. Others are difficult. And sometimes, it's a little bit of both.
Whatever's happening in your life, financial questions often come with it. What happens to your tax? How do you manage assets that are changing hands? What needs to be reported? And where do you even begin?
At Bon Conseil, we help individuals, families and business owners understand the accounting, tax and financial implications of life's big changes, with practical advice and people who take the time to listen.
You don't need to have everything figured out before getting in touch.
Got something on your mind? We're all ears.
Tax questions. Business plans. Family finances. Investment ideas. Or that one thing you've been meaning to sort out for months.
You don't need to have it all figured out before getting in touch. That's what we're here for.
Services
How We Can Help
Sometimes change happens gradually. Other times, everything seems to happen at once.
A new income. A property sale. A change in family circumstances. An inheritance that brings unfamiliar responsibilities. Or a business decision you've been putting off for months.
There can be documents to find, deadlines to meet and tax implications you haven't had to think about before.
We'll help you understand what needs attention, get your financial records organised and work through the next steps at a pace that makes sense for your circumstances.
[01]
Personal Changing Circumstances
A new job, career break, redundancy, retirement or change in household circumstances can affect how much tax you pay and what needs to be reported. We'll help you understand the implications of your changing income, review your tax obligations and make sure your return reflects your circumstances. Whether it's one big change or several things happening at once, we'll help you work through the details.
✔ Personal tax return
✔ Tax implications of changing employment/income
✔ Redundancy & eligible termination tax considerations
✔ Tax planning for multiple/changing income sources
✔ ATO correspondence & outstanding tax matters
[02]
Capital Gains Tax & Asset Transfers
Changes in life can mean changes in what you own. Maybe you're selling an investment property, transferring assets following a separation or selling shares to fund your next chapter. Different assets and circumstances can result in different capital gains tax outcomes, including potential exemptions or rollovers. We'll help you understand the relevant rules, review your records and assess the tax implications before a major transaction takes place.
✔ CGT calculations and reporting
✔ Property & investment asset disposals
✔ Tax considerations for asset transfers (separation)
✔ CGT exemptions, rollovers & concession eligibility
✔ Asset ownership & cost base record reviews
[03]
Deceased Estate Tax Matters
Losing someone close to you is difficult enough without having to work through unfamiliar financial paperwork. Whether you're receiving an inheritance, helping administer a deceased estate or dealing with property and investments left behind, we'll help you understand the relevant tax and accounting responsibilities. We can also work alongside your solicitor or estate administrator to help keep the financial details organised.
✔ Deceased estate tax return support
✔ Tax considerations for inherited property & investments
✔ CGT implications of inherited assets
✔ Estate income & beneficiary tax reporting
✔ Coordination with solicitors & estate admins
[04]
Business Sales, Exits & Restructuring
Maybe you're preparing to sell a business you've built over decades. Handing it over to a family member. Leaving a partnership. Or closing one chapter to start another. These decisions can have significant implications for your business structure, tax position and personal finances. We'll help you understand the numbers behind your options, review the relevant tax consequences and prepare for the financial side of the transition.
✔ Business sale and exit-related tax planning
✔ Small business CGT concession eligibility reviews
✔ Business restructuring advice
✔ Company, trust and partnership tax considerations
✔ Financial reporting and transition support
[05]
Trust & Ownership Structure Reviews
A separation, inheritance, new business partnership or major change in family circumstances can affect the way you want to hold and manage your assets. A structure that suited your situation years ago may need reviewing. We'll help you understand how your existing companies, trusts and other ownership arrangements operate, including the tax and administrative implications of potential changes.
✔ Family trust & company structure reviews
✔ Tax implications of changing ownership arrangements
✔ Business & investment structuring advice
✔ Trust accounting & tax compliance
✔ Coordination with legal & other professional advisers
[06]
Planning for Your Next Chapter
Sometimes a big life change creates an opportunity to rethink your financial priorities. You might be returning to work, starting a business, preparing for retirement or taking on new responsibilities for your family's finances. We'll help you get a clearer picture of your tax position, review your existing financial structures and understand the accounting and tax matters involved in your next steps.
✔ Personal & family tax planning
✔ Retirement-related tax considerations
✔ New business structuring and setup
✔ Investment & asset ownership tax reviews
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