Helping you with your tax
Tax Tools
Saving you in more ways than one!
We have designed several tools that can help you navigate some of the tax issues you may have and decisions you may need to make.
Use our tools to find out how to reduce your tax and mitigate the risk of getting it wrong.
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Small Business CGT Concessions Eligibility Review
The small business CGT concessions can reduce, disregard or defer a capital gain, but they only apply if the basic conditions in Subdivision 152-A of the ITAA 1997 and any concession-specific conditions are satisfied. This checker steps through the main legislative decision points: whether there is a CGT event and capital gain, whether one of the gateway alternatives is available, whether the asset satisfies the active asset test, whether additional rules apply for shares or interests in trusts, and which concession pathway may need review.
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CGT 2027 Readiness Checker
The CGT rules are changing from 1 July 2027. If you own a business, investment property, trust asset, company interest or other asset with an unrealised capital gain, waiting may reduce your options or make the eventual tax outcome harder to manage. This checker helps identify whether you should review your position before the new rules commence, including whether valuation, records, timing, concessions, trust, company or transaction issues may need attention.
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Business Restructure Review
Business restructures can be commercially sensible, but they can also trigger CGT, income tax, GST, duty, Division 7A, UPE, trust, company, valuation and implementation issues if the wrong steps are taken or documents are signed too early. The Business Restructure Review helps identify which rollover, concession or restructure workstreams may need advice before assets, shares, units or business interests are moved.
