Small Business CGT Concessions – Specialist Support for Accountants

Private business groups

Small Business CGT Concessions – Specialist Support for Accountants

Are you an accountant advising clients on the sale or restructure of business assets? The Small Business CGT Concessions offer significant tax savings, but navigating the eligibility rules and application order can be complex and high-risk.

Nexia Sydney’s specialist tax team works alongside accountants to deliver clear, practical advice and technical support.

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Why Partner with Nexia Sydney?

  • Technical Expertise: Our team has significant experience advising on the eligibility to access the Small Business CGT Concessions, and the application of each of the 4 concessions. We provide advice to a range of clients including complex group structures, through succession planning, and business restructures.
  • End-to-End Support: We provide full-service advice – from eligibility reviews and concession sequencing, to advising on documentation requirements, ATO submissions, and ATO audit support.
  • Collaborative Approach: We work with you, not around you. Our goal is to help you deliver the best outcomes for your clients, while protecting your reputation and minimising risk.
  • Practical Solutions: We translate complex legislation into actionable strategies, tailored to your client’s circumstances.

How We Help Accountants

  • Eligibility Reviews: Detailed analysis of aspects such as turnover to determine CGT small business entity qualification, Maximum Net Asset Value (MNAV) Test, active asset test, and identification of connected entities/affiliates.
  • Concession Sequencing: Ensuring eligibility to apply each concession and advising on the most tax efficient manner in which relevant concessions should be applied.
  • Complex Scenarios: Advice on the disposal of shares or units, disposal of trust assets, succession planning, and restructures.
  • Client-Facing Support: We can join client meetings or provide behind-the-scenes technical input – you choose the level of involvement.

Let us help you to determine whether the concessions are available to your clients – call us on 02 8264 0755.

Need Help Navigating the Rules?

Contact Nexia Sydney’s CGT specialists for a confidential discussion about your client’s situation, or to review a current transaction.

 

Book your complimentary consultation today:

Phone 02 8264 0755 to book an initial complimentary consultation with Sean Urquhart or Amy Waterhouse.

Or click ‘view resource’ below to contact your preferred Advisor. 

Contact Sean Urquhart

Sean Urquhart is a Director in the Taxation Consulting division at Nexia Sydney and a Chartered Tax Adviser with over 29 years of experience. He has specialist expertise in small business Capital Gains Tax (CGT) concessions, providing strategic advice to a diverse range of clients navigating complex CGT matters.

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Contact Amy Waterhouse

Amy Waterhouse is an Associate Director in the Tax Consulting team at Nexia Sydney and is a qualified Chartered Tax Adviser in both Australia and the UK. She regularly advises on the small business Capital Gains Tax (CGT) concessions in conjunction with Sean.

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