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 or contact [email protected] to book an initial complimentary consultation with Sean Urquhart or Amy Waterhouse.
Or click below to contact your preferred Advisor.
