Property & share transactions
Tax advice around the sale of shares or property and other one-off transactions.
TAXATION · ADVICE & PLANNING
Tax
Planning
Tax advice for business decisions, one-off transactions and the year ahead, shaped around your circumstances and goals.
Discuss your tax plansCampbelltown · Established in 2010HOW WE HELP
Before the decision,
consider the tax.
For individuals and business owners facing a transaction, a structure decision or ongoing tax-planning questions.
KPA discusses the tax consequences of your decisions, works with your short- and long-term goals, and identifies potential savings and ways to manage tax exposure within the law.
SUPPORT WITH THIS SERVICE
Business acquisitions & disposals
Consider the tax implications of buying or selling a business.
Business structure
Discuss the tax consequences of a proposed structure and how it supports your business needs.
Year-end & ongoing planning
Review the current position before year end and consider recurring tax questions as your circumstances change.
- 01 / UNDERSTAND
Establish the decision, goals and timing.
- 02 / CONSIDER
Discuss the relevant tax consequences and options.
- 03 / PLAN
Agree the advice and next steps for your circumstances.
THE TAX POSITION
Planning starts with the facts.
A potential tax saving depends on the actual transaction and applicable law. Tax planning must operate within the law; a particular saving or outcome cannot be assumed in advance.
BEFORE WE TALK
A useful starting point.
Contact KPA before committing to a transaction where possible. A clear summary helps us identify the information needed for useful advice.
Contact KPA before sending financial records or sensitive documents.
Records to have in mind
- The decision or transaction you are considering
- Your short- and long-term goals
- Current income, entity and business structure details
- Relevant accounts, asset records or proposed transaction documents
- Important dates, including proposed signing, settlement or year end
COMMON QUESTIONS
Before you enquire.
Is this only for business owners?
No. The service also covers personal tax questions, including share and property transactions. Tell us about the decision you are considering.
Do you offer year-end tax planning?
Yes. KPA offers year-end tax planning. Contact the team with your current position and the matters you would like to address.
Can you guarantee a tax saving?
No. The outcome depends on your circumstances, the transaction and applicable law. We discuss the tax position and available options after reviewing the relevant information.
TALK TO KPA
Talk through the tax before you act.
Tell us what you are considering and when you expect it to happen.