Tax Advisory Services
Tax is one of the largest expenses your business will ever pay — and one of the most controllable. At Apex Accounting Solutions, we have spent more than three decades helping Melbourne business owners structure their affairs, time their decisions and use the rules in their favour to legally pay less tax, year after year.
From sole traders and growing companies through to family groups and high-income individuals, our tax advisors in Melbourne work with you all year — not just at lodgement time. Proactive planning, clear advice and a deep technical understanding of the rules mean you make every decision knowing exactly what it costs and what it saves.
Our Services
Our tax advisory services give you a forward view of your tax position — not just a backward-looking return. Whether you are planning a sale, restructuring a group, dealing with the ATO or simply want to stop overpaying, we bring the right mix of technical knowledge and commercial thinking to every engagement.
Pre-30 June reviews, quarterly tax estimates and year-round advice so you always know your tax position before the bill lands.
Sole trader, company, trust or family group — we help you choose and reshape structures to legally minimise tax and protect assets.
CGT planning for property, business sales and investment portfolios — including small business CGT concessions and rollovers.
Audit support, private ruling applications and dispute representation when the ATO comes calling — by people who know the process inside out.
What It’s Like to Work With Apex
Every tax advisory engagement at Apex is led by a senior tax specialist with deep technical knowledge of Australian tax law. You will get strategic advice from someone who handles complex tax matters every week — not a generalist guessing at the rules.
Every client works with a dedicated advisor who knows your structure, your history with the ATO and your future plans, and provides timely advice as legislation and your circumstances change.
We reach out before deadlines, transactions or law changes turn into expensive surprises. Pre-year-end planning, quarterly tax estimates and a standing line to your tax advisor keep you a step ahead.
Our Process
We start with a free consultation to understand your business, current setup, and what you need — from tax and bookkeeping to structure and compliance.
We review your financials, clean up anything needed, and set up the right systems and accounting platforms to keep everything accurate and compliant.
We manage your ongoing accounting, BAS, and tax, while providing proactive advice and support throughout the year as your business grows.
Testimonial
Our tax advisory services cover pre-30 June planning, quarterly tax forecasts, structure and restructure advice, CGT and small business CGT concessions, fringe benefits tax planning, ATO dispute support, private ruling applications and ongoing advice on legislative change.
Tax compliance is recording what already happened. Tax advisory is shaping what happens next so the tax outcome is the best one available. We use your numbers as a starting point and work forwards — planning, forecasting and structuring.
Fees depend on the complexity of your structure, the size of the issues we are working on, and how often you need us. Many clients move to an annual or quarterly fee so planning meetings and ad hoc advice are all included. Book a free consultation for a transparent quote.
Yes. We regularly handle ATO reviews, audits and objections — from initial response through to dispute resolution. The earlier we get involved, the more options you have, so call us as soon as you receive correspondence.
Yes. CGT planning is one of our core areas. We help you time the sale, apply small business CGT concessions where eligible, structure the proceeds and plan for the tax bill well before contracts are signed.
At a minimum you will get a pre-year-end planning meeting and a tax review when your return is prepared. Clients on our advisory plans speak with us quarterly, and our team is always contactable between sessions when transactions or ATO correspondence land.
Book a free consultation with our team today and discover how strategic tax advisory can keep more of your hard-earned profit in your business and your pocket.
