Taxation 

Business Tax Assistance and Planning

Tax is a complex area for any business. At LOCKHART Business Advisors, we offer a full range of straightforward and client-focused taxation services to help you make the right decisions with confidence.

Our tax services include:

• Taxation planning
• Income tax returns
• Preparing activity statements
• GST/FBT obligations
• Structures for asset protection and tax effectiveness
• Managing ATO audits or disputes

Taxation occurs after the end of a financial year. Prior to year-end, LOCKHART Business Advisors can also assist you with:

• Bookkeeping - we can help clients locate a competent and suitable bookkeeper.
• Budgeting - a budget or forecast provides feedback that helps you better manage your business.
• Benchmarking - how does your business performance compare? We can show you.
• Startups - we can help entrepreneurs turn their business idea into reality.

Personal Tax Advice and Planning

LOCKHARTS has consistently exceeded the ATO's annual 85 percent or more on-time lodgement performance requirement, which means our clients are never penalised for late returns. Plus, we engage external support specialists when needed to ensure you receive the best advice and services.

With years of tax experience and advisory expertise, the team at LOCKHART Business Advisors can answer your questions, explain your tax requirements, and work with you to legally minimise your tax. 

Here's what two of our clients had to say:

"Wayne and the team at Lockharts helped and advised me when starting my business. The team took care of everything; from business formation, accounting software, payroll and various other accounting needs. Their on-going support allows my business to run efficiently and more importantly in compliance with the complex taxation requirements that are placed on small businesses. Lockharts are always available for a chat when I need help and always complete their work on-time and with minimal hassle. I highly recommend Lockharts to anyone currently in business or looking to start a new business."

-Troy Viney

CEO

Valiant Aviation Pty Ltd

"Lockhart Business Advisors have provided us with accounting and business support for more than 25 years. I have always been impressed by their thoroughness and the quality of their advice. Wayne and his team are very efficient with all requests addressed in a timely manner. I have no hesitation in recommending Wayne and his colleagues."

- Grant Kleeman PhD

Additional testimonials can be supplied on request.

Contact our taxation experts today to get started.