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 Tax Advisory
Business Advisory
Tax Planning
Structural Advice
Personal Tax
Bookkeeping Services
Superannuation Specialisation
Small Business Specialisation

 

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We do Tax + Business Advice

Very, very well.

The right advice is authentic.

It’s backed after genuine conversation, and should only be applied after evaluating the unique options connected to your financial story.

JK Tax Advisers is a boutique tax and business advisory practice with offices on Sydney’s North Shore.

Led by industry veterans, Joseph Spano and Kapil Mahashettywar, JK Tax Advisers proudly bring a combined 20+ years specialist experience to the table.

As specialist tax and business advisers, we are ideally placed to help you grow, prosper, and ultimately, ensure you have control of your numbers.

Joseph-and-Kapil-Corporate-Shot-Website-Optimised

(L-R) Kapil Mahashettywar (Consultant) and Joseph Spano (Director)

8 Focus Areas

Tax Advisory

Services including (but not limited to):

  • Residency;
  • ATO negotiations;
  • GST advisory;
  • Assistance with GST & income tax audits;
  • Advice for Australians investing overseas;
  • Advice for foreign nationals investing in Australia; and
  • Strategies for employers covering FBT, PAYG, payroll tax, workers comp and super.

Business Advisory

Services including (but not limited to):

  • Financial and management reports;
  • Performance analysis, planning and measurement reports;
  • Cost system controls, analysis and reporting;
  • Cash flow analysis & forecasting; and
  • Working capital and debt management reporting.

Tax Planning

Services including (but not limited to):

  • Minimising tax risks;
  • Optimising overall tax position;
  • Optimising tax efficiency of structuring;
  • Managing tax uncertainty; and
  • ATO negotiations.

Structural Advice

Services include (but not limited to):

  • Structural advice;
  • Company, Trust, Partnership and Sole Trader setups;
  • Asset protection;
  • Formation of Self Manage Super funds;
  • Optimising tax efficiency of structuring;
  • Foreign subsidiary setups;
  • Business name applications; and
  • ABN/TFN applications.

Personal Tax

Services include (but not limited to):

  • Preparation of individual tax returns;
  • Investment properties;
  • Negatively gearing;
  • Personal services income;
  • Employee share schemes;
  • Employment termination payments
  • Foreign income;
  • Capital gains tax;
  • Estates; and
  • Residency.

Bookkeeping Services

Services include (but not limited to):

  • Cash flow and budgeting;
  • Preparation of management accounts;
  • Monthly, quarterly and annual reports;
  • GST and PAYG compliance; and
  • Cash & accrual accounting.

Superannuation Specialisation

Services include (but not limited to):

  • Annual financial statements;
  • Annual member statements;
  • ATO income tax & regulatory return;
  • Outsource super fund audits;
  • Investment reporting;
  • Allocated and transition to retirement pension;
  • Benefit payment processing;
  • PAYG Payment Summaries; and
  • Outsourced actuarial certification.

Small Business Specialisaton

Services including (but not limited to):

  • Preparation of income tax returns for companies, trusts and sole traders;
  • Preparation of financial statements;
  • Preparation of financial documents for banks;
  • Business and strategic plans;
  • Payroll and PAYG payment summaries;
  • Small business capital gains tax concessions;
  • Capital allowance concessions; and
  • Succession planning.

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Talk to a Tax Expert

Meet the JK Team

Please use the contact form below if you have any questions or requests, relating to our services.

We will respond to your message within 24 business hours.

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Company Information

JK Tax Advisers

ABN: 51 274 619 397

Location

PO Box 497
Neutral Bay NSW 2089

Contact Details

Email: support@jktaxadvisers.com.au

Phone Joseph: 0425 203 463

Phone Kapil: 0405 284 408