Family office services as required for High Net Worth individuals and families

DPA Taxation and Business Services

As of 1 July 2016, BellchambersBarrett and Deborah Poulton & Associates merged to enable BellchambersBarrett to provide taxation compliance and consulting services. Our business services and taxation team is led by Deborah Poulton and Jamie Lucas who have significant experience in advising clients on their taxation and accounting affairs. Our business services and taxation team works hand-in-hand with clients to provide simple commercial solutions to complex problems.

Some fundamental features of our approach to service delivery include:

 

Excellent communication

Responsiveness

Timeliness and quality

Professional and friendly people

Continuity of staff

Appropriate involvement of our most experienced people.

View our services below

Annual compliance services for individuals, partnerships, trusts, companies and self-managed superannuation funds

Preparation and lodgement of Income Tax returns

Preparation and lodgement of Business Activity Statements

Preparation and lodgement of Fringe Benefits Tax returns

Preparation of financial statements

Bookkeeping and payroll services

Managing Australian Taxation Office and State Revenue Office disputes, reviews and audits

Family office services as required for High Net Worth individuals and families

Liaison with investment and superannuation financial advisors

Investment portfolio management and administration

Quarterly reporting

Management and administration of bank accounts

Assistance with bank financing and insurance

Assistance with estate and succession planning

Executor for deceased estates and Trustee for discretionary and testamentary trusts

Corporate secretarial compliance services

Registered office services

Lodgement of ASIC forms for changes in ownership, directors and contact details

Set up of companies, trusts and self-managed superannuation funds

Lodgement of applications for registration of Australian Business Number, Tax File Number, GST and PAYG Withholding

Apply for and manage Business Names registration

Taxation and business advisory consulting services

Structuring for businesses or investment purposes

International taxation issues for both inbound and outbound taxpayers

Applying capital gains tax exemptions and rollovers

Applying small business capital gains tax exemptions, concessions and rollover relief provisions

Complex GST issues for property developers and investors

Salary packaging

Taxation exemptions and concessions for charities and not for profits

Tax consolidation regime

Taxation due diligence for business purchases, sales and expansion

Asset protection

Major asset acquisitions

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