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Taxation & Tax Planning

Smart Strategies. Better Outcomes.

Wilkes Accountants

Gold Coast - Australia

Paying Only What You Need To

Taxation is one of the biggest expenses you’ll face, but with the right advice and planning, you don’t have to pay more than necessary. We provide tailored tax advice and administration services to individuals, businesses, trusts, companies, and SMSFs. Our Chartered Accountants and registered tax agents have been helping clients navigate the complexities of tax since 1977.

Why Tax Planning Matters

Tax planning isn’t just about lodgements — it’s about making smarter financial decisions that support your long-term goals. With Wilkes, you can:

Ensure compliance with ATO and ASIC obligations.

Identify deductions, concessions, and credits you may be entitled to.

Structure your income and investments to reduce tax legally.

Avoid costly mistakes, penalties, or missed opportunities.

Plan ahead to improve cash flow and business growth.

Without effective tax planning, you risk paying more tax than you need to — or facing issues with compliance.

Key Areas of Taxation & Advice

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Individual Taxation – from simple salary returns to complex income streams, capital gains, investments, and rental properties.

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Partnership Taxation – formation, profit distribution, returns, and navigating partnership-specific tax laws.

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Trust Taxation – advice and compliance for discretionary, family, hybrid, unit, and testamentary trusts.

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Company Taxation – structure advice, compliance, dividends, Division 7A loans, and ASIC requirements.

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SMSF Taxation – guidance on contribution caps, CGT, administration, and complex super tax issues.

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GST Compliance – registration, lodgements, and advice for all entity types.

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Capital Gains Tax (CGT) – strategies to reduce or eliminate CGT, ensuring legal compliance.

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Fringe Benefits Tax (FBT) – advice, registration, and reporting to keep businesses compliant.

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Private Binding Rulings – drafting and applying for rulings to provide certainty on tax positions.

Tax is complex, but with the right strategies, it becomes a tool, not a burden.

How Wilkes Can Help

Our experienced team works with you year-round, not just at tax time, to make sure your tax affairs are in order and optimised. We help you:

Prepare and lodge all types of tax returns accurately and on time.

Deal directly with the ATO and ASIC on your behalf.

Implement tax-effective structures for individuals and businesses.

Resolve issues with late or missed returns.

Plan ahead so your tax works in your favour — not against you.

With Wilkes by your side, you’ll never face tax season alone.

Common Questions About Tax & Tax Planning

Do I need tax planning if my return is simple?

Yes — even simple returns can benefit from proactive advice to ensure you claim everything you’re entitled to.

What if I’ve missed a return or lodged incorrectly?

We can help resolve past issues with the ATO and get you back on track quickly.

Can trusts really save tax?

Yes — when structured and managed properly, trusts can provide flexibility and tax efficiency.

Isn’t tax planning just for big companies?

No — individuals, families, and small businesses can all benefit from smarter tax strategies.

How do I avoid paying too much tax?

Through proactive planning, structuring, and advice that ensures efficiency while staying fully compliant.

Our Services

Comprehensive Services by Wilkes Chartered Accountants

Wilkes offer a wide range of specialised services tailored to the needs of individuals and businesses. Whether it’s taxation, corporate compliance, retirement planning, wealth creation, or business growth strategies, our team brings depth of knowledge and practical experience to every client relationship. By investing in ongoing professional development, we ensure our advice is always current, effective, and of the highest standard.