Financial & Taxation Services Mackay

Trusted, Reliable Tax Accountants

Whitson Dawson provides a wide range of taxation and account services for all clients throughout Mackay.

Our team assists both individuals and businesses with a range of solutions to meet different needs, including taxation, bookkeeping, auditing, and more.

We can assist in a variety of different company administration services, keeping your company records current and compliant with statutory and obligatory requirements.

Taxation & Accounting

Our friendly, professional team can provide you with:

Preparation of income tax returns for individuals, partnerships, trusts, companies, & superannuation funds
Tax planning strategies for management of taxation for individuals & businesses
Taxation advice, planning for capital gains tax & goods and services tax (GST)
Statutory reporting

Business Advice

Our highly qualified team specialise in providing business advice, delivering personalised services and support at all stages of your business life cycle. We can assist with matters such as succession planning and transferring business ownership, providing guidance on selling your business and planning your legacy.

Our services also include:

Tax planning & tax minimisation
Record-keeping systems
Financial & business advice
Business start-up advice & structured advice
Business acquisitions
Business sales & exit strategies
Due diligence
Business valuations
Business structures & establishment
Growth strategies
Cashflow planning & forecasts

Self-Managed Superannuation

We offer a wide range of services to help you self-manage your superannuation fund. Our services include:

We fully understand all the legislative and compliance requirements, assisting you through all superannuation matters. This includes:

Preparation of income tax & regulatory returns
New fund & corporate trustee establishments
Corporate trustee & fund maintenance
Quarterly BAS & IAS lodgements
Lump sum payments
Trustee minutes
Binding & non-binding nominations
Superannuation legislation advice
Deed reviews & amendments

Providing the very best in professional administration and auditing services, our team also provides:

Audits

Our audit services include:

Audit & assurance
Advice on legislative & regulatory compliance
Advice on corporate governance & risk management strategies
Analysis of internal controls & processes
Business analysis & advisory services

Estate Planning

Our professional team will work with your solicitors to assist with the development of documentation of estate planning. We can address all estate planning matters regarding:

Rural Accounting & Advice

Whitson Dawson and its ancestral firms have been working with primary producers for the last 130 years. Our firm specialises in the different tax legislation that the sugar and cattle industries are subject to. We also specialise in the particulars of the industry. This includes:

Intricate transactions such as these are decisions that profoundly affects the whole family or business unit. Every primary production business is different – from ownership and assets, to plant and equipment, and management/farming processes.

Due to our large primary production client base, the team at Whitson Dawson have the depth of experience to tailor our service to each individual client, ensuring successful, streamlined processes in all matters concerning rural accounting.

Company Administration Services

All ASIC requirements, including company setups, registrations, changes, statements, invoices, issue of shares, share transfers & lodgements
Company extracts & correspondence
Filing & processing office holders’ appointments & resignations
Business names, ABN & TFN applications, transfers, & cancellations
ATO registrations
Company binder updates & filing
Providing certified copies of documents required by banks, solicitors, & other legal institutions
& more