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
Our practice is a corporate authorised representative of SMSF advisory
network. Authorised representive number 001246902
We offer a wide range of services to help you self-manage your superannuation fund. Our services include:
- Preparation of annual financial statements
- Income tax returns for self-managed superannuation funds
- Auditing of self-managed superannuation funds
- Assistance with formation of self-managed superannuation funds
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
- Review of investment strategy
- Superannuation legislation advice
- Deed reviews & amendments
Providing the very best in professional administration and auditing services, our team also provides:
- Retirement planning
- Pension analysis & establishment
- Death benefits
- Complying audits (via registered auditors)
- Preparation of annual financial statements, including member statements
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:
- Structures
- Assets
- Liabilities
- Identifying capital gains tax issues that may arise
- & more
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:
- Passing down the farm or property to the next generation
- Purchasing or selling an agricultural property
- Annual tax planning advice
- & more
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