The team delivering Tax Alliance is comprised of specialists familiar with the specific elements of tax. Whether it’s trust matters, applying CGT concessions, property transactions, selling business assets, business exit, research and development, business growth, structuring, residency, position papers, or any number of tax-related enquiries, a Tax Alliance specialist has the solution your client needs.
Our specialist team is passionate about tax and aims to spread tax knowledge and help our members find solutions to manage tax risk for their clients.
Tax matters, and that’s why Tax Alliance is the solution you have been searching for.
Membership benefits
We hold eight tax alliance sessions per year, which provide relevant and practical information on a range of current tax and business topics.
Nexia Perth’s Tax Alliance members are entitled to have multiple employees from their firm attend each training session depending on their membership level, which will count as Continuing Professional Development (CPD) hours.
If you encounter a complex tax issue, it may be helpful to speak with your local Nexia Australia tax specialist. Our phone and email service provides unlimited access to discuss complex tax matters.
Although verbal responses cannot be relied on as advice, if the issue requires written advice, we can provide a fee proposal.
Written advice may be warranted when your client is confronted with a significant tax issue. This advice is tailored to meet your client’s specific needs and risk profile. The following scenarios are typically matters where a client should seek written advice:
- Qualifying for and applying the CGT small business relief concessions to a business or asset sale, including extracting the funds from a trust or company
- Sell the business assets or sell the company?
- Property transactions, including income tax, CGT, GST and main residence exemption
- More complicated trust losses or Division 7A scenarios
- Restructures, mergers and introducing or exiting owners of a business
- International tax issues
- Winding up entities
Our experienced tax advisors possess deep technical knowledge and a global network of resources, ensuring that we have the insight, advice, and support needed to provide advice on the full range of potential tax risks.
We understand how trust underpins everything Tax Alliance stands for, so we ensure we have a zero-tolerance approach to client solicitation.
How we deliver tax advice to your client is entirely up to you – some practitioners prefer that we have no contact with their clients, whereas others may prefer that we liaise directly with them instead.
Through our Tax Alliance network, you will receive exclusive invitations to networking opportunities. Connecting you with Nexia’s and the sector’s finest and further expand your community of possible referrers
Nexia Australia are your tax partner. Leveraging a global network of more than 600 offices spanning over 120 countries, we’re a leading tax, audit and advisory firm with decades of experience providing tailored solutions to clients across a range of sectors.
Our approach
Our approach can be summarised in six quick, easy steps –
1. Initial enquiry
Tax Alliance member is approached by their client regarding a complex tax matter. The member then contacts Tax Alliance to schedule a meeting.
2. Complimentary meeting
Parties attend the complimentary meeting where the member’s client can explain the situation, and relevant tax issues are discussed.
3. Engagement decision
Post complimentary meeting, the member’s client may elect to end proceedings (at no cost) or advance the engagement to procure written advice.
4. Fee proposal and scope
Before commencing, the fee proposal and scope if forwarded for approval. Once agreed, Nexia’s services commence.
5. Commencement
Our Nexia tax specialists begin research, documenting support for conclusions, and formulates advice.
6. Completion
Written advice is delivered to the Tax Alliance member and client.
Already a member?
Please use the following link to login anto access access news, insights, and events tailored for members.
Membership enquiry
Get in touch today to discuss how you can start accessing specialist knowledge to benefit your clients through our national Tax Alliance network.
