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    IDENTIFYING AND MITIGATING TAX RISK

    Tax Advice and Strategy

    STRATEGIC TAX ADVICE CAN HELP WHEN YOU:
    • Don’t have a clear strategy for managing tax risk.
    • Want to reduce the tax impact on your business or investments.
    • Want to know what tax concessions you can claim.
    • Operate across borders and face complex international tax outcomes.
    • Are concerned about potential exposure to tax risk or audits.
    • Regularly manage high-value or complex transactions without upfront tax planning.
    • Need to understand the tax consequences of key business decisions.

     

    A tailored approach to help your SME realise its full potential

    Ulton’s experienced tax advisors help you understand your tax position so you can  minimise tax impact and maximise profits.

    Our strategic advice keeps you proactive and practical when navigating complex taxation law and meeting your ongoing tax obligations.

    female advisor with male client going over paperwork in an office_iStock-1366756857

    How We Help You

    International and
    Immigration Tax

    Our specialist international tax experts can help you make decisions around transfer pricing, residency, and inward and outward investing. No matter how complex your international operations are, we’ll make sure you’re running your business as tax-effectively as possible.

    Income and Indirect Tax

    Want to ensure you’re not overpaying on GST, Fringe Benefits and Capital Gains Tax? Ulton wants to help you make the most from your profits. Our team will make sure you’re paying the correct amount of income tax, as well as gaining access to all eligible small business concessions.

    Tax Dispute Resolution
    Services

    Tax disputes happen. When they do, make sure you have the best chance of a favourable outcome by engaging tax litigation support from Ulton. Our expertise also covers private rulings and objections services.

    Corporate Tax Advisory

    Our specialist Audit and Forensic Accounting team are meticulous. We combine investigative procedures and accounting practices to deliver an independent, objective and thorough analysis of your financial situation.

    Mergers and Acquisitions

    Undergoing a merger? Ulton has years of experience working in M&A and can provide detailed due diligence as well as any tax consolidation advice.

    Private Tax Advisory

    Legal constraints, compliance requirements and the watchful eye of regulatory authorities have created a business environment where every business transaction is being closely scrutinised, on an ongoing basis. We help you understand how tax law applies to your circumstances.

    Why Work With Ulton?

    At Ulton, tax advice isn’t just about compliance — it’s about strategy. Our Tax Advisory team is highly specialised, with deep experience across complex tax law, corporate structuring, and transaction-based tax strategy. We help you take a forward-thinking, proactive approach to managing your tax obligations, so you can protect your finances, avoid risk, and seize opportunity. Whether you’re navigating complex transactions, responding to changing reporting requirements, or managing international operations, we give you clarity and confidence.

    Our tax compliance solutions go beyond the basics. We partner with you to develop strategies that reduce, defer, or even eliminate tax liabilities — while helping you stay ahead of evolving legislation and protect your financial future.

     

    Connect with our Tax Advisory Specialist

    Daryl Corpe

    Tax Advisory Partner

    (07) 4154 0402

    Connect with Daryl

    Brian Richards

    SENIOR TAXATION SPECIALIST

    (07) 4154 0400

    Connect with Brian

    WHAT CLIENTS HAVE TO SAY

    “The Ulton team were incredibly responsive, diligent and efficient in meeting deadlines. It was fantastic to be able to call on various experts, for a range of advice including financial modelling and tax, from the one team. The work Ulton completed was very comprehensive, and was critical to achieving the success of the project.”

    Anthony Joseph

    Managing Director, Alfred E Chave

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    Offering insights and new solutions to achieve a tax-effective outcome.

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    Tax Advice FAQs

    How do I know if my business is structured in a tax-efficient manner?

    A tax-efficient structure should support your business goals while reducing tax exposure, protecting assets, and planning for future growth or succession. Our team will review your current structure and identify opportunities to improve efficiency, manage tax risks, and align with your long-term objectives. We regularly assist clients with restructuring for operational growth, ownership changes, or intergenerational transitions.

    What types of businesses do you work with?

    Ulton specialises in providing tax assistance to  a broad range of small to medium-sized enterprises (SMEs) across a range of industries, including family-owned businesses, professional services, agriculture, construction, and high-growth private companies. Many of our clients are navigating complex tax issues, managing multi-entity structures, or preparing for significant transactions. We tailor our advice to suit your industry, goals, and level of complexity.

    Do you offer ongoing support or one-off tax advice?

    Yes — we offer both. Many of our clients engage us as long-term tax partners, relying on us for proactive strategy, ongoing support, and continuity of advice. Others reach out for one-off expert advice on specific matters such as restructures, transactions, or complex tax issues. No matter how you choose to work with us, our focus is on providing tailored, practical solutions that help you move forward with confidence.

    How do your tax planning services differ from tax return preparation?

    Tax planning is strategic and forward-looking. It’s about proactively managing your tax position — putting structures and strategies in place to improve business cash flow, reduce tax, and make informed, tax-effective decisions.

    In contrast, tax return preparation is a compliance obligation that reports on what’s already happened. While we do offer tax return services for businesses and entities through our Business Services team, our Tax Advisory team focuses on helping you navigate more complex tax issues and make smarter decisions before you lodge.

    Do you provide Capital Gains Tax advice and planning?

    Yes, we do!. Whether you’re selling a business asset, property, or shares, we help you understand your Capital Gains Tax obligations and plan ahead. We identify concessions, exemptions, and timing strategies that could reduce or defer CGT, helping you achieve the best tax outcome.

     

     
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