Tax Planning and Advisory Services
Smart advice to reduce your tax obligations
Proactive action and timely advice can have a big impact on your tax obligations. With the right guidance you can reduce the amount of tax payable.
But too often, this advice comes too late and there’s little room to optimise your tax position. This can leave you with a tax payment that’s larger than it perhaps needed to be.
At WL Advisory, we proactively touch base throughout the year to keep you informed on the latest tax rulings that are relevant to you and give you advice on how to minimise tax liabilities and gain tax advantages.
Are you an individual or business wanting to maximise tax benefits?
We’ll keep you updated on the latest development in tax that are relevant to you through monthly newsletters, free webinars and personal discussions, so you never miss any tax benefits.
Seeking a specific tax advice?
We’ll analyse your situation, apply the latest tax rulings, and perform scenario analysis to present the best outcome with explanation in plain English.
Considering a new business structure due to growth?
We’ll use our professional experience and commercial knowledge to give you a clear explanation of the pros and cons of different structures and find the solution that fits your long-term business goals.
Let’s optimise your tax through better tax planning and advisory.
Our Tax Planning & Tax Advisory Services
Income tax and planning
Business restructuring
Capital Gains Tax (CGT) advice
Goods and Services Tax (GST)
Fringe Benefits Tax (FBT)
Indirect taxes (payroll tax, land tax, stamp duty) assistance
International tax
Small business CGT concessions
Estate Planning and Deceased Estates
Why WL Advisory?
Fast and responsive
We aim for same business day responses, so you can make important decisions fast.
Clear Advice
We’ll explain complicated tax and accounting principles in simple terms.
Honest and transparent
Clear fees plus advice that is in your best interest and no upsell of services you don’t need.
Focus on growth
Advice for individuals and business owners to improve your personal finances and grow your business.
Why WL Advisory?
Fast and responsive
We aim for same business day responses, so you can make important decisions fast.
Clear Advice
We’ll explain complicated tax and accounting principles in simple terms.
Honest and transparent
Clear fees plus advice that is in your best interest and no upsell of services you don’t need.
Focus on growth
Advice for individuals and business owners to improve your personal finances and grow your business.
Work with us in 3-simple steps
1. Schedule a Free Call
Contact us at your convenience to discuss your financial circumstances and needs. If you’d prefer a face-to-face meeting, just let us know.
2. Design a Package
After our chat, we’ll provide you with a no-obligation quote that’s tailored to your specific needs and financial requirements.
3. Streamlined transfer
If you wish to proceed, we manage the process of transferring records from your former accountants.
It’s simple, professional and stress-free.
Our Accreditations
WL Advisory is headed by Lawrence Lu, a member of the Chartered Accountants Australia and New Zealand, as well as a licensed tax agent. We provide the highest calibre of accounting and tax solutions.
