Ian is a director of mbt and has more than 20 years experience in assisting clients with their business affairs and taxation obligations. Working closely with business owners Ian provides expertise in tax planning, salary packaging, GST, strategic and succession planning, self managed superannuation funds, asset protection, research and development tax concessions, business valuations, cash flow planning and corporate governance.
Examples of work undertaken by Ian include:
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Tax planning advice for individuals and business owners.
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Ensuring that business’s meet their taxation and GST compliance obligations.
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Structuring salary packages tax effectively, including advising on what double deductions are legally available and supported by taxation rulings issued by the Australian Taxation Office.
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Advice on how to structure the finance and acquisition of motor vehicles and other business equipment to maximise the tax deductions and GST claims.
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Advice on the taxation and GST implications of the purchase and sale of real estate.
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Preparation of research and development tax concession applications.
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Assisting business owners with their strategic and succession planning objectives.
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Ensuring that trustees of self managed superannuation funds meet their compliance obligations and providing advice to trustees whose funds are in accumulation and pension phases.
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Advice on structuring client’s affairs to provide a balance between tax efficiency, asset protection, flexibility and cost.
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Preparation of business valuations.
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Assistance with cash flow budgeting.
Ian holds the following memberships:
Fellow of the Financial Services Institute of Australasia (Finsia)
Fellow of the Taxation Institute of Australia (TIA)
Member of the Institute of Chartered Accountants Australia (ICAA)
Member of the Australian Institute of Management (AIM)