Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
Taxation & Business Services
We handle all your accounting and compliance obligations – from the simple to the complex, including Tax Returns and Financial Statements, CGT, FBT, BAS/IAS, Payroll Tax and ASIC compliance.
Outcome Driven
Seeking your best tax position
Local Melbourne Experts
Trusted Tax Accountants in Balwyn
Commercial Focus
Proactive Deductions & Remuneration
Est. 1999
25+ Years of Principal-Led Advisory
Outcome Driven
Seeking your best tax position
Local Melbourne Experts
Trusted Tax Accountants in Balwyn
Commercial Focus
Proactive Deductions & Remuneration
Est. 1999
25+ Years of Principal-Led Advisory
The Problem We Solve
Complex compliance demands, unexpected tax liabilities, and missed incentives don't just drain your cash flow; they stifle your business growth. We replace reactive year-end stress with tailored, commercially focused strategies that put you in control.
Without a proactive structure review and pre-June 30 planning, you risk missing out on vital deductions and paying more than your fair share. We focus on long-term tax reduction and wealth creation.
Should you lease (including a novated lease), or buy outright? We help you work through the numbers before you commit.
Buying or selling an asset carries tax implications that are best understood before you act, not after.
As your team grows, navigating Victorian (or other state) payroll tax thresholds and Fringe Benefits Tax (FBT) becomes a complex administrative burden. We ensure total compliance while optimising your remuneration strategies.
With changing Government policy on the use of trusts, a structure set up historically may not be appropriate now or into the future. Or missing tax consolidation benefits can expose your assets and limit business succession planning. We ensure your structure scales alongside your business.
What We Do
A comprehensive, end-to-end compliance and advisory service built to protect and grow SMEs, family groups, and innovative enterprises.
Expert preparation and lodgement of taxation returns for sole traders, SMEs, family groups, and multi-entity corporations, ensuring total ATO compliance.
Accurate, timely financial statements that provide a clear picture of your commercial health and satisfy all legislative reporting requirements.
We can assist with everything from capital gains tax, small business concessions, foreign residence, GST on transactions, Division 7A, cryptocurrency taxation and tax consolidation in group structures.
We don't just "do the tax"; we meet before the end of the financial year to forecast outcomes, manage cash flow, and implement legally robust deduction strategies.
Comprehensive FBT assessment, reporting, and strategic remuneration planning to ensure your employee benefit structures are both attractive and tax-effective.
Navigating State Revenue Office (SRO) obligations, including monitoring the payroll tax threshold in VIC (and other states) and managing reporting for growing employers.
Complete management of your Australian Securities & Investments Commission (ASIC) obligations, including ASIC annual review fee tracking, solvency resolutions, and changes of corporate details.
Preparing responses to ATO queries, voluntary disclosures, objections, private ruling applications, audit support and payment arrangement negotiations.
Assisting with final tax returns, estate income, testamentary trusts, Capital Gains Tax (CGT) cost-based issues, asset transfers and tax outcomes for beneficiaries.
A structured, visual timeline tracking your Activity Statements (BAS/IAS), Tax, and FBT deadlines so your business never faces a late lodgement surprise or penalty.
Not sure if you’re getting the best tax outcome for your circumstances?
Talk to Our Team, and we'll map it out.
Expert preparation and lodgement of taxation returns for sole traders, SMEs, family groups, and multi-entity corporations, ensuring total ATO compliance.
Accurate, timely financial statements that provide a clear picture of your commercial health and satisfy all legislative reporting requirements.
We can assist with everything from capital gains tax, small business concessions, foreign residence, GST on transactions, Division 7A, cryptocurrency taxation and tax consolidation in group structures.
We don't just "do the tax"; we meet before the end of the financial year to forecast outcomes, manage cash flow, and implement legally robust deduction strategies.
Comprehensive FBT assessment, reporting, and strategic remuneration planning to ensure your employee benefit structures are both attractive and tax-effective.
Navigating State Revenue Office (SRO) obligations, including monitoring the payroll tax threshold in VIC (and other states) and managing reporting for growing employers.
Complete management of your Australian Securities & Investments Commission (ASIC) obligations, including ASIC annual review fee tracking, solvency resolutions, and changes of corporate details.
Preparing responses to ATO queries, voluntary disclosures, objections, private ruling applications, audit support and payment arrangement negotiations.
Assisting with final tax returns, estate income, testamentary trusts, Capital Gains Tax (CGT) cost-based issues, asset transfers and tax outcomes for beneficiaries.
A structured, visual timeline tracking your Activity Statements (BAS/IAS), Tax, and FBT deadlines so your business never faces a late lodgement surprise or penalty.
How We Work
We take you step by step through the processes involved to ensure all your compliance, legislative, and taxation obligations are met without the stress.
We start by learning about you and your business (if applicable), investment/asset structure, goals, risks, and key pain points. This includes reviewing your current entities, financial records, tax history, cash flow, compliance obligations, and any major upcoming events such as a sale, restructure, retirement, inheritance, or expansion.
We analyse your position to identify tax risks, compliance gaps, inefficient structures, cash flow issues, reporting weaknesses, and planning opportunities. This may include reviewing income, deductions, GST, payroll, trusts, companies, Division 7A, capital gains tax, superannuation, asset protection, and succession matters.
We prepare practical advice and work with you and often your other advisers, such as lawyers, financial planners or bankers, to implement the recommended actions. This may involve restructuring entities, preparing tax plans, improving reporting systems, lodging returns, setting up governance processes, or documenting key decisions.
We continue to work with you over time by monitoring results, reviewing tax positions, tracking compliance deadlines, updating forecasts, and adjusting strategies as your circumstances change. This helps ensure you remain compliant, tax-effective, financially informed, and prepared for future opportunities or risks.
Why Choose Us
Our tax team doesn't work in isolation. Because we sit alongside your bookkeepers, wealth advisers, and business strategists, your tax planning is always aligned with your broader financial goals.
Your tax accountant, bookkeeper, and financial adviser share insights and data seamlessly, eliminating double-handling and identifying holistic wealth strategies.
You deal with senior professionals who understand the commercial realities of running a business. Your compliance and advisory work is reviewed and owned at the Principal level.
We deliver personally tailored strategies and straightforward advice so you can relax and focus on running your business, knowing your cash flow and growth are optimised.
Related Services
Our integrated practice means your accounting, audit, and advisory needs are handled under one roof.
ASIC-registered company auditors and forensic accounting services when a fresh set of expert eyes is needed.
Tax compliance, FBT, payroll tax and strategic tax planning tailored to the aged care sector's unique obligations.
Strategic advisory for aged care operators navigating funding reform, growth planning, and operational efficiency.
TRUSTED IN MELBOURNE AND AUSTRALIA-WIDE
Don't take our word for it. Here's what our clients say about working with the Kidmans Partners team.
NEWS & INSIGHTS
TAKE THE FIRST STEP
A complimentary initial call with one of our Senior Team Members. No obligation. No jargon. Just a clear plan for what comes next.
