Taxation 

Business Tax Assistance and Planning

Tax is a complex area for any business. At LOCKHART Business Advisors, we offer a full range of straightforward and client-focused taxation services to help you make the right decisions with confidence.

Our tax services include:

• Taxation planning
• Income tax returns
• Preparing activity statements
• GST/FBT obligations
• Structures for asset protection and tax effectiveness
• Managing ATO audits or disputes

Taxation occurs after the end of a financial year. Prior to year-end, LOCKHART Business Advisors can also assist you with:

• Bookkeeping - we can help clients locate a competent and suitable bookkeeper.
• Budgeting - a budget or forecast provides feedback that helps you better manage your business.
• Benchmarking - how does your business performance compare? We can show you.
• Startups - we can help entrepreneurs turn their business idea into reality.

Personal Tax Advice and Planning

LOCKHARTS has consistently exceeded the ATO's annual 85 percent or more on-time lodgement performance requirement, which means our clients are never penalised for late returns. Plus, we engage external support specialists when needed to ensure you receive the best advice and services.

With years of tax experience and advisory expertise, the team at LOCKHART Business Advisors can answer your questions, explain your tax requirements, and work with you to legally minimise your tax. 

Here's what two of our clients had to say:

"Wayne and the team at Lockharts helped and advised me when starting my business. The team took care of everything; from business formation, accounting software, payroll and various other accounting needs. Their on-going support allows my business to run efficiently and more importantly in compliance with the complex taxation requirements that are placed on small businesses. Lockharts are always available for a chat when I need help and always complete their work on-time and with minimal hassle. I highly recommend Lockharts to anyone currently in business or looking to start a new business."

-Troy Viney

CEO

Valiant Aviation Pty Ltd

"Lockhart Business Advisors have provided us with accounting and business support for more than 25 years. I have always been impressed by their thoroughness and the quality of their advice. Wayne and his team are very efficient with all requests addressed in a timely manner. I have no hesitation in recommending Wayne and his colleagues."

- Grant Kleeman PhD

Additional testimonials can be supplied on request.

Information we are required to Disclose to You

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under S45(2)(a) of this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
2. None Applicable
3. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
4. If you have a complaint about our Tax Agent services, you will need to contact Wayne Lockhart in the first instance with details by email. Your complaint will be investigated by Wayne. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

Contact our taxation experts today to get started.