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  Personal Tax                                                                                         

Income Tax Returns 

Tax returns are prepared cost effectively by :
~ Meeting to review tax position and collect data
~ Preparation of tax return using customised software
~ Review and explanations prior to signature
~ Electronic lodgement

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Property and Shares

We would welcome the opportunity of working with you from the outset on the income tax and capital gains tax issues which will arise.

Apart from helping you to work out the best structure for these activities, if your strategy includes negative gearing we have software which will quickly analyse the tax outcome before you commit to the purchase and/or borrowings. After determining the structure and level of borrowings and anticipated tax outcome we will help you ensure that the loan contract supports the proposed strategy.

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Termination Payments

Tax advice on redundancy will often be needed urgently and in stressed circumstances. If you know your personal tax position in advance then you will be armed with the knowledge to negotiate the best tax outcome.
We have a lot of experience in this area and will work through the issues with you at the time, and then ensure that the various amounts are dealt with correctly on your tax return.

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Share Plans and Options

While it is great to be awarded shares or options by your employer, they are accompanied by lots of documentation, and don't necessarily tell you what you should do. While we can't tell you what to do either, we have lots of experience in dealing with Australian and overseas share and option plans and can take you through the tax side of things in 'plain English'.

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Foreign income and gains

We have the experience to quickly advise you in relation to tax on your non-Australian interest, dividends, pensions, rent etc and know how to claim a credit for any foreign tax incurred. We can also help you to understand how the capital gains tax rules apply if you inherit property or you decide to sell an overseas asset. 


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  Tax for International Assignees                                                           

Inbound to Australia

The best tax planning will be delivered where we are asked to become involved prior to your arrival in Australia. Even if this is not feasible, it is appropriate to review your individual circumstances as soon as possible. Apart from advising you how you will be taxed under current laws as the holder of a visa, we will be able to advise you of the status of any proposed tax legislation and how it may impact you. It is often appropriate to look at your salary package and incentives as well as existing assets, income streams, and proposed transactions prior to arriving in Australia.

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Working Outside Australia

After you leave Australia your ongoing tax status will depend upon the expected and actual length of absence, as well as the type of income you continue to derive from assets, and the types of assets involved. You will find it really useful to understand your alternatives, particularly when you then also need to consider how your host country will tax those amounts. If you have Australian or overseas shares or overseas property then special rules may apply when you leave Australia. 

You also need to understand how your host country will deal with investment income and unrealised capital gains when you leave there to return to Australia at the end of your assignment.

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Short Term Assignments

A tax exemption in Australia may be able to be claimed if you work overseas for periods of 90 days or more. You will have to meet certain conditions. The provisions are sometimes complicated, and are impacted by a number of tax rulings, but we can help you to work through them and see if these provisions would apply to you. 

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US Taxes

We have been preparing US individual tax returns since 1978 and use that experience and the latest software to ensure that your US return is prepared efficiently and cost effectively. We can also advise you in relation to US taxes while you remain a US citizen or green card holder. We have experience in advising on the tax impact of ceasing to be a US citizen or green card holder.

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      Business Tax                                                  


We can help you review the taxation issues relating to whether you establish or continue your business as a sole-trader, partnership, company etc, We can also assist in obtaining an Australian Business Number, help with your GST registration, and guide you in relation to the ongoing tax compliance obligations of your business.

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BAS, Tax Returns, etc.

We will be pleased to be involved at the appropriate level for your business, to assist you in meeting your periodic and annual tax compliance obligations.

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Employer obligations

Whether you need to update your salary packaging arrangements, or need help with your Superannuation Guarantee Charge obligations, or Fringe Benefits Tax return, or even Employer Share or Option Plans, we have the experience to provide appropriate input and advice.

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Extracting Wealth on Retirement

Certain tax concessions are available in relation to your business when you retire. In order to ensure that they qualify for these concessions and maximise the value of them, many business owners seek advice as to the various tax consequences some years prior to the proposed retirement.

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It's your business 
- make sure its ready to provide you with a comfortable retirement.


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Anne O'Mahony
290a Rossiter Road, KooWeeRup 3981
Phone 03 5997-1399    Fax 03 5997-7372    Mobile 0417 511 625

eMail : anne.omahony1@bigpond.com

Anne O'Mahony Solutions Pty. Ltd.    ACN 109377639