Accounting and Taxation
We can provide a comprehensive range of accounting and taxation services for entities such as companies, trusts and SMSFs. Having us organise your accounting and taxation services ensures that all of your financial needs are managed seamlessly and in the most cost and tax effective way possible.
All work is completed by highly qualified accountants and registered tax agents, giving you absolute confidence that your financial affairs are in the right hands.
Andrew Malins
Director
Andrew has 28 years of experience advising clients in small and medium enterprises and personal financial affairs. During that time, he has specialised in tax and business strategies, taking a holistic approach to the financial management of his client’s financial affairs, with a particular interest in investing and planning for retirement.
As well as being an Authorised Representative, Andrew is a registered Chartered Accountant, Tax Agent, public practitioner and a member of the Australian Institute of Management (AIM) and the Taxation Institute.
Andrew Malins is an authorised representative (330831) of Affinity Licensing Plus Pty Ltd (AFSL 553808).
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Relevant Articles...
Tax Lodgement Extensions, Amendments, and Payment Tips
With the tax deadline just weeks away, self-lodgers have until Monday, November 2 to submit their 2025-26 returns or face potential ATO penalties. This article breaks down the essential steps to manage your tax obligations as the window closes, including how to secure a lodgement extension to May 2027 by registering with a tax agent and how to fix errors from rushed submissions. It also outlines a time-sensitive payment strategy: capitalising on the ATO's recent removal of credit card surcharges to earn reward points or create a cashflow buffer before the tax office permanently stops accepting credit cards on November 30.
An Update on the Proposed Family Trust Changes
We first discussed the proposed changes to family trust taxation in our May 2026 article. Since then, the Government has released draft legislation providing more detail on how the new rules could work from 1 July 2028, including an important choice for existing discretionary trusts. In this update, we revisit the proposed changes, explain the two main options in plain English, and highlight what families and business owners with trusts may want to consider.
Key 2027 Financial Changes You Need to Know
Crossing into a new financial year often brings a familiar mix of anticipation and paperwork as we look to organise our tax affairs and plan for the future. Whether you are aiming to maximise your retirement savings or simply trying to keep a busy household budget on track, keeping pace with changing government regulations can feel like a moving target. The start of the 2026-27 financial year introduces several significant updates, from major structural shifts in superannuation to some very welcome personal income tax relief. To ensure you receive completely accurate and trustworthy guidance, this overview relies exclusively on verified data from reputable governmental bodies and established official sources. Taking a proactive approach to these changes now is the most effective way to protect your hard-earned wealth and ensure your household strategy remains resilient over the coming twelve months.
The Tax Ruling That Could Affect Every Family Trust in Australia
The High Court’s recent decision in Commissioner of Taxation v Bendel marks a significant shift in tax law, confirming that an Unpaid Present Entitlement (UPE) owed to a corporate beneficiary is an equitable right rather than a "loan" under Division 7A rules. While this ruling offers welcome relief for many taxpayers who use family trusts, it is far from a "get out of jail free" card; the decision relies on specific legal facts and does not shield taxpayers from other critical integrity provisions like Section 100A and Subdivision EA. As the Australian Taxation Office prepares updated guidance, trust owners should look past the headlines and understand that their tax obligations remain deeply dependent on their specific trust deeds, historical conduct, and how funds are truly being distributed within their group.