Tax

Managing your lodgement obligations accurately and on time: activity statements, income tax returns, FBT returns, payroll tax and more. Addsum monitors your obligations, tracks legislative changes and represents you in tax authority audits and reviews as your registered tax agent.

Proactive structuring can minimise tax exposure across your business, investments and personal positions. Our advice covers business structure, income tax, capital gains, indirect taxes and superannuation – from business establishment through to succession and exit.

For businesses and individuals with obligations in multiple jurisdictions, Addsum navigates the complexity of international tax including cross-border transactions, thin capitalisation, cross-border funding arrangements and the interaction between Australian and foreign tax regimes.

For executives and professionals moving between Australia and Asia-Pacific jurisdictions, Addsum manages the tax implications of residency changes, foreign income, equity arrangements and dual-country obligations. We have particular depth in cross-border obligations involving Australia-Mainland China and Australia-Hong Kong SAR.

When a tax authority initiates a review or audit, Addsum acts on your behalf, managing correspondence, preparing responses and negotiating outcomes. Our professionals understand both the technical and procedural dimensions of engaging with the relevant tax authority.

Ensuring related-party transactions are structured and documented in accordance with Australian transfer pricing rules and OECD guidelines. Addsum helps clients establish defensible pricing policies, prepare documentation and manage tax review risk before it escalates.

For multinational enterprises with Australian operations, country-by-country reporting obligations are complex and the consequences of non-compliance are significant. We prepare and lodge CbCR documentation with precision and a thorough understanding of the ATO’s requirements.

The OECD’s Pillar Two framework is reshaping how large multinational groups calculate and report their tax obligations globally. We help clients understand their exposure, assess their position and meet their reporting obligations as the rules take effect in Australia.