Australian Tax
Focused on wealth building, not just lodgements.
Clear, proactive strategies to grow and protect your wealth. Planned, structured, and managed year-round so you keep more and avoid surprises. We model scenarios, time key events, and adjust as your situation changes.
Who this is for
Australian business owners, professionals and investors who want ongoing, proactive advise across tax, finance, and operations.
What We Do
Plan before 30 June, not after. We model scenarios, time income and deductions, and set a year-round plan to grow and protect wealth.
Buying, selling, paying dividends, moving money between entities or overseas? We map the tax outcomes, structure the deal, and document it properly.
Clean books, on-time BAS/IAS and payroll, tidy workpapers. We keep you ATO-ready and free up your headspace for real decisions.
Set up or reshape companies, trusts and SMSFs so cashflow, asset protection and distributions work in your favour, now and later.
Interest, depreciation, records and CGT for property, shares and fixed income, set up to minimise tax across the whole portfolio.
Before you buy or sell, we model CGT, concessions and timing to avoid surprises and lock in better after-tax results.
We prepare responses, fix records, negotiate realistic payment plans and keep the process controlled.
Quarterly reviews, deadline calendar, and updates as laws or your life change, so your tax plan stays current and effective.
Note: Credit assistance, tax and financial product advice are delivered by independently licensed consultants and/or registered professionals.
WHO THIS IS FOR
INVESTORS & WEALTH BUILDERS
Grow and protect wealth with a tax plan that covers property, shares and structures; timed and managed year-round, not just at lodgement.
- Property tax (interest, depreciation, records)
- CGT timing and small-business concessions (where eligible)
- Trust distributions & income splitting
- SMSF tax coordination (with registered administrators)
- Portfolio reporting & year-end packs
PROFESSIONALS
Simplify your tax life, optimise remuneration and deductions, and plan ahead for investments, family and career moves.
- PAYG/remuneration planning & deductible expense reviews
- Investment property & share portfolio tax setup
- Trust/company use for side income (where suitable)
- HECS/HELP, offsets & residency considerations
- Pre-30 June planning & cash-flow forecasts
BUSINESS OWNERS
Run a proactive tax program across companies, trusts and personal returns—so cash stays in the business and surprises stay away.
- Structure setup/restructure (company, trust, SMSF)
- BAS/IAS, payroll & super administration
- Director pay, dividends & Division 7A management
- Asset purchases, instant asset write-off & depreciation
- ATO reviews, payment plans & record clean-ups
** Note: Credit assistance, financial product advice and tax services are delivered by independently licensed consultants and/or registered professionals.
Have questions?
We offer a complimentary 20-minute advisory session where you can ask all your questions directly to a MALEX Manager.
Want to speak to a specific consultant? Just let us know and we would be happy to arrange a call.
Coopper believes that upfront transparency of information and clarity in direction is essential before making any financial commitments.
So don’t be concerned about “wasting our time”, because we are here to serve you any way we can.