公司、信托、合伙报税Company, trust & partnership
- 财务报表与所得税申报
- 信托分配决议(6 月 30 日前)
- ASIC 年审与公司秘书事务
- 股东贷款与 Div 7A 管理
- Financial statements and tax returns
- Trust distribution resolutions (by 30 June)
- ASIC annual review and company secretary
- Shareholder loans and Div 7A
添加后,IMP 图标会出现在您的主屏幕上,像普通 App 一样打开。The IMP icon then sits on your home screen and opens like any other app.
昆士兰注册税务代理 · Registered Tax AgentRegistered tax agent · Queensland
为中小型家族企业和他们的家庭提供有战略高度的税务与经营建议:结构、风险、增长与传承,日常合规也一并打理妥当。长期合作,一位真正了解您的生意、家庭和目标的顾问为您把关。
Strategic tax and business advice for small and medium family businesses and their families: structures, risk, growth and succession, with compliance handled properly along the way. A long-term relationship with an adviser who knows your business, your family and your goals.
"Partners" 有两层意思:与每位客户长期同行;与一组信得过的专业伙伴协作,理财、贷款、养老金、法律,您需要谁,就有对的人。"Partners" means two things: a long-term partner for every client, and a trusted panel of specialists in financial advice, mortgage broking, super and law, so you always have the right expert.
陪您走完每个阶段With you at every stage
家族企业每个阶段的问题都不一样。我们按阶段陪您做决定,而不只是每年报一次税。Every stage of a family business brings different questions. We help you decide at each one, not just once a year at tax time.
“公司还是信托?要不要注册 GST?”“Company or trust? Do I need GST?”
“请人了,现金流跟得上吗?”“We're hiring. Will cash keep up?”
“钱怎么从公司拿出来最合适?”“What's the right way to take money out?”
“第二家店、买物业,还是引进股东?”“A second site, property, or a partner?”
“交给下一代,还是卖掉?”“Hand it on, or sell?”
服务与收费Services & fees
每个家族企业的情况都不一样,所以没有统一价目表。大部分工作按书面固定报价;部分咨询按约定的小时费率收费,会事先跟您说明。无论哪种,都是您确认后才开始。Every family business is different, so there's no one-size price list. Most work is on a written fixed quote. Some advisory work is billed at an agreed hourly rate, and we tell you upfront which applies. Either way, work starts only once you agree.
结构和 ATO 事务情况差别很大,我们只按书面确认的范围开展工作;范围以外的事项,会先另行报价,您同意后再开始。Every structure and ATO matter is different, so we act only on the scope agreed in writing. Anything outside it is quoted separately before we start.
很多家族企业做到一定规模,老板每天忙经营,却不清楚哪条产品线赚钱、现金还能撑多久、明年该不该扩张。每月或每季度和您坐下来,把账目变成看得懂的经营报告,一起定预算、盯现金、做决定,税务规划也一并考虑进去。Many family businesses reach a size where the owner runs everything but can't easily see which lines make money, how long the cash will last, or whether to expand next year. Monthly or quarterly, we sit down together, turn the books into a report you can read, and work through budgets, cash and decisions, with tax planning built in.
预约 Virtual CFO 咨询Talk about Virtual CFO两分钟报价评估Two-minute quote check
建议方案Suggested plan
提交后我们会尽快回复您。先了解您的实际情况,再发出书面固定报价(fixed quote)。这里不显示价格,因为同样的服务在不同企业的工作量差别很大。如果实际情况与描述不同,工作量相差超过 10%,请理解我们保留重新报价的权利,并会先与您沟通。我们看重的是长期合作,只要合理,我们都愿意支持。We'll get back to you promptly. Once we understand your situation, we'll send a written fixed quote. No price is shown here because the same service can take very different work for different businesses. If things turn out to differ from what was described and the workload changes by more than 10%, we may need to re-quote, and we'll always talk with you first. We're in this for the long term: where it's reasonable, we're happy to support you.
家族企业工具箱Family business toolbox
这些工具在您的浏览器里计算,不会把数字发给任何人。结果只是估算,做决定前请先和我们确认。These run in your browser and send your numbers nowhere. Results are estimates; check with us before acting.
结构不能只看税。A structure is never a tax decision alone.
下面的数字只比较当年税负。真正决定结构的,是这些更深层的问题:The numbers below compare one year of tax only. The decisions that really shape a structure sit deeper:
税率最低的结构,不一定是最适合您家庭的结构。请在设立或调整结构前与我们详谈。The lowest-tax structure is not always the right one for your family. Talk to us before you set up or change a structure.
示例数字。简化计算:个人按居民税率含 Medicare levy、LITO 和小企业所得税抵扣;公司按 25% base rate entity 税率,未计入日后分红的个人税;未考虑 Div 7A、PSI 规则、资产保护等。仅供一般参考,不构成税务建议。Example figures. Simplified: individuals at resident rates incl. Medicare levy, LITO and small business income tax offset; company at the 25% base rate entity rate, before tax on later dividends; ignores Div 7A, PSI rules and asset protection. General information only, not tax advice.
示例数字。按所选财年居民税率;未计私人医保、HELP、附加税及其他抵扣。仅供一般参考,不构成税务建议。Example figures. Resident rates; excludes private health, HELP, surcharge and other offsets. General information only, not tax advice.
必须在 6 月 30 日前还清本年最低还款。没还够的部分可能被视为公司向您分红,按个人税率交税。前提是已签署书面 Div 7A 借款协议。The minimum must be paid by 30 June. Any shortfall can be treated as an unfranked dividend taxed at your marginal rate. Assumes a written Div 7A loan agreement is in place.
一般信息,不构成税务建议。信托工具按成年居民受益人计算,未计未成年人罚则税率、Medicare levy 附加费和 Div 7A 未付分配问题;BAS 工具未计 FBT、燃油抵扣和 WET 等项目;员工成本未计 QLD 工资税(全年工资超过 130 万澳元才需缴纳)。General information, not tax advice. Trust tool assumes adult resident beneficiaries and ignores minors' penalty rates, surcharges and Div 7A unpaid entitlements. BAS tool ignores FBT, fuel tax credits and WET. Hiring tool excludes QLD payroll tax (only applies above $1.3m in yearly wages).
合作流程How it works
上门拜访或线上会面,了解您的生意和家庭情况,确认需要的资料并说明收费方式。At your business or online: your business and family, the documents needed, and how fees will work.
按下方清单准备,通过客户门户上传。请勿用邮件或微信发送 TFN。Use the checklist below and the client portal. Please don't send your TFN by email or messaging apps.
每一项收入和费用逐一核对,再用中文或英文和您逐项讲解。Every item checked, then explained to you in English or Chinese.
您电子签字,我们申报,下一个截止日前提前提醒。You e-sign, we lodge, and you're reminded before the next deadline.
资料清单What to bring
清单会保存在本浏览器中,您可以随时回来逐项勾选。Your list saves in this browser so you can come back and tick items off.
重要日期Key dates
本财年 ATO 常见截止日期。通过税务代理申报的客户通常享有更晚的期限,具体以您的申报计划为准。Typical ATO dates this year. Clients lodging through a tax agent usually get later dates; your own lodgement program applies.
关于我About
二十年大型会计师事务所税务咨询经验,服务过各种规模的企业和家族集团,其中不少客户的生意和家人横跨澳洲与中国。现在,这些经验直接为您的家族企业服务:由我亲自负责,没有大所的层层转手。
专注两件事:结果和风险管理。税交得合理,账目清清楚楚,ATO 的事走在前面,不让小问题拖成审计、罚款或代价高昂的重组。
沟通直接:风险在哪里、可能付出什么代价、该怎么做,一次说清楚。不说废话,不绕圈子,让您专心做生意。
Two decades at large accounting firms, advising businesses and family groups of every size, many with ties across Australia and China. Now that experience comes straight to your family business: you work with me directly, without the layers of a big firm.
The focus is simple: results and managing risk. Paying the right amount of tax, keeping your books clean and staying ahead of the ATO, so small issues never turn into audits, penalties or costly restructures.
Straight answers, always: what the risk is, what it could cost and what to do about it. No padding and no going in circles, so you can get on with running your business.
自己也是做生意的,深知其中的不易。每段合作都从了解数字背后的人开始:您是怎么起步的,想把生意带到哪里,什么事让您放不下心。很想听听您的故事。聊聊吧 →
Running a business myself, I know what it takes. Every relationship starts with the people behind the numbers: how you started, where you want to take the business, and what keeps you up at night. I'd love to hear your story. Let's talk →
FCPA澳洲注册会计师公会资深会员Fellow, CPA AustraliaCTA澳洲税务协会特许税务师Chartered Tax Adviser, The Tax InstituteTPB注册税务代理Registered Tax Agent
已收到Request received
或直接联系Or get in touch directly
每条咨询都会及时亲自回复。Every enquiry gets a prompt, personal reply.
会打开您手机的短信应用,发送前可以修改。在电脑上?Opens your phone's messages app; you can edit before sending. On a computer?
仅限客户咨询,恕不接受推销或营销短信。Client enquiries only. No sales or marketing messages, please.
不需要。企业客户我们优先上门到您的店铺、工厂或办公室,顺便看看生意实际怎么运作。个人税务全部线上处理,电话或视频即可。资料安全上传,文件电子签名。No. For businesses, we prefer to come to your shop, workshop or office and see how the business actually runs. Individual tax is handled online, by phone or video. Documents are shared securely and signed electronically.
选择结构是战略决定,不只是税的问题。综合考虑资产保护、家族传承、资金如何合理取用、经营风险与责任、未来扩张和出售,搭一个十年后依然适用的结构。上面的对比工具只看税,真正的方案要看全局。Choosing a structure is a strategic decision, not just a tax one. The right one weighs asset protection, family succession, how you'll access the money, risk and liability, future growth and an eventual sale, and still works in ten years. The tool above only shows tax; real advice looks at the whole picture.
不建议直接拿。公司借款给股东或其亲属可能触发 Div 7A,被视为分红征税。可以设立合规的借款协议和还款计划,把风险控制住。Not without planning. Loans from a company to shareholders or their relatives can trigger Division 7A and be taxed as dividends. A compliant loan agreement and repayment plan keeps it under control.
越早介入越好。先评估您的整体风险:欠款、罚款、利息,以及董事个人责任(Director Penalty Notice)。然后代表您与 ATO 交涉,制定可行的还款安排,合适时申请减免罚款和利息,应对审查和审计,必要时提出异议。目标是控制风险,保护您和家族的资产。Act early. The first step is assessing your full exposure: the debt, penalties, interest and any personal liability as a director under a Director Penalty Notice. Then we deal with the ATO on your behalf, from a workable payment arrangement and penalty remission where it fits, to reviews, audits and objections. The aim is to contain the risk and protect you and your family's assets.
我们专注税务、会计和经营顾问,不直接承接 SMSF 和理财业务。需要时,我们的专业伙伴团队提供一站式对接:SMSF 管理与审计、持牌财务顾问、贷款经纪、保险和法律服务,税务部分由我们统筹配合。We focus on tax, accounting and business advisory, and don't handle SMSFs or financial advice directly. When you need them, our specialist panel gives you a one-stop connection to SMSF administration and audit, licensed financial advisers, mortgage brokers, insurance and legal services, with the tax side coordinated by us.