Cleary & Bentley

WHO WE ARE

Director Jo Cleary founded Cleary Bentley in 2003 to offer a specialist Federal and State taxation consultancy for professional and financial advisers.

Cleary Bentley works successfully across a wide range of industry sectors and projects in Australia and around the world.

Areas of tax specialisation:

Structuring, reviewing and restructuring entities, projects and assets for maximum tax effectiveness at all stages of the business lifecycle including financing, R&D and tax consolidation.
Designing and implementing the Australian taxation structure for inbound investment transactions.
Comprehensive taxation advice for superannuation structuring including disputes and negotiations with the Australian Taxation Office (ATO) and Australian Prudential Regulation Authority (APRA).
Preparation of objections against income tax assessments, applications and documents for lodgement with the ATO.
Dispute resolution including negotiations with the ATO, particularly to resolve significant and complex matters under audit and, where necessary, take matters to the Administrative Appeals Tribunal and, with Counsel, the Courts.
Other services:

Taxation advice on business strategies developed by the advisers with full risk analysis from a taxation perspective.
Implementation of the taxation procedures for the business strategies adopted.
Facilitating workshops.

JO CLEARY

DirectorMBL PhD CTA

Jo is an expert problem solver and has a distinguished career as an adviser across all aspects of business. Over the past decade she specialised in highly complex corporate structuring to ensure effective planning.

From the ATO to APRA to OSR, Jo has an outstanding record of resolving taxation and superannuation issues. She is highly respected for her skill in settling very difficult tax disputes with significant historical issues.

Jo’s research and public profile position her as an expert in superannuation.

Cleary & Bentley in Currumbin Valley, Gold Coast, QLD is listed under the best Accountants specialising in services such as Business Tax Advice, Self Managed Super Funds (SMSF), GST / BAS Returns.

Other services by Cleary & Bentley include Superannuation, GST Registrations.

Phone Cleary & Bentley to ask about our services and prices.

Services

DISPUTE RESOLUTION

Assisting advisers to solve complex, intractable and historical tax disputes is our speciality.

If an adviser is facing an expensive and time consuming dispute on behalf of a client with tax authorities, Cleary Bentley can assist.

Cleary Bentley is a respected authority on how the taxation law should apply and be interpreted and works systematically to negotiate the best resolution to any taxation issues.

Cleary Bentley has an exceptional record of reaching resolution and advice that is underpinned by the highest ethical standards.

TAX STRATEGY, STRUCTURING AND ADVICE

Cleary Bentley provides advisers with high-level, specialist tax advice for their clients. Advice can cover strategies and structuring for companies, trusts and superannuation funds, specific issues and dispute resolution.

Cleary Bentley provides taxation advice to advisers for their clients for every stage of the lifecycle of a business: from determining the correct structure for the establishment of the business to the most effective operating structure and a clear exit strategy.

Taxation advice includes both Federal and State taxes. During the operation of the business, Cleary Bentley provides advice on effective management of financing, FBT and salaries, GST, business transactions, CGT events and compliance with superannuation legislation. For exiting a business, Cleary Bentley advises on the most tax efficient method for managing the sale or liquidation.

Cleary Bentley can assist with restructuring of a business to ensure that the restructuring results in the most tax effective structure to comply with the commercial requirements that underpin the purpose for the restructuring.

Cleary Bentley advice is provided quickly, is straightforward and is tailored to the adviser’s client’s needs. It gives peace of mind and allows clients to make the most of any commercial or investment opportunities.

SUPERANNUATION

Cleary Bentley provides expert advice on the taxation and regulation of superannuation funds.

If you as an adviser need a second opinion on a difficult tax problem relating to superannuation, Cleary Bentley is here to assist.

Protecting your client’s superannuation structures can be daunting but Cleary Bentley can save you time and cost by identifying any potential issues before they occur. Cleary Bentley are successful problem-solvers and strategists.

Dr Jo Cleary is recognised as an authority on the taxation and regulation of superannuation. She specialises in finding and negotiating workable solutions for advisers’ clients who have inadvertently breached any of the many complex superannuation obligations.