Symmetry Accounting & Tax Pty Ltd.

Symmetry Accounting & Tax Pty Ltd. Highly regarded Perth accountants providing expert taxation, accounting, business advisory and superannuation support.

Quality service, clear advice, and strong compliance - Symmetry Accounting & Tax Pty Ltd.

Giving a great employee a piece of the business can be a powerful incentive β€” but it can also create tax, ownership and ...
24/08/2026

Giving a great employee a piece of the business can be a powerful incentive β€” but it can also create tax, ownership and exit issues that last well beyond the employment relationship. πŸ“ˆ

An Employee Share Scheme (ESS) and direct equity ownership are not the same thing.

Before offering or accepting shares, ask:

βœ… Is the goal to reward an employee or create a genuine co-owner?
βœ… What voting and dividend rights come with the interest?
βœ… Could tax arise before the shares can be sold?
βœ… What happens to vested interests if employment ends?
βœ… How will the arrangement affect the company's valuation, accounting and future ownership?

One important update: leaving employment is no longer, by itself, a deferred ESS taxing point for employment ending on or after 1 July 2022.

And if an SMSF is being considered as part of a broader ownership strategy, additional superannuation rules can apply.

A little planning before the paperwork is signed can prevent much bigger problems later.

Symmetry Accounting & Tax Pty Ltd can assist Perth business owners with accounting, taxation and business advisory considerations around business ownership and employee equity.

That old loan sitting on your balance sheet? It might be worth another look. πŸ‘€Loans between family members, trusts, comp...
14/08/2026

That old loan sitting on your balance sheet? It might be worth another look. πŸ‘€

Loans between family members, trusts, companies and shareholders are common in privately owned businesses.

The problem is that they can sit in the accounts for years without anyone revisiting the original arrangement.

For Perth business owners, it's worth checking:

β†’ What does the balance actually represent?
β†’ Is the supporting documentation still available?
β†’ Have repayments been correctly recorded?
β†’ Are there Division 7A implications?
β†’ Does the arrangement need to be reviewed by your lawyer?

An amount appearing in the accounts doesn't necessarily answer every tax or legal question surrounding the loan.

We've put together a practical guide explaining why older family and related-party loans deserve attention.

Read the article, then talk to us if you've got an old loan balance that needs a closer look.

https://www.symmetryconsulting.com.au/post/that-old-loan-in-your-accounts-may-not-be-as-secure-as-you-think

More sales don’t always mean a stronger business. πŸ“ˆGrowth can put pressure on cash flow, your team, customer service and...
09/08/2026

More sales don’t always mean a stronger business. πŸ“ˆ

Growth can put pressure on cash flow, your team, customer service and the systems you rely on every day.

Before expanding, it pays to ask:

βœ… Can cash flow support the next stage?
βœ… Are your accounting systems giving you the information you need?
βœ… Can your team handle additional demand?
βœ… Have taxation and business-structure implications been considered?
βœ… Do your long-term plansβ€”including any SMSF strategyβ€”still align with where the business is heading?

At Symmetry Accounting & Tax Pty Ltd, we help Perth business owners look beyond turnover and understand the numbers behind sustainable growth.

Our accounting, taxation, SMSF and business advisory services can help you approach your next business decision with greater clarity.

πŸ“ Perth, WA
πŸ’¬ Planning to expand? Contact our team to discuss your next step.

General information only. Seek professional advice for your individual circumstances.

🚨 Could your everyday business habits be attracting unwanted ATO attention?It's not always major tax issues that trigger...
05/08/2026

🚨 Could your everyday business habits be attracting unwanted ATO attention?

It's not always major tax issues that trigger reviews. Sometimes it's simple things like poor record keeping, using business funds for personal expenses or missing reporting deadlines.

The good news is that many of these risks are preventable with the right accounting systems and professional advice.

At Symmetry Accounting & Tax Pty Ltd, we support Perth businesses with:
βœ… Accounting
βœ… Taxation
βœ… SMSF Services
βœ… Business Advisory

Taking a proactive approach today can save significant time, money and stress tomorrow.

πŸ“ Proudly supporting businesses across Perth, WA.
πŸ“ž Contact us today on 0420 970 369 to learn how we can help.

Are Family Trusts Still Worth Having? πŸ€”The recent Federal Budget has left many business owners wondering whether family ...
22/07/2026

Are Family Trusts Still Worth Having? πŸ€”

The recent Federal Budget has left many business owners wondering whether family trusts are still worthwhile.

The answer isn't always straightforward.

While taxation rules may change, family trusts can still offer valuable benefits including:

βœ… Asset protection
βœ… Succession planning
βœ… Business continuity
βœ… Wealth management
βœ… Flexible family planning

Before making any changes, it's important to understand how the proposed reforms apply to your unique circumstances.

At Symmetry Accounting & Tax Pty Ltd, we help Perth businesses and families make informed decisions through practical accounting, taxation, SMSF and business advisory services.

πŸ“ž Get in touch today to review your business structure.

Could outdated paperwork cost your business valuable tax deductions? ⚠️If your business operates through multiple compan...
14/07/2026

Could outdated paperwork cost your business valuable tax deductions? ⚠️

If your business operates through multiple companies or trusts, your inter-entity service agreements may need attention.

A recent court decision highlighted that expired or poorly documented agreements can make it difficult to support tax deduction claimsβ€”even when the business relationship hasn't changed.

Don't assume everything is fine just because business is running as usual.

At Symmetry Accounting & Tax Pty Ltd, we help businesses throughout Perth, WA with:
βœ… Accounting
βœ… Taxation
βœ… SMSF
βœ… Business Advisory

We'll review your business structure and documentation to help reduce risk and keep your records up to date.

πŸ“ž Get in touch today for peace of mind.

✈️ Moving overseas? Here's one thing you shouldn't leave behind... good tax advice.Many Australians believe their tax ob...
04/07/2026

✈️ Moving overseas? Here's one thing you shouldn't leave behind... good tax advice.

Many Australians believe their tax obligations end as soon as they relocate overseas. In reality, the ATO looks at much more than your physical location when determining your tax residency.

Your family, property, business interests, investments and even your long-term plans could all affect whether you're still considered an Australian tax resident.

If you're planning an overseas move from Perth, WA, now is the perfect time to review your accounting, taxation and SMSF arrangements.

At Symmetry Accounting & Tax Pty Ltd, we're here to help you make informed decisions before you relocate, giving you confidence that your financial affairs are in order.

πŸ“ž Contact us today on 0420 970 369 to arrange a consultation.

Proactive or reactive β€” which one is your accountant?Many business owners believe their accountant is β€œsaving them tax” ...
28/06/2026

Proactive or reactive β€” which one is your accountant?

Many business owners believe their accountant is β€œsaving them tax” when their tax return is prepared.

But in many cases, the tax return is simply reporting what has already happened.

There is a major difference between tax compliance and tax planning.

A tax return looks backwards.

Tax planning looks ahead.

By the time the financial year has ended, many of the best planning opportunities may already be gone. Superannuation contributions, wages, dividends, asset purchases, trust distributions and other key decisions generally need to be considered before 30 June β€” not after.

That is why proactive advice matters.

A good accountant should not only tell you how much tax you owe. They should help you understand:

βœ… Why your tax result looks the way it does
βœ… What your business numbers are telling you
βœ… Whether your cash flow is under control
βœ… Whether your structure is still appropriate
βœ… What decisions should be considered before year-end
βœ… How to avoid unnecessary surprises

The goal is not just to lodge a tax return.

The goal is to make better decisions before the numbers are locked in.

For business owners, the best tax outcomes usually come from planning early, reviewing the financial position before year-end and taking action while there is still time.

At Symmetry Accounting & Tax Pty Ltd, we assist business owners with accounting, taxation, tax planning and business advisory services designed to look forward β€” not just report history.

If you are a business owner and want to take a more proactive approach to your tax and financial position, now is the time to review your numbers.

πŸ“ Perth Accounting | Taxation | Business Advisory
🌐 www.symmetryconsulting.com.au

⏰ 30 June is approaching – have your trust distribution minutes been prepared?For trustees of discretionary trusts, year...
19/06/2026

⏰ 30 June is approaching – have your trust distribution minutes been prepared?

For trustees of discretionary trusts, year-end planning is about more than just compliance. The decisions made before 30 June can have a significant impact on taxation outcomes and future wealth planning.

Some common issues we see include:
❌ Late trust resolutions
❌ Incorrect beneficiary allocations
❌ Missed capital gains planning opportunities
❌ Generic templates that don't match the trust deed

A well-structured trust strategy should work alongside your accounting, taxation, SMSF and business advisory objectives.

At Symmetry Accounting & Tax Pty Ltd, we help Perth, WA businesses, families and investors navigate trust distribution requirements with confidence.

πŸ“ž Speak with our team before the financial year ends and ensure your trust arrangements are properly documented and tax-effective.

🌱 Growth starts with certainty.The Federal Budget 2026 has reignited debate around taxation, property investment, trusts...
30/05/2026

🌱 Growth starts with certainty.

The Federal Budget 2026 has reignited debate around taxation, property investment, trusts and the future of Australia's economy.

For business owners, investors and SMSF trustees, the proposed changes could influence everything from investment strategies to succession planning and long-term wealth creation.

But beyond the tax reforms lies a bigger question:

πŸ‘‰ How do we create an environment that encourages investment, innovation and business growth?

At Symmetry Accounting & Tax Pty Ltd, we've taken a closer look at what the Budget proposals could mean for businesses and families in Perth, WA.

Our latest article explores:
βœ… Capital Gains Tax changes
βœ… Trust and investment structures
βœ… SMSF considerations
βœ… Business advisory insights
βœ… Economic growth and productivity

The proposals are not yet law, but understanding the potential impact today can help you make better decisions tomorrow.

πŸ“– Read the full article on our website: https://www.symmetryconsulting.com.au/post/federal-budget-2026-what-it-means-for-business-owners-investors-and-smsf-members-in-perth

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4/10 Canning Highway
Perth, WA
6151

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