GM Tax

With offices in Australia, UK, Hong Kong, Singapore and Dubai, our team of qualified professionals are experienced assisting expats living and working across the globe

We are the preferred solution for migrants and businesses who are heading to Australia and the UK along with Australian and UK citizens and expats looking at working overseas

Our fees are fixed and agreed in advance

We provide services to individuals and to businesses, including:

• Preparation of UK capital gains tax returns, UK & Australian individual tax returns (including advice on tax deductions to mitigate the tax liability), with all returns submitted to HM Revenue and Customs and the Australian Tax Office electronically
• Preparation of financial statements and tax returns for UK & Australian businesses including self managed superannuation funds (SMSF) along with ongoing compliance relating to the same including electronic submissions to the ATO, HMRC & Companies House as required
• Establishment of payroll & GST/VAT reporting for offshore, UK/Australian businesses, including tax obligations of sending workers overseas
• Income and capital gains tax planning advice, structuring and guidance of offshore assets such as UK & Australian property and investments including share options
• Assistance to ensure income is properly taxed – and not taxed twice
• This includes advice and guidance relating to non-UK residents receiving pension income from the UK and to consider your retirement options
• Providing advice on business structures and establishment of businesses in both countries, which includes companies, family trusts and self managed superannuation funds
• Advising on areas including but not limited to residency, migrating to either country, inheritance tax including domicile related matters, capital gains tax, winding up a UK business tax efficiently including extraction of income, tax planning and structuring advice of UK & Australian investments, UK pensions and superannuation in the UK and Australia

Thanks for all your help getting these completed Shannon – I couldn’t have done it this efficiently without you You’ve been amazing ​ My partner and I have our returns completed by GM Tax They have helped fix issues and also have been able to support our queries The advice is very timely and thorough to help with business and security planning We have very happy with their advice and have referred our family to them as well

As a migrant from the UK, the requirement to lodge a tax return in Australia can be daunting I have had to file returns in both places In the four years since Jane and Catherine have been looking after me, they have made everything straightforward As a woman going through separation/ divorce they have also been excellent with the practical advice they’ve given I can now say that I do understand a little more about my tax situation, and without GM Tax I would have certainly also lost out financially And anything I don’t understand? I trust they have done the best by me so I do not worry

Having moved to the UK from Australia and had property interests in both countries – and had received some poor advice in the past, I had some complex tax issues to sort out with both the ATO and also the HMRC

Finding a firm that understands both tax systems and the interactions and interdependencies between them was challenging After having an initially frustrating time with another firm working on the Australian side, I fully engaged GM-Tax as agents for both the ATO and HMRC

The service I have received from all the GM Tax team and Catherine especially has been absolutely first class Clear communication, clear explanation of opportunities, obligations and strategies have been provided all along the way and Catherine has managed the preparations and submissions effortlessly and on top of that done an amazing job of negotiating with ATO and HMRC to ensure the most favourable outcomes possible were achieved

The end result has far exceeded my expectations – including managing to retrospectively turn around the less than ideal situation left by my previous Australian Tax Agent

GM-Tax also have a great understanding of wealth management and implications and opportunities in moving from the UK to Australia or vice-versa The comfort of knowing my tax is being managed optimally and to the satisfaction of the ATO and HMRC is reassuring and is a huge load off my mind

I could not recommend GM-Tax highly enough If you have financial interest in both the UK and Australia, you need to be talking to them! Chrissy, I honestly cannot thank you enough for the service you have given me… Your expertise has been outstanding, and I promise as the years roll on it will get smoother at my end

This first time setting it up etc, I think I did ok, but your patience and emails outside “normal” office times has been first class, and it’s great to know this level of service still exists

Thank you again, and I look forward to reaching out when needed for all my Tax affairs… To find someone so knowledgeable, professional, and efficient is like trying to find a needle in a haystack and I feel like shouting it from the rooftops of Melbourne CBD

! I look forward to future dealings