Client Stories

testimonial

I would like to recommend Dimitri and the team at Gotsis Accounting. They have provided me with extensive and timely advice on setting up and managing my SMSF as well as my personal taxation matters. As an executive, I am on the road a lot and often only get to think about things and send […]

MAIN RESIDENCE TAX EXEMPTION: A Gotsis Accounting Case Study

How do you apply the main residence exemption if you own more than 1 property which has been used as your main residence? In this case study, we examine how to apply the main residence exemption rules. Take these facts for example: Sam purchases a property in Melbourne on 1 July 2004 for $200,000 and […]

Case Study: Reducing Tax Liability for High Net Worth Individual

Client Problem A high net worth individual client was paying high tax rates. He approached Gotsis Accounting to consider his circumstances and advise him on to how to reduce his tax liability. The client was not very keen to acquire shares as he felt that he would have no control over his investment in this […]

Case Study: Capital Gain Tax Reduced to Zero

Client Problem Our client sold an investment property and made a Capital Gain in excess of $1.6M. They approached Gotsis Accounting to determine if there were any provisions in the tax laws that they could take advantage of to reduce their tax liability to Capital Gain. Tax Effective Recommendations Following our detailed examination of the […]

Case Study: Self-Managed Super Fund to Minimise Tax

Client Problem Our client was expanding and their existing premises did not have sufficient space for its operations. The Directors were considering whether to rent out larger premises or buy new premises either in the company’s name or in the Director’s name. They approached us to consider these and other options. Tax Effective Recommendations Following […]

Testimonials