Technical service
Complex Personal Tax Advisory
AIMS Australia Tax Accountants assists clients whose Australian personal tax affairs involve multiple technical issues, jurisdictions, asset classes, historic tax years or ATO compliance concerns requiring structured review.
This service is limited to Australian tax matters within the agreed written scope.
Submit an enquiry
Provide a concise summary of your situation through the Initial Tax Enquiry Form. Do not include TFNs, passport numbers, bank account details or other highly sensitive identifiers.
Compliance note.
This service is limited to Australian tax matters within an agreed written scope. It does not include legal advice, migration advice, financial product advice, investment advice or foreign tax advice unless expressly agreed in writing.
Before work begins
Formal advice, tax return preparation, amendment work, objection support or ruling assistance is provided only after scope, onboarding, engagement and payment arrangements have been completed.
Matters We Commonly Review
Mixed Australian and foreign income
Complex residency histories
Australian and foreign assets
Investment property tax issues
CGT and deemed disposal issues
Prior-year amendments
ATO objections and reviews
Private binding ruling considerations
Complex structures affecting personal tax positions
Submit a Preliminary Scoping Enquiry
Submit the relevant facts, tax years, residency position, property or asset details and any ATO correspondence so the matter can be scoped.
