Make Sure You Can Stand Up+ To The Authorities At Tax Time
Mobility helps small to medium sized enterprises get crystal clear information on their business and compliance obligations, and even help them reduce, minimise, and defer their payments within the law… before the Tax Office comes knocking.
Does your current record keeping have you panicked coming up to tax time?
Mobility’s team of accountants are here to help you with a set of expert eyes over your business.
Without accurate information, you are simply flying blind. If you don’t meet your compliance obligations for the year you’ll be facing trouble come reporting time. Alternatively if you are having a great year you’ll want to find ways to reduce, minimise, defer or smooth out your tax obligations while remaining safely within the law. As a business owner you need this accurate information at regular intervals and to be confident that the information you are getting is correct.
Accounting Review
We will review your ledger, and ensure all accounts are correct by a certain balance date, adding another level of credibility to your figures. With this new information you’ll be able to make better business and financial decisions in your business.
Prudential Tax Audits
We’ll come in and run through a similar process to what the ATO would when auditing you at tax time. By doing this before the ATO does we can tell you where your pressure points will be ahead of time if you ever get audited.
Tax Planning
If you have multiple entities and profit streams, we can look at just how the tax year is going to play out for you across all of them. Once we have a clear picture we can talk about various tax strategies to minimise, smooth out, or potentially defer tax payments.
Complete Tax Advice
If you are facing a complex issue like the selling of a business it pays to speak to an expert first. You may be able to access small business concessions or superannuation strategies that can help you minimise your out of pocket expenses.
Speak to a Mobility Tax Specialist
Whether you’re not getting the information you need, if you’re unsure of of your compliance needs, or you just know you’re having a good year and need to minimise or defer your tax payments safely within the guidelines of the law.
Business Tax Returns
Starting a Business?
Superannuation Service
We service all tax return requirements including:
Partnerships
Whether you’re in a medical practice or another professional service, we manage partnership tax returns with care, clarity, and a focus on fair profit distribution and ATO compliance.
Individuals
We prepare and provide advice on all aspects of individual taxation. From salary earners to investors, our services tailored maximise deductions and ensure you meet all your ATO requirements — with no surprises.
Sole Traders
We support sole traders with expert tax advice and bookkeeping with a focus on accurate income reporting, and expense tracking so you can focus on running your business while we handle the compliance.
Business Activity Statement (BAS)
With our team of bookkeepers and supervising accountants we prepare and lodge accurate, timely BAS to help you stay compliant with GST, PAYG, and other ATO obligations. Our process ensures your reporting is stress-free and aligned with your cash flow.
Superannuation Funds
We prepare annual tax returns for self-managed super funds (SMSFs), ensuring all income, expenses, and compliance obligations are correctly reported and lodged on time. We will advise on your obligations under the superannuation regulations to help you manage your fund and make the most of the opportunities super and self management provide.
Companies
Companies have a myriad of obligations. Income tax, Fringe Benefits Tax and employment obligations to name a few. From small businesses to growing enterprises, we can provide bookkeeping and taxation services which manage company tax returns and other compliance matters with precision — ensuring you meet your obligations, minimise tax, and make informed financial decisions year-round.
Frequently Asked Questions
What taxation and accounting services do you provide?
Mobility Accounting Solutions provides a comprehensive range of taxation and accounting services for individuals, healthcare professionals, family-owned businesses and small to medium enterprises across Australia.
Our services include
• Preparation of income tax returns and financial statements for all entity types including companies, trusts, partnerships, sole traders and self managed superannuation funds;
• Taxation advice directed at taxation planning and management;
• GST, BAS and IAS compliance, including bookkeeping;
• Strategic business advice including business structuring and investment.
We believe effective accounting is about much more than meeting compliance obligations. Our role is to help clients understand their financial position, identify opportunities for growth and profit improvement , minimise unnecessary tax and make informed decisions that support long-term success.
Whether you’re an individual healthcare professional or the owner of a growing family business or small to medium enterprise, we tailor our advice to your circumstances and future goals.
How can an accountant legally reduce my tax?
Reducing tax legally begins with proactive planning rather than simply preparing a tax return after the financial year has ended. An experienced accountant will review your financial position throughout the year and identify legitimate opportunities available under Australian taxation law.
Depending on your circumstances, this may include reviewing your business structure, timing income and expenses, maximising allowable deductions, planning superannuation contributions, considering asset purchases and sales or reviewing investment arrangements.
Every client’s situation is different, so there is no one-size-fits-all solution. At Mobility, we focus on developing personalised tax strategies that support your broader financial objectives while ensuring you remain fully compliant with Australian Taxation Office requirements.
Our goal is simple—to help you retain more of what you earn while building long-term financial security.
What’s included in your tax planning service?
Tax planning is far more than estimating your end-of-year tax liability. It’s an ongoing process of reviewing your financial position and making informed decisions before important deadlines occur.
Our tax planning service includes reviewing business performance and transactions, projected income, business structures, available deductions, capital purchases, superannuation strategies and other opportunities that may improve your tax position. We also consider how taxation decisions align with your wider business and personal financial goals.
Rather than reacting at the end of the financial year, we work proactively with clients to identify opportunities early and avoid unexpected tax outcomes.
Effective tax planning provides greater certainty, supports better financial decisions and helps position your business for long-term success. Typically an engagement will include consideration of
• Income tax;
• Capital gains tax;
• Fringe benefits tax;
• Allowable deductions;
• Tax offsets including R&D;
• Division 7a loan provisions;
• Timing of taxation payments.
How often should my tax strategy be reviewed?
For many individuals and businesses, reviewing your tax strategy once a year simply isn’t enough. Financial circumstances, legislation and business performance can all change significantly throughout the year.
We generally recommend reviewing your taxation strategy at least annually before the end of the financial year, with more frequent reviews for growing businesses, healthcare professionals, family businesses and clients experiencing major financial changes.
Regular reviews allow opportunities to be identified early, help avoid unexpected tax liabilities and ensure your financial structure continues supporting your long-term objectives.
At Mobility, we believe proactive communication throughout the year delivers significantly greater value than limiting conversations to tax time.
What’s the difference between tax compliance and tax planning?
Tax compliance and tax planning are closely related, but they serve very different purposes.
Tax compliance involves meeting your legal obligations by preparing and lodging tax returns, BAS statements, financial reports and other required documentation accurately and on time.
Tax planning is proactive. It involves reviewing your financial affairs before the end of the financial year to identify legitimate strategies that may improve your taxation position and support your broader financial goals.
At Mobility Accounting Solutions, we believe both are essential. Compliance ensures you meet your obligations, while proactive tax planning helps you make informed decisions that improve financial outcomes and reduce unnecessary tax over the long term.
Can you help if I have multiple business entities?
Yes. Many of our clients operate through multiple entities, including companies, trusts, partnerships and investment structures. These arrangements often provide flexibility for taxation, asset protection, succession planning and wealth creation when structured appropriately.
Managing multiple entities requires careful coordination to ensure reporting obligations are met and each entity works effectively as part of your overall financial strategy.
Mobility takes a holistic view of your affairs by considering how each entity interacts with the others rather than treating them independently. This allows us to provide practical advice that supports both your business operations and your personal financial objectives.
Our goal is to simplify complexity and help clients make confident financial decisions.
Do you work with individuals as well as businesses?
Yes. We work with individuals, healthcare professionals, family-owned businesses, private healthcare practices and small to medium enterprises throughout Australia.
Many of our business clients also seek advice regarding their personal taxation, investments, superannuation and long-term financial planning. Taking an integrated approach allows us to consider both business and personal financial circumstances when providing advice.
This is particularly valuable for business owners and healthcare professionals whose personal wealth is closely connected to the success of their business.
By understanding the complete financial picture, we can provide more informed recommendations that support your long-term financial wellbeing.
Can you work with clients anywhere in Australia?
Absolutely. While Mobility Accounting Solutions is based in Herston, Brisbane, we proudly support clients throughout metropolitan, regional and rural Australia.
Cloud accounting software, secure document sharing and online meetings allow us to provide responsive taxation, accounting and advisory services regardless of your location. Many of our clients value our specialist expertise and proactive advice rather than simply choosing the closest accounting firm.
Whether you’re an individual healthcare professional, a growing family business or an innovative Australian company, we can deliver the same high standard of service wherever you’re based.
Our commitment is building long-term relationships through trusted advice and outstanding client service.
What information should I prepare before meeting with an accountant?
Preparing for your first meeting doesn’t need to be complicated. The more information you can provide about your personal circumstances, business activities and financial goals, the more valuable the discussion is likely to be.
This may include recent tax returns, financial statements, details of your business structure, income sources, investments, existing loans, superannuation information and any significant financial decisions you’re considering.
Equally important is understanding what you hope to achieve. Whether your priority is reducing tax, improving profitability, growing your business or planning for retirement, sharing your objectives helps us tailor our advice to your circumstances.
Our first conversations focus on understanding your goals—not simply reviewing your paperwork.
When is the best time to start tax planning?
The best time to start tax planning is before important financial decisions are made—not after the financial year has ended.
Many opportunities to improve your taxation position rely on decisions made throughout the year, including business purchases, investment strategies, superannuation contributions and business structure reviews. Waiting until tax time often means those opportunities have already passed.
At Mobility, we encourage clients to think about taxation as an ongoing business strategy rather than an annual event. Regular reviews throughout the year allow us to identify opportunities early, respond to changing circumstances and help clients make informed financial decisions with greater confidence.
Proactive planning almost always delivers better outcomes than last-minute compliance.
Don’t leave getting your compliance+ obligations under control until the last minute.
By making an appointment to speak to a Mobility Tax Specialist now you can be sure you are getting the right information to make better decisions in your business and avoid stress with the Tax Office.