Tax

Testimonials

"I have been extremely pleased with the attention to detail in regards to organising my various holdings and how they interact. CJ Baker & Associates has helped me structure my assets to minimise both my tax liability and general exposure to risk. Carolyn's knowledge of tax law has been extremely beneficial in structuring our superannuation and minimizing our capital gain tax liabilities."

At CJ Baker & Associates we are Qualified Tax Accountants, Registered Tax Agents and Carolyn Baker is a fellow of the Taxation Institute of Australia.

Australian and International Tax matters can be very onerous and complex. We take complex issues and provide simple tax solutions that will make sense to you.

But don't just take our word for it, here's what some of our clients have to say:

“I recently sold part of my practice to a partner and was advised by Carloyn to use the small business concession to get tax effective relief through the retirement exemption rollover into our super fund.”

“Because of timely advice about the recent changes in legislation for SMSF investment borrowing, we are considering using those funds to invest in the property market. This will allow us to look at a 10 to 15 year investment strategy to take advantage of the relatively low property prices at the moment.

“This has been perfect timing for us as we have surplus funds in our SMSF to invest at a time when the market is offering good buying opportunities.”

Dr Andrew Paxton Hall, successful veterinarian based in Mount Tamborine, manages a family self managed super fund with advise from CJ Baker & Associates.

“Carolyn understands who we are, what we do and how we think, and it’s not the kind of place where you ring and speak to someone different every time, the team is highly accessible and very approachable.”

“A personal experience doesn’t means we’ve sacrificed quality however, and when dealing with such strict guidelines, it’s important to have guidance from someone like Carolyn, who has a very comprehensive understanding of the financial and investment frameworks.”

Alan and Robyn Flegler, family property developers that specialise in development of rural residential allotments, control their own investments and exercise due diligence accordingly which is supported by the network of expertise at accountants and advisers CJ Baker & Associates.