Taxation & Accounting

Matrix Norwest - Taxation & Accounting

Matrix Norwest’s integrated service offering includes all your Taxation and Accounting needs:

  • technical strategies and advice
  • administration and implementation
  • lodgement and book-keeping
  • reporting and compliance
  • self-managed superannuation funds and more.

Our Taxation and Accounting division neatly dovetails into our overarching service offering – as a Matrix Norwest client, you can call on our team of financial experts through every step of your financial journey.

Keeping a trained eye on the market, legislative and regulatory environments is core to what we do at Matrix Norwest. Our experts track every development and can advise on the latest trends in technology and digital tools. Our team members pursue professional development and consultative networking opportunities, keeping us at the cutting edge of every advancement in Taxation and Accounting as well as the trends in the industries relevant to you.

We offer the following services:

Compliance and Management

Tax Planning

Matrix Norwest provides a complete suite of tax planning services for individuals and businesses, including:

Capital Gains Tax (CGT) concessions, including assessment of eligibility criteria and documentation to support any claim.

Interim tax planning discussions to take proactive measures throughout and toward the end of the financial year to prevent payment of unnecessary taxes.

Payroll tax advice ensuring that you pay your staff and yourself correctly.
Fringe Benefits tax assessments and assistance with structuring of boutique remuneration strategies.

Small business Capital Gains Tax Concessions advice, including assessment of eligibility criteria and documentation to evidence the assessment.


The tax specialists at Matrix Norwest prepare and lodge:

  • annual income tax returns
  • quarterly or monthly business activity statements 
  • instalment activity statements
  • fringe benefits tax returns

Book Keeping

As part of our integrated approach, Matrix Norwest’s Taxation and Accounting services include book-keeping. Many of our clients enjoy the freedom that comes from having our professional team manage all their book-keeping, including:

  • data entry and reporting
  • accounts payable and receivable
  • payroll
  • bank reconciliations and more.

Reviews, Audits and Objections

A request for a regulatory review, audit or objection need not be stressful. Our expert advisors provide specialist support that ticks every box for every type of obligation set by the Australian Taxation Office, Revenue NSW and other regulatory bodies.

Business Planning and Services

Remuneration Planning and Strategies

Salary packaging can make a difference to your cash flow and your tax obligations. Matrix Norwest clients have access to our remuneration planning experts so that individuals and business owners maximise opportunities for income and savings. Administration and documentation management is all part of the service.

Business Structures

As you establish your business, and as it grows and evolves, it’s important to put in place the most appropriate business structure that not only meets your compliance requirements but also works to maximise your wealth.

Our trusted advisors will step you through your options, including:

  • partnership and shareholder agreements
  • family trusts
  • corporate partnerships
  • company registrations and more.

The Matrix Norwest team is well equipped to implement your decision and manage the process, including compliance obligations with the Australian Securities and Investment Commission and the Australian Taxation Office.

Business Sales and Purchase

Are you considering buying a business? Ask us about due diligence reviews and advice on a purchase structure that works for you.

Matrix Norwest can also:

  • prepare your business for sale
  • manage the tax components of the transaction
  • advise on the arrangements that will ensure the best tax outcome.

After the sale transaction (whether you are buying or selling), our team of experts will be on standby to help with your next move – a business plan for your new enterprise or an investment strategy for your takings.

Self-managed Super Funds

Matrix Norwest’s team includes experts in the establishment, administration and audit of self-managed superannuation funds. Our clients appreciate the convenience of having their SMSF managed by the same firm that takes care of their Taxation and Accounting, Financial Planning, Succession and Estate Planning, and Investment Management

SMSF compliance is a major part of our work in this division. We offer a one-off annual review or a live compliance package: a cloud-based SMSF compliance platform pools critical information from your financial institutions, brokers and investment providers so we can provide regular updates.

Need Taxation and Accounting advice?