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Business Advisory & Taxation Services

Taxation Services

Morris Forensic provides advisory and taxation services to meet the needs of our clients.  Our services go beyond annual compliance and focus on achieving short term and long term goals and for clients to grow and protect future wealth.

We work alongside clients at all stages of a person’s or business’ lifecycle to assist with the most tax effective structure for operation and succession.  We aim to enhance tax efficiency or mitigate potential challenges and are dedicated to providing comprehensive support to address unique needs.

Our services include:

  • Personal income & complex family tax matters
  • Annual Financial Statements & Tax Returns
  • GST & BAS
  • Tax planning strategies
  • Capital gains tax advice
  • Succession Planning
  • Estate Planning
  • Tax-effective structuring
  • Asset Protection
  • ASIC Reporting

Key Contacts

Leanne Thomas

Partner
T: 08 7320 1915
lthomas@morrisforensic.com.au

Anni Paech

Manager
T: 08 7320 1916
apaech@morrisforensic.com.au

Advisory

Morris Forensic provides strategic advisory services and management consulting services in areas including financial modelling, corporate strategy, management reporting, risk management, investment analysis, acquisitions and divestments.

Corporate Advisory

We provide advisory services to boards and corporations in a number of areas, including strategic planning, business continuity planning, risk analysis and performance management.   Our team have a diverse background across numerous businesses and industries ensuring we find solutions for your business.

Our partners have held numerous board and audit, risk and finance committee positions with large and small corporations, not-for-profits, government agencies and local councils. 

Financial Modelling

We have constructed financial models for a significant number of businesses involved in a wide variety of industries, including financial forecasts for:

  • broad-acre, cattle and other agri-businesses;
  • largest construction projects;
  • timber plantations;
  • retail businesses;
  • not-for-profit organisations; and
  • transport and other logistics companies.