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CABEL Tax Advisory provides expert tax advice to the professional advisers of small to
medium businesses and to family groups and entrepreneurs. We have extensive
knowledge and a proven track record in developing strategies to enhance your tax
position. Our services are only limited by your needs.
Professional advisers use CABEL Tax to secure and enhance their client relationships, to
add value to their practice and to maximise the tax opportunities and minimise the tax
risks associated with their clients’ affairs.
CABEL Tax Advisory also engages with business owners, including owners of small to
medium businesses, family groups and entrepreneurs. Business owners use Cabel Tax
Advisory for easy to understand, practical and proactive expert tax advice.
No matter what your situation, the earlier you call us, the earlier we can prepare a smooth
approach to handling your tax obligations, and the sooner you and your client's finances
will thrive.
Many factors make an individual or company’s tax
situation unique, but what is common is the need for
an efficient tax strategy.
TAX ADVISORY
Professional advisers who
use CABEL Tax include:
Accounting firms
Law firms
Corporate advisers
Restructuring, insolvency
and turnaround firms
Financial planners
We also work directly with
individuals, family groups
and businesses.
EXPERT TAX ADVICE
SERVICES
Critical tax issue advice
Business Vendor assistance
New Business Structuring
CABEL Tax Catch Ups
Tax Talks
EXPERTISE
Tax strategy consulting
Capital Gains Tax
Tax administration
State taxes including Payroll Tax, Land Tax and Stamp Duty
Private company and tax compliance
Capital Gains and Tax Concessions
Life-cycle structuring for family and business from set up to
sale and in between
Superannuation
Trusts
Estate planning and deceased estates
Income tax planning
Not for profit
Employment tax
International tax
Research & Development
GST
We offer the following services for
professional advisers, individuals,
family groups and business owners.
We add value to a professional adviser’s practice by
maximising the tax opportunities and minimising the
tax risks associated with their clients’ affairs.
CABEL TAX CATCH-UPS
CABEL Tax Catch-Ups are regular one-on-one workshop sessions provided to professional advisers and their teams. They are designed to
maximise the tax advisory services that professional advisers identify and offer to their clients.
Tax Catch Ups can be booked as a once off service, or, as some firms prefer they can be scheduled bi-annually or quarterly.
During catch ups, our team of tax specialists will confidentially provide guidance on your client matters and identify areas where your client
could benefit from an alternative tax strategy.
Professional advisers who use CABEL Tax Catch-Ups include accounting firms, law firms, restructure, insolvency and turn-around
practitioners and financial planners.
CABEL Tax Catch-Ups create openings for professional advisers to secure and enhance their client relationships, to add value to their
practice and to maximise the tax opportunities and minimise the tax risks associated with their clients’ affairs.
Maximising advisory opportunities
A network designed to highlight strategies, issues, opportunities
and ultimately the value your advice brings to your clients.
Illuminate provides support for professional advisers to
comprehensively service their clients on topics outside of their
area expertise.
Ask one of our staff for more information today.
illuminate
A NETWORK FOR
PROFESSIONAL ADVISERS
BUSINESSVENDORASSISTANCE
Tax does not have to be the greatest cost on the sale of a business
Professional advisers and business owners use CABEL Tax Business Vendor Assistance to ensure they receive expert tax advice that is
easy to understand, practical and adds value to the four key stages of the business sale process.
ONE - The Business Sale Tax Review identifies particular tax opportunities and tax issues and recommends actions that are critical in
preparing a business or business entity for a successful sale.
TWO - The Sale Structure Review identifies how to maximise the after tax sale proceeds that can be obtained by a vendor on the sale of
a business and can also provide a framework for the vendor to direct the sale process and to assist in the negotiation process.
THREE - The Due Diligence Service ensures timeliness, consistency and quality control in regard to all tax information provided by the
business vendor to prospective buyers. This minimises sale delays and ensures well-considered responses are available to any
expected or otherwise unexpected tax questions.
FOUR - Post Sale Tax Planning includes attendance to all matters necessary so as not to undo the successful result of a business sale.
Post Sale Tax Planning acts to preserve, over the long term, the value obtained by the vendor from a business sale. Post Sale Tax
Planning involves integrating the business sale process with the broader business and family life-cycle planning of the business vendor.
NEW BUSINESS STRUCTURING
There’s no ‘one size fits all’ approach to implementing an effective business and family group structure. Each business and each
business owner is unique, as will be their needs when it comes to effective structuring.
Getting your business and family group structure right from the start is critical to avoid costly retrofitting and unintended tax
consequences. They key to getting it right from the start is knowing the questions to be asked and answered. This is where our team
can help.
Avoid a costly retrofit; get your business structure
right from the start
CABEL Tax provides expert, timely tax advice in relation to each critical tax issue that you may encounter. It is often the small issues that
can have significant tax consequences if they are not resolved.
We frequently provide professional advisers with one off Critical Tax Issue Advice for their clients. We understand that professional
advisers may not need tax advice for the entire transaction or for every issue their client faces, however they may require one-off expert
tax advice in regard to critical tax issues that may arise from time to time.
CRITICAL TAX ISSUE ADVICE
CONTACT
Phone: +612 807 10 300
Address: Level 5, 1 James Place, North Sydney, NSW 2060
Email: info@cabel.com.au
Web: www.cabel.com.au Find us on
OUR TEAM
Fiona Oliver, Tax Consultant
Fiona’s depth of legal expertise and experience provides a fresh perspective to the CABEL Tax team.
Fiona has a Bachelor of Arts (Hons) and a Master of Arts in Law from Cambridge University. In
addition to working in law firms, she has previously worked for large corporate organisations within
the world of banking; she held the roles of Head of Wealth Management Legal for St George Bank,
and Team Leader General Investments, Wealth Management for BT Financial Group. She has advised
a number of boards and is highly experienced in providing legal advice to trustees and financial
planners. Her areas of expertise also include superannuation, private banking, funds management
and insurance. She has a high attention to detail, is solutions focused, and thoroughly enjoys
analysing legislation and policy to provide commercial outcomes for our clients.
Fiona is a Solicitor admitted in England and Wales and a Solicitor of the Supreme Court of NSW.
E. fiona@cabel.com.au T. +612 807 10 300
Kaylene Hubbard, Partner - Tax Advisory
Kaylene is a highly experienced solicitor who brings a wealth of knowledge to CABEL Partners. A
previous Partner at Deloitte, Kaylene has over 20 years of experience providing high level taxation
advice and a natural flair for problem solving; she asks all the right questions and analyses facts in
detail. This ensures opportunities are maximised, and risks are minimised for her clients. Kaylene
adds value to the practice of other professional advisers, providing once-off advice which will
support the management of their client’s affairs in topics outside of their normal expertise. Kaylene
enjoys presenting to solicitors, financial planners and other interested professionals at CABEL Tax
Talks, writing papers and mentoring our Tax Consultants. She is a published author, with her
thought leadership frequently featured in Taxation Australia.
E. kaylene@cabel.com.au T. +612 807 10 300 M. 0414 407 295
Network with your industry and local business, and up-skill yourself on the
pressing tax issues which affect your clients.
CABEL Tax Talk Breakfast Seminars provide opportunities for professional advisers to network and stay in touch with tax matters
affecting their clients and the services they provide. In addition these seminars provide updates on new developments in taxation,
which are relevant to small to medium businesses and family groups. Sessions are held in North Sydney. For more
information email info@cabel.com.au
TAX TALKS - for professional advisers

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CABEL Partners Tax Advisory Overview

  • 1. CABEL Tax Advisory provides expert tax advice to the professional advisers of small to medium businesses and to family groups and entrepreneurs. We have extensive knowledge and a proven track record in developing strategies to enhance your tax position. Our services are only limited by your needs. Professional advisers use CABEL Tax to secure and enhance their client relationships, to add value to their practice and to maximise the tax opportunities and minimise the tax risks associated with their clients’ affairs. CABEL Tax Advisory also engages with business owners, including owners of small to medium businesses, family groups and entrepreneurs. Business owners use Cabel Tax Advisory for easy to understand, practical and proactive expert tax advice. No matter what your situation, the earlier you call us, the earlier we can prepare a smooth approach to handling your tax obligations, and the sooner you and your client's finances will thrive. Many factors make an individual or company’s tax situation unique, but what is common is the need for an efficient tax strategy. TAX ADVISORY Professional advisers who use CABEL Tax include: Accounting firms Law firms Corporate advisers Restructuring, insolvency and turnaround firms Financial planners We also work directly with individuals, family groups and businesses. EXPERT TAX ADVICE
  • 2. SERVICES Critical tax issue advice Business Vendor assistance New Business Structuring CABEL Tax Catch Ups Tax Talks EXPERTISE Tax strategy consulting Capital Gains Tax Tax administration State taxes including Payroll Tax, Land Tax and Stamp Duty Private company and tax compliance Capital Gains and Tax Concessions Life-cycle structuring for family and business from set up to sale and in between Superannuation Trusts Estate planning and deceased estates Income tax planning Not for profit Employment tax International tax Research & Development GST We offer the following services for professional advisers, individuals, family groups and business owners. We add value to a professional adviser’s practice by maximising the tax opportunities and minimising the tax risks associated with their clients’ affairs. CABEL TAX CATCH-UPS CABEL Tax Catch-Ups are regular one-on-one workshop sessions provided to professional advisers and their teams. They are designed to maximise the tax advisory services that professional advisers identify and offer to their clients. Tax Catch Ups can be booked as a once off service, or, as some firms prefer they can be scheduled bi-annually or quarterly. During catch ups, our team of tax specialists will confidentially provide guidance on your client matters and identify areas where your client could benefit from an alternative tax strategy. Professional advisers who use CABEL Tax Catch-Ups include accounting firms, law firms, restructure, insolvency and turn-around practitioners and financial planners. CABEL Tax Catch-Ups create openings for professional advisers to secure and enhance their client relationships, to add value to their practice and to maximise the tax opportunities and minimise the tax risks associated with their clients’ affairs. Maximising advisory opportunities A network designed to highlight strategies, issues, opportunities and ultimately the value your advice brings to your clients. Illuminate provides support for professional advisers to comprehensively service their clients on topics outside of their area expertise. Ask one of our staff for more information today. illuminate A NETWORK FOR PROFESSIONAL ADVISERS
  • 3. BUSINESSVENDORASSISTANCE Tax does not have to be the greatest cost on the sale of a business Professional advisers and business owners use CABEL Tax Business Vendor Assistance to ensure they receive expert tax advice that is easy to understand, practical and adds value to the four key stages of the business sale process. ONE - The Business Sale Tax Review identifies particular tax opportunities and tax issues and recommends actions that are critical in preparing a business or business entity for a successful sale. TWO - The Sale Structure Review identifies how to maximise the after tax sale proceeds that can be obtained by a vendor on the sale of a business and can also provide a framework for the vendor to direct the sale process and to assist in the negotiation process. THREE - The Due Diligence Service ensures timeliness, consistency and quality control in regard to all tax information provided by the business vendor to prospective buyers. This minimises sale delays and ensures well-considered responses are available to any expected or otherwise unexpected tax questions. FOUR - Post Sale Tax Planning includes attendance to all matters necessary so as not to undo the successful result of a business sale. Post Sale Tax Planning acts to preserve, over the long term, the value obtained by the vendor from a business sale. Post Sale Tax Planning involves integrating the business sale process with the broader business and family life-cycle planning of the business vendor. NEW BUSINESS STRUCTURING There’s no ‘one size fits all’ approach to implementing an effective business and family group structure. Each business and each business owner is unique, as will be their needs when it comes to effective structuring. Getting your business and family group structure right from the start is critical to avoid costly retrofitting and unintended tax consequences. They key to getting it right from the start is knowing the questions to be asked and answered. This is where our team can help. Avoid a costly retrofit; get your business structure right from the start CABEL Tax provides expert, timely tax advice in relation to each critical tax issue that you may encounter. It is often the small issues that can have significant tax consequences if they are not resolved. We frequently provide professional advisers with one off Critical Tax Issue Advice for their clients. We understand that professional advisers may not need tax advice for the entire transaction or for every issue their client faces, however they may require one-off expert tax advice in regard to critical tax issues that may arise from time to time. CRITICAL TAX ISSUE ADVICE
  • 4. CONTACT Phone: +612 807 10 300 Address: Level 5, 1 James Place, North Sydney, NSW 2060 Email: info@cabel.com.au Web: www.cabel.com.au Find us on OUR TEAM Fiona Oliver, Tax Consultant Fiona’s depth of legal expertise and experience provides a fresh perspective to the CABEL Tax team. Fiona has a Bachelor of Arts (Hons) and a Master of Arts in Law from Cambridge University. In addition to working in law firms, she has previously worked for large corporate organisations within the world of banking; she held the roles of Head of Wealth Management Legal for St George Bank, and Team Leader General Investments, Wealth Management for BT Financial Group. She has advised a number of boards and is highly experienced in providing legal advice to trustees and financial planners. Her areas of expertise also include superannuation, private banking, funds management and insurance. She has a high attention to detail, is solutions focused, and thoroughly enjoys analysing legislation and policy to provide commercial outcomes for our clients. Fiona is a Solicitor admitted in England and Wales and a Solicitor of the Supreme Court of NSW. E. fiona@cabel.com.au T. +612 807 10 300 Kaylene Hubbard, Partner - Tax Advisory Kaylene is a highly experienced solicitor who brings a wealth of knowledge to CABEL Partners. A previous Partner at Deloitte, Kaylene has over 20 years of experience providing high level taxation advice and a natural flair for problem solving; she asks all the right questions and analyses facts in detail. This ensures opportunities are maximised, and risks are minimised for her clients. Kaylene adds value to the practice of other professional advisers, providing once-off advice which will support the management of their client’s affairs in topics outside of their normal expertise. Kaylene enjoys presenting to solicitors, financial planners and other interested professionals at CABEL Tax Talks, writing papers and mentoring our Tax Consultants. She is a published author, with her thought leadership frequently featured in Taxation Australia. E. kaylene@cabel.com.au T. +612 807 10 300 M. 0414 407 295 Network with your industry and local business, and up-skill yourself on the pressing tax issues which affect your clients. CABEL Tax Talk Breakfast Seminars provide opportunities for professional advisers to network and stay in touch with tax matters affecting their clients and the services they provide. In addition these seminars provide updates on new developments in taxation, which are relevant to small to medium businesses and family groups. Sessions are held in North Sydney. For more information email info@cabel.com.au TAX TALKS - for professional advisers