Testimonials

Thanks for all your help getting these completed Shannon – I couldn’t have done it this efficiently without you. You’ve been amazing.​

My partner and I have our returns completed by GM Tax. They have helped fix issues and also have been able to support our queries. The advice is very timely and thorough to help with business and security planning. We have very happy with their advice and have referred our family to them as well.

As a migrant from the UK, the requirement to lodge a tax return in Australia can be daunting. I have had to file returns in both places. In the four years since Jane and Catherine have been looking after me, they have made everything straightforward. As a woman going through separation/ divorce they have also been excellent with the practical advice they’ve given. I can now say that I do understand a little more about my tax situation, and without GM Tax I would have certainly also lost out financially. And anything I don’t understand? I trust they have done the best by me so I do not worry.

Having moved to the UK from Australia and had property interests in both countries – and had received some poor advice in the past, I had some complex tax issues to sort out with both the ATO and also the HMRC.

Finding a firm that understands both tax systems and the interactions and interdependencies between them was challenging. After having an initially frustrating time with another firm working on the Australian side, I fully engaged GM-Tax as agents for both the ATO and HMRC.

The service I have received from all the GM Tax team and Catherine especially has been absolutely first class. Clear communication, clear explanation of opportunities, obligations and strategies have been provided all along the way and Catherine has managed the preparations and submissions effortlessly and on top of that done an amazing job of negotiating with ATO and HMRC to ensure the most favourable outcomes possible were achieved.

The end result has far exceeded my expectations – including managing to retrospectively turn around the less than ideal situation left by my previous Australian Tax Agent.

GM-Tax also have a great understanding of wealth management and implications and opportunities in moving from the UK to Australia or vice-versa. The comfort of knowing my tax is being managed optimally and to the satisfaction of the ATO and HMRC is reassuring and is a huge load off my mind.

I could not recommend GM-Tax highly enough. If you have financial interest in both the UK and Australia, you need to be talking to them!

Chrissy, I honestly cannot thank you enough for the service you have given me… Your expertise has been outstanding, and I promise as the years roll on it will get smoother at my end.

This first time setting it up etc, I think I did ok, but your patience and emails outside “normal” office times has been first class, and it’s great to know this level of service still exists.

Thank you again, and I look forward to reaching out when needed for all my Tax affairs… To find someone so knowledgeable, professional, and efficient is like trying to find a needle in a haystack and I feel like shouting it from the rooftops of Melbourne CBD..!

I look forward to future dealings.

Paul