Capitol Group Advisers - Accounting and Financial Planning

Providing customised tax and accounting solutions to businesses and individuals.

A personal, conservative approach to helping you build, manage and protect your wealth.

We see our role as a long term partner managing your financial future.

Capitol Group comprises two specialist financial divisions - Capitol Group Advisers and Capitol Group Wealth.

At Capitol Group we adopt a comprehensive approach to the management of your financial affairs to achieve successful solutions that help you build, manage and protect your wealth. We provide high quality services and customised advice, including:

Accounting & taxation
Business planning
Investment portfolio advice & management
Superannuation including self-managed superannuation funds
Specialist financial advisory services
Retirement planning
Personal life, income protection, TPD & trauma insurance

It’s never too early to start planning your financial future - Contact us and discover how

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News articles

Business start-up incentives

For more than two years now two key tax incentives have been available for investors considering putting their money behind qualifying start-up businesses (or ESICs). In this article we outline the rules, the limits and who qualifies?

A perennial topic regarding tax deductions is claiming motor vehicle expenses. We explain the key points to keep in mind when it comes to claiming a deduction for motor vehicle expenses and the common types of expenses you can claim.

We explain

Need a business agreement?

A formal business agreement can set the ground rules and stop owners getting caught out if things don’t go as planned, saving a lot of time, cost and emotional drain. Here is our list of the salient points to be included in the agreement, and what to expect if you decide not to have one?

Personal services income diverted to SMSFs

The ATO has announced it is reviewing arrangements where SMSF members (typically at, or approaching, retirement age) purport to divert income earned from their personal services to their fund, which results in minimising or even avoiding tax altogether on that income.

For certain travel expenses, the term ‘itinerant’ needs clarity

Being able to make claims for work-related travel expenses is an enviable deduction situation, and one that many taxpayers would like to achieve. Broadly, the definition of “itinerant” refers to shifting places of work. Click to access a list of the characteristics or indicators of itinerant work as set out in the rules.

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Tax consideration for investment compensation

Following the financial services Royal Commission, and likely future cases brought before various courts for compensation, the ATO has run over the rules regarding the taxation of compensation paid to individuals for advice from financial institutions dependant on what the compensation is being paid for, and how an investor holds (or held) the investments.

We explain

Economic Update. What happened to the share market in 2018? Why did the share market drop? What does the future hold?

Bullet-proofing your equity income portfolio. If you're a retiree you need income, but how do you set up an income portfolio from shares? We can help.

Discover the seven fronts where technology is enabling disruption and creating opportunities, such as mobile devices & connectivity; Artificial Intelligence; E-commerce; and Digital music to name a few.

3 Ways a financial adviser can help you plan for retirement. It's not surprising that 6 out of 10 Australian seniors turn to an adviser to help structure their retirement finances to make sure they have enough to last the distance.

Download Autumn 2019 Newsletter

Useful client resources

2019-20 Lodgement Rates and Thresholds Guide Download

2017-18 Tax Return Checklist for Individuals Download

2017-18 Tax Return Checklist for Companies, Partnerships, Trusts and Other Business Download

2018 Individual Income Tax Return Information Sheet Download