Tax Agent · Practice

Advantage Partners

Mount Melville, Western Australia

TPB registration: 62577006
Register status: Registered
Registered since: May 1997
Business address: 147 ALBANY HWY MOUNT MELVILLE Western Australia 6330 Australia
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About

In the practice's own words, from its website

Since its formation in 1975 Advantage Partners, formerly CD Roth & Associates, of Albany has been providing tax, business and accounting services to a broad range of clients. It understands the challenges businesses face, and for many years has helped small to medium enterprises navigate the complex world of commerce.

Its team of qualified and motivated professionals keeps up with the changing tax and business landscape through ongoing professional development, so that the advice it gives is current. The practice takes the time to listen, understand, and translate insights into practical recommendations, and its stated aim is to simplify complexity using clear, straightforward language.

The firm is known for its friendly and caring environment. It establishes a one-on-one relationship with each of its clients, so that its advice is tailor-made for that business, and it works with clients from its office at 147 Albany Highway.

Formed in 1975 as CD Roth & Associates
A CPA Practice
MYOB Certified Consultants and Xero Partners
147 Albany Highway, Albany

Services

Taxation
A full range of taxation services: preparing activity statements and advice on tax payments, GST and FBT obligations, advice on and implementation of tax effective trust structures for asset protection, and managing any ATO audits or disputes.
Company Compliance
Company legislation requires a business to perform several administration tasks that take up valuable company time. The practice carries that burden: formations, annual returns, minutes and resolutions, statutory books, and the changes that follow a change of director or address.
Business Start-Up
For someone with a good idea for a new venture but no expertise in the legal or financial side: choosing a structure, preparing the plan and the projections, assessing what finance is required, and setting up a recording system that satisfies the statutory requirements.
Self-managed Superannuation Funds
Setting up a self-managed fund means a trust deed, appointed trustees, a signed trustee declaration, an election to become a regulated fund, a tax file number and an ABN. The practice advises on the set-up and on running a fund that is complex and compliance-focused.
Trusts
A trust is a way to protect assets accumulated for the benefit of others, and the obligations on a trustee can be onerous. The practice prepares and executes the documentation a trust formation requires, attends to the special reporting a trust involves, and carries the administration through the year.
Acquisitions and Mergers
Whether the question is buying a business or merging with one, the practice works through every stage: identifying potential acquisitions, the due diligence behind them, the forecasts, and the negotiation itself. Are you getting a good deal? Is the business right for you? Can you afford it?

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AusTax AI is a directory, not a tax agent, and does not provide tax advice. A listing is not an endorsement. Registration data is sourced from the Tax Practitioners Board public register (data.gov.au, CC BY 4.0) and may lag the live register by up to a month — always verify at tpb.gov.au before engaging a practitioner.

Source: Tax Practitioners Board, TPB Public Register (data.gov.au), CC BY 4.0.