The Tax Dispute Resolution Specialists
If you are an accountant in public practice and you work with clients who have complex business or investment structures, it’s vital to have a high-level tax advisory and dispute resolution specialist you can turn to for confidential guidance and support.
Cleary Bentley exist for this very purpose.
Director Dr Jo Cleary is skilled at providing precise advice and clear direction in a simple and practical way. Her down to earth approach using plain English and wonderful sense of humour ensures both accountants and clients understand the issues under consideration and feel at-ease in Dr Cleary’s presence.
Tax queries are analysed and presented to advisors and their clients to accommodate their level of technical understanding, enabling all parties to make confident and informed decisions.
Who is Dr Jo Cleary?
Dr Jo Cleary (MBL, PhD, CTA) is the friendly face behind Cleary Bentley. She has an outstanding record of resolving complex taxation and superannuation issues with the Australian Taxation Office (ATO), Australian Prudential Regulation Authority (APRA) and Office of State Revenue (OSR) for clients across Australia, and for clients coming into or departing Australian soil.
Essential to Dr Cleary’s success in negotiating equitable outcomes is her deeply ingrained belief in the principle of the law. In perceiving the tax system as the “great equaliser” that looks after everyone, Dr Cleary has a complex and interwoven theoretical and practical understanding of the evolution and deep intention of tax legislation.
Dr Cleary is highly respected for her ability to negotiate and settle highly complicated tax disputes with significant historical issues. When facing a complicated tax issue, Dr Cleary provides the guidance and support required to enable the client to reach an equitable solution with the ATO. As a Bond University alumna, Dr Cleary’s research and public profile also position her as an expert in her chosen areas of skills.
Specialist Tax Advisory Services
The Public Practice Accountant’s Trusted Guide & Advisor
Dr Cleary takes a collaborative approach to working with tax advisors and their clients, tending to all matters in a discreet manner to respect the needs and desires of all parties.
Frequently engaged services include:
- complex and large scale ATO audit management
- ATO dispute resolutions and negotiating settlements if appropriate
- assisting trustees of SMSFs with rectification of contravention of the Superannuation Industry (Supervision) Act 1993
- large scale trading structure establishment and restructure advice
- advice on the Australian tax consequences for inbound and departing entities
Process & Fee Structure
We understand that Public Practice Accountants tend to schedule time to focus on particular client matters, and therefore we strive to make the process for engaging Dr Cleary simple and structured in a way that suits your needs.
Step 1: Request a phone call
Use the form to request a free, no obligation 20-minute phone call at a day and time that suits you.
Step 2: Request for information
After the initial discussion, Dr Cleary will send you a checklist detailing the information required to progress the matter.
Step 3: Request a work schedule
For structuring and restructuring advice, Dr Cleary will prepare a work schedule, and provide an estimate of fees.
For ATO audit and dispute resolutions, the work schedule and fee estimate will depend on the ATO’s agenda.