Rubiix stepped in to correct mishandled tax issues, successfully remitting penalties across multiple entities.
The Client's Pain Point
Our client came to Rubiix after a difficult experience with their previous accountant. Their group structure included multiple entities including trusts, companies and individuals, and unfortunately, their tax affairs had been mishandled for years. By the time they reached us, they were facing significant penalties and general interest charges (GIC) across several entities. The financial impact was heavy, and even worse, completely unfair given they had relied on professional advice the whole time.
Rubiix's Solution
At Rubiix, we knew this wasn’t just a compliance issue—it was a matter of justice and genuine care. So, we stepped in with the full Rubiix Care Factor. Our team meticulously reviewed every affected entity, rebuilt the story with clear evidence, and crafted a comprehensive submission to the ATO explaining why the penalties were inappropriate and why the client should not be held responsible.
The process was lengthy, eight months of detailed correspondence, follow-ups and advocacy, but we stayed the course. We kept the client informed every step of the way and ensured their case was presented clearly, strongly and fairly.
The Results
Multiple penalties and GIC (General Interest Charge) amounts across their trusts, companies and individual accounts were successfully remitted. The relief was immense. What had once been a crippling financial burden disappeared, giving them the clean slate they deserved and restoring their confidence in the compliance process.
Today, we continue to manage their tax obligations proactively and compliantly. For them, the outcome was more than financial, it was peace of mind. This is the Rubiix Care Factor in action: supporting our client, taking responsibility and going above and beyond to get the right outcome.