As financial services businesses navigate increasing ATO scrutiny, tight deadlines and operational complexity, the need for a trusted, commercially focused tax advisor has never been greater.

Our specialist financial services tax team combines deep technical expertise, global network connectivity and a practical, business‑aligned approach. We work alongside you as an extension of your finance and tax function – providing proactive advice, strengthening governance frameworks and helping you stay ahead of risk, not react to it.

Financial services organisations and corporates are increasingly facing:

  • Heightened ATO scrutiny and governance expectations
  • Complex tax environments across multiple jurisdictions
  • Inefficient or fragmented tax processes
  • Pressure to deliver accurate outcomes within tight reporting timelines

How we support your business

We embed robust tax governance frameworks aligned to ATO expectations – improving visibility, reducing risk and strengthening audit readiness.

We anticipate issues early, provide forward-looking advice and keep you ahead of regulatory change so there are no surprises.

Our team brings deep experience across funds, banking and complex structures – combining technical rigour with practical, commercial insight.

We integrate with your finance and tax function, working seamlessly across internal stakeholders and external advisors to deliver coordinated, end-to-end outcomes.

Through our global network, we support cross-border tax matters, ensuring consistency, compliance and alignment across jurisdictions.

  • A fully integrated tax function
    We act as an extension of your team, delivering end-to-end tax support across compliance, advisory and governance – ensuring consistency, accuracy and efficiency.  
  • Proactive risk and governance management
    We identify and address risks early, embedding governance frameworks and controls that align with ATO expectations and support audit readiness. 
  • Commercial and practical advice
    Our advice is clear, actionable and aligned to your strategy – enabling tax to support, not constrain, business decisions. 
  • Efficiency through process uplift
    We streamline workflows, enhance visibility and implement structured compliance processes to improve accuracy and reduce cost over time. 

What makes us different

Partner-led and responsive 

Direct access to senior leaders who proactively engage and solve issues quickly 

‘No surprises’ delivery 

Structured planning, transparent communication and consistent outcomes  

Deep financial services expertise

Extensive experience across funds, banking and complex structures 

Embedded team model

We integrate with your business to deliver seamless, coordinated outcomes

Speak to a specialist about your tax challenges

Himashini Weeraratne

Partner & Head of Financial Services - Tax

Tax Agents Disclosures

The Tax Practitioners Board maintains a register of tax agents and BAS agents. You can access and search this register here. This register includes details of the registration (and conditions if applicable) of Grant Thornton and our individual registered tax agents with whom you engage.

Your engagement letter with Grant Thornton and the Standard Terms and Conditions set out our procedures for dealing with problems or complaints. The Tax Practitioners Board also has a complaints process in relation to tax agent services as outlined on their website which can be accessed here

Tax agents have obligations to the Tax Practitioners Board and to their clients.  You also have obligations under the taxation laws and to your tax agent.  Please refer to these obligations on the TPB website or the TPB’s fact sheet "Information for Clients".

Section 45 of the Tax Agent Services (Code of Professional Conduct) requires Grant Thornton to notify you if it becomes aware of certain events which have occurred in the past 5 years. Grant Thornton is not aware of any such events.