A Melbourne-based Chartered Accounting practice providing integrated tax, structuring and lending advice. Fixed-fee, senior-led engagements built around clients who want their accountant involved in the major decisions, not just the annual lodgement.
Each engagement is built around one of these categories, with the same underlying disciplines applied to each.
Privately-owned companies, trusts and groups with turnover from $1M to $30M. Compliance, structuring, profit extraction, Division 7A management, and lender-ready financial reporting.
From the first investment property to established portfolios across personal, trust and SMSF ownership. Tax, structuring and lending strategy delivered as one coordinated engagement.
Senior executives, medical and legal practitioners, and consultants. Personal income protected through proper structuring, deductions optimised, and proactive year-end planning.
Forward planning, structure reviews, and considered use of trusts, companies and superannuation, applied within the rules.
Financial reporting prepared the way lenders read it, with structures designed to support rather than restrict serviceability.
Multi-entity groups designed for growth, asset protection and intergenerational continuity.
Quarterly liability forecasts and instalment recommendations so cash is set aside before lodgement.
Annual financial statements, income tax returns and BAS lodged accurately and on time, with each lodgement informing the next year's planning.
Entity selection, group structuring, restructuring advice and pre-transaction reviews. Engagements scoped around growth, succession or upcoming deals.
Borrowing capacity reviews, ownership structuring for new acquisitions, and our in-house lending offering for clients building a property portfolio.
Engagements are built around the client's underlying objectives, with compliance delivered as a by-product of the broader advisory relationship.
We are qualified to write residential and investment lending alongside the accounting work, removing the handover between accountant and broker that typically costs borrowers serviceability.
Engagements are not delegated through a chain of juniors. The accountant who scopes the work is the accountant who reviews and signs out every deliverable.
Quarterly reviews, pre-decision sense-checks and ad-hoc questions are part of the standard scope. Compliance work is the by-product, not the relationship.
A 20-minute conversation with a senior accountant. We'll identify where there is room to reduce tax, sharpen the structure or improve borrowing capacity, and confirm whether the engagement is within our areas of focus.