A Melbourne-based Chartered Accounting practice providing tax, structuring and lending strategy to business owners, property investors and high-income professionals across Australia.
We operate as a single team of senior accountants, with tax compliance, advisory work, structuring and lending strategy delivered in coordinated engagements rather than as separate services. Each client is allocated a senior accountant who retains responsibility for the file from scoping through to ongoing advisory work.
Engagements are scoped and quoted in writing before any work commences. Most clients engage on a monthly retainer that covers compliance, BAS, quarterly reviews and year-round access to the engagement team. Project work is available on a fixed-fee basis.
Residential and investment lending is written in-house alongside the accounting work, accredited through a major lending aggregator. Clients are not handed over to a third-party broker, removing the loss of serviceability that typically results when accountant and broker operate independently.
Compliance is delivered as the by-product of advisory work already undertaken. Annual lodgements should not be the only output of the relationship.
Tax structuring and borrowing capacity are addressed in the same conversation by the same team. Clients are not handed off between disciplines.
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.
We service a deliberately defined client base. New engagements are accepted on a selective basis following a scoping conversation.
Privately-owned operating businesses with turnover from $1M to $30M. Often multi-entity, frequently considering acquisitions, expansion or succession in the medium term.
From the second purchase onwards. Investors building portfolios deliberately, with active attention to structure, serviceability, land tax and capital gains tax positioning.
Senior executives, medical and legal practitioners, and consultants. Personal income that warrants proper structuring and a tax position that benefits from forward planning.
A 20-minute call with the senior accountant who would lead the engagement. We'll identify where there is room to reduce tax, sharpen the structure or improve borrowing capacity, and confirm whether the work is within our areas of focus.