Where Strategy Fuels Success

Tax Advisory, Business & SMSF Experts -
Trust our team of Tax & Accounting 
specialists to help achieve your financial goals.
5 star rating. 87 reviews on Google
INTEGRATED WITH:
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Years of service
For over 15 years, we have been providing expert Accounting, Tax, and Adviosry services to Clients, Investors and Businesses throughout Australia
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Consultants
Whether you require assistance with tax advisory & planning, SMSF/Trust setup & asset structuring, or business planning & strategy we have the team, expertise, and resources to help you succeed
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Companies trust us
Our customer satisfaction is unwavering, and we strive to deliver exceptional results every time by focusing on our core relationships.
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Paperless & Cloud
We are committed to modern, efficient, and eco-friendly practices and rely on digital documents & e-signatures to streamline workflows and interactions

Our industry partners

Our services

Services to help you breakdown what the numbers mean.
BusinessSMSF/Trust
Tax Preparation & Compliance
Preparation and Lodgement of Income Tax Returns, Quarterly Activity Statements and liaising with the ATO on your behalf
Financial Management & Reporting
Bookkeeping, Reconciliation of Financial Accounts, Preparation  & Lodgement  of Annual Financial Statements and Management Reviews
Corporate Compliance
ASIC Annual Compliance & Review, Preparation of Minutes and Administration Management
Tax Strategy & Advisory
Tax Planning, Business Structure Setup & Review, Management Reporting and Technical Support
Tax Preparation & Compliance
Preparation and Lodgement of Income Tax Returns and liaising with the ATO on your behalf
Financial Management & Reporting
Bookkeeping, Reconciliation of Financial Accounts and Preparation of Annual Financial Statements
Setup & Corporate Compliance
ASIC Annual Compliance & Review, Preparation of Minutes and Administration Management
Tax Advisory, Strategy & Property
Tax Advisory & Planning, Mortgage Broking & Buyers Agent Referrals and Technical Support

Our consultation process

We believe that every client is unique, and that's why we take the time to understand your specific needs and tailor our services to meet them.
STEP 02

Discovery Session

If we're a good fit, schedule a discovery call to deep dive into your goals and challenges
STEP 03

Client Onboarding

Ready to go, we kickstart onboarding and offically commence the journey with us

What our clients say

We’re ready to help when you need it.

Book a consultation
General
SMSF/Trust
Business

Individual tax returns start from $250, our fees are based on individualised circumstances. Factors such as complexity, requirements and timelines help us determine the fee structure. We are dedicated to transparency on our fees therefore our tax agents will always share costs with you upfront before proceeding.

Business, Trust and Self Managed Super Fund (SMSF) tax returns are quoted case by case.

Our client base is diverse and includes professionals & investors who typically earn $125k+ per year. We also prepare tax returns for companies, family trust and self-managed super funds.

Yes, our professionals are licensed with the Government Body, The Australian Tax Practitioners Board (TPB) as well as Professional Accounting Bodies such as the Institute of Chartered Accountant Australia (ICAA) and Certified Public Accountant (CPA) which have their owns requirements for registrations. We stay up to date on the latest tax laws and regulations to ensure we are providing the most accurate and current advice possible.

Finance & Tax Consultants have multiple offices around New South Wales however we service Australia wide. We also offer virtual meetings for all our clients over google/zoom networks.  Please check out our ‘contact us’ page for details on all our offices.

The tax laws & regulations are changing constantly, and we actively stay up to date with these changes through a range of means such as professional development & continuing education courses, tax and accounting publications, professional organisations as well as direct contact with the Australian Taxation Office (ATO). Our team works closely together to share knowledge and skills, and we’re proud of how committed we are to learning new things so that we can give our clients the best service possible.

Please note that our practice is not a financial advisory firm. Whilst we provide specialized tax and planning services for investors, we do not provide financial or investment advice.

There are several financial strategies you can use to accelerate your wealth as a investor, including leveraging equity, utilising tax benefits, and developing a long-term investment strategy. Our services are tailored to investors so we can help you understand & maximise your returns.

Owning and managing a real estate portfolio has a range of tax implications, including income tax on rental income, capital gains tax on the sale of properties, and stamp duty on property purchases. Our services can help you understand and manage these tax implications.

There are a range of tax benefits available for property investors in Australia, including deductions for interest payments, property management fees, repairs and maintenance, and depreciation. These deductions can help reduce your taxable income and minimise your tax liability.

We utilise cloud based systems to assist our client and unfortunately do not cater to paper receipts & invoices. If you are looking to transition to a cloud-based solution, please reach out to us.

Yes we do, we can help you integrate or transition to a cloud based accounting system. These systems are sometime tedious to setup but will save you many unnecessary admin hours in the future.

We can help optimize your business by providing a range of services including financial analysis, cash flow management, tax planning, business structuring, and advisory services. By understanding your business operations and financial goals, we can provide tailor solutions to improve profitability, reduce costs, and enhance overall performance.

Yes, we can help you setup a company. But before that, we will explain the pros & cons of a company structure among other legal structures available to see which one is the right fit for you.

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