Finance & Tax Consultants

The firm behind the structures.

Who we are

We’re a specialist practice built around four things: property tax, SMSFs, trusts and business. Not a generalist firm with a long menu: a deliberate one, with deep work in a few lanes.

Clients come to us for the decisions that shape everything after: the structure before the purchase, the fund before the property, the trust before the wealth. The returns get done, properly, but they’ve never been the point.

We’re selective about who we act for, because the standard of work depends on it.

Book a consultation
An FTC adviser reviewing a client's numbers on a tablet

The FTC story

FTC started as a side hustle, helping friends and family navigate a tax system that seemed designed to confuse them. The work was good, word travelled, and the practice grew the only way we wanted it to: by referral.

Growth brought a choice most firms get wrong. Take everything, or specialise. We chose four areas (property, SMSF, trusts, business) and built the firm around them. Every hire, every system and every hour of professional development since has gone into those lanes.

Today FTC advises investors, trustees and business owners across Australia from our Sydney offices. The side-hustle ethic never left: do it better, say it straight, and treat every client’s position like it’s our own.
  • Straight answers
    You'll get our honest read, on your structure, your options, and whether we're the right firm for you.
  • Depth over breadth
    Four specialties, practised daily. We'd rather master a few things than dabble in everything.
  • Skin in the game
    We invest in property and run the structures we advise on. The advice comes from practice, not theory.
  • Built to last
    Structures, relationships and advice designed for decades, not just this year's return.

Our team

Great results come from focused people. A specialist team working across tax, structures and property every day, and bringing all of it to every engagement.

  • Felicia, Business Operations at Finance & Tax Consultants (FTC)

    Hi, I'm Felicia, I am the Operations Manager for FTC. I have over 10 years of experience as an Operations expert within Finance & Banking. Outside of this, I have a passion for property investing, supporting others and learning new recipes!

    Felicia
    Business Operations
  • David, Business & Tax Services at Finance & Tax Consultants (FTC)

    Hi, I'm David, your trusted financial partner in your pursuit for growth. With a decade of experience as a Chartered Accountant and Registered Tax Agent, I've got you covered. Beyond numbers, I'm also passionate about personal development, property investing, CrossFit, and well-being. Let's make your financial journey a rewarding adventure!

    David
    Business & Tax Services
  • Andrew, Director of Taxation & Strategy at Finance & Tax Consultants (FTC)

    Hi, I’m Andrew a seasoned professional with over 15 years of experience in the dynamic worlds of Tax, Property & Finance. My focus has been on helping property investors & small business navigate the complexities of scaling up. I approach every client interaction with professionalism, dedication, and a bit of wit, so you can be sure that we'll have some fun along the way. My passions are business, family and festivals!

    Andrew
    Director - Taxation & Strategy
  • Jung, Accountant & Tax Agent at Finance & Tax Consultants (FTC)

    Hi, I’m Jung, and I'm ready to support you on your journey to success. With my extensive background & experience as a CPA and Registered Tax Agent spanning over a decade, I have the expertise to guide you. But there's more to me than just numbers, I'm also deeply passionate about personal fitness, investing and food!

    Jung
    Accountant & Tax Agent
  • Charlee, Analyst at Finance & Tax Consultants (FTC)
    Charlee
    Analyst
  • Rachel, Administration at Finance & Tax Consultants (FTC)
    Rachel
    Administration

Let’s find out if we’re right for each other.

Book a consultation

Frequently Asked Questions

01

What type of clients do you service?

We work with high-achieving individuals and businesses building serious wealth, typically earning $120k or more, with a particular focus on property, alongside trusts and self-managed super funds (SMSF).

02

Are you licensed and qualified to provide tax and accounting services?

Yes. Our team is licensed with the Tax Practitioners Board (TPB) and holds memberships with Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association. We keep our technical training current, so our advice reflects the latest legislation.

03

What are your fees?

Individual tax returns start from $330, scoped to your specific circumstances: complexity, requirements and timelines all factor in. We agree costs with you upfront, before any work begins. Business, trust and SMSF returns are quoted case by case.

04

Where are your offices located?

We're based in Bella Vista, Sydney CBD and Stanhope Gardens, and work with clients across Australia. Visit our contact page for details on each location.

05

How do you stay up to date on changes in tax laws and regulations?

Tax law changes constantly, so we invest in it constantly: ongoing professional development, industry publications, professional memberships and direct engagement with the ATO. It's a team effort, so whoever you're speaking with is working from the same current picture.

Information on this page is general in nature and doesn’t account for your personal circumstances or objectives. Announced measures remain subject to the passage of legislation. Seek advice specific to your position before acting.

Ready to talk?

Book now