Trust


Building Wealth Through Strategic Tax Planning

Building wealth starts with implementing the right tax strategies. Our Tax and Accounting services are specifically designed to help investors grow their wealth and maximise their returns.

A trust is a powerful financial tool where a person or entity holds legal ownership of property for the benefit of others. With a discretionary trust, trustees have the flexibility to decide how income is distributed among beneficiaries, offering tailored solutions to optimise financial outcomes. 
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Trust Services

We have a wealth of experience in providing comprehensive tax preparation & compliance services for investors. Our team is well-versed in the intricacies of tax laws and regulations, and we are committed to helping you meet your compliance obligations while minimising your tax liability. In addition, we can assist in structuring/forming Trusts, as well as managing ongoing compliance that goes along with it.

Setup for Succes 

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 officially commence the journey with us

Testimonial

Benefits of Partnering with Finance & Tax Consultants (FTC)

At FTC, we're dedicated to simplifying Accounting, Tax and Finance, making complex processes simples and seamless.

Our personalised, proactive approach ensures you have the support, expertise, and guidance to make confident, informed financial decisions.

By combining technology with strong client relationships, we prioritise your success, delivering tailored strategies to help you achieve your goals and unlock your full potential.

1
Experienced
We understand the risks and rewards firsthand.
2
Passionate
We want others to share in the success.
3
Innovative
Our world is constantly changing, and we are excited about it.
4
 Connected
Access to our personal network of financial professionals.

We’re ready to help when you need it.

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General
SMSF/Trust
Business

Individual tax returns start from $330, 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.

High-achieving individuals and businesses aspiring to build wealth. This typically includes individuals above $125k+ and businesses with revenue above $1million. We also specialise in preparing tax returns for Trusts & Self-Managed Super Funds (SMSF).

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 the SMSF Association. We are committed to maintaining ongoing technical training to ensure were up to date with the latest legislated changes..

Finance & Tax Consultants have multiple offices around New South Wales however we service Australia wide. Our Head Office is in Bella Vista, NSW with a second location in Sydney CBD, Please check out our ‘contact us’ page for details on all our offices.

Tax laws and regulations are constantly evolving, and we stay ahead of these changes through professional development, continuing education, industry publications, memberships in professional organisations, and direct engagement with the ATO. Our team collaborates to share knowledge and skills, reflecting our unwavering commitment to learning and delivering the best possible service to our clients.

Please note that our practice is not a financial advisory firm. Whilst we provide specialised tax and planning services for investors & businesses, 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 comprehensive to investors so we can help you understand & maximise your returns.

As a trustee, there are powerful long term tax strategies to accelerate your wealth, such as leveraging equity, optimising tax benefits, asset structuring and crafting a long-term investment plan. Our services are designed to help you understand these opportunities and maximise your returns

Managing a real estate portfolio comes with various tax considerations, including income tax on rental earnings, capital gains tax on property sales, and stamp duty on purchases. We recommend tax planning before & after property acquisitions has help our clients save thousands ($). We provide expert guidance to help you navigate and optimise these tax obligations effectively.

Property investors in Australia can access a variety of tax benefits, including deductions for interest payments, property management fees, repairs, maintenance, and depreciation. These deductions effectively lower your taxable income, helping to minimise your overall tax liability.

We leverage cloud-based systems to provide efficient support to our clients and no longer accommodate paper receipts or invoices. If you’re ready to transition to a cloud-based solution, we’d be happy to assist—reach out to us today.

Yes, we can assist you with integrating or transitioning to a cloud-based accounting system. While the initial setup can be complex, these systems significantly reduce administrative workload, saving you valuable time in the long run.

We specialise in optimising businesses through services such as financial analysis, cash flow management, tax planning, business structuring, and expert advisory. By understanding your operations and financial goals, we deliver tailored solutions to boost profitability, cut costs, and elevate overall performance.

Yes, we can assist with setting up a company. However, before proceeding, we’ll guide you through the pros and cons of a company structure compared to other legal structures to ensure the best fit for your needs.

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