For you
Your personal accounting solutions.
Individuals, families and investors. Tax handled properly, wealth structured sensibly, and a plan for what comes next.
How it works
One adviser across everything you own.
Personal tax rarely sits on its own. A rental property, a share portfolio, a self-managed fund and a family trust all interact, and advice that looks at one in isolation usually costs you something in another. We hold the whole picture and plan against it before 30 June, not after.
- 01PROTECTION & ESTATEAsset ProtectionStructures that keep personal wealth separate from business risk, documented so they hold.
- 02PROTECTION & ESTATESuccession PlanningValuation, exit path, tax-effective transfer and buy-sell agreements, over a three to five year runway.
- 03TAXIndividual Tax ReturnsWork-related deductions, investment income, capital gains and offsets, prepared and lodged properly.
- 04PROPERTYRental & Investment PropertyDepreciation, interest apportionment, repairs versus improvements, land tax and CGT on sale.
- 05SUPERSelf-Managed Super (SMSF)Establishment, annual financials, audit coordination, contribution caps and pension commencement.
- 06PROTECTION & ESTATEEstate & Succession PlanningTax on deceased estates, superannuation death benefits, testamentary trusts and family trust succession.
- 07TAXHigh-Net-Worth IndividualsFamily group structuring, trust distribution strategy, Division 7A across entities and residency.
We’re here to help
Have a question? Tell us your story.
A qualified accountant replies within one business day.
PHONE+61 451 114 862
QLD OFFICEU6, 141 Logan Road, Woolloongabba QLD 4102
NSW OFFICE3/3 Kelso Crescent, Moorebank NSW 2170