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What we do, and how we scope it
Six services. One standard.
Compliance, planning, advisory, structure, personal tax and overdue returns. Each one partner-led, each one fixed-fee.
Philosophy
Six services that build on one another.
Compliance is the foundation. Every other service rests on a clean ledger and on-time lodgements. Tax planning sits on top: it converts the same data into forward-looking decisions before the year is locked. Business advisory takes the next step: quarterly reviews, cash-flow modelling, and decision support for owners past the early-stage scramble.
Structure & Setup is the work we do at the start, when the entity decision is still open. Personal Tax Returns and Overdue Returns are entry points: a partner-led individual return for clients building wealth, or a clear plan to bring lapsed lodgements current.
Most engagements scope across two or three of these services. We map them at onboarding, set a fixed annual fee, and review the engagement once a year. The standard is the same regardless of which service you start with.
The six services
Where most engagements start.
Compliance is the foundation. Most clients add planning or advisory on top within the first year.
Tax & Compliance
The annual cycle, run cleanly. Tax returns, FBT, ASIC, super, and the system behind them checked: the things the file has to get right before anything else can be discussed.
Learn more 02Tax Planning
The forward view. Tax positions tested before lodgement, distributions modelled before resolutions, decisions made when there is still time to make them.
Learn more 03Business Advisory
Cash flow, forecasting and growth strategy. A thinking partner on cadence, grounded in your actual numbers.
Learn more 04Structure & Setup
New entities done properly. Pty Ltd, trust, holding company, SMSF where it fits. Set up once, set up right, with the next ten years in front of the file.
Learn more 05Personal Tax Returns
Straightforward, compliant, and checked against your records before it is lodged.
Learn more 06Overdue Returns
Behind on lodgements? No judgment. We'll get you compliant with a clear plan forward.
Learn moreStart here
A second look at your file. Free.
Invite us into your accounting file and we look through it, up to four years of records where it matters: GST and fuel tax credits, tax positions worth checking, loan accounts, super. You get a written report of what we noticed. Free, with the scope agreed in writing before we start.
Free file review
What we noticed, what is worth a closer look, what looks fine. No fee, no obligation, and access you can remove whenever you like.
Request the reviewTwo free handbooks
The Xero Handbook and Fuel Tax Credits Made Clear: forty-odd pages each, written for the people who run the file. Emailed straight away.
Get the handbooksSpecialist work
The work behind the bigger decisions.
Scoped as projects or run inside an annual engagement. Each one is partner-led and quoted in writing before it starts.
Self-Managed Super Funds
Annual accounts, tax return and audit coordination for trustees who want the fund run properly and kept inside the rules.
Learn more 08Business Restructuring & Rollovers
Changing the structure with the tax understood before anything moves: rollover analysis, Division 7A clean-up, sequenced execution.
Learn more 09Selling a Business & CGT Concessions
Positioning the group for sale or succession 18 to 36 months out, with the small business CGT concessions tested before the buyer arrives.
Learn more 010Family Trusts & Distributions
Trustee resolutions done before 30 June, section 100A read honestly, family trust elections confirmed, deeds reviewed before they bite.
Learn more 011ATO Reviews, Audits & Debt
Reviews, audits, objections, payment plans and penalty remission. A partner deals with the ATO so you do not have to.
Learn moreIndustry focus
Two industries we know from the inside.
Most of our recent work sits in two places. The services are the same; the problems arrive in a particular order.
Civil construction & excavation
Fuel tax credits done properly, plant and equipment, progress claims, subcontractors, state licensing and payroll tax, asset protection. Queensland, New South Wales and beyond.
Read moreMedical, dental & allied health
Practice and service-entity structures, payroll tax on practitioner payments, personal services income, buying in.
Read moreAdvisory focus
The work that sits behind the compliance.
Five orbits where the structural calls get made: business structure, property, owner remuneration, family group, exit. None of them get done well at year end. All of them compound across years.
Read the advisory brief
Start a conversation
Tell us what you’re working on.
One call. Partner-led. No queue.
New here? Start with a free review of your file.