Innovative tax solutions and expert financial/commercial guidance for modern organisations

From our humble beginnings as sole practitioner in Sydney to our current 3-partner practice as an established presence in a niche professional service landscape, with a focus on quality and integrity, we have continuously evolved our services to meet the changing needs of our clients. This include specialised expertise in Australian tax compliance, consultancy and strategic planning, US tax compliance and the fast growing self-managed superannuation fund tax compliance and audit.

Why Choose Us?

• Over 40 years of proven expertise
• Innovative and strategic tax planning
• Comprehensive tax compliance services
• Client-focused approach
• Strong industry partnerships

Accounting

Expert accounting solutions to help manage your financial records, prepare financial statements, and maintain compliance with Australian accounting standards.

• Financial statement preparation
• Bookkeeping and record keeping
• Business activity statements
• Management reporting
• Payroll services

Auditing

Comprehensive auditing services ensuring accuracy, compliance, and reliability of financial information.

• Statutory audits
• Internal control reviews
• Compliance audits
• Special purpose audits
• Due diligence reviews

Tax Structures Establishment and Advice

Professional pre asset acquisition consultancy and financial modelling on structuring and establishment of various tax structures.

• Proprietary Company
• Discretionary/Family Trust
• Unit Trust/Fixed Trust
• Self Managed Superannuation Fund
• Special Purposes Vehicle

Taxation Compliance

Complete taxation compliance services to ensure your business meets all Federal (ATO) and State tax requirements.

• Income tax returns
• GST compliance
• FBT returns
• International tax compliance
• State tax obligations

Taxation Consultancy

Strategic tax planning and advisory services to optimise your tax position.

• Strategic Tax structuring (or restructuring) advice
• Income and Capital gains tax planning
• International tax planning
• Corporate taxation

Tax Representation & Advocacy

Professional representation in dealings with tax authorities and advocacy for your tax matters.

• ATO liaison
• Tax authority negotiations
• Penalty General Interest Charge remission request
• Tax ruling applications

Tax Dispute Resolution

Expert assistance in resolving tax disputes and contentious matters with tax authorities.

• Tax audit defence
• Objection preparation
• Settlement negotiations
• Assist in Administrative Review matters and Federal Court proceeding

Business Valuation

Professional business valuation services for various purposes including sale, purchase, or litigation.

• Business sale/purchase valuations
• Share valuations
• Expert witness reports
• Succession planning valuations
• Financial modelling

Litigation Support

Comprehensive litigation support services for financial and tax-related legal matters.

• Expert witness services
• Forensic accounting
• Dispute analysis
• Loss quantification
• Evidence preparation

US Tax Compliance

Specialised US tax compliance services for individuals and businesses with US tax obligations.

• US tax returns
• FBAR reporting
• FATCA compliance
• US estate tax matters
• Cross-border tax advice

Self Managed Superannuation Fund

SMSF services to help you manage your retirement savings effectively.

• SMSF establishment and tax planning
• Annual compliance
• Assist in Pension matters
• ATO reporting