Property Investors
From a first investment property to a multi-state portfolio, held personally, jointly or through a trust.
- —Ownership structure before purchase
- —Deductions, depreciation and interest
- —CGT timing and the main residence rule
Specialist, not general
We know what your industry gets wrong
A generalist accountant applies the same treatment to a builder, a GP and a property developer. The deductions, the structures and the traps are not the same — and neither is the cost of getting them wrong.
Our clients range from individual investors to SMEs up to $50M in turnover. Across all of them, the work starts with how the entity is set up, not with the return.
Property Development
Subdivisions and joint ventures, where a capital asset can quietly become trading stock.
- —Revenue versus capital characterisation
- —GST and the margin scheme
- —Joint venture structures and agreements
Trades & Construction
Contractors, builders and subcontractors juggling vehicles, tools, apprentices and progress claims.
- —Personal services income rules
- —Vehicle, tool and equipment deductions
- —Taxable payments annual reporting
Medical Practices
Practitioners and practices operating through service entities, with high income and high exposure.
- —Service entity arrangements
- —Payroll tax on practitioner payments
- —Asset protection for high-risk professions
Real Estate
Agencies and agents with commission income, trust accounts and uneven cash flow across the year.
- —Commission timing and income smoothing
- —Trust account compliance
- —Provisioning for tax in strong years
Professional Services
Consultants, engineers and legal practices operating through companies, trusts or partnerships.
- —Entity choice and profit distribution
- —Division 7A and loan accounts
- —Partner admission and buy-in
Retail & Hospitality
Shops, cafés and restaurants managing stock, rosters and margins that leave no room for surprises.
- —Stock and margin analysis
- —Payroll, awards and Single Touch Payroll
- —Weekly cash flow forecasting
Small Business & Startups
New ventures and owner-operators up to $50M turnover, getting the foundations right early.
- —Structure and registrations at setup
- —Cloud accounting on Xero
- —Tax planning before the first big year
SMSF Trustees
Funds holding property and shares, where compliance sits personally with the trustees.
- —Establishment and trustee company setup
- —Limited recourse borrowing and bare trusts
- —Annual return and audit coordination
Families & Trusts
Discretionary and unit trusts holding family wealth across generations and entities.
- —Distribution planning before 30 June
- —Deed reviews and vesting dates
- —Testamentary trusts and succession
How we work
The same four steps, whatever the sector
A consistent, structured process — so every decision is made with the full picture in view.
01
Understand the position
Statements, structure and what you are actually trying to achieve — before any advice is given.
02
Find what it is costing
Missed deductions, the wrong entity, unprovisioned tax and exposure sitting in the wrong name.
03
Set the structure
Restructure where it pays for itself, using rollovers so the change does not create its own tax bill.
04
Stay in front of it
Planning before 30 June, compliance on schedule, and a call taken when the decision is still live.