More than compliance. Advice that shapes outcomes.
We work closely with property investors, business owners and professionals who want clarity, structure and long-term tax outcomes — not just year-end returns.
Many of our clients have built tax-effective wealth through property over years of planning with us. Small business owners get the same end-to-end advisory and tax planning, from structure through to succession.
Four things clients tell us matter
Most of our work comes from people we have looked after for years — and from their families and businesses as they grow.
Experienced advice
Over 20 years advising on trusts, CGT, structuring and asset protection — not generalist bookkeeping.
Personal service
You deal with the advisor who knows your file. Quick questions do not attract a new engagement letter.
Practical strategy
Every recommendation comes with the next step, the timing and what it will cost you to do nothing.
Long-term relationships
We plan across years, through purchases, restructures, growth and eventual sale.
“The costly outcomes are decided long before the return is lodged. Our job is to be in the conversation while the decision is still open.”
Ershad Ullah
Managing Partner · Director, Investax Group
With over 20 years advising on complex matters, Ershad works closely with clients on structuring, tax strategy and long-term planning — with deep expertise in trust structures, capital gains tax and asset protection.
Seven advisors, one office
Local advice, national capability
National strategic insight from the Investax Group, alongside Perth advisors who know the WA market.
Level 1, 251 Hay Street
East Perth WA 6004
Suite 102, Level 1, 276 Pitt Street
Sydney NSW 2000