Consistent, reliable, and timely accounting information is vital for keeping a business running smoothly and providing leadership with the information needed to make better business decisions. Our accounting advisory and bookkeeping services provide you with the confidence and security you need for your organization’s accounting function. Offering a high-grade, tailored approach to your finances, delivered by a highly qualified team of accountants, agents, consultants and industry experts As professional chartered accountants we understand the complexities and nuances of accounting and we provide end to end solutions for your accounting and financial statement needs. Specifically we offer:
Our management team ensures clients are informed of any changes or developments as well as the possible impact on their business. The vast experience of our tax accountants and consultants allows them to combine their tax skills in different industries in order to deliver practical advice to tax planning and decision making to improve a business’ bottom line. Our taxation expertise covers: Income tax planning – structuring, exit strategies Managing ATO audits and disputes Business tax – advisory and compliance Personal tax – advisory and compliance Indirect tax Research & development tax and incentives Payroll tax, Stamp duty.
Accountax Australia offers a broad range of assurance and financial reporting services to meet the diverse needs of various types of business and their stakeholders. Our breadth of experience and use of data gives us the perspective and capability to perform assurance, accounting and auditing services efficiently. Assurance and Accounting Services Include:
– Financial statement audits
– Financial statement reviews
– Financial statement compilations
– Financial statement preparations
– Agreed upon procedures
Accountax Australia help businesses address issues and risks in controllership, accounting and financial reporting; including internal audit; and efficacy of internal controls systems. On-demand specialist capabilities can help you build on strengths and respond to your specific risk, assurance and internal controls needs. Our team take a trustworthy, holistic approach, assisting you with compliance and assurance, advising on critical business issues, and applying creative, innovative thinking to help you better navigate risks and opportunities.
A family trust is one of the most effective structures for holding investment properties, distributing income flexibly across family members, and protecting assets. Rather than owning property individually or through a company, a trust allows you to distribute income to family members in lower tax brackets—your spouse, adult children, or other beneficiaries—significantly reducing your overall tax bill. You maintain control through your role as trustee, but the income splitting flexibility is powerful. For property investors, family trusts also offer protection; assets held in trust are often better shielded from creditors than personal assets. The tax benefits don’t stop there: trusts can carry forward losses, retain earnings at concessional rates, and adapt as your family circumstances change. However, trusts need careful setup and ongoing compliance—incorrect structuring or poor record-keeping can trigger ATO scrutiny or unexpected tax bills. That’s where we come in. We help you establish a trust that actually works for your situation, manage the annual compliance obligations, and restructure it if your goals shift.
We listen to your goals, develop a tailored strategy across lending and tax, execute your plan seamlessly, and optimize your returns through ongoing management and compliance.
We start with a detailed conversation about your goals, timeline, current financial position, existing investmints, and risk appetite. Whether you're buying your first property or optimizing an existing portfolio, we need to understand the full picture before recommending anything. This is about listening, asking the right questions, and making sure we're aligned on what success looks like.
Once we understand where you're at, we create a comprehensive strategy covering three areas: the right property type and location for your goals, the optimal lending structure to minimize costs and tax, and the ideal tax and legal structure (family trust, company, SMSF, or bare trust) to maximize returns. We present this in plain language so you can make informed decisions, not feel pressured by jargon.
With your strategy locked in, we move to action. We source and negotiate your property, coordinate your mortgage broking approval, establish any trusts or structures you need, and handle all the compliance paperwork. You stay informed every step; nothing happens without your sign-off. We manage the complexity so you focus on the investmint.
After settlement, your work isn't done—ours isn't either. We monitor your investmint's performance, manage annual tax compliance, identify opportunities to restructure or refinance as your situation changes, and adjust your strategy as market conditions shift. Regular reviews keep you on track and help you build wealth systematically over time.