Sydney (02) 8358 3036Adelaide (08) 8269 1004
Advisory

Business advisory and tax planning

Beyond compliance: understand your numbers, plan your tax before 30 June, and make better decisions with a virtual CFO in your corner.

Tax planning

The best time to reduce tax legally is before the end of the financial year. We review your expected position, model the options and help you act before 30 June — not after.

Virtual CFO

Get senior financial insight without a full-time hire. We meet with you regularly to review performance, cash flow and targets, and help you plan the next stage of growth.

What we can help with

  • Year-end tax planning for individuals, companies and trusts
  • Budgets, forecasts and cash-flow planning
  • Monthly and quarterly management reporting
  • Financial health checks and business improvement reports
  • Due diligence and cost-benefit analysis before major purchases
  • Internal control improvements
  • Payroll tax and fringe benefits tax (FBT)

Our partners have extensive experience with small and medium-sized businesses across many industries.

We also work with a trusted, experienced finance broker if your plans need funding.

FAQ

Frequently asked questions

When should I do tax planning?
Ideally between April and June, before the financial year ends on 30 June, while there is still time to act on the options.
What is a virtual CFO?
A virtual CFO is an experienced accountant who provides part-time, outsourced financial leadership — reporting, budgeting, cash flow and strategy — without the cost of a full-time hire.

Talk to a registered tax agent

Book a consultation in Parramatta, in Prospect, or online.