We recognise that every business is at a different stage of its lifecycle and there’s no ‘one size fits all’ approach to business growth. The best way for us to assist is through a Free Business Advisory Session. This will define what assistance and services you require. It is at this point the critical component of matching you with the right Accounting business and person within the firm to deliver this service for you. The Accountant will start with a strategy session, from which you gain valuable financial and non-financial information about the current state of your individual position or business and desired future state. You will walk away with a concise plan and action items to achieve the outcomes that you are after. As a follow up, we’ll then meet accordingly be it quarterly or monthly to support your growth journey.

The right Accountant will tell you profitability and cash flow are different concepts. We understand that this can be confusing for a lot of business owners to grasp. It is possible that your business may have experienced solid growth, and the current business structure doesn’t allow for cash to be paid out in a tax-effective way. We take the time to examine your business structure and financials as part of our onboarding meeting. Our approach involves asking relevant questions to reveal the real issues and what can be done to fix things in a practical way.

Absolutely, we will match you to the right Accountants as our team has extensive expertise in identify and matching you to Accountants that can manage complex accounting and tax scenarios for clients from various industries. This is where Tax Planning Accountants makes a genuine difference to you as either an individual, a business owner or as a family.

As your business evolves and grows, the level of support you need to thrive will change. A proactive accountant does more than just prepare the annual financial statements and take care of tax lodgements. While every client situation is different, there are a few signs that you’ve outgrown your accountant. These include receiving large tax liabilities from the ATO but not understanding why, working with a generalist accountant that does not understand your business niche, heavy focus on the tax compliance work rather than business improvement. If some of these signs are present, it is possible there is a mismatch between your current needs and what your accountant can realistically offer. If you are struggling with a busy or unresponsive accountant then it may be time to consider other options.

We offer access to a comprehensive range of individual and business accounting services, financial reporting, tax compliance, business advisory, self-managed superannuation, succession and estate planning. Our services are tailored to meet the unique needs of each client.

Estate planning ensures your assets are distributed according to your wishes after death, helping to minimise legal complexities. Key components often include:

- Will – Outlines asset distribution.

- Testamentary Trusts – Manage assets on behalf of beneficiaries.

- Powers of Attorney & Guardianship – Appoint someone to handle your affairs if incapacitated.

- Superannuation Nominations – Direct superannuation benefits to specific recipients.

- Asset Protection Strategies – Safeguard wealth from risks like lawsuits.

Estate Planning Process

A typical estate planning process includes:

1. Consultation – Gather personal and financial details.

2. Engage Legal Professionals – Draft key documents.

3. Review Strategy – Ensure alignment with tax and business structures.

4. Finalise & Sign – Formalise all documents.

5. Ongoing Review – Update as circumstances change.

Why Estate Planning Matters

An estate plan ensures your family avoids costly legal delays. Professionals like accountants help create tax-efficient plans that reflect both personal wishes and financial realities. Regular reviews keep the plan relevant to life changes.

Yes, we certainly do. We understand that running a business is not always about accounting or tax. From time to time it requires the support of a diverse set of professionals. We have a network of professional advisors who can assist you in areas such as obtaining finance, financial planning, insurance advice, estate planning, specialist business coaching and commercial law matters. This coordinated approach ensures that your business is front and centre when it comes to achieving your objectives or resolving problems.

We specialise in creating strategic tax plans that minimise liabilities and maximise compliance. Our team stays updated on the latest tax laws to provide you with the most effective tax solutions.

We respect client confidentiality and take data security very seriously. We use well regarded cloud based software tools, a secure client portal for sending and receiving sensitive client documents and where possible Two-Factor Authentication across devices to ensure our clients sensitive information is protected.

You can start by booking a discovery meeting with us, where we will discuss your needs and how we can assist you.