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 our ongoing business advisory services. A good starting point would be to book in a strategy session. This will help you gain valuable financial and non-financial information about the current state of your 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 either quarterly or monthly to support your growth journey.

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, our team has extensive expertise in managing complex accounting and tax scenarios for clients from various industries including:

- Medical and dental practice owners

- Specialised medical device providers

- Professionals – Legal, consulting firms

- IT security services providers

- Manufacturing

- B2B Industrials and engineering

- Property developers

- High net worth individuals

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.

Curatus Advisory offers a comprehensive range of 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.

An estate plan records what you want done with your assets after your death. It can include documents such as:

- A Will

- Testamentary Trusts

- Powers of attorney and guardianship

- Superannuation binding nominations

- Asset protection arrangements

At Curatus advisory we have come up with a streamline process to take the stress out of estate planning:

- Fact Finding meeting and documents

- Brief estate planning lawyer

- An Estate briefing paper is drafted for your review

- A meeting with the lawyer to refine the plan

- Finalise and sign off the Estate plan

- Review the plan as circumstances change

Regardless of the dollar value of your net assets, having an estate plan in place can ensure that family members are spared the burden of lengthy and costly legal processes. As accountants we are best placed to understand your business structure and identify tax efficient strategies for your estate plan. This ensures that when we communicate your plan to a specialist lawyer, the estate plan reflects all your intentions.

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.

Curatus Advisory combines technical expertise with a personalised approach. We focus on building long-term relationships with our clients, understanding their unique challenges and goals. We pride ourselves on a client-first approach, offering personalised, expert guidance to small and medium business owners.

We’re located in Sydney, but we’re a cloud-based accounting firm, meaning, we have clients all over Australia. Besides video calls, we generally travel to meet clients face to face at their business or local café where ever convenient.

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.