Who we help

Accounting for individuals and businesses

From your personal tax return to a growing company, a family trust or your own super fund.

Free consultation 1300 711 149

Individuals

Employees, investors and retirees. We go through your return with a fine-tooth comb so every deduction is counted.

Individual tax returns, prepared and lodged by a registered tax agent
Work-related deductions: car, travel, home office, tools, self-education
Rental property, shares and other investment income
Retirees, offsets and help with an ATO tax debt

Individual Tax Returns Tax Advice & Planning Managing Tax Debt

Accounting for individuals

Sole traders

Tradies, consultants and freelancers. Stay on top of GST and BAS without hiring a bookkeeper.

Bookkeeping in Xero or MYOB
GST and quarterly BAS
Sole trader tax returns
Advice on when to move to a company or trust

Bookkeeping Tax Returns Starting a Business

Accounting for sole traders

Companies

Small to medium enterprises. From company set-up to year-end accounts and tax planning.

Company formation and director obligations
Payroll, BAS and reconciliations
Financial statements and company tax returns
Tax planning and loan structuring

Company Formations Financial Statements Tax Advice & Planning

Accounting for companies

Trusts & SMSFs

Families and investors. The right structure, set up properly and kept compliant.

Discretionary, unit, testamentary and other trusts
Self-managed super fund set-up
Trust and SMSF accounts and tax returns
Wills and estate matters with our in-house solicitor

Trusts Self Managed Super Funds Legal

Accounting for trusts & smsfs

New businesses

Going out on your own or launching with partners? Get the structure, registrations and books right from day one.

A free half hour of structure advice with David
ABN, business name, GST and company registrations
Bookkeeping set up in Xero or MYOB
First BAS and first tax return handled for you

Starting a Business Company Formations Bookkeeping

Accounting for new businesses

Property investors

Residential property investors. We sort rental income and expenses, depreciation and capital gains, and keep an eye on the negative gearing and CGT changes that start on 1 July 2027.

Rental income and expenses in your individual tax return
Interest, repairs, depreciation and capital works claims
Capital gains tax when you sell, including a former home
Planning around the 1 July 2027 negative gearing and CGT changes

Individual Tax Returns Tax Advice & Planning Tax Returns

Accounting for property investors

2003established on the Northern Beaches
18services under one roof
24 hrsto hear back from us
Freegeneral consultation