Services for your business and financial future
Explore the support available, how each service works and its indicative fees. Choose the services you need and discuss the scope with our team.
Accounting, tax & business advisory
Tax returns, bookkeeping, business structures and compliance.
Tax returns (ITRs, CTRs & TTRs)
Comprehensive annual income tax return preparation and lodgement for Individuals (ITR), Companies (CTR), and Trusts or Partnerships (TTR).
View service and feesBookkeeping & payroll management
Full-service bookkeeping, daily bank reconciliations, Single Touch Payroll (STP), superannuation lodgements, and quarterly BAS preparation.
View service and feesSMSF establishment & management
Complete Self-Managed Super Fund (SMSF) setup, corporate trustee registration, investment strategy drafting, annual accounting, and audit management.
View service and feesBusiness structuring & tax advice
Strategic entity formation and tax planning using companies, discretionary family trusts, unit trusts, and holding company asset-protection structures.
View service and feesProperty & business purchase advice
Pre-purchase tax reviews, contract due diligence, stamp duty planning, and ownership structuring before you sign a binding purchase agreement.
View service and feesIndividual & PAYG tax structuring
Advanced tax planning for high-earning PAYG professionals, executives, and doctors to reduce personal tax through salary packaging and investment deductions.
View service and feesASIC annual review & corporate secretarial
Annual company statement reviews, solvency resolutions, registered office address management, and ASIC corporate registry updates from $250/year.
View service and feesATO tax debt negotiations & payment plans
Formal negotiations with the Australian Taxation Office to remit General Interest Charges (GIC), waive penalties, and establish affordable payment plans.
View service and feesLending & finance
Home, investment, business and specialist lending.
Home & investment property loans
Market-leading home loans and investment property mortgages tailored from 70+ bank and non-bank lenders for owner-occupiers and property investors.
View service and feesHome & commercial loan refinancing
Comprehensive interest rate reviews and loan refinancing across 70+ banks to slash monthly repayments, consolidate debts, or release equity.
View service and feesFirst home buyers loans & grants
Specialist mortgage assistance for first home buyers, including First Home Owner Grants (FHOG), 5% deposit schemes, and stamp duty exemptions.
View service and feesSMSF property loans (LRBA)
Specialist Limited Recourse Borrowing Arrangements (LRBA) to acquire residential or commercial property inside your Self-Managed Super Fund.
View service and feesCar & equipment loans (Asset finance)
Fast, competitive asset finance for new and used cars, utes, commercial vans, trucks, heavy machinery, and office or shop fit-outs.
View service and feesBusiness loans & working capital
Secured and unsecured business loans, revolving overdraft facilities, and working capital lines to fund inventory, hiring, or expansion.
View service and feesCommercial property loans
Specialist commercial mortgages for purchasing or refinancing warehouses, offices, retail shopfronts, and mixed-use commercial freeholds.
View service and feesConstruction & development loans
Progressive drawdown construction finance for custom home builds, knock-down rebuilds, duplexes, multi-unit developments, and commercial projects.
View service and feesPrivate loans & short-term funding
Rapid private mortgages, caveat loans, second mortgages, and urgent short-term bridging finance when traditional banks take too long or say no.
View service and feesPersonal loans
Competitive fixed-rate unsecured and secured personal loans for debt consolidation, home improvements, or personal expenditures.
View service and feesInvestment & growth
Property research, business opportunities and investment planning.
Secured property investments
Asset-backed and fixed-return property investments designed to deliver stable capital growth and reliable passive cash flow.
View service and feesProperty research & buyer services
Independent property market research, suburb data analysis, and acquisition assistance to secure high-growth, investment-grade properties.
View service and feesConstruction project equity ($2M–$40M)
Direct equity co-investment and mezzanine participation in quality residential and commercial construction projects from $2M to $40M.
View service and feesBusiness investment opportunities
Direct equity investments and partnership opportunities in established, cash-flow positive private Australian businesses.
View service and feesBusiness sales, exits & valuations
Preparation, financial normalisation, business valuation, and confidential buyer negotiation to maximise your payout when selling a business.
View service and feesInvestment advice & fund management
Personalised wealth creation advice and managed fund portfolio strategies delivered through licensed Australian financial planners.
View service and feesReferral commissions & partner program
Earn transparent referral commissions and partner fee-sharing by introducing clients, investors, property buyers, or business owners.
View service and fees