Initial Consultation
First, we define your objectives and profile, that includes personal details along with income, debt, your target passive income, present portfolio, and SMSF balance. In addition to outlining tax, CGT, and asset-protection issues, our accountant maps the appropriate structure required.
Book Your Session →6 Steps to start your property investment journey:
Initial Consultation
Start with a discussion to understand your financial goals, & any tax or SMSFs needs.
Review & Strategy
Review your tax position or SMSF setup and design strategies for compliance.
Setup & Compliance
Prepare & lodge your tax returns, and ensure you remain compliant.
Reporting & Lodgment
Prepare financial statements, tax returns, and SMSF annual accounts.
Ongoing Advisory & Support
Provide advice on pensions, SMSFs, and proactive tax planning.
Review & Grow
Reassess your tax and SMSF strategies to ensure they continue to align with your goals.














