The questions we
get asked most

Fees depend on the work involved, so we give you a fixed quote up front after a short conversation about your situation. No hourly meter, and no invoice at the end that you did not see coming. The first conversation is free.

About thirty minutes. We ask what your situation looks like now, what you want it to look like, and where the pain is. You leave with a view on what we would do and what it would cost. There is no obligation and no charge either way.

For a first conversation, nothing. If you want to make it concrete, bring last year's tax return and, if you have a business, your most recent financials. For an actual tax appointment, our appointment checklist covers it.

No. We have offices in Fairy Meadow, Sutherland and the Sydney CBD if you would like to meet in person, and we work with clients Australia wide by video call with secure document upload.

It is more straightforward than people expect. You sign an engagement with us, we send an ethical clearance letter to your previous accountant requesting your records, and we manage the handover from there. You do not have to have the awkward conversation yourself.

No. We check the lodgement position on your ATO record as part of onboarding, so nothing falls through the gap. If anything is close to due, we deal with that first.

Yes, and it usually works better that way. When the same team sees the business, the personal position and the super, planning happens once instead of being approached twice from two directions.

Yes, and this is more common than you would think. We work out what is outstanding, bring the lodgements up to date, and deal with the ATO about penalties and payment arrangements. Coming forward voluntarily is treated very differently to being chased.

Payment arrangements are available and we negotiate them regularly. The important thing is to lodge even if you cannot pay, because the penalties for not lodging are separate from the debt itself.

It depends on liability, whether profit is being retained or drawn, who else is involved, and what the ongoing compliance costs. We model it on your actual numbers rather than reasoning from tax rates. Our article on choosing a structure walks through the trade-offs.

Yes — establishment, annual compliance and coordinating the independent audit. We will also tell you honestly when an SMSF is not the right fit, because below a certain balance the cost and the trustee obligations often outweigh the benefit.

Often yes, subject to strict rules about who it is bought from, who can use it, how any borrowing is structured and whether the fund keeps enough liquidity. Several of the mistakes cannot be undone after settlement, so this is one to talk through before you bid. See SMSF and property.

Financial planning is a separate, licensed service provided as an Authorised Representative of an AFSL holder. It sits alongside the accounting work rather than inside it, which is what lets the tax and planning advice line up. Licensee details are disclosed in the engagement documents.