Regular check-ins and real support — payroll, BAS, tax planning and cash flow handled for you. Every tax bill is forecast before 30 June. No surprises, and your evenings back.
If you only hear from your accountant when tax deadlines arrive, you are leaking thousands in unoptimised profit and exposing your personal wealth to commercial risk.
Whether you're managing a fast-growing trade team, scaling a professional practice, or restructuring multi-company investment portfolios.
You have 5 to 20 guys on the tools, substantial weekly payroll, and heavy quarterly BAS bills. Cash flow feels tight even when the order book is full.
Strong gross margins, but too much cash going to the tax office. You want to optimise structure and processes so that you can focus on team performance and alignment.
You have accumulated $1M–$5M+ in retained profits across trading companies, associate loan balances between entities, and an SMSF holding property.
No unexpected bills. Start with rock-solid compliance foundations, add ongoing BAS & payroll maintenance, or step up to full outsourced CFO advisory. Specialist projects are quoted per engagement.
The non-negotiable annual foundation: proactive tax planning before 30 June, then your financials and entity return done properly.
For businesses with no staff — or who run payroll themselves. We keep the ATO side clean, quarter by quarter.
For established teams who want the books current month-by-month, payroll handled end-to-end, and every ATO deadline met.
Your outsourced CFO: a reserved weekly slot, guaranteed turnaround times, and rolling cash flow clarity — everything else included.
One-off, high-value projects quoted individually:
Family trusts, bucket companies, holding entity splits & CGT rollover relief for growing groups.
Ring-fencing the family home and personal wealth from operational trading risk. Testamentary trusts & buy-sell agreements.
Turnkey company & trust setup: ASIC, ABN, TFN, GST registrations plus Xero chart of accounts and workflow configuration.
1-on-1 or team training: reading your financials, job costing & gross margins, cash flow vs net profit mastery.
Uncover whether your current corporate structure is exposing your personal family wealth to business risk or costing you $15,000+ in avoidable annual tax.
Pick a 15-minute slot to review your business structure, tax minimisation opportunities, and loan balances with Simon.