Strategies known by few.
Advice executed with precision.
Tax, structuring & advisory for those who value discretion.
What we do
Every entity you own, planned as one.
Most founders end up with a company, a trust or two, an SMSF and their own return, each handled in isolation. We look after the whole group, so a decision in one entity is made with the others in view.
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Tax strategy
Planning across your companies, trusts, SMSF and personal tax, done before 30 June rather than after it.
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Structuring
Company and trust structures that protect assets, keep risk where it belongs and leave room to sell or bring in investors.
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Transactions
Due diligence, acquisitions, capital raises and exits, with the models and records a buyer or investor will ask to see.
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Compliance and bookkeeping
Tax returns, BAS, monthly Xero bookkeeping and payroll, run by the people who know your planning.
How we work
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Discretion first
We protect your information and your intentions.
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Precision over volume
The person advising you knows your file.
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Evidence-backed positions
Advice you can defend, because we already have.
Find us
Level 25, 100 Mount Street, North Sydney NSW 2060
Working with us
Built for founders with more than one entity.
We work with founders and owners whose structures need senior attention, so not every enquiry turns into an engagement. When it doesn’t, we’ll point you to someone who can help.
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Write to us
A few lines on your business, the entities you hold and what’s prompting the change.
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A first conversation
If it looks like a fit, we’ll suggest a time to talk it through properly.
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Terms in writing
Scope and fees are agreed in writing before any work begins.