Tax & Advisory

Optimize tax, protect assets, and accelerate growth

As fellow business owners, we understand your pressures. Our Tax & Advisory service combines hands-on experience and 250+ tax-planning strategies to help individuals, companies, trusts and SMSFs reduce liabilities and improve cash flow. From income tax returns and GST to capital gains and international tax matters — we tailor practical solutions that keep you compliant and position you for growth.

• Comprehensive tax planning & optimization
• ATO review and audit support
• Asset protection & business structuring

Virtual CFO

Strategic finance without the full-time cost

Our Virtual CFO service delivers high-value financial leadership: budgeting, forecasting, cash-flow optimisation and management reporting. We partner with your bookkeepers and advisors to convert data into decisions — driving profitability and sustainable scale without hiring full-time senior staff.

• Cash flow & budgeting
• Management reporting & KPI dashboards
• Supplier renegotiation & cost reviews

Government Grants

Access funding to innovate and expand

We help you identify and secure government funding that accelerates innovation and market entry. From R&D tax incentives to export market development grants and MVP funding, we position your business to win grants and make the most of incentives.

• R&D tax incentive & grant applications
• Export and market development support
• Funding strategy for early-stage projects

Finance & Lending

Secure the right capital, at the right terms

We source and structure lending solutions that match your business needs — working across commercial, property, equipment and working-capital finance. Our network of lenders and referral partners helps deliver competitive terms and flexible repayment options.

• Working capital & commercial lending
• Property and equipment finance
• Refinancing and debt structuring

Professional Training & Team Building

Upskill teams for performance and compliance

Practical, hands-on training that lifts capability and productivity — from Excel and financial modelling to Australian and international accounting standards. We design workshops and training programs that help teams apply new skills immediately.

• Excel & financial modelling courses
• Accounting standards & compliance training
• Team-building and leadership workshops

Insurance Brokers

Protect value with the right cover

We partner with specialist brokers to audit needs, access specialist markets, and manage claims advocacy — ensuring your policies match the complexity of your business and assets.

• Needs assessment & gap analysis
• Access to specialist insurer markets
• Claims support and annual policy reviews

Quantity Surveying & Property Services

Maximise tax depreciation and valuation accuracy

Our collaborators deliver tax depreciation schedules, quantity surveying and property valuations to optimise claims and support investment decisions. Accurate reports help you claim entitlements and make confident property choices.

• Tax depreciation schedules
• Property valuation & CGT planning
• Quantity surveying for asset claims

Wealth Management

Integrate tax, super and investment for long-term growth

Build, protect and grow your wealth with tailored strategies: investment portfolio design, superannuation optimisation, retirement planning and estate structuring. We collaborate with trusted advisers to balance risk, tax efficiency and long-term prosperity.

• Integrated financial strategy (tax + investments)
• Superannuation & SMSF strategy
• Retirement planning & estate solutions

Information & Data Management

Organise data, strengthen security, and leverage insights

Tailored data management and cybersecurity services for small businesses and libraries — from secure cloud backup and cataloguing to vulnerability assessments and ongoing monitoring. We make your data accessible, safe and actionable.

• Cybersecurity assessment & ongoing monitoring
• Data organisation & cloud backup solutions
• Training, compliance and scalable packages