Tax planning and advice
- Planning before 30 June: timing income and expenses, and how profit is distributed
- Capital gains tax planning before you sell a property, shares or a business
- Overseas income, assets and tax residency questions
Work with us
Advice before decisions, for your business and your wealth
What we help with, the two ways to work with us, and answers to the questions owners ask most.
Is this for you?
We work best with owners who value a long-term relationship and keep their records organised
We may not be the right fit if you're…
- Looking mainly for the lowest-cost tax return
- Just starting out and not yet profitable
- Looking for aggressive tax schemes
What we help with
Planning and compliance, handled together
Business and investment structures
- Sole trader, company, trust or a mix — compared on tax, asset protection and succession
- Restructuring as the business grows, such as sole trader to company
- Company and trust set-up, and due diligence and structuring when you buy a business
SMSF administration and tax
- Annual financial statements and tax return for your fund
- Coordinating the independent SMSF audit
- ASIC administration for your trustee company
Accounting and compliance
- Annual financial statements and tax returns for companies, trusts and individuals
- BAS and GST, ASIC company administration and quarterly reporting
- Cash flow and budgeting, on Xero
Ways to work with us
One decision, or the whole year
A planning consultation
For one specific decision. We look at your situation and give you clear, practical advice and next steps.
An ongoing relationship
For owners who want us alongside them all year: the planning and compliance above, with us available by email and phone when questions come up.
Questions
Common questions
Do I need to come to your office?
No. Our meetings are online, on Microsoft Teams, so we work with business owners across Sydney and beyond.
How do your fees work?
After our first conversation we confirm the scope and the fee in writing, in an engagement letter, before any work starts. There are no hidden fees.
I already have an accountant. Can I still talk to you?
Yes. Many of the owners we work with come to us because their business has grown and they want more planning than they're getting. A 15-minute call is an easy way to see whether we're the right fit.
Do you work with Xero?
Yes. We are a Xero partner, and most of our clients keep their books in Xero.
Can I speak to you in Chinese?
Yes. Ivy works with clients in both English and Chinese.
What if you can't help with something?
If something is outside what we do, we'll tell you and recommend a specialist who can help.
Not sure which you need?
That's what the free 15-minute call is for. We reply within one business day.