Tax advisory services
Good tax advice can make a real difference to your long term results. We help you plan ahead, choose suitable structures and understand how tax outcomes link to your broader goals, not just this year’s return.
Whether you are an individual, an investor or a small business owner, we take the time to listen first and explain your options in plain language. You can ask questions, explore scenarios and make decisions with a clear view of the tax consequences.
Sally Ho (CA)
Explore our tax advisory services
Tax planning
Tax planning is about looking ahead, not just lodging a return at the end of the year. We work with you to estimate taxable income, consider timing of major decisions and make use of legitimate concessions that apply to your situation. Our focus is on clear guidance that supports both compliance and long term goals.
Corporate & family tax structures
The right structure can help manage risk, tax and succession for both family and business assets. We advise on companies, family trusts and other common structures and explain how they work in practice. We also review existing structures to see whether they still suit your current stage of life and business.
Small business concessions
Small business tax concessions can reduce tax, improve cash flow and support investment in your business. We help you understand which concessions may apply, what conditions must be met and how to keep the necessary records. Our aim is to help you use the rules correctly and with confidence.
Capital gains tax
Capital gains tax can apply when you sell property, shares or a business. We explain how the rules work, including discounts and small business concessions that may reduce the gain. We also help you think about timing and structure before a sale so you are not surprised by the tax outcome afterwards.
ATO
Letters and reviews from the Australian Taxation Office can feel stressful. We help you understand what the ATO is asking for and prepare clear, accurate responses. Where needed we can speak with the ATO on your behalf so the process is calmer and more organised.
Testimonials
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Why choose us?
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Frequently asked questions
You have questions on our accounting practice? We have answers…
When should I speak to a tax adviser?
It is best to speak to a tax adviser before you make a major decision, such as buying or selling property, changing structure or starting a business. Early advice means you can plan with a clear view of the likely tax outcome instead of trying to fix problems later.
What is the difference between tax advisory and tax returns?
Tax advisory focuses on planning and structure before and between lodgements, while tax returns focus on reporting what has already happened. Both are important, but planning ahead gives you more options and fewer surprises. We provide both services and can explain how they work together.
Can you help if I have received a letter from the ATO?
Yes. We can review the letter, explain what the ATO is asking for and help you gather the right information. Where appropriate we can contact the ATO on your behalf and guide you through the process in a calm and organised way.
Do you only work with businesses for tax advice?
No. We work with individuals, families, investors and business owners. Some clients come to us for guidance on investment decisions or property sales, others for help with small business concessions or group structures. We adjust our advice to suit your situation.
How are your tax advisory fees structured?
For some advisory work we can provide a fixed fee once we understand your needs. For more complex or open ended matters we may charge on a time basis. In every case we explain likely costs before we start so you can make an informed choice.
Our latest news & blogs
Our articles share short updates on tax changes, small business tips and ideas for using your accounting software.
New posts will appear here as we publish them, so check back for fresh and practical guidance.
EOFY 2026: 5 Things Sydney Business Owners Must Do Before June 30
The End of Financial Year (EOFY) is always busy. Between finishing projects and managing cash flow, tax planning often gets pushed aside. However, a short planning session before 30 June can significantly reduce your 2026 tax bill. Here are five high-impact actions to consider.
Contractor or Employee? The ATO’s “Shadow Economy” Taskforce is Watching.
The ATO’s Shadow Economy Taskforce has ramped up compliance activity, with sham contracting remaining a key focus area. If you’ve been treating workers as contractors simply because “they have an ABN” or “that’s how the industry does it,” you could be exposed to significant compliance risk.
The Payday Super Countdown: Is Your Sydney Business Ready for July 1?
For years, employers have paid super quarterly. From 1 July 2026, that changes. Under the Government’s Payday Super reforms, employers must pay superannuation on payday, with contributions required to be received by the employee’s super fund within 7 business days of paying salary or wages.
Our memberships and accreditations
