We understand business.

We are not your average accountants. We understand that running a business, decoding tax law and even negotiating a matrimonial property settlement are all opportunities to improve and secure your financial independence. Without our professional help, it’s easy to be distracted, take your eye off the game, and come out second best.

We work hard to understand the financial landscape your business or personal life is operating in – whether that’s wrestling with business accounting, small company tax or understanding financial settlement post divorce. There is no time to be hesitant or unsure. We are unequivocal in our advice and recommendations. And if we don’t know the best answer now, this very instant, you can be assured we won’t cease until we find that answer.

+ The right answer.
+ The answer best suited to your financial independence and success.
+ The solution that is a calculated strategy to give you an advantage.
+ Now and into the future.

 
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FAMILY BUSINESS

FAMILY BUSINESS

HIGH NET WORTH INDIVIDUALS

HIGH NET WORTH INDIVIDUALS

CLIENTS OF FAMILY LAW FIRMS

CLIENTS OF FAMILY LAW FIRMS

 

Who we help

We apply our experience and insight to three specific groups: Family businesses, high net worth individuals and clients of family law firms. Across these three diverse sets of people our motivation is the same: we are relentless in our pursuit of your financial advantage. So, depending upon which distinct group you fall into, we can help to grow and protect your business profit; grow, protect, distribute and transfer your wealth or collaborate with your family lawyer to achieve the best possible financial advantage post divorce.

 
 
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 What we do

 

Tax & Accounting

We’re always looking for ways processes can be improved or things can be done better. We want to reduce your worry, especially with compliance work. Here’s a quick rundown of our tax and accounting services: We keep an eye on the annual compliance needs of individuals, companies, trusts, partnerships and SMSF’s (including the preparation of Income Tax Returns, Financial Statements, BAS’s and FBT returns). If you are looking for business accountants who offer strong advice on company tax deductions, small business company tax, and superannuation changes then we should talk.

 
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Tax Advisory

We take the time to understand your circumstances so that we can ensure your taxation affairs are structured to be as advantageous as possible. Whether it’s business structure advice, company tax deductions, small company tax, capital gains tax, small business concessions, Division 7A loans or GST and FBT. As your tax agent our ongoing review of your tax position, coupled with any taxation updates, puts you in the best place possible. No disappointments. No unpleasant surprises.

 

 

Business Advisory

You need the experienced insight of an advisor who is committed to giving your business every financial advantage. Your family business funds your present lifestyle, and your secure future. With the changing economic landscape, there are both opportunities and challenges ahead and it’s easy to be consumed by the ‘day-to-day’. Think of us as your Virtual CFO. We will design a business approach that takes into account your current performance, future profitability and cash flow budgets, strategy implementation and development, financial performance analysis and reporting, as well as succession planning and valuations. Everything a full-time CFO can offer, but without the full time expense. It’s an approach relentlessly designed for your financial advantage.

 
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Family Law Property Settlements

The nuances of family law can be a minefield, if you don’t have a good understanding of the financial issues.

We can help you with your understanding of financial settlement after separation.

We have a long and successful record of collaborating with Family Law firms and helping their clients get their fair slice of the matrimonial property pool. Our valuation, taxation and forensic accounting experience has proven to be advantageous in negotiating property settlements, allowing the parties to finalise their financial relationship and move forward with their lives. Our services range from a simple but thorough critique of a valuation report prepared by a single expert to structuring a formal property settlement after divorce. No matter how you choose to use us, your financial advantage is what drives us.

 
 

 The people relentlessly pursuing your financial advantage.

 
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John de Blonk Smith

(FCA + TAX AGENT)

John has over 30 years of experience as a Chartered Accountant, the last 25 years as a director in professional practice working with a range of family businesses in various industries and high net worth individuals. John’s experience also extends to acting as a Shadow Expert on a regular basis for clients of family law firms to help with matrimonial property settlements.

Whether John is providing taxation advice, assessing the financial performance of a business or assisting with a matrimonial property settlement, he is always looking for ways to improve the financial outcomes for the client.

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Renee
Jarvis

(CA + TAX AGENT)

Renee brings a positive attitude and forthright approach to her clients. With a future driven focus, she works closely with clients to identify their priorities and then breaks down those targets into incrementally achievable goals, taking large, seemingly unachievable long term dreams, and turning them into real outcomes. Renee is able to do this because she has been meeting and helping clients with such goals for over 14 years and has gained the technical experience required as a chartered accountant and tax agent. To call her an accomplished Business Accountant would be an understatement.

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Alex
Hunt

(BBUS)

Alex listens to his clients and helps them to achieve their goals by asking the right questions. With four years in the industry, Alex is on the cusp of completing his CA studies and is at the peak of his technical knowledge. Constant involvement with the client is important to Alex as it helps ensure their desired outcomes are being achieved incrementally.

He has a passion for investment,  loves retail therapy and frequently combines the two via investments.

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CHRIS
CAMPBELL

(SMSF Specialist, B.Bus)

Chris has over 30 years’ experience in the field of superannuation accounting, acknowledged by his peers as an industry expert in superannuation compliance and taxation, Self Managed Superannuation Fund (SMSF) administration, compliance and audit.   Chris’s resume includes partnership in one of Brisbane’s largest independent accounting firms and a role as national compliance manager for a leading superannuation software company.

Chris simplifies complex superannuation rules so that clients can understand and better access the benefits of their SMSFs. He has a passion for training and has presented many seminars for both professionals and clients.

 
 
 
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