Know your
numbers.
Then use them.
Accounting, tax, audit, wealth and finance under one roof — so the advice you get about your business actually lines up with the advice you get about your money. Businesses, individuals and SMSF trustees across the Shire, greater Sydney, Wollongong and the South Coast.
Not sure where to start?
Take the two-minute Tax Health Check. Ten questions, a plain-English result, no sign-up.
- Find the deductions and structures you may be missing
- See where your compliance risk actually sits
- Get a prioritised list you can act on
General information only. Not personal advice.
From first tax return to business exit
Nine service lines,
one team
Accounting firms usually hand you off. We keep tax, advisory and planning in the same room, so nothing gets decided in isolation.
Accounting & Taxation
Returns, BAS and financials done properly and on time, for individuals, companies, trusts and partnerships.
- Individual and business returns
- BAS, IAS and GST
- Late lodgement catch-up
Business Advisory
Structure, cash flow, budgeting and the periodic conversation about whether the business is doing what you want it to.
- Structuring and restructures
- Cash flow forecasting
- Succession and exit
Financial Planning
Retirement, superannuation and investment strategy, built with your tax position rather than beside it.
- Retirement strategy
- Superannuation
- Wealth accumulation
SMSF
Self-managed super from establishment through to pension phase, with the compliance handled and the audit coordinated.
- Setup and rollovers
- Annual compliance and audit
- Pension and contributions
Property Investment Tax
Negative gearing, depreciation, capital gains and the ownership question that should be answered before you buy.
- Ownership structure
- Depreciation schedules
- CGT on disposal
Commercial Property Tax
GST on commercial transactions, going-concern treatment, and holding commercial premises in the right entity.
- GST and going concern
- Entity selection
- Business premises in super
Insurance & Asset Protection
Cover that matches the risk you actually carry, structured so a claim does not create a tax problem.
- Life, TPD and trauma
- Income protection
- Inside or outside super
Audit
Independent audit and assurance where your entity, licence or funding agreement requires it.
- Statutory and special-purpose audits
- SMSF audit coordination
- Trust account and grant acquittals
Loans & Finance
Home, investment and commercial borrowing, with the accountant already across your figures and the tax structure.
- Home loans and refinancing
- Accessing equity and debt recycling
- Business, equipment and commercial
Not sure which you need?
Most people arrive with a question, not a service. Tell us the question — we will point you at the right part of the team.
The accountant you
actually hear from
The common complaint about accountants is not the quality of the work. It is silence — no call until the return is due, no warning before the tax bill lands, no one who knows the whole picture.
We run the practice the other way around. You get a named contact, a fixed quote before we start, and a conversation during the year rather than a surprise at the end of it.
Fixed fees, quoted first
You know the number before we start. No hourly meter, no invoice you did not expect.
Tax and planning together
One team sees the business, the personal position and the super. Advice that agrees with itself.
Three offices, or wherever you are
Fairy Meadow, Sutherland and Sydney CBD for in person, video and secure upload for everyone else.
We say when it is not worth it
If a structure or an SMSF will cost more than it saves you, we will tell you that before you pay for it.
What clients say
Massive hats off to the team. Brian and Karen have been extremely helpful and highly experience in assisting me to set my new business.
I've been working with Brian and the team at CashFlow for my taxes and couldn't be happier. They are professional, proactive, and make everything easy to understand. It's a huge relief knowing my finances are in such capable hands. Highly recommend.
Amazing service! We are always so happy with our tax return and how easy the process is now. We come back year after year without the feeling of dread we have felt in the past of lodging our returns.
Regulated, registered, accountable
Registration numbers below are placeholders and must be confirmed before launch.
Professional body
Members of a recognised professional accounting body. To be confirmed
AFSL authorisation
Financial planning provided as an Authorised Representative. To be confirmed
Professional indemnity
Professional indemnity insurance held as required. To be confirmed
See what you
actually take home
Enter your salary for an instant estimate of tax, Medicare levy and take-home pay. Then use the full set of calculators for GST, company tax and super.
Super guarantee shown separately: $11,400 · Effective tax rate: 22.0%
Ready for an accountant
who calls you first?
Book a free, no-obligation consultation. We will look at where you are, tell you what we would do, and quote a fixed fee before you commit to anything.
Wollongong · Sutherland · Sydney CBD · Monday to Friday, 8:30am – 5:30pm