Servicing Greater Sydney, Parramatta
Superannuation & Tax Effective Investment Advice

Tax has a big impact on investment outcomes.

Poor tax planning could mean the loss of up to half the wealth gains made by an individual investor.

We advise our clients how to obtain the best tax benefits by using
  • superannuation
  • Capital Gains Tax planning including using the Small Business CGT Exemptions
  • CGT roll overs to defer tax
  • the right structures to minimise the impact of taxation
  • salary packaging and FBT for investors
  • integration of business and personal structures to optimise tax outcomes & protect investments
  • the tax impact of investment allocation
… and to plan for the impacts of
  • GST
  • duty
  • land tax

We are experts in understanding the tax implications of investment decisions including retirement and estate planning and the practical application of the superannuation legislation.

We ensure our clients get the best tax outcomes through building understanding of the investment tax environment.

  • Our firm is built on being attentive to and extensively knowledgeable about our clients so we can work with them to help them to both achieve their goals and protect them from risk. We are forward looking in our advice and always aim to be practical and right.
    - Martin Roughley, Managing Director
  • In business, there is so much going on and you don’t always have all the answers. That’s when you need to know who to call. Our clients call us.
    - Shaun Madders, Director
  • Going beyond the compliance and routine is what we do. By maintaining open and frank communication we are able to provide valuable insights and assist in driving the changes required to help our clients achieve their goals.
    - Fergus Roughley, Director