Your tax & finance partners

Taxation

  • Annual income taxation returns preparation and lodgement​
  • Business structuring and tax planning​
  • GST, BAS, CGT and FBT return preparation and lodgement
  • Foreign residents taxation consultancy
  • ATO tax audit and compliance
  • Research and development tax incentives application
Do your tax return

Finance

  • Finance broking services provided under an Australian Credit Licence​
  • Consumer, private and domestic loans (secured and unsecured)​
  • Owner occupier and investment housing and property loans​
  • Asset, equipment and motor vehicle finance​
  • SMSF loans under a limited recourse borrowing arrangement​
  • Insurance premium funding arrangements
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SMSF

  • Full SMSF services under an Australian Financial Services Licence
  • Set up, administration, accounting and audit of SMSF​
  • SMSF annual accounts reporting and taxation lodgement​
  • SMSF limited recourse borrowing arrangements​
  • SMSF trustee duties and compliance review​
  • SMSF windup and finalisation​
Get advice

Industries

We specialises in FinTech consultation, IT industry, medical practices and China business

FinTech Industry

  • Assist FinTech entities to apply relevant government grants and licences
  • Provide business consultancy services to FinTech entities including digital currency exchanges and managed investment trusts specialised in cryptocurrency investments
  • R&D tax incentive application and lodgement
  • Provide crowdfunding capabilities through an appropriately licensed entity
  • Outsource accounting, tax and administration for FinTech entities
  • Assist in capital raising for Australian FinTech entities
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IT Industry

  • A review of your current and future tax position
  • Bookkeeping and cashflow forecasting
  • Effective tax structuring
  • Preparation of BAS and income tax return
  • Reporting to financial institutions
  • Salary sacrifice package in align with your career path
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Medical Industry

  • A review of your current and future tax position
  • Bookkeeping services
  • Budgeting and cashflow forecasting
  • Effective tax structuring and income tax return preparation
  • Preparation of business activity statements and STP payroll lodgement
  • Reporting to financial institutions
Learn more

China Business

  • Assist Australian businesses seeking to expand in China​
  • Provide Chinese accounting and tax consultancy services​
  • Review Australian business opportunities for Chinese migrants​
  • Arrange for finance of Australian property by Chinese nationals​
  • Provide Australian property investment opportunities for Chinese nationals​
  • Manage for Chinese nationals
  • Australian located assets and investments​
Learn more

Meet the Team

Dr Pasquale Franzese
Ms Leah Zhao
Mr Benjamin Hu

Ms Leah Zhao​

BA, MBA, MAcc, CA, CTA
Partner - Accounting and Taxation

Dr Pasquale Franzese

BA, BBus, BCom, MBA, MCom, PhD, CPA, MIPA
Partner - SMSF and Financial Advisory

Mr Benjamin Hu

BBus, MBus(Bkg&Fin), MPAcc, Dip FP
Partner - Finance

Your future starts here

Use our expertise to achieve your financial goals!

Ready to get started?

Whether you have a question about our services, pricing, or anything else, our team will always be ready to help.