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
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
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
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
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
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
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


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