Accounting and Tax Advisory Specialists

Strategic planning, efficient returns, and flexible support for financial success.

Tailored accounting and tax services

We specialise in providing tailored accounting and tax advisory services to individuals, investors, and small business owners. Our accounting specialists boast industry-leading qualifications and extensive experience in personal, business, and self-managed superannuation fund (SMSF) accounting and tax matters.

Our team knows each client by name and ensures that their affairs are managed as if they were our own. Committed to delivering the highest quality client services, we pride ourselves on offering specialised support customised to your needs.

Strategic Tax Planning

Tax is an unavoidable obligation, but proactive tax planning can help minimize its impact. Our team of accountants and tax specialists creates tailored strategies to align your tax planning with your individual circumstances and financial goals. We focus on legal tax minimization strategies to optimize your financial outcomes. This includes exploration of tax-effective investments and advice on salary sacrificing arrangements. Our goal is to help you effectively manage gains and losses and avoid unexpected tax bills.

As a wealth business first and foremost, we go beyond offering mere tax advice. Your personalized wealth strategy encompasses tax planning as a crucial component, ensuring holistic wealth management aligned with your goals.

How we deliver our Accounting Services

Efficient Tax Returns

We simplify the annual task of tax returns, making the process faster and easier. We guide you through understanding claimable expenses, required documentation, and maximizing your individual tax return.

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Streamlined SMSFs

Managing an SMSF can be complex and time-consuming. Our management solutions allow you to focus on investments rather than paperwork. Saving our clients an average of 80 hours annually.

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Flexible Service Options

Whether you prefer to meet in person or remotely, our technology services ensure you can access our expertise from the comfort of your home or business, providing flexible and convenient support.

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Strategy first approach

 We go beyond offering mere tax advice. All our clients receive a personalised wealth strategy that encompasses every facet of your financial well-being.

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Clear Communication

We maintain clear and timely communication at every stage of the process, and we always ensure that you understand the rationale behind our recommendations and decisions.

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Long-Term Partnerships

Our commitment to you doesn’t end once your strategy is implemented. We provide ongoing support,and guidance, so you stay on track towards your financial goals for years to come.  

Meet Some of Our Accounting Experts

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Airrah Sadsad

Assistant Accountant

Rachel Cruz

Assistant Accountant

Jessa Dungca

Administration Officer

Christina Maulino

Assistant Accountant
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Multi-award winners

Our track record of success speaks volumes, with over 2500 clients entrusting us to build their investment portfolios. Equally proud of industry recognition, we’re multi-award winners committed to excellence.

OVER 800 five-star reviews

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Thank you so much!

Today I had an initial appointment and I have to say, the service I received was outstanding. I was able to understand what they do and how they may be able to assist me to achieve my own personal goals. I have never felt so sure of trusting someone in this field as I do now.

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Couldn’t be happier.

After watching our superannuation stagnate for years and realising that we were not going to attain our retirement goal, we reached out. The communication has been exceptional, and their recommendations are always spot-on. We are in the process of purchasing our fourth investment property and couldn’t be happier. 

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The Right Move

Open communication is done very well, and we always feel they are there to help us achieve our goal of building wealth for retirement. They have always worked around us and adapted to our busy schedule whilst still focusing on us with a professional attitude. We feel confident choosing Future Assist to guide us was the right move.

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