Tax & Business Advisory
Tax and business, handled in one place
Whether you're lodging a single return, running a side business or managing a practice with multiple entities, the same thing holds true. Tax is the one conversation you have every year, and it's the best opportunity to get
everything else right.
Your priority is your clients, your patients and your family. While you focus on them, we take care of the compliance and help you make clear decisions about structure, cash flow and growth.
Because our tax, wealth, property and lending specialists work together, your return is never looked at in isolation. Whether you're starting a business, buying one or expanding what you've built, you'll have the right advice at the right time.
360 Tax
One price agreed before you say yes. No add-ons.
Most tax services quote a low base price and then add a fee for every rental property, share sale or extra schedule. We do it differently. Your price covers the return you actually need, with everything included, and you'll know it before we start.
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360 Tax Simple
For salary and wage earners. Covers income, work-related deductions and dividends.
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360 Tax Complete
For property and share owners. Everything in Simple, plus rental schedules, capital gains, managed funds and multiple incomes, all included.
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360 Tax Household
For two adults in one household. Two Complete returns, reviewed together in one meeting.
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360 Tax Sole Trader
For ABN holders, contractors and side businesses. Everything in Complete, plus your business schedule and basic financials.
SERVICES BLOCK
360 Business
Starting a business, or ready to run it better? We'll help you find the right direction.
With our team on your side, you'll be able to:
• Set up your business with the right structure and systems from day one
• Approach an acquisition with thorough due diligence, risk management and operational insight
• Stay on top of cash flow, bookkeeping and tax obligations without the stress
• Draw on the skills of a Virtual Finance Officer for guidance on running your business
We'll partner with you along the way, so you build your own business confidence over time.
WAYS TO WORK WITH US (NEW)
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360 Business Starter
For sole traders, contractors and micro businesses. Includes quarterly bookkeeping and reconciliation, quarterly BAS and IAS, your business tax return, two personal returns, ASIC agent services and Xero.
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360 Business Grow
For companies with five to fifteen employees. Includes monthly bookkeeping, payroll, monthly BAS and IAS, annual financials, company and personal returns, ASIC services and a quarterly advisory session.
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360 Practice
For medical and dental practice owners. Includes multi-entity structuring, a service entity review, practitioner and admin payroll, all returns, benchmarking, an owner wealth review and practice lending, all in one package.
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Starting your own business is an exciting milestone. But how should you structure it?
There are several options, from sole trader through to a private company or trust. We'll talk through your goals and how the business will operate, then recommend a structure that suits your needs now and in the future.
Moving from employment to business ownership also means:
• Registering your ABN and meeting other business registration requirements
• Setting up group entities, depending on the structure you choose
• Implementing accounting systems such as Xero
• Putting the right processes in place for your business and compliance needs
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Thinking of buying a business, or perhaps buying into or establishing a practice? Do it with confidence.
Doctors and dentists often buy an existing practice rather than starting from scratch. Our step-by-step approach gives you the checks and balances you need, including:
• Thorough due diligence
• How to structure and price the purchase
• Realistic cash flow forecasting
• The tax implications of the new operation
• Finance for the purchase, coordinated with our lending specialists
With the right groundwork done, you'll be ready to open the doors with a business model you understand.
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Put your time and energy into your career while we take care of your accounting and tax.
Our flexible accounting service grows with you. We can manage:
• Bookkeeping and reporting: meeting your BAS and GST obligations and keeping your accounts and bank reconciliations accurate and up to date
• Tax compliance: annual entity accounts and individual tax returns, for you and your family
• Tax planning: reviewing your position early in the year, so there are fewer surprises when it ends
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Is it time to get a handle on the day-to-day finances of your business?
We'll work with you to keep your business plan and day-to-day activity heading in the right direction. Our team will:
• Review your business plan and competitive advantages
• Help you plan for your lending, creditor and tax obligations
• Set up efficient payment systems
• Track business performance against your personal and business goals
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Many small businesses and practices don't need a full-time finance specialist on staff, but they still need financial leadership and strategic advice.
As your Virtual Finance Officer, we provide high-level guidance on what can be improved in your business over time, with regular advisory sessions built into 360 Business Grow and 360 Practice. You get the benefit of a strategic finance partner, without the cost of a full-time hire.
A team that wants you to succeed
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I can honestly say I feel I have a team of experts on my side that are wanting and striving for me to succeed as much as I want to.
Jody K.
Introducing our Tax & Business Advisory team
CEO & Managing Director
Abraham Aguilan
Assoc. Director | Senior Tax Manager
Mohan Sathyanarayana
Tax Accountant
Fatemeh Hajiloo
Practice Manager
Linh Vu
Browse our other financial planning services
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.