Tax accountants & SMSF advisors in Australia

Professional SMSF and trust structuring, proactive tax planning strategies, helping high-net-worth families, business owners, & real estate investors.

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Why We’re Leading Property Tax & SMSF Experts

Professional Tax Advisors

Qualified accountants and SMSF specialists who design the right structure for your company, trust, or SMSF to minimize taxes, protect assets, and enhance borrowing power for investors.

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Maximize Your Tax Savings

At Taxvisors, we go beyond standard filing. Our experts apply smart, compliant strategies to reduce tax liabilities, boost deductions, and help you retain more income while staying fully within regulations.

Complete Compliance & Transfer of Wealth

We handle everything from LRBA setup and SMSF management to bucket companies, annual lodgements, and succession planning, enabling you to grow and safeguard wealth for future generations.

Numbers you can trust

$4.5M+

Saved In Taxes

800+

Clients Served

237%

Business Growth

50+

Awards & Finalists

Our Awards Shelf is Stacked

Celebrated as one of the standout leaders shaping Australia's property landscape.
REB Award Finalist 2026 REB Award Finalist Agent 2026 Finnancial Review Award
Australia's Fastest growing Property Investment Firm three years in a row - as recognized by Australian Financial Review

Our Services

We at taxvisors offer an extensive range of accounting, tax, and advice services to assist you in safeguarding your assets, increasing your wealth, and maintaining compliance.

Taxation Services

From individual and business tax returns to BAS, GST, PAYG, and capital gains planning, we simplify the complex and keep you compliant locally and internationally.

Property Accounting & Compliance

We provide specialized accounting for property investors and developers, including rental income reporting, property-related bookkeeping, payroll for staff, superannuation, and ASIC compliance plus cash flow and budgeting strategies to keep your investments performing.

Property Investment Advisory

From structuring your investments for tax efficiency and asset protection to supporting with acquisitions, forecasting, succession planning, and cloud-based portfolio management we help you scale and streamline your property journey with confidence.

SMSF Property Strategies

We help you set up and structure your SMSF for property investment, ensuring full compliance and smooth audits. From contributions and pensions to tailored investment strategies, we make sure your fund is aligned with your long-term wealth-building goals.

Discretionary Trust Structure

We assist and help in the preparation of the trust deed and its legal setup, along with ABN & TFN applications, with accounting services and compliance.

Tax & SMSF Strategy

We provide analysis of ownership and borrowing structure for a better tax and SMSF strategy along with land tax and CGT forecasting.

Property & Investment Structuring

From negative gearing analysis and trust/company setups to land tax and property development advice, we make sure your portfolio is future-ready.

Specialist Advisory

Our specialist services cover high-net-worth and family wealth planning, cross-border tax matters, startup support, and tailored strategies for professionals across different industries.

Our Process

Step 1: Initial Consultation

When a client first comes to Taxvisors whether it’s for a tax audit, trust setup, or SMSF structure we start by mapping out their full financial profile. This includes their income, debts, existing portfolio, SMSF balance, and passive income goals. At this stage, we also identify tax claims they might be missing, potential CGT exposure, and the right structures for asset protection.

Initial Consultation

Step 2: Review & Strategy

Next, our team reviews their position and designs a tailored strategy. This could mean registering a corporate trustee, creating an SMSF and its investment strategy, or setting up a trust deed with ABN/TFN. We also outline income distribution rules, risk segregation, and even “bucket” company options (with 25% tax rate) to chart a clear wealth pathway.

Review & Strategy

Step 3: Setup & Compliance

With the strategy in place, we move into setup and compliance. This involves serviceability modelling, tax forecasts, SMSF borrowing approvals (LRBA), and preparation of the accountant’s letter for lenders. The aim is simple: ensure cash-flow-positive property purchases without capping personal financing capacity.

Setup & Compliance

Step 4: Reporting & Lodgement

Once the structures are running, we take care of the financial reporting. From tax returns and financial statements to SMSF annual accounts, everything is lodged accurately and on time. For trusts, we optimise cash flow and lending treatment; for SMSFs, we validate LRBA suitability. Clients also receive due diligence packs and a clear buy/hold/sell strategy.

Reporting & Lodgement

Step 5: Ongoing Advisory & Support

Beyond compliance, we provide ongoing advisory. This includes contributions planning, pension advice, SMSF investment strategies, and proactive tax planning. We also manage progress-payment accounting for acquisitions to ensure settlements are smooth and stressfree.

Ongoing Advisory & Support

Step 6: Review & Grow

Each year, we reassess the client’s tax structures and SMSF strategy to match their evolving goals. From annual returns (trusts/companies/SMSFs) and BAS to audits and distribution optimisation, we ensure their structure continues to deliver the best tax outcomes while scaling their wealth.

Review & Grow

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