AccountingProfessionals
Partner with us to deliver sophisticated financing solutions that complement your tax and structuring expertise for high-net-worth clients.
PartnershipBenefits
Enhance your advisory services with sophisticated financing solutions that align with optimal tax and structuring outcomes.
Tax-Effective Structuring
Collaborate on sophisticated structures that optimise tax outcomes for high-net-worth clients.
Regulatory Expertise
Navigate complex compliance requirements with our experienced legal and structuring team.
Client Growth Opportunities
Expand your advisory services with sophisticated financing solutions for property investments.
Professional Referral Network
Access our network of specialists including lawyers, valuers, and property professionals.
SpecialistExpertise
Our team works closely with accounting professionals to ensure financing solutions complement optimal tax and structuring strategies.
Areas of collaboration:
- Trust and company structures
- SMSF property investments
- Capital gains tax planning
- Depreciation and tax benefits
- Foreign investment structures
- Development profit distributions
- Asset protection strategies
- Succession planning integration
Client Scenarios
SMSF Property Investment
Sophisticated financing for self-managed super fund property acquisitions with compliant structures.
Trust Refinancing
Complex refinancing solutions for discretionary and unit trust property portfolios.
Development Funding
Tax-effective funding structures for property development projects with profit distribution planning.
Foreign Investment
FIRB-compliant financing solutions for international clients with Australian property interests.
ProfessionalReferral Program
Our referral program recognises the value of professional introductions with competitive fee arrangements and ongoing relationship support.
Partnership Process
Initial Consultation
Discuss partnership structure and client needs
Agreement Setup
Formalise referral arrangements and fee structures
Ongoing Support
Regular communication and client updates
Ready to Collaborate?
Join our network of accounting professionals and enhance your client advisory services with sophisticated financing solutions.