Service Pathways
Strategic pathways tailored for individuals, growing businesses, and SMSF trustees seeking authoritative tax expertise.
For Individuals
For Businesses
For SMSFs
Maximise your wealth with pro-active tax returns, salary packaging, and strategic investment guidance.
Specialised advisory for companies and trusts, focusing on compliance, BAS, FBT, and payroll tax risk management.
Comprehensive annual returns and financial statements for self-managed super funds with complex investment property.
1. Share your details
Send your tax info and situation securely.
2. We review and plan
We review your position, find deductions, and flag risks.
3. File and optimise
We lodge your return and aim to maximise your refund.
1. Understand your structure
We review the company or trust structure, current obligations, and key risks.
2. Plan and align
We design a tax and compliance plan that supports growth and cash flow.
3. Implement and monitor
We handle returns, BAS, payroll reviews and flag issues early.
1. Review your fund
We review the SMSF deed, investments, and compliance position.
2. Prepare and advise
We prepare financials and returns and advise on key decisions.
3. Lodge and support
We lodge, work with the auditor, and respond to ATO queries if needed.
Strategic Tax & Business Pathways
With over 25 years of experience, I deliver scannable, high-impact strategies tailored for three core pathways: Individuals, Businesses, and SMSF trustees.
For Individuals
- Maximised tax refunds through proactive planning
- Strategic asset protection for personal wealth
- Scalable advice for salary earners and sole traders
For Businesses
- Optimised compliance for income tax, FBT, and GST
- Authoritative leadership for multinational operations
- Reduced financial risk with deep industry insight
For SMSF Trustees
- Precise annual returns and financial reporting
- Authoritative guidance for complex property investments
- Sustainable compliance for long-term fund growth
Professional Bio I am an accomplished finance and accounting professional with 25+ years of experience across diverse industries, including automotive distribution, graphic services, property services, and statutory authorities. I am a Certified Practising Accountant (CPA) and a registered tax agent, with a strong academic foundation in Accounting and Computing Science from the University of Technology, Sydney. Until the end of November 2025, I served as Head of Tax, Customs & Treasury at Volkswagen Group Australia Pty Ltd, where I was a key member of the Finance Leadership Team. In this role, I was responsible for the company’s tax compliance, planning, and strategy, as well as managing treasury functions and ensuring alignment between accounting and controlling teams. My work focused on minimizing financial risks, implementing tax strategies, and optimizing customs and indirect tax savings. Since December 2025, I have been practicing as a Tax Agent and Accountant, offering expert tax planning, compliance, and accounting services to individuals, businesses, trusts, and superannuation funds. My strengths include budget preparation, business planning, staff management, and a solid grounding in taxation and IT. I am recognized for my logical and practical approach to problem-solving, strong decision-making abilities, and effective communication skills. I am committed to ongoing professional development and have been a Justice of the Peace since 1998. Outside of work, I enjoy travelling, meeting people, reading, and following the stock market.
Fee Schedule Pathways
Transparent pricing tailored to your specific requirements. All fees are in AUD and provide a clear roadmap for your financial compliance and success.
Individuals
Tax Returns
- Salary & Wage: From $220
- Investment Property: From $350
- Sole Trader: From $550
- Complex Returns: Quote
Advisory
- Tax Planning: $250/hr
- ATO Audit Support: $250/hr
Businesses
Compliance & Returns
- Company Return: From $1,650
- Trust Return: From $770
- BAS (Quarterly): From $400
Payroll Services
- Setup: From $550
- Processing: From $150/pay
- BAS Review: From $220
SMSFs
SMSF Compliance
- Annual Return: From $1,650
- Financial Statements: Included
- Property/Pension: Quote
Trustee Support
- Trustee Advice: $250/hr
- Compliance Audit: Contact Us
Minimum Professional Fee
A minimum professional fee may apply to all engagements based on the complexity and scope of work undertaken. All services are subject to our terms of engagement.
Pathway Success Stories
Business Owner
“
The advice was clear, calm and practical. My overall tax bill went down and, more importantly, I finally feel confident that everything is compliant and under control.
— Global Enterprise Leadership
Individual Client
“
Expert Consultant Services delivered a level of strategic precision that our previous consultants simply couldn't match. Their editorial sophistication in tax planning is truly unique.
— Private Investor
SMSF Trustee
“
Working with this consultancy was a pivotal moment for our firm. Their authoritative voice and deep expertise in SMSF compliance provided the clarity we needed to scale effectively.
— Senior Executive, Global Group
Executive
“
The high-contrast editorial approach to business strategy is exactly what we needed. Expert Consultant Services provided a comprehensive roadmap for our future.
— Founder & CEO, Innovative Solutions
Get Expert Tax Guidance
Typical next step: A 30–45 minute consultation to review your position, outline options and recommend the right tax pathway.