Our Story
Thank you for visiting this page. This is Jo Zhuang, the founder and managing director of the firm. I am also a Certified Practising Accountant (CPA), Registered Tax Agent, Certified Xero Advisor and a Self Managed Super Fund Specialist Advisor (SSA).
In the past 14 years, I have been working with business owners across different industries including Retail, Hospitality, Courier, Building, Hair and Beauty, Consultant (Personal Service), Cleaning, Uber etc. We provide business services including tax return/BAS preparation, bookkeeping, structure advise (whether a company, trust or sole trader is right for you), personal service income advise (IT, financial consultant) etc. We are doing our best so you can work on your business.
We also have 10 years experience in the self managed superannuation fund (SMSF). SMSF is a tax effective way to save for your retiring. We offer a cost effective solution for your annual SMSF tax return. Being a SMSF specialist, Jo is also very competent to offer advise on contribution, pension, limited recourse borrowing (unlock your super to purchase property) within the SMSF. If you are thinking about a SMSF solution whether to start a SMSF or look for a more cost effective solution with good quality advise, please do not hesitate to call Jo: 0424902233.
If you just want to get your individual tax return done each year, you are very welcomed to contact us. Tax deductions, managed fund, dividends, motor vehicle logbook, capital gain advise, superannuation deductions advise, share/crypto trading, we can help and save you tax. Please do not hesitate to get in contact.
We look forward to hearing from you.
Our Mission
- We work for you so you can work on your business
- We get your data onto cloud so you see your numbers in real time
- We translate the numbers to your language so you take the action towards your goal
Our Core Value
Our core values underpin how we work with you.
Transparency
We are transparent in our fees and we are down to earth people.
Accessible
We are friendly and accessible whenever you need us.
Expertise
Continuing education keeps us stay on top of best practice.
Innovation
We embrace the technology, move with the times.
Confidentiality
We ensure your information remains strictly confidential and private.