Tax & Advisory Services for Business Owners
Tax and business advice to help business owners improve tax outcomes, cashflow and performance.
📞 Prefer to talk? Call Alex directly on 0420 418 097
Who We Help
We help business owners and family groups manage tax obligations, improve cashflow and make better business decisions.
Business Owners
Proactive tax support and practical advice for owner-managed businesses seeking more than annual compliance.
Family Groups
Coordinated tax and structuring advice across companies, trusts and family-owned assets.
Growing Companies
Tax, cashflow and business advice to support growth and better decision-making.
Professional Practices
Specialist tax and advisory support for partnerships and professional service businesses.
Most of our clients are owner-managed businesses seeking more than annual tax compliance.
They want practical advice, proactive tax planning and a trusted adviser who understands how their business operates.
Beyond Tax Compliance
We combine tax expertise with practical business advice to help owners improve cashflow, profitability and decision-making.
Tax Compliance
Accurate and timely tax returns, activity statements and compliance support to keep your business on track.
✓ Tax returns and annual compliance
✓ BAS and ongoing obligations
Tax Planning
Proactive planning to manage tax obligations, improve cashflow and avoid surprises throughout the year.
✓ Tax forecasting and planning
✓ Structure and cashflow reviews
Advisory Support
Practical advice to improve profitability, support growth and help business owners make better decisions.
✓ Profit improvement initiatives
✓ Commercial decision support
Many clients initially engage us for tax compliance and stay with us for ongoing tax planning and business advice.
Sound Familiar?
Growing businesses face tax, cashflow and operational challenges that can be difficult to navigate alone. We help business owners identify opportunities, manage risks and make better decisions.
✓ Unsure whether your business structure is still appropriate
✓ Growing revenue but not seeing improvement in cashflow
✓ Looking for a more proactive tax and business adviser
✓ Receiving unexpected tax bills and struggling to plan ahead
✓ Spending too much time managing compliance and administration
✓ Limited visibility over business performance and profitability
If any of these challenges sound familiar, book a Tax & Business Review to discuss your situation and future plans.
Tax & Advisory Services for Business Owners
Practical tax, business and advisory support tailored to owner-managed businesses, companies, trusts, partnerships and family groups.
Tax Planning & Advisory
Profitability, cashflow and business performance are closely connected.
We provide practical commercial advice to help business owners improve profitability, manage growth and make better business decisions.
Tax planning is about more than reducing tax. It helps business owners plan ahead, manage cashflow and avoid unexpected tax liabilities.
We help clients identify opportunities, plan ahead and make informed decisions throughout the year.
Tax Returns & Compliance
Company tax compliance is only one part of running a successful business.
We help company directors meet their obligations, plan ahead for tax liabilities and understand how business decisions can affect future tax outcomes.
Trusts can provide flexibility and asset protection benefits, but they also come with additional compliance obligations.
We assist trustees and family groups with trust tax returns, distribution planning and ongoing compliance support.
Partnership Tax Returns →
Partnerships require clear reporting and careful management of tax obligations between partners.
We help partnerships meet their compliance requirements while providing practical advice on structure and future planning.
Sole Trader Tax Returns →
Whether you're a consultant, contractor or small business owner, we provide practical tax support designed to keep compliance straightforward and support future growth.
Not sure where to start?
Book a Tax & Business Review and we'll help determine the most appropriate support for your business.
Why Work With AMD Advisory?
Many accounting firms focus solely on annual compliance.
Our approach combines practical tax support with commercial business advice designed for owner-managed businesses.
Direct Access
Work directly with an adviser who understands tax, cashflow and the practical realities of running a business.
Proactive Support
We help identify risks and opportunities early, allowing you to plan ahead and avoid surprises.
Commercial Perspective
Advice that considers tax, cashflow, profitability and business performance together, not in isolation.
Commercial Experience
Practical advice informed by experience across finance, operations and business management.
Practical advice tailored to your business.
Whether you need help with tax compliance, tax planning or broader business advice, we focus on practical support that helps business owners make informed decisions and plan with confidence.
How We Work
We aim to make tax and business advice straightforward, practical and focused on outcomes.
Step 1.Tax & Business Review
We discuss your business, current challenges, future plans and any immediate tax or cashflow concerns.
Step 2. Assessment
We review your business structure, tax position and identify opportunities to improve tax outcomes, cashflow and business performance.
Step 3. Recommendations
You'll receive practical recommendations and agreed next steps tailored to your circumstances.
Step 4. Ongoing Support
Where appropriate, we provide ongoing tax planning, compliance and business advisory support throughout the year.
A finance partner who’s lived the business - not just the spreadsheets.
Meet Your Adviser
“I know how real businesses run - margins, stock, staff, cashflow, and customers. I’ve lived it in the trenches, not just reported on it from a desk. My goal is to bring that hard-won commercial experience to your boardroom.”
20+ Years Commercial & Finance Experience
Supporting businesses across Australia and the UK, from growth businesses through to listed and government organisations.
Real Operating Experience
Experience across retail, consumer goods, industrial, infrastructure, professional services and government sectors.
Big 4 & Commercial Advisory Background
A background in accounting, audit and CFO advisory, providing practical advice backed by strong technical expertise.
Professional Qualifications
Chartered Accountant (CA ANZ)
Associate Member, Governance Institute Australia
Xero Certified Adviser
Tax Agent Services
Tax agent services are provided through AMD AA Tax under a supervision arrangement with The Accounting Academy. Registered Tax Agent No. 26233096.
Still Have Questions?
Many business owners aren't sure whether they need tax planning, a business structure review or broader commercial advice.
Frequently Asked Questions
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Many business owners assume their tax position is already optimised because their annual tax returns are lodged on time. However, factors such as business structure, profit extraction methods, trust distributions, Division 7A arrangements and the timing of tax planning can all affect the amount of tax paid. A review can help identify opportunities to improve tax outcomes while remaining compliant with tax obligations.
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Ideally, tax planning should occur before the end of the financial year rather than after it has finished. Business owners who review their position early often have more options available than those who wait until tax returns are being prepared. Effective tax planning is usually part of a broader discussion about cashflow, profitability, business structure and future business goals.
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Tax and cashflow are closely connected. For many growing businesses, an annual tax return is not enough. Reviewing your tax and cashflow position during the year can help you plan ahead, manage upcoming tax obligations and make more informed business decisions. This becomes particularly important when profitability, staffing, business structures or growth plans change.
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An initial Tax & Business Review focuses on understanding your business, current structure, tax position and future plans. We discuss key challenges, identify potential risks and explore opportunities to improve tax outcomes, cashflow and overall business performance. The discussion is designed to help you gain clarity on where your business stands today and what actions may be worth considering going forward.
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Tax should not be viewed in isolation. Decisions relating to pricing, profit margins, cashflow, financing and business structure can all have tax implications. A business-focused approach considers both compliance requirements and the broader commercial objectives of the business, helping owners make more informed decisions with greater confidence.
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A structure that worked when revenue was $500,000 may not be the best structure when revenue has grown to several million dollars. As businesses evolve, it is worth reviewing whether a sole trader, partnership, company or trust structure continues to support the owner's tax, asset protection and long-term commercial objectives.
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One of the most common frustrations for business owners is receiving a tax bill they weren't expecting. Regular reviews of financial performance, profit forecasts and estimated tax obligations throughout the year can improve visibility and help business owners plan ahead with greater confidence rather than reacting at year-end.
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The value of proactive tax planning varies between businesses, but the objective is usually much broader than reducing tax alone.
Effective planning can help business owners improve cash flow, minimise surprises, take advantage of available concessions and make better decisions about investments, growth and business structure.
Many business owners find that the greatest benefit comes from having a clear plan before decisions are made, rather than trying to manage the consequences afterwards.
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Yes. Many business owners operate through a combination of companies, trusts and other related entities. We help business owners and family groups understand how those entities interact and ensure tax and compliance obligations are managed appropriately across the broader business group.
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Business owners often benefit from additional support when they are experiencing rapid growth, hiring staff, taking on debt, managing cashflow pressures, preparing for a sale, considering acquisitions or seeking better financial visibility. In these situations, annual tax compliance is often only one part of a broader discussion about business performance, risk management and future growth.
Get Clarity On Your Tax Position
A Tax & Business Review helps identify planning opportunities, review your current structure and provide practical next steps for your business.
No obligation. Confidential discussion.
Clear next steps tailored to your business.