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  1. Paul@PFI

    [email protected] Tax Accounting + SMSF Business Member

    18th Jun, 2015
    While based in Sydney I service clients located interstate and globally. I am now supported by another "mature" (OK Liz is younger than me !) qualified and experienced accountant, Liz.

    We focus and specialise in property related tax issues. Income tax, GST, stamp duties, trusts, SMSF and CGT. My background includes experience in advising on complex arrangements to lawyers, accountant and financial planners while managing the Sydney operations of Macquarie Group Services.

    We welcome new clients and in some instances can offer an initial consult. Free. Initial enquiries by phone are welcome so that we can understand your needs and identify how we can assist,

    Our office also includes licensed financial advisers who work closely with our tax advice for consistent client outcomes.

    We offer a comprehensive checklist that helps to identify opportunities for discussion / advice. This checklist will be sent automatically to existing clients in June. For all others contact me directly and we can provide this on demand.

    Developers - We have assisted many clients plan to minimise the tax impacts of their development. Early advice is essential to ensure planning is effective and understood. Issues to consider include structure, GST, income tax v CGT, cost allocations, finance structure and type, record keeping, duty and other elements specific to each project.
    Last edited: 20th Apr, 2016