NETWORK

Obviously, we know where our strengths lie, and we cannot deal directly with everything financial and business, we however can provide you with access to our network of trusted professionals who can help you to solve problems that we don't specialise in. We do not receive a referral fee from other professionals in our network , our pay off is the warm fuzzy feeling we get from knowing a job is done well. 

Preferred partners

We have shortlisted some specialists here that we have worked with on various projects before. These experts have been hand picked by us as we believe they are skilled and honest professionals that serve the majority of our clients needs well. Click on the logos for more details or we can give you a warm introduction.

Accounting services

Developing a good relationship with your accountant is key to succeeding in business and also making sure you stay on the good side of the tax man. We work closely with many accounting specialists to ensure that you receive holistic advice and we take the time to make sure we get the right fit for you.

Murray Accounting and Tax - Sole trader and small business specialist

Rosa Murray is the owner of a growing boutique Accounting practice in Applecross. As a working mum with a predominant client base of sole trader GPs she knows what is important and what will get you audited.

Murray Accounting & Tax, are a boutique accounting firm based in Applecross. Rosa Murray and her team are passionate about helping local small business, individuals and families grow their careers and businesses. They service a range of client’s but have a special interest in all things tax for medical specialists, particularly GP’s.

Rosa set up her own business whilst managing the demands of two small children and can understand the pressures of life and having to balance work with other commitments. Over the last six years she has grown her business and has two dedicated staff members that work with her.

At Murray Accounting & Tax their goal is to take the stress and complexity out of tax for their client’s and help you grow and focus on the things that matter. Their range of services include;

• Annual Tax Return Compliance

• Business Activity Statements

• Payroll and Bookkeeping Assistance

• Tax Planning

• Taxation and Business Advice

Supervision Group - Business Advisory and SMSF admin

Supervision has been setting up and managing SMSFs since the early 2000s. They have developed a very smooth process for what can be a pretty onerous job. Supervision also have a team which can advise you on things like bookkeeping, cashflow forecasting and setting you up to grow your business using the right tax structures.

Supervision Superannuation Services was established in 2002 and has helped countless professionals reach their financial goals thanks to his unique approach and expertise. Supervision exists to help Australian’s make the best decisions possible for their financial futures via their “Real Time” accounting methodology where the goal is to make sure that you are in control and have all the information that you need at your fingertips.

Supervision is a business devoted to speed, accuracy and delivering great value for money. The team are always looking to leverage technology to improve your Business, SMSF, Family Trust & Investment Portfolio accounting. These improvements to speed and accuracy provides more time to spend with you improving your overall personal wealth.

The Supervision team can provide you with strategies that save tax today for better long-term financial outcomes via the below services;

• Bookkeeping

• Cashflow Forecasting

• Purchasing Business Property inside Superannuation

• Business Advisory (Creation, Structuring, Asset Protection, Profit Distribution, Succession Planning)

• Self-Managed Super Funds (SMSF)

Lending services

You might be thinking about buying a house, upgrading your car or something fancy like buying your business premises with funds from your superannuation. Getting the right loan and structure is vitally important, so whatever your needs, we can help you get in touch with the right person for the job. 

The Lending Collective - Finance and lending specialist

Julie has a long history providing finance for medical professionals be it buying a car or your first home all the way through to building and outfitting a practice. We have known Julie for some years now and her guidance has always been well received by our clients that want to consider the options that are right for them. 

Julie Bishop at The Lending Collective is a highly experienced and award-winning finance broker who provides specialist solutions for medical professionals. She began her career in banking before later joining Medfin where she learnt the ins and outs of looking after the business finance needs of health professionals.

With Julie’s depth of understanding in banking and finance, and in particular her expertise in the health sector, Julie made the move into finance broking to be able to provide a more holistic approach to finance and offer her clients more optimal solutions from a larger variety of lenders.

The Lending Collective believes in supporting all their clients’ financial needs, while empowering and educating them along the way. TLC specialises in delivering the below services to Health Professionals, Pharmacists and High Net Worth clients;

• Home Loans

• Pharmacy and Health Finance

• Car Finance

• Equipment Finance

• Commercial Loans

• Business Loans

• SMSF

• Refinance and Lending Reviews

Real Estate

All of us need a place to rest our head but it can be tough when we are busy to find the right place, this is especially true if you are new to Perth or Australia. When you are ready to buy your first home or if you want to start investing and want someone with know how we can match you up with a specialist who will understand your needs and understand help you to solve your problem with the least amount of stress possible. 

Capital Property Advisory and Chase Residential - Buying, selling and managing property

Matthew Hughes is our go to “property guy”. I was first introduced to him as a buyer’s agent and his team has grown significantly over the years to include an offering through Chase Residential that can manage your investment properties for you or even sell your home. So if you don’t want to spend all weekend at home opens to find your dream home or build your property portfolio he can be very handy guy to know.

Matthew Hughes began his career as a selling agent before quickly realising his passion was for providing independent advice, rather than selling a product that may not perfectly suit the buyer and their desired outcomes. After a brief stint working for another Perth based advisory, in 2016 Matthew launched Capital Property Advisory – known today as Perth’s highest rated buyer’s agency.

Matthew holds a triennial certificate as a licensed Real Estate and Business Agent, and a Diploma of Finance and Mortgage Broking Management and is accredited by Property Investment Professionals of Australia (PIPA) as a Qualified Property Investment Adviser (QPIA®). He is also the former Chairperson of the REIWA Buyer’s Agency Network.

Matthew is the Managing Director of both Capital Property Advisory and Chase Residential as well as the CEO of Hunter Capital, a syndicated property development company. He and his team can assist with; 

• Review of existing assets, finances and client risk profile

• Property Acquisition for home buyer, investors and developers)

• Development Feasibility Assessment & Project Management

• Property Management & Sales

• Ongoing reviews, advice and support to ensure continuing and responsible management of risk and cash flow

Estate Planning and Legal Advice

The good majority of us do not need the help of a legal professional that often. When you do, we can help you find the right professional for your needs. 

Adjunct Professor, Dr Brett Davies is the tax partner of the national legal practice Legal Consolidated Barristers & Solicitors. Brett established Legal Consolidated, Australia’s only law firm providing legal documents online.

Brett is an Adjunct Professor at The University of WA law school and an Adjunct Reader at the Curtin Business School. He lectures Estate Planning and Superannuation and he has lectured at Western Sydney University.

Brett gives back to the tax community. He has sat on the Tax Institutes’ national Education Committee. He has also sat on both the Law Society’s and Law Council’s Tax Committee. He sits on the Law Society council. Brett has 7 degrees including 4 law degrees. He has both a Doctorate in tax law and an MBA. Brett listed his previous law firm on the ASX in 2007. He was the second person in the world to do this.

On the Legal Consolidated website, Brett has authored over 2,000 articles and over 1,250 videos. He wrote Thomson Reuters’ Australian Financial Handbook and CCH’s Australian Estate Planning. Will Brett make lawyer jokes obsolete? I hope not because …. ‘what do you get when you cross the Godfather with a lawyer? – An offer you can’t understand!’