Tax, Accounting & Wealth Advisory for SMEs, SMSF Trustees & High Net Worth Individuals | FinTax Partners Brisbane
Integrated Tax, Accounting & Finance for Business Owners, SMSF Trustees & High Net Worth Investors
Business owners, SMSF trustees and high net worth individuals (HNIs) share a common challenge: the more successful you become, the more complex your financial life gets. Multiple entities, investment portfolios, superannuation funds, property holdings and succession considerations all interact in ways that call for coordinated, expert advice, not a piecemeal approach across disconnected advisers.
At FinTax Partners in Greenslopes, Brisbane, we provide a genuinely integrated service for SME owners, franchise operators, SMSF trustees and high net worth investors. From entity structuring and CGT planning to SMSF compliance and investment property finance, our team coordinates every aspect of your financial position to protect your wealth, reduce your tax and support your long-term goals.
We understand that for business owners and HNIs, the line between business finances, personal wealth and retirement planning is rarely clear. Our value lies in seeing and managing the complete picture.
Challenges We Understand
SME owners, SMSF trustees and high net worth individuals face interconnected financial complexities that call for coordinated expertise:
- Structuring multiple entities (companies, trusts and SMSFs) to work together tax-effectively
- Managing trust distributions, Division 7A compliance and franking credit strategies each financial year
- Navigating SMSF compliance, annual audits and investment strategy requirements under the SIS Act
- Coordinating CGT planning across business assets, investment properties and share portfolios
- Accessing the right investment property finance structures without disrupting business cash flow
- Planning for business succession, estate transition and inter-generational wealth transfer
Our Services for SME, SMSF & HNI Clients
Wealth Structuring & Tax Minimisation
Entity selection, trust distribution strategies, CGT planning, Division 7A management and SMSF tax strategy to help protect and optimise wealth across your complete financial structure.
SMSF Services & Property Lending
SMSF establishment, annual compliance, tax return lodgement, audit coordination, and support on property held within super, including Limited Recourse Borrowing Arrangements (LRBAs).
SME Accounting & Franchise Support
Bookkeeping, BAS, payroll, management reporting and KPI analysis for franchise and small business owners, plus commercial, vehicle and equipment finance arranged through our affiliated finance company.
HNI Investment & Portfolio Accounting
Portfolio tax reporting, investment property accounting, share portfolio CGT management and tax optimisation for high net worth clients with complex, multi-asset positions.
Succession & Estate Tax Planning
Business succession structuring, inter-generational wealth transfer strategies and CGT-efficient estate tax planning, coordinated with your legal advisers.
Mortgage & Investment Finance
Home loans, investment property loans, SMSF lender introductions, commercial finance and portfolio refinancing through our affiliated finance company, structured to align with your tax position.
Why Choose FinTax Partners for SME, SMSF & HNI Clients?
- Fully integrated service: business accounting, SMSF and personal tax in one coordinated team, with finance through our affiliated finance company
- Deep CGT and trust expertise for HNIs and business owners with complex multi-entity structures
- Specialist SMSF knowledge, including LRBA property arrangements and pension phase administration
- Proactive tax planning throughout the year, not just a year-end tax return
- Based in Greenslopes, Brisbane, serving SME owners, investors and HNIs across South East Queensland
FinTax Partners provides accounting, taxation and SMSF administration and compliance services. Personal financial product advice, including advice on whether to establish an SMSF and specific investment recommendations, is provided only under appropriate licensing or by referral to a licensed financial adviser.
We work with SME owners, SMSF trustees and high net worth individuals across Brisbane, including Greenslopes, Coorparoo, Camp Hill, Carindale, Balmoral, Norman Park, Wishart and the wider Southside, as well as clients across South East Queensland.
Frequently Asked Questions
A successful business owner’s structure often combines a trading company or trust, a holding entity for asset protection and an SMSF for retirement wealth. The right combination depends on your income, asset base and succession goals. We design integrated structures that reduce tax across your entities while protecting your personal assets.
Yes, through a Limited Recourse Borrowing Arrangement (LRBA). An SMSF can borrow to acquire a single acquirable asset, such as a residential or commercial investment property, provided strict SIS Act rules are met. We advise on LRBA compliance, and through our affiliated finance company we can introduce you to specialist SMSF lenders.
Small business owners with an aggregated turnover under $2 million, or net assets under $6 million, may access the four small business CGT concessions: the 15-year exemption, the 50% active asset reduction, the retirement exemption and the rollover concession. These can significantly reduce or eliminate CGT on the sale of active business assets. We provide strategic planning to support your access to these concessions.
Managing tax across a large portfolio involves coordinated CGT planning, choosing the right ownership structure (individual, joint, trust or SMSF), negative gearing management, depreciation strategy and the timing of disposals to access the 50% CGT discount. We provide holistic investment property tax advice for HNIs across Brisbane and Queensland.
Protecting and Growing Your Wealth as an SME Owner, SMSF Trustee or HNI?
Book a strategic consultation with FinTax Partners in Brisbane, or call (07) 3073 1567.