Tax Accountants & SMSF Advisors in Australia - Taxvisor
Taxvisors provides professional SMSF and trust structuring, proactive tax planning strategies, and expert advice for high-net-worth families, business owners, and real estate investors across Australia.
5/5 Avg. from 100+ Google & Facebook reviews.
Vishal Bhatt
a year ago
Moxin is very experienced and genuine property advisor. His knowledge about suburb selection is excellent. We found him through Facebook group and very happy with his strategy and support throughout the buying process.
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Why We’re Leading Property Tax & SMSF Experts
Professional Tax Advisors
Qualified accountants and SMSF specialists who design the right structure for your company, trust, or SMSF to minimize taxes, protect assets, and enhance borrowing power for investors.
Maximize Your Tax Savings
At Taxvisors, we go beyond standard filing. Our experts apply smart, compliant strategies to reduce tax liabilities, boost deductions, and help you retain more income while staying fully within regulations.
Complete Compliance & Transfer of Wealth
We handle everything from LRBA setup and SMSF management to bucket companies, annual lodgements, and succession planning, enabling you to grow and safeguard wealth for future generations.
Our Services
We at taxvisors offer an extensive range of accounting, tax, and advice services to assist you in safeguarding your assets, increasing your wealth, and maintaining compliance.
Taxation Services
From individual and business tax returns to BAS, GST, PAYG, and capital gains planning, we simplify the complex and keep you compliant locally and internationally.
Property Accounting & Compliance
We provide specialized accounting for property investors and developers, including rental income reporting, property-related bookkeeping, payroll for staff, superannuation, and ASIC compliance plus cash flow and budgeting strategies to keep your investments performing.
Property Investment Advisory
From structuring your investments for tax efficiency and asset protection to supporting with acquisitions, forecasting, succession planning, and cloud-based portfolio management we help you scale and streamline your property journey with confidence.
SMSF Property Strategies
We help you set up and structure your SMSF for property investment, ensuring full compliance and smooth audits. From contributions and pensions to tailored investment strategies, we make sure your fund is aligned with your long-term wealth-building goals.
Discretionary Trust Structure
We assist and help in the preparation of the trust deed and its legal setup, along with ABN & TFN applications, with accounting services and compliance.
Tax & SMSF Strategy
We provide analysis of ownership and borrowing structure for a better tax and SMSF strategy along with land tax and CGT forecasting.
Property & Investment Structuring
From negative gearing analysis and trust/company setups to land tax and property development advice, we make sure your portfolio is future-ready.
Specialist Advisory
Our specialist services cover high-net-worth and family wealth planning, cross-border tax matters, startup support, and tailored strategies for professionals across different industries.
Process
As a leading Taxvisor, we streamline the pathway to get the property.
Step 1: Initial Consultation – Understanding Your Goals
When a client first comes to TaxVisor—whether it’s for a tax audit, trust setup, or SMSF structure—we start by mapping out their full financial profile. This includes their income, debts, existing portfolio, SMSF balance, and passive income goals. At this stage, we also identify tax claims they might be missing, potential CGT exposure, and the right structures for asset protection.
Step 2: Review & Strategy – Laying the Framework
Next, our team reviews their position and designs a tailored strategy. This could mean registering a corporate trustee, creating an SMSF and its investment strategy, or setting up a trust deed with ABN/TFN. We also outline income distribution rules, risk segregation, and even “bucket” company options (with 25% tax rate) to chart a clear wealth pathway.
Step 3: Setup & Compliance – Getting It Right from the Start
With the strategy in place, we move into setup and compliance. This involves serviceability modelling, tax forecasts, SMSF borrowing approvals (LRBA), and preparation of the accountant’s letter for lenders. The aim is simple: ensure cash-flow-positive property purchases without capping personal financing capacity.
Step 4: Reporting & Lodgement – Keeping Everything on Track
Once the structures are running, we take care of the financial reporting. From tax returns and financial statements to SMSF annual accounts, everything is lodged accurately and on time. For trusts, we optimise cash flow and lending treatment; for SMSFs, we validate LRBA suitability. Clients also receive due diligence packs and a clear buy/hold/sell strategy.
Step 5: Ongoing Advisory & Support – Staying Ahead
Beyond compliance, we provide ongoing advisory. This includes contributions planning, pension advice, SMSF investment strategies, and proactive tax planning. We also manage progress-payment accounting for acquisitions to ensure settlements are smooth and stress-free.
Step 6: Review & Grow – Scaling Wealth Year by Year
Each year, we reassess the client’s tax structures and SMSF strategy to match their evolving goals. From annual returns (trusts/companies/SMSFs) and BAS to audits and distribution optimisation, we ensure their structure continues to deliver the best tax outcomes while scaling their wealth.
What Our Clients Say
We pride ourselves on delivering exceptional service and building strong relationships with our clients. Here’s what some of our satisfied customers have to say about their experience with us.
Watch How IPG has helped Investors
in Growing their Property Portfolios
and Net-Worth over time
Thoroughly Enjoyed Working With IPG
If you are looking for a reliable growth partner to scale your property investing, then you have come to the right place. We have helped our clients achieve their wealth goals while enjoying their fuller life. See for yourself what our clients have to say about us.
Read What Others Are Saying
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