Pillar 3 · Accounting, tax & structuring
Revenue recognition for commissions, trail, AUM and ongoing fees; entity and group structuring; Div 7A, R&D and family-office consolidation.
Licensed firms earn in ways generic accountants get wrong — upfront and trail commissions, asset-based and ongoing advice fees, performance fees, referral splits. Get the revenue recognition, the group structure or the Div 7A position wrong and you are either overpaying tax or building a problem for the next audit.
The way your firm earns is recognised correctly, structured deliberately and taxed no harder than it has to be — with reporting a principal can actually read.
How we work / our basis
Accounting, tax and structuring advice provided by a CPA public practice and registered tax agent, grounded in the applicable accounting standards and tax law. Advice is specific to circumstances we have reviewed; it is not a product recommendation.
A confidential conversation with a CPA who works only with licensed financial services firms. No obligation, no product pitch.