Shape a stronger financial future
Trusted Chartered Accountants & Tax Advisors in the Sutherland Shire
We go beyond compliance to deliver strategic tax and advisory solutions that protect your wealth, grow your business, and secure your family’s financial future.
We’re a modern accounting, tax, and advisory practice focused on driving success and creating lasting value for businesses and families. Our size is our advantage, it allows us to be nimble and responsive, providing immediate support without the delays of large-firm bureaucracy and overheads.
Your Strategic Partners in Tax, Accounting & Business Growth
At New Leaf Advisory, we empower you to achieve your financial goals with expert guidance that is clear, practical, and tailored to your needs. When you work with us, you get direct access to experienced advisors. No layers of management, just straightforward answers when you need them.
Our communication style is clear, proactive, and actionable. We don’t just present number, we provide strategic direction and guidance, ensuring you have the confidence to make informed decisions without hesitation. Whether it’s optimising your tax strategy, navigating complex financial decisions, or building long-term wealth, we’re by your side to help you move forward.
With New Leaf Advisory in your corner, you can take control of your financial future efficiently, effectively, and with confidence.
Our Tax & Accounting Services
Helping you to build and protect your wealth
Our services are designed around what clients need most: expert Advisory, precise Compliance, and rapid access to specialist tax advice when timing matters.
Advisory Services
Our advisory services provide tailored, high-level guidance to grow and protect your wealth. From strategic tax and entity structuring, investment and property planning, to business performance insights and risk mitigation, we help you make informed decisions. We also guide superannuation, retirement, and intergenerational planning to safeguard your financial future and family legacy.
Compliance Services
Our compliance services take the stress out of tax, super, and regulatory obligations, ensuring accuracy, timeliness, and peace of mind. By managing these essential requirements seamlessly, we free you to focus on strategic decisions, while our advisory insights work hand-in-hand to optimise outcomes and support your long-term financial goals.
Expert Advice Now
Get timely, practical guidance exactly when you need it. Whether it’s an urgent question, a one-off issue, or a critical financial decision, our Fast Advice service gives you clear, actionable answers, without delay. From tax deductibility and Division 7A to CGT, PSI/PSB, super compliance, or GST nuances. If it’s technical, we’re across it, helping you make confident decisions fast.
Strategic Management for High-Net-Worth Individuals
We understand the language of numbers and the importance of strategic financial management.
As a high net worth individual, your financial landscape demands a level of expertise and diligence that goes beyond the ordinary. Learn the New Leaf advantage when it comes to strategic thinking for setting goals and building futures.
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New Leaf Advisory + Mulga The Artist
Our recent collaboration with Mulga The Artist proves that creativity and strategy go hand in hand. Check out the exclusive artwork Mulga The Artist created for New Leaf Advisory, and the journey we’ve shared from day one.
News & Resources
Browse our latest articles
Is Your Family Trust Still Working for You in 2027?
Family trusts have long been a popular way to protect wealth, manage investments and plan for future generations. But with proposed trust tax changes, increased ATO scrutiny and possible impacts on corporate beneficiaries, many families need to ask whether their trust is still fit for purpose.
7 Signs It’s Time for a Financial Structure Review
As wealth grows, financial structures often become more complex. Discover the seven signs it may be time to review your trusts, entities, investments and tax strategy to ensure everything is still working together effectively.
AI Tax Advice Risks: Why Relying on AI for Tax Decisions Can Cost You
AI is making tax information more accessible, but it is not a substitute for professional advice. This article explains where AI falls short in tax decision-making and the real risks of relying on it for structuring, planning, and compliance.
Testimonials
What our clients say
After more than 10 years with another business-focused accounting firm, I felt rudderless in the financial direction of my company and had failed to achieve personal financial goals despite year-on-year business growth. Switching to NLA, in almost no time I was able to buy the home that I wanted through the solid standing of my business, and I continue to benefit from proactive attention to compliance, future planning, and overall financial optimisation as a business owner and individual.
I can say with confidence our accountant is beyond capable of handling all our monetary matters with professionalism and efficiency. When it comes to financial matters, getting advice from a respected and professional chartered accountant like Patrick is key. We value all of his advice he’s given for our small business to reach huge goals within a short period of time from switching accounting agencies. We look forward to a long business relationship with him & the team at New Leaf.
Patrick and the team at New Leaf Advisory have been taking care of my business and personal accounting for the past 9 years.
Patrick has been a sounding board and dependable advisor on every stage of our business development. I highly recommend New Leaf for your accounting and business affairs.