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Virtual CFO

A cost-effective alternative to a traditional finance function with expert, tailored service.

Compliance Solutions

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Tax & Accounting

Long-term accounting support that keeps you on track all year round.

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Superannuation

Comprehensive administration of Self-Managed Super Funds from set-up to wind-down.

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Wealthy Families

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For those who earn more, want more, and refuse to leave money on the table.

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Maximise returns and minimise taxes on your property investments.

Retirees & PreRetirees

Expert guidance on superannuation, retirement income planning, and estate management.

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Understanding PSI v PSB

Considering establishing a Family Trust

Are Offset Accounts Worth It? Pros, Cons & Key Insights

Building a family legacy

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7 Signs It’s Time for a Financial Structure Review

7 Signs It’s Time for a Financial Structure Review

by Patrick McStay | Jun 10, 2026 | Enterprise Advisory, Tax and Accounting

As wealth grows, so does complexity. For many successful business owners, property investors and high-income earners, financial growth happens gradually. A second investment property. A family trust. An SMSF. A business restructure. Additional entities. Growing...
AI Tax Advice Risks: Why Relying on AI for Tax Decisions Can Cost You

AI Tax Advice Risks: Why Relying on AI for Tax Decisions Can Cost You

by Patrick McStay | Apr 28, 2026 | Enterprise Advisory, Tax and Accounting

Why AI Is Not a Substitute for Professional Tax Advice  The rapid rise of AI tools has made tax information more accessible than ever. Business owners, investors, and high-income earners are increasingly turning to AI for answers on structuring, tax planning, and...
Understanding Global Tax Residency: Key Rules and Considerations for Individuals and Businesses

Understanding Global Tax Residency: Key Rules and Considerations for Individuals and Businesses

by Patrick McStay | Mar 31, 2026 | Enterprise Advisory, Tax and Accounting

Why tax residency matters more than ever for globally mobile families and businesses In today’s world, it is increasingly common for individuals and businesses to operate across multiple countries. Entrepreneurs relocate for opportunities, families move for lifestyle,...
10 Smart Tax & Wealth Resolutions for 2026

10 Smart Tax & Wealth Resolutions for 2026

by Patrick McStay | Dec 10, 2025 | Business Owners, Enterprise Advisory, Superannuation, Tax and Accounting

A strategic guide for business owners, professionals, and high-net-worth families As 2026 approaches, most people focus on fitness goals or resetting routines. But clients who consistently grow and protect their wealth know something different: January is the most...
Division 7A Changes – What You Need to Know for Private Companies

Division 7A Changes – What You Need to Know for Private Companies

by Patrick McStay | Jul 25, 2022 | Enterprise Advisory

The Australian Taxation Office (ATO) has updated the rules for Division 7A (Div-7A), an important part of taxation law for private companies. These changes affect how loans, payments, or forgiven debts between private companies and their shareholders or associates are...

Recent Posts

  • Is Your Family Trust Still Working for You in 2027?
  • 7 Signs It’s Time for a Financial Structure Review
  • AI Tax Advice Risks: Why Relying on AI for Tax Decisions Can Cost You
  • Understanding Global Tax Residency: Key Rules and Considerations for Individuals and Businesses
  • Structuring Finances to Care for a Disabled Child: A Tax-Smart Guide for Families

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Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.
Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.

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