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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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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.

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

Featured Resources

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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Keeping a Holiday Home in the Family: Tax Implications, CGT & Succession Planning

Keeping a Holiday Home in the Family: Tax Implications, CGT & Succession Planning

by Patrick McStay | Jan 14, 2026 | Property, Tax and Accounting

For many families, a holiday home isn’t just a property — it’s a legacy, a place for generations to gather, and sometimes even viewed as a strategic financial asset. But while the sentimental value is clear, the tax implications of keeping a holiday home in the family...
Offset Accounts and Trust Structures: Getting It Right

Offset Accounts and Trust Structures: Getting It Right

by Patrick McStay | Oct 29, 2025 | Property, Tax and Accounting, Trusts

Offset accounts are a powerful tool for reducing interest payments on loans. However, when combined with trust structures, they can introduce complexity. Many family groups and small business owners hold loans or offset accounts in various entity name, either personal...
How to Structure Your Property Investment in Australia for Maximum Tax Efficiency

How to Structure Your Property Investment in Australia for Maximum Tax Efficiency

by Patrick McStay | May 14, 2025 | Property, Tax and Accounting

Property Investment Structures That Minimise Tax   The Right Structure Could Save You Thousands in Tax At New Leaf Advisory, we help property investors, developers, and high-net-worth families across Sydney’s Sutherland Shire structure their property investments...
Unlocking Property Value Through Duplex Development and Subdivision

Unlocking Property Value Through Duplex Development and Subdivision

by Patrick McStay | Mar 31, 2025 | Property, Tax and Accounting

Duplex Development – Maximise Your Investment Returns with Strategic Planning For high-income taxpayers, new investors, and property developers, duplex development and property subdivision can unlock property value and generate wealth. However, the tax...
Maximising Wealth Through Negative Gearing

Maximising Wealth Through Negative Gearing

by Patrick McStay | Mar 25, 2025 | Property, Tax and Accounting

Unlocking Tax and Wealth-Building Opportunities with Smart Investing Negative gearing remains a powerful strategy for high-income taxpayers, wealth builders, and investors looking to optimise their tax position and enhance long-term wealth. When structured correctly,...
Maximising Your SMSF Investment Strategy with Limited Recourse Borrowing Arrangements (LRBAs)

Maximising Your SMSF Investment Strategy with Limited Recourse Borrowing Arrangements (LRBAs)

by Patrick McStay | Feb 24, 2025 | Property, Superannuation

At New Leaf Advisory, we believe in helping our clients unlock their full financial potential via their self-managed super fund (SMSF). One powerful strategy that has gained significant traction in recent years is the use of Limited Recourse Borrowing Arrangements...

Recent Posts

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  • 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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