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Structured advisory services for individuals, families and business owners whose financial position has matured beyond accounting.

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

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

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

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Enterprise Advisory

Strategic guidance for complex wealth portfolios and sophisticated business affairs.

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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

Protect, manage, and grow your family’s wealth with purpose.

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Business advisory and tax solutions for start-ups and established business owners.

High Income Taxpayers

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

Property Investors

Maximise returns and minimise taxes on your property investments.

Retirees & PreRetirees

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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Is Your Family Trust Still Working for You in 2027?

Is Your Family Trust Still Working for You in 2027?

by Patrick McStay | Jul 21, 2026 | Tax and Accounting, Trusts

Is a family trust still worth having in 2027? The answer is yes—but not for everyone, and certainly not for the reasons they were once established.  The best trust structures today are designed around your long-term goals, not simply to minimise tax.  Why 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...
Family Trust Distributions Under the ATO Microscope

Family Trust Distributions Under the ATO Microscope

by Patrick McStay | May 24, 2022 | Tax and Accounting, Trusts

Family Trust Distributions Under the ATO Microscope Changes affecting family trust distributions that have associated ‘reimbursement agreements’ are at our doorstep; both by the 1st July 2022 and retrospectively. The ATO has changed the rules in relation to the taxing...

Recent Posts

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  • Is Your Family Trust Still Working for You in 2027?
  • 7 Signs It’s Time for a Financial Structure Review
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  • Understanding Global Tax Residency: Key Rules and Considerations for Individuals and Businesses

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Estate planning is about more than a Will. For fa Estate planning is about more than a Will.For families with businesses, property, investments or significant assets, the legal and tax implications can be closely connected.What happens to your assets?What happens to your business?What tax could arise?Are your current structures still working as intended?We have teamed up with Solari & Stock Lawyers to help families consider the legal and tax sides of estate planning together.We’ve created a practical Estate & Tax Planning Guide to help you understand the key issues.📖 Download the guide via the link in our bio.Because the best time to understand the tax consequences of your estate plan is before you need it.
Has your financial structure kept up with your suc Has your financial structure kept up with your success?⁠⁠Growth can create exposure quietly.⁠⁠More assets.⁠More entities.⁠More complexity.⁠More decisions.⁠⁠And the structure that worked five or ten years ago may no longer be the right fit.⁠⁠What once felt simple can become restrictive, creating unnecessary tax, risk and complexity as your circumstances evolve.⁠⁠Your structure should evolve with you.⁠⁠At New Leaf Advisory, we look at the bigger picture to help ensure your ownership, tax, superannuation and succession arrangements continue to support where you’re going.⁠⁠Because growth isn’t just about building more. It’s about making sure what you’ve built is structured properly.
The faces behind New Leaf. 🌿⁠ ⁠ These are the peop The faces behind New Leaf. 🌿⁠⁠These are the people you’ll actually be dealing with when you work with us.⁠⁠The ones answering your questions, working through the numbers, solving problems, challenging assumptions and helping you make better financial decisions.⁠⁠We know our clients.⁠We know their businesses.⁠And we know that good advice starts with a good relationship.⁠⁠So, here we are, the people behind the advice.
What we actually do.⁠ ⁠ We don’t look at your tax What we actually do.⁠⁠We don’t look at your tax return, super, business structure or succession plans in isolation.⁠⁠We look at how the pieces fit together.⁠⁠Because when your financial affairs become more complex, decisions in one area can have consequences somewhere else.⁠⁠Our advisory approach is built around three things:⁠⁠01 | Understand the structure⁠We examine ownership, entities and inter-relationships as one connected picture.⁠⁠02 | Model before making decisions⁠We test strategies, tax positions, timing and potential exposures before action is taken.⁠⁠03 | Keep reviewing⁠Advisory isn’t just something you need when a major decision comes up. We establish a structured cadence so your financial position continues to align with your longer-term objectives.⁠⁠The goal? Greater clarity. Better-connected decisions. Fewer surprises.⁠⁠That’s what we mean by advisory.⁠⁠#TaxAdvisory #BusinessAdvisory #NewLeafAdvisory
Sometimes, a second set of eyes can make a signifi Sometimes, a second set of eyes can make a significant difference.A new client engaged us to review their previous accountant’s tax returns before lodging them.During our review, we identified that one of their investment entities had been incorrectly classified for tax purposes. The company had been treated as subject to a 30% tax rate when it appeared to qualify as a Base Rate Entity, meaning a 25% company tax rate applied.Across just two years, this represented an estimated $30,000 in tax, before we even looked further back within the available amendment periods.For us, this is an important reminder that tax compliance isn't simply about preparing and lodging a return.It’s about understanding the underlying structure, checking the treatment makes sense, and asking the right questions.Because sometimes, the most valuable tax advice happens before the return is lodged.That’s where we come in.#TaxAdvisory #TaxPlanning #NewLeafAdvisory
Working Capital: Is Growth Putting Pressure on You Working Capital: Is Growth Putting Pressure on Your Business?Growth can look great on the P&L, but it can also put pressure on your cash.As a business grows, you may need to fund more employees, inventory, equipment and suppliers before your customers pay you.That’s where working capital matters.Keep an eye on:• Accounts receivable• Accounts payable• Inventory & work in progress• Debtor & creditor days• Short-term cash requirementsIf receivables are growing faster than revenue, your business could be growing while becoming increasingly cash constrained.Understanding your working capital cycle helps you know how much cash your business actually needs to support growth.Growth is good.Cash flow makes it sustainable.
Estate planning is about more than a Will. For fa Estate planning is about more than a Will.For families with businesses, property, investments or significant assets, the legal and tax implications can be closely connected.What happens to your assets?What happens to your business?What tax could arise?Are your current structures still working as intended?We have teamed up with Solari & Stock Lawyers to help families consider the legal and tax sides of estate planning together.We’ve created a practical Estate & Tax Planning Guide to help you understand the key issues.📖 Download the guide via the link in our bio.Because the best time to understand the tax consequences of your estate plan is before you need it.
Has your financial structure kept up with your suc Has your financial structure kept up with your success?⁠⁠Growth can create exposure quietly.⁠⁠More assets.⁠More entities.⁠More complexity.⁠More decisions.⁠⁠And the structure that worked five or ten years ago may no longer be the right fit.⁠⁠What once felt simple can become restrictive, creating unnecessary tax, risk and complexity as your circumstances evolve.⁠⁠Your structure should evolve with you.⁠⁠At New Leaf Advisory, we look at the bigger picture to help ensure your ownership, tax, superannuation and succession arrangements continue to support where you’re going.⁠⁠Because growth isn’t just about building more. It’s about making sure what you’ve built is structured properly.
The faces behind New Leaf. 🌿⁠ ⁠ These are the peop The faces behind New Leaf. 🌿⁠⁠These are the people you’ll actually be dealing with when you work with us.⁠⁠The ones answering your questions, working through the numbers, solving problems, challenging assumptions and helping you make better financial decisions.⁠⁠We know our clients.⁠We know their businesses.⁠And we know that good advice starts with a good relationship.⁠⁠So, here we are, the people behind the advice.
What we actually do.⁠ ⁠ We don’t look at your tax What we actually do.⁠⁠We don’t look at your tax return, super, business structure or succession plans in isolation.⁠⁠We look at how the pieces fit together.⁠⁠Because when your financial affairs become more complex, decisions in one area can have consequences somewhere else.⁠⁠Our advisory approach is built around three things:⁠⁠01 | Understand the structure⁠We examine ownership, entities and inter-relationships as one connected picture.⁠⁠02 | Model before making decisions⁠We test strategies, tax positions, timing and potential exposures before action is taken.⁠⁠03 | Keep reviewing⁠Advisory isn’t just something you need when a major decision comes up. We establish a structured cadence so your financial position continues to align with your longer-term objectives.⁠⁠The goal? Greater clarity. Better-connected decisions. Fewer surprises.⁠⁠That’s what we mean by advisory.⁠⁠#TaxAdvisory #BusinessAdvisory #NewLeafAdvisory
Sometimes, a second set of eyes can make a signifi Sometimes, a second set of eyes can make a significant difference.A new client engaged us to review their previous accountant’s tax returns before lodging them.During our review, we identified that one of their investment entities had been incorrectly classified for tax purposes. The company had been treated as subject to a 30% tax rate when it appeared to qualify as a Base Rate Entity, meaning a 25% company tax rate applied.Across just two years, this represented an estimated $30,000 in tax, before we even looked further back within the available amendment periods.For us, this is an important reminder that tax compliance isn't simply about preparing and lodging a return.It’s about understanding the underlying structure, checking the treatment makes sense, and asking the right questions.Because sometimes, the most valuable tax advice happens before the return is lodged.That’s where we come in.#TaxAdvisory #TaxPlanning #NewLeafAdvisory
Working Capital: Is Growth Putting Pressure on You Working Capital: Is Growth Putting Pressure on Your Business?Growth can look great on the P&L, but it can also put pressure on your cash.As a business grows, you may need to fund more employees, inventory, equipment and suppliers before your customers pay you.That’s where working capital matters.Keep an eye on:• Accounts receivable• Accounts payable• Inventory & work in progress• Debtor & creditor days• Short-term cash requirementsIf receivables are growing faster than revenue, your business could be growing while becoming increasingly cash constrained.Understanding your working capital cycle helps you know how much cash your business actually needs to support growth.Growth is good.Cash flow makes it sustainable.

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