Fast-Tracked Solutions

Advisory Solutions

Compliance Solutions

Need help now? We've got you.

Get Immediate Expert Advice!

Need clarity on a tax or accounting issue but not ready to sign up? No problem. Get expert advice from our Chartered Accountants, timely, transparent, and one-off.

Enquire Now

Advisory Solutions

icon resembling enterprise advisory tax and accounting services

Strategic Advisory

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

icon resembling enterprise advisory tax and accounting services

Virtual CFO

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

Compliance Solutions

icon resembling enterprise advisory tax and accounting services

Tax & Accounting

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

icon resembling enterprise advisory tax and accounting services

Superannuation

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

Advisory Solutions

icon resembling enterprise advisory tax and accounting services

Enterprise Advisory

Strategic guidance for complex wealth portfolios and sophisticated business affairs.

icon resembling enterprise advisory tax and accounting services

Virtual CFO

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

Compliance Solutions

icon resembling enterprise advisory tax and accounting services

Tax & Accounting

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

icon resembling enterprise advisory tax and accounting services

Superannuation

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

Need help now? We've got you.

Get Immediate Expert Advice!

Who we work with

Wealthy Families

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

Business Owners

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

View all
  • Home
  • About
    • Our Team
    • Our Process
    • Governance Disclosures
  • Our Services
  • Who We Work With
  • News
  • FAQs
  • Careers
  • Contact
CFO in focus part 2- Benchmarking and analytics – refining performance

CFO in focus part 2- Benchmarking and analytics – refining performance

by Patrick McStay | May 8, 2023 | CFO, Tax and Accounting, Virtual CFO

CFO in focus – Refining performance – benchmarking and analytics  For effective management reporting as a CFO, we believe in 3 main ingredients: Setting up for success – attention to transactions Refining performance – benchmarking and...

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

Recent Comments

No comments to show.

Follow us on instagram

@newleafadvisory

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.

While we believe the human touch can never be replaced, we pride ourselves on a modern, innovative approach.

  • Follow
  • Follow
  • Follow

Our Services

Enterprise Advisory

Tax & Accounting

Superannuation

Virtual CFO

be in the know

Success!

Subscribe

© Copyright New Leaf Advisory 2025. All Rights Reserved. Website Design by Digibrand.

AI Info    Disclaimer     Privacy Policy    Terms