Services
Tax, advisory,
and the bits
in between.
Select the area that suits you best
Services
Tax, advisory,
and the bits
in between.
Tax
Tax Advisory and Planning
Tax Advisory and Planningg
Individuals, SMEs, private and corporate groups
Individuals, SMEs, private and corporate groups
What's it about
Tax and compliance sit at the core of what Crescita does. We help clients develop the right tax strategy, structure and plan, not just for today, but for the way their business grows over time.
We stay across the legislation and regulatory changes that genuinely matter to our clients. More importantly, we focus on the practical implications, helping clients make informed decisions with confidence.
For us, great tax advice goes beyond minimising risk and improving tax efficiency. The best strategies are built to endure, ensuring the decisions made today don't create unnecessary complexity, unexpected tax liabilities or compliance challenges in the future.
We work with founders, businesses and corporate groups locally and nationally, providing clear, commercially focused advice on all aspects of taxation. By taking the time to understand your business, objectives and challenges, we deliver advice that is practical, proactive and aligned with your long-term goals.
With compliance managed carefully and on time, you can focus on growing your business, knowing your tax affairs are in good hands.
What's it about
What's included
Tax Planning
Year-round management of your tax position, with strategies put in place early rather than left to year-end.
Capital Gains Tax (CGT)
Advice ahead of a sale, restructure or major asset decision, including the small business concessions and rollovers.
Corporate Tax Advisory
Practical advice on the tax implications of acquisitions, transactions and group changes before the decision is made.
Fringe Benefits Tax (FBT)
Preparation of FBT returns, with advice on structuring employee benefits efficiently and applying the available exemptions.
Property Tax Advice
Advice on the tax treatment and structuring of property and developments, from single holdings to larger-scale projects.
Tax Governance & Risk
Helping you understand your obligations and manage tax risk before it becomes a problem.
What's included
What's it about
Tax and compliance sit at the core of what Crescita does. We help clients develop the right tax strategy, structure and plan, not just for today, but for the way their business grows over time.
We stay across the legislation and regulatory changes that genuinely matter to our clients. More importantly, we focus on the practical implications, helping clients make informed decisions with confidence.
For us, great tax advice goes beyond minimising risk and improving tax efficiency. The best strategies are built to endure, ensuring the decisions made today don't create unnecessary complexity, unexpected tax liabilities or compliance challenges in the future.
We work with founders, businesses and corporate groups locally and nationally, providing clear, commercially focused advice on all aspects of taxation. By taking the time to understand your business, objectives and challenges, we deliver advice that is practical, proactive and aligned with your long-term goals.
With compliance managed carefully and on time, you can focus on growing your business, knowing your tax affairs are in good hands.
What's it about
What's included
Tax services we can help you with:
Income Tax Returns -
For all entity types and structures, including trusts, companies and individuals.
Tax Planning & Projections - year-round management of your tax position, with strategies implemented along the way rather than left to year-end.
BAS & GST - preparation and lodgement of Activity Statements, plus support across all GST matters.
Capital Gains Tax (CGT) - advice across the CGT regime, including small business concessions and restructure rollovers.
Liaising with the ATO and managing correspondence
Tax Governance & Compliance - helping you understand the laws relevant to your business and meet every current obligation with confidence.
Corporate Tax Advisory - combining technical depth with commercial judgement to problem-solve the direct and indirect tax issues in your transactions.
Fringe Benefits Tax (FBT) - preparation of FBT returns and specific advice across all taxable and non-taxable employee benefit scenarios.
Property Tax Advice - specific advice on the tax treatment and structuring of small and large scale commercial property development
What's included
What's it about
Tax and compliance sit at the core of what Crescita does. We help clients develop the right tax strategy, structure and plan, not just for today, but for the way their business grows over time.
We stay across the legislation and regulatory changes that genuinely matter to our clients. More importantly, we focus on the practical implications, helping clients make informed decisions with confidence.
For us, great tax advice goes beyond minimising risk and improving tax efficiency. The best strategies are built to endure, ensuring the decisions made today don't create unnecessary complexity, unexpected tax liabilities or compliance challenges in the future.
We work with founders, businesses and corporate groups locally and nationally, providing clear, commercially focused advice on all aspects of taxation. By taking the time to understand your business, objectives and challenges, we deliver advice that is practical, proactive and aligned with your long-term goals.
With compliance managed carefully and on time, you can focus on growing your business, knowing your tax affairs are in good hands.
What's it about
What's included
Tax Planning
Year-round management of your tax position, with strategies put in place early rather than left to year-end.
Capital Gains Tax (CGT)
Advice ahead of a sale, restructure or major asset decision, including the small business concessions and rollovers.
Corporate Tax Advisory
Practical advice on the tax implications of acquisitions, transactions and group changes before the decision is made.
Fringe Benefits Tax (FBT)
Preparation of FBT returns, with advice on structuring employee benefits efficiently and applying the available exemptions.
Property Tax Advice
Advice on the tax treatment and structuring of property and developments, from single holdings to larger-scale projects.
Tax Governance & Risk
Helping you understand your obligations and manage tax risk before it becomes a problem.
What's included
Advisory
Business Advisory
Founders, business owners and corporate groups looking for practical commercial advice beyond traditional compliance.
Founders, business owners and corporate groups looking for practical commercial advice beyond traditional compliance.
What's it about
The adviser in the room when the decisions matter
Most accountants tell you what happened. We're here for what happens next.
Crescita works with founders, established businesses and corporate groups on the decisions that genuinely shape a business - how it's structured, how it grows, how value is built and protected over time.
Working with everyone from small business owners to established private groups and corporate clients has given us a broad perspective on the opportunities and challenges businesses face as they evolve.
The technical expertise sits underneath everything we do, but it's the commercial judgement on top that makes the advice worth having.
Whether you're evaluating an opportunity, navigating growth, restructuring a group, raising finance or planning for succession, we help you understand the implications, weigh the options and move forward with confidence.
Through our network of trusted professionals, we can also help bring the right people into the conversation when additional expertise is needed. Because the best outcomes are rarely achieved in isolation.
The right structure, the right strategy and the right people around the table can make all the difference.
What's it about
What's included
Structuring & Restructuring
Designing and reviewing structures for asset protection, succession and long-term tax efficiency.
Company & Entity Setup
Companies, trusts and group structures established properly from day one.
Transactions & Commercial Decisions
Understanding the commercial, financial and tax implications before major decisions are made.
Cash Flow & Forecasting
Creating visibility around future obligations, opportunities and growth initiatives.
Finance & Lending Solutions
Working alongside our in-house commercial finance partner, we help clients secure the right funding structures for business acquisitions, property investments, development projects and growth opportunities.
Growth & Succession Planning
Building the framework for sustainable growth, succession and eventual transition.
Professional Introductions & Strategic Connections
Connecting clients with trusted lawyers, finance professionals and specialist advisers when additional expertise is required.
What's included
What's it about
The adviser in the room when the decisions matter
Most accountants tell you what happened. We're here for what happens next.
Crescita works with founders, established businesses and corporate groups on the decisions that genuinely shape a business - how it's structured, how it grows, how value is built and protected over time.
Working with everyone from small business owners to established private groups and corporate clients has given us a broad perspective on the opportunities and challenges businesses face as they evolve.
The technical expertise sits underneath everything we do, but it's the commercial judgement on top that makes the advice worth having.
Whether you're evaluating an opportunity, navigating growth, restructuring a group, raising finance or planning for succession, we help you understand the implications, weigh the options and move forward with confidence.
Through our network of trusted professionals, we can also help bring the right people into the conversation when additional expertise is needed. Because the best outcomes are rarely achieved in isolation.
The right structure, the right strategy and the right people around the table can make all the difference.
What's it about
What's included
Structuring & Restructuring
Designing and reviewing structures for asset protection, succession and long-term tax efficiency.
Company & Entity Setup
Companies, trusts and group structures established properly from day one.
Transactions & Commercial Decisions
Understanding the commercial, financial and tax implications before major decisions are made.
Cash Flow & Forecasting
Creating visibility around future obligations, opportunities and growth initiatives.
Finance & Lending Solutions
Working alongside our in-house commercial finance partner, we help clients secure the right funding structures for business acquisitions, property investments, development projects and growth opportunities.
Growth & Succession Planning
Building the framework for sustainable growth, succession and eventual transition.
Professional Introductions & Strategic Connections
Connecting clients with trusted lawyers, finance professionals and specialist advisers when additional expertise is required.
What's included
Family Tax
Private Clients & Family Groups
Individuals, investors and family groups who want proactive advice and confidence that their tax affairs are structured properly.
Individuals, investors and family groups who want proactive advice and confidence that their tax affairs are structured properly.
What's it about
Tax affairs become more complex as wealth, investments and family structures evolve. Whether you're managing investment properties, trusts, capital gains events or cross-border considerations, we provide advice that looks beyond the annual tax return.
Our focus is on creating clarity, protecting wealth and ensuring the decisions you make today continue to work for you in the future.
What's it about
What's included
Personal Tax Returns
Preparation and lodgement of individual tax returns with careful attention to accuracy and opportunities.
Investment Income & Capital Gains Tax
Advice on shares, managed funds, property and capital gains events.
Rental Property Tax
Support across property ownership, deductions, capital works and investment structures.
Trust & Family Group Structuring
Establishing and managing structures that support asset protection, flexibility and long-term planning.
Estate Planning Support
Working alongside legal advisers to ensure tax considerations are addressed as part of broader estate planning.
Cross-Border Tax Considerations
Advice for individuals with overseas income, investments, residency matters or international connections.
What's included
What's it about
Tax affairs become more complex as wealth, investments and family structures evolve. Whether you're managing investment properties, trusts, capital gains events or cross-border considerations, we provide advice that looks beyond the annual tax return.
Our focus is on creating clarity, protecting wealth and ensuring the decisions you make today continue to work for you in the future.
What's it about
What's included
Personal Tax Returns
Preparation and lodgement of individual tax returns with careful attention to accuracy and opportunities.
Investment Income & Capital Gains Tax
Advice on shares, managed funds, property and capital gains events.
Rental Property Tax
Support across property ownership, deductions, capital works and investment structures.
Trust & Family Group Structuring
Establishing and managing structures that support asset protection, flexibility and long-term planning.
Estate Planning Support
Working alongside legal advisers to ensure tax considerations are addressed as part of broader estate planning.
Cross-Border Tax Considerations
Advice for individuals with overseas income, investments, residency matters or international connections.
What's included
Super Funds
Self-Managed Super Funds
Individuals, families and business owners seeking greater control over their superannuation and long-term wealth planning.
Individuals, families and business owners seeking greater control over their superannuation and long-term wealth planning.
What's it about
Self-Managed Super Funds continue to play an increasingly important role in the way individuals, families and business owners build and manage long-term wealth.
For many, an SMSF offers greater control, flexibility and opportunity, whether that's investing in property, holding business premises, managing family wealth or taking a more active role in long-term investment decisions.
As funds grow and investment strategies become more sophisticated, trustees need more than administration alone. They need advisers who understand the tax, compliance and structural considerations that sit behind significant decisions.
At Crescita, our SMSF offering is supported by an in-house SMSF specialist with extensive industry experience, including a background in SMSF auditing. Having reviewed hundreds of funds from an auditor's perspective, they bring a unique understanding of both the opportunities available to trustees and the practical requirements needed to keep funds operating effectively.
Whether you're establishing a new fund, managing an existing SMSF or assessing a significant investment opportunity, we provide the technical expertise, administration and ongoing support needed to help your SMSF continue to su+C22+C31
What's it about
What's included
SMSF Establishment
Establishing new funds with the appropriate structure, trustee arrangements and documentation.
SMSF Administration
Managing the ongoing accounting, reporting and administration requirements of the fund.
Annual Financial Statements & Tax Returns
Preparation of annual accounts and SMSF tax return lodgements.
Property & Business Premises
Supporting trustees holding residential, commercial and business real property through their SMSF.
Investment & Transaction Support
Assisting trustees to understand the tax and compliance implications of significant transactions and investment decisions.
Pension & Retirement Reporting
Administration and reporting requirements relating to pensions and retirement phase accounts.
Trustee Compliance Support
Helping trustees understand and meet their obligations with confidence.
SMSF Reviews & Technical Support
Technical guidance across complex SMSF matters
What's included
What's it about
Self-Managed Super Funds continue to play an increasingly important role in the way individuals, families and business owners build and manage long-term wealth.
For many, an SMSF offers greater control, flexibility and opportunity, whether that's investing in property, holding business premises, managing family wealth or taking a more active role in long-term investment decisions.
As funds grow and investment strategies become more sophisticated, trustees need more than administration alone. They need advisers who understand the tax, compliance and structural considerations that sit behind significant decisions.
At Crescita, our SMSF offering is supported by an in-house SMSF specialist with extensive industry experience, including a background in SMSF auditing. Having reviewed hundreds of funds from an auditor's perspective, they bring a unique understanding of both the opportunities available to trustees and the practical requirements needed to keep funds operating effectively.
Whether you're establishing a new fund, managing an existing SMSF or assessing a significant investment opportunity, we provide the technical expertise, administration and ongoing support needed to help your SMSF continue to su+C22+C31
What's it about
What's included
SMSF Establishment
Establishing new funds with the appropriate structure, trustee arrangements and documentation.
SMSF Administration
Managing the ongoing accounting, reporting and administration requirements of the fund.
Annual Financial Statements & Tax Returns
Preparation of annual accounts and SMSF tax return lodgements.
Property & Business Premises
Supporting trustees holding residential, commercial and business real property through their SMSF.
Investment & Transaction Support
Assisting trustees to understand the tax and compliance implications of significant transactions and investment decisions.
Pension & Retirement Reporting
Administration and reporting requirements relating to pensions and retirement phase accounts.
Trustee Compliance Support
Helping trustees understand and meet their obligations with confidence.
SMSF Reviews & Technical Support
Technical guidance across complex SMSF matters
What's included
Accounting
Business Accounting & Compliance
Businesses seeking reliable financial reporting, compliance and ongoing support from advisers who understand the bigger picture.
Businesses seeking reliable financial reporting, compliance and ongoing support from advisers who understand the bigger picture.
What's it about
Strong businesses are built on good information.
Accurate reporting and well-managed compliance obligations create the foundation for better decisions, stronger growth and fewer surprises.
At Crescita, we take care of the accounting and compliance requirements that keep businesses running smoothly. From annual financial statements and tax returns through to activity statements and ongoing reporting, we ensure the fundamentals are managed properly and delivered on time.
While many businesses maintain their own bookkeeping function, we work alongside internal teams and external bookkeepers to ensure information is accurate, reporting remains reliable and issues are identified before they become problems.
Our role isn't simply to prepare compliance documents. It's to help ensure the financial information you're relying on to run your business is complete, accurate and meaningful.
As your business grows, having confidence in your numbers becomes increasingly important. We help provide that confidence.
With the foundations taken care of, business owners can spend less time worrying about compliance and more time focusing on growth.
What's it about
What's included
Annual Financial Statements
Preparation of financial statements for companies, trusts, partnerships and other business structures.
Business Tax Returns
Preparation and lodgement of income tax returns across all entity types.
BAS & GST Compliance
Preparation and lodgement of Activity Statements and support across GST matters.
ATO Management & Correspondence
Managing ATO communications, reviews and ongoing compliance matters.
Management Reporting
Regular reporting and insights to support informed business decisions.
Cloud Accounting Support
Assistance with Xero and cloud accounting platforms to improve reporting and efficiency.
Bookkeeping Oversight
Working alongside internal finance teams and external bookkeepers to ensure accurate reporting and reliable financial information.
Year-End & Compliance Coordination
Coordinating information requirements and compliance obligations across your business and adviser network.
What's included
What's it about
Strong businesses are built on good information.
Accurate reporting and well-managed compliance obligations create the foundation for better decisions, stronger growth and fewer surprises.
At Crescita, we take care of the accounting and compliance requirements that keep businesses running smoothly. From annual financial statements and tax returns through to activity statements and ongoing reporting, we ensure the fundamentals are managed properly and delivered on time.
While many businesses maintain their own bookkeeping function, we work alongside internal teams and external bookkeepers to ensure information is accurate, reporting remains reliable and issues are identified before they become problems.
Our role isn't simply to prepare compliance documents. It's to help ensure the financial information you're relying on to run your business is complete, accurate and meaningful.
As your business grows, having confidence in your numbers becomes increasingly important. We help provide that confidence.
With the foundations taken care of, business owners can spend less time worrying about compliance and more time focusing on growth.
What's it about
What's included
Annual Financial Statements
Preparation of financial statements for companies, trusts, partnerships and other business structures.
Business Tax Returns
Preparation and lodgement of income tax returns across all entity types.
BAS & GST Compliance
Preparation and lodgement of Activity Statements and support across GST matters.
ATO Management & Correspondence
Managing ATO communications, reviews and ongoing compliance matters.
Management Reporting
Regular reporting and insights to support informed business decisions.
Cloud Accounting Support
Assistance with Xero and cloud accounting platforms to improve reporting and efficiency.
Bookkeeping Oversight
Working alongside internal finance teams and external bookkeepers to ensure accurate reporting and reliable financial information.
Year-End & Compliance Coordination
Coordinating information requirements and compliance obligations across your business and adviser network.
What's included
The first conversation
is on us.
Whether you've got a quick question about your structure, want a second opinion on your last return, or are weighing up a full advisory relationship - start with a complimentary chat.
We'll listen, give you our honest read, and let you decide if it's a fit. Just thoughtful advice and a genuine conversation.
frequently asked questions
Straightforward answers to help you make informed choices.
What services do you offer?
We provide accounting, tax, advisory and corporate services to businesses, family groups, investors and individuals. Our support ranges from compliance and reporting through to structuring, transactions and strategic advice.
Do you work with clients who aren't local?
Yes. While our office is located on Tedder Avenue in Main Beach, we work with clients throughout Australia including those who have cross border dealings. Technology makes it easy to stay connected, regardless of location.
Do you provide SMSF advice?
We can assist with SMSF accounting, taxation and compliance matters and we have an in-house SMSF Specialist. However, we do not provide financial advice or investment recommendations. Where required, we work alongside your financial adviser or can introduce you to trusted professionals.
Do you work with small businesses?
Absolutely. Whilst we specialise in corporate tax because of our experience, small and medium-sized businesses are the foundation of our client base. We work alongside business owners at every stage, from start-up and growth through to succession and sale.
Can you assist with finance?
Yes. We work closely with a trusted lending specialist who shares our office and understands both residential and commercial finance. There are no commissions, referral fees or kickbacks involved, just someone we trust to look after our clients.
What makes Crescita different?
We combine technical expertise with commercial judgement. Our clients value having an advisor who understands their business, their goals and the broader context behind important decisions. Rather than providing isolated answers, we focus on building long-term relationships and helping clients navigate what's next.
What services do you offer?
We provide accounting, tax, advisory and corporate services to businesses, family groups, investors and individuals. Our support ranges from compliance and reporting through to structuring, transactions and strategic advice.
Do you work with clients who aren't local?
Yes. While our office is located on Tedder Avenue in Main Beach, we work with clients throughout Australia including those who have cross border dealings. Technology makes it easy to stay connected, regardless of location.
Do you provide SMSF advice?
We can assist with SMSF accounting, taxation and compliance matters and we have an in-house SMSF Specialist. However, we do not provide financial advice or investment recommendations. Where required, we work alongside your financial adviser or can introduce you to trusted professionals.
Do you work with small businesses?
Absolutely. Whilst we specialise in corporate tax because of our experience, small and medium-sized businesses are the foundation of our client base. We work alongside business owners at every stage, from start-up and growth through to succession and sale.
Can you assist with finance?
Yes. We work closely with a trusted lending specialist who shares our office and understands both residential and commercial finance. There are no commissions, referral fees or kickbacks involved, just someone we trust to look after our clients.
What makes Crescita different?
We combine technical expertise with commercial judgement. Our clients value having an advisor who understands their business, their goals and the broader context behind important decisions. Rather than providing isolated answers, we focus on building long-term relationships and helping clients navigate what's next.