Edge Advisory is a Melbourne tax practice for business owners, investors and professionals who want the whole family and entity group looked at together, not as a stack of single returns: fixed fees agreed in writing, and the same person every time.
Two people on the same income can have completely different tax positions, so we group clients by how the money actually arrives.
ABN income, quarterly BAS and the deductions that actually apply to your work. When the numbers get big enough that a company starts to make sense, we'll show you the comparison.
Company money is not your money, and Division 7A is where that gets expensive. Returns, financials and director loans monitored through the year, not discovered at year-end.
The trust, the company and the personal returns are one picture, not three jobs. We plan them together and get distribution resolutions decided and signed before 30 June, not reconstructed after.
Rental schedules, and CGT schedules for property, shares and crypto. The 50% CGT discount ends 1 July 2027, which makes timing a live planning question: what it means for you depends on your own numbers and dates.
Doctors, dentists, lawyers and consultants with salary on one side and private work on the other. We handle the structure, the deductions and the planning that a high-income position actually needs.
You're a few years behind, and you've been putting off the call. We find out exactly what's outstanding, price each year as a fixed fee, and work through them oldest first. We don't do lectures.
Catch-up lodgements →Compliance, structure and advisory, with one date on the calendar: the 50% CGT discount ends 1 July 2027, and what it means for you depends on your numbers.
Salary, property and portfolio in one return: income and deductions checked against your records, rental schedules, CGT schedules for property, shares and crypto.
What's included →One return, two halves, both done properly: ABN income and expenses, motor vehicle and home office claims, asset depreciation, PAYG instalments reconciled.
What's included →The entities, and the group around them: company and trust setup, company and trust returns with financials, partnership returns, distribution resolutions before 30 June, Div 7A monitored all year.
What's included →The rhythm jobs, handled on a schedule: quarterly BAS from your actual records, monthly payroll, monthly compliance retainer for the whole group.
What's included →Years behind, worked through in order: a list of exactly what's outstanding, a fixed fee per year, oldest lodged first, current year picked up at the same time.
How catch-ups work →Scoped and quoted before any work starts: restructure advisory, the Corporate Investco Restructure, Div 7A Remediation, the Retiree Super Death Benefits Review, written tax analysis. You see the fee first.
What's included →Most people put it off because they don't know what it costs, so we settle that in the first 15 minutes.
15 minutes, no invoice. We go through what you earn, what you own and what's overdue, so the shape of the work is clear. This is scoping, not advice. You finish the call knowing what the work would cost.
Nothing starts until you say yes. You get a written scope and one fixed fee for it, so there's no hourly meter running behind the work. If the job changes, we reprice it in writing and you approve that too.
You approve before anything is lodged. Never a form dump: every deliverable has a cover, a plain-English summary of your position, and the tax payable or refund with its due date. Due dates depend on your situation, and we confirm yours in the first conversation.
Your whole file sits in one head. The person who scopes your work does your work, so you're not re-explaining the trust, the loan account or last year's mess every July.
There is no hourly meter. Every job is scoped and priced in writing before it starts, and advisory letters carry a 24-hour cooling-off rule: written, held, reread the next day, then sent.
Every company has a family attached. We look at the group before the single return, because a distribution, a dividend and a director loan all move the same family's tax position.
A pile of forms tells you nothing. Every deliverable passes a ten-gate checklist and goes out with a cover, so you can see your position without decoding a lodgement summary. Casual voice, formal record.
A fixed fee, agreed in writing. The number depends on what the work involves: an individual return and a family group with a trust, a company and two rentals are not the same job. We scope it in the free 15-minute chat, then put the fee in writing before anything starts. No hourly billing.
No. Hourly billing punishes you for asking questions, so we don't use it. Every job is scoped and priced as a fixed fee before it starts, and if the scope changes we requote in writing rather than quietly adding time.
Yes. Quick question, quick answer, no invoice. If something needs real analysis, we say so, scope it and quote it first, so you always know before it costs you anything. That line is deliberate: it keeps the quick questions genuinely quick, and it keeps the fee predictable.
Less bad than ignoring it. The first step is a clear list of what's outstanding: which years, which entities, what's been assessed already. Then it's a fixed fee per outstanding year, worked oldest first, so the backlog has an end date and a known cost. Payment plans exist, and people use them.
No. Most of it is our job. With your authority we write to your current accountant, request the prior returns, financials and working papers, and take it from there. You sign a couple of forms, and you don't have to make the awkward phone call. Handover between accountants is normal professional courtesy.
Yes. From 1 July 2027. It was legislated in the May 2026 Budget, and it changes how a sale after that date is taxed. If you're holding property, shares or crypto you might sell, the planning window is before the date, not after it. What it means for you depends on your own numbers and timing, which is a scoped conversation.
A 30% minimum tax from 2028. It applies to trust income from 1 July 2028, and it was legislated in the May 2026 Budget. Distribution strategies written under the old rules deserve a look before then, particularly where a bucket company or a low-rate beneficiary is doing the heavy lifting. What it means for you depends on your numbers, so that is a scoped review.
Yes, including the messy kind. Exchange exports, wallet transfers, staking and swaps get rebuilt into a CGT schedule with the workings shown, so you can see how each number was reached. The year you stopped keeping records is not a dealbreaker. Crypto work is scoped and quoted per job, because the effort depends on the state of your history.
One accountant. Every time. The person who scopes your work does your work, checks it against a ten-gate checklist before it goes out, and answers the email when you reply. Nothing gets handed to someone who hasn't read your file. You get the same person in November as in July.
The free 15-minute chat is scoping, not advice, and it ends with you knowing what the work would cost.
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