Edge Advisory is a modern tax practice for business owners, investors and professionals — lodgements handled properly, deadlines never missed, and an accountant who actually tells you what to do next.
Generic accounting treats every client the same. Your tax position depends entirely on how your income works — so that's how we organise ourselves.
ABN income, quarterly BAS, deductions you're entitled to but probably aren't claiming — and a straight answer on when a company structure starts making sense.
Company tax returns, BAS, ASIC obligations and director loan accounts kept clean — with planning before 30 June, not apologies after it.
Rental schedules done properly — interest, depreciation, capital works — and honest guidance on the CGT position before you sell, not after.
Doctors, dentists, lawyers and consultants with salary plus private work — structuring, deductions and planning that match a high-income position.
Trades, staking, swaps and DeFi — reconstructed into a defensible CGT position. We work with the mess; you get a return the ATO can't argue with.
Family trusts, distribution resolutions signed before 30 June, and the individual, company and trust returns of your whole group handled together.
Lodging on time is the baseline, not the service. The value is in what we notice while doing it — and what we tell you to do about it.
Salary, investments, rental schedules and deductions — prepared from a clear checklist, reviewed line by line, lodged on time.
What's included →Business income and expenses organised, motor vehicle and home office claims done properly, PAYG instalments managed.
What's included →Company returns, financial statements and franking — plus the director conversations that stop problems before they're expensive.
What's included →Quarterly BAS prepared from your actual records, lodged by the agent deadline, with GST treated correctly the first time.
What's included →Trust returns, distribution minutes done before year-end, and a whole-of-group view so nothing falls between entities.
What's included →Structuring, tax planning before 30 June, and a sounding board when you're making a decision with a tax consequence.
What's included →Most people put off dealing with their accountant because they don't know what it costs or what happens next. Here, you know both before you commit.
Fifteen minutes on your situation — what you earn, what you own, what's bothering you. No obligation, no invoice, no judgement about the shoebox of receipts.
A written scope of exactly what we'll handle and one fixed price for it. You'll never open an invoice you weren't expecting.
Clear checklists tell you exactly what to send. We prepare, you approve, we lodge — and we track your deadlines all year so you never think about them.
No account managers, no juniors learning on your file, no re-explaining your situation every year. The person who knows your numbers is the person who answers your email.
Every engagement is scoped and priced in writing before work starts. Questions during the year don't start a meter running.
Purpose-built systems track every lodgement, deadline and request — so nothing sits in a pile, and you're never the client who gets remembered in May.
A tax return reports what already happened. The real value is before 30 June — structuring, timing and planning while the outcome can still be changed.
Every engagement is a fixed fee agreed in writing before we start, based on what your situation actually involves — a straightforward individual return costs a lot less than a family group with a trust, a company and three rental properties. The free intro chat is where we scope it; you'll have a number before you commit to anything.
No — it's mostly our job, not yours. With your authority we request your prior returns and records from your existing accountant (a standard professional courtesy), add you to our lodgement program, and pick up from where they left off. You sign a couple of forms; that's the extent of it.
Less bad than ignoring it for another year. Registered agents have extended lodgement deadlines, the ATO treats voluntary catch-ups far more kindly than the alternative, and payment plans exist. We'll tell you exactly where you stand and clear the backlog in order — no lectures.
Yes — including the messy kind: hundreds of trades across exchanges, staking rewards, swaps and DeFi. We reconstruct your transaction history into a CGT position that's defensible if the ATO ever asks, and tell you what records to keep going forward so next year is easier.
Usually less than people fear: your property manager's annual statement covers most of it, plus loan statements for the interest and your depreciation schedule if you have one (worth having — we'll tell you if it's worth commissioning). We send a plain-English checklist; you forward documents; we do the rest.
As one engagement, not four. One fixed group fee with per-entity lines so you can see exactly what each part costs, lodgements coordinated so nothing falls between entities, and — the part that actually matters — distribution and dividend planning done together before 30 June, when the numbers can still be moved. Your group gets one point of contact who knows the whole picture.
You'll hear back within one business day — usually faster. Because engagements are fixed-fee, you're never hesitating to ask a question because of what the reply might cost.
Tell us how you earn. We'll tell you what we'd do about it — and exactly what it would cost.
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