Tax Advisor Melbourne
Proactive tax planning that puts more back in your pocket
For professionals, investors and small business owners across Melbourne.
If your tax bill feels unpredictable (or you suspect you’re missing legitimate opportunities) Angel Advisory builds a clear, legal and forward-looking plan so you keep more of what you earn.
Trusted & Award-Winning Melbourne Tax Advisors
-
2024 Practice of the Year – Wealth Adviser Congress
-
2024 Finalist – ESG Adviser of the Year – IFA Excellence Awards
-
Top 5 Wealth Advisory Practice – Robb Report PFI Awards
* Professional. Licensed. Recognised for excellence.
Why tax planning with Angel Advisory?
Strategic, not last-minute. Your tax plan evolves year-round, not rushed at the end of June.
Personalised to you. Your career, family, investments and business structure drive your strategy.
Integrated planning that connects tax, super, investments, and personal goals.
We work with your accountant for seamless strategy and execution. No double handling.
Who we help
-
Professionals & executives: (salary, bonuses, employee share schemes - ESS/RSUs)
-
Property & share investors: (CGT planning, franking credits, negative gearing)
-
Families & trusts: (income distribution strategies, education planning)
-
Contractors & small business owners: (companies, trusts, sole traders including support for PSI rules)
-
SMSF members: (contribution timing, pension phase optimisation)
What our clients say
How our tax planning works
1). Assess
We review your recent personal, company and trust returns, payslips, BAS, investment portfolio, super and insurance. We listen first: goals, family situation, risk tolerance and timelines.
2). Plan
You receive a clear Tax Strategy Pack with:
-
Year-ahead tax forecast and “what-if” scenarios
-
Structure recommendations (company/trust/SMSF) where suitable
-
CGT and income-timing guidance
-
Super contribution plan (concessional/non-concessional, carry-forward where applicable)
-
Deduction checklist tailored to your situation
-
A pre-30 June action list and an annual tax calendar
3). Implement & Maintain
We coordinate with your accountant to implement, then monitor salary, investment and business income across the year. You’ll get proactive nudges before deadlines, not after.
Small business tax advisor Melbourne
Running a business in Melbourne means balancing growth with compliance. We help owners of companies, trusts, sole traders and contractors with:
Structure reviews for growth & protection
BAS, PAYG and GST
planning
Director pay planning (salary, dividends & super)
Asset purchases & write-offs (where eligible)
Trust distributions aligned to your goals
Business succession & exit planning
Strategies we commonly consider (tailored to eligibility)
-
Capital gains timing (including use of losses)
-
Salary packaging & deductions aligned to your employment/industry
-
Investment tax efficiency (e.g., franking credits, investment bonds considerations)
-
Trust distribution frameworks and documentation
-
Superannuation contributions (carry-forward concessional, spouse contributions, bring-forward non-concessional, TTR/pension considerations)
-
Insurance premiums & ownership (inside/outside super)
-
Negative gearing and interest-deductibility settings
Every recommendation is personal to your circumstances and made to be practical, compliant and easy to action.
What you’ll receive
-
A 12-month tax plan with clear, actionable steps
-
Mid-year and pre-June progress reviews
-
Seamless coordination with your accountant
-
Transparent, agreed-upfront fees
Mini case examples
Professional with employee share schemes (ESS/RSUs): We map vesting events, time disposals and optimise contributions, reducing surprises and smoothing cash flow.
Family with a trust: Clear distribution policy, documented minutes and super top-ups help manage tax while funding long-term goals.
Growing trades business: Move from ad-hoc drawings to a planned director package; align BAS/PAYG with cash flow and set rules for equipment purchases.
Results vary by situation; these examples show the style of planning we deliver.
Connected services
Investments: Make your portfolio tax-aware, not tax-driven.
Superannuation & SMSF: Contributions and pension strategies.
Estate Planning: Structure today to simplify tomorrow.
Ready to reduce tax legally and strategically?
Speak with a Melbourne tax advisor who plans ahead, aligns every moving part and keeps you in control all year.
* General information only. We provide tax (financial) advice tailored to your circumstances and coordinate with your accountant on implementation.