Tax Advisory Strategists

Professional Efficient Tax Advice

Proactive tax efficiency and asset protection advice for successful business owners. 

Protect your personal assets from professional and business risk and ensure your tax structuring reduces your annual tax liabilities as much as possible.

Our Services

Tax Advisory Asset Protection

ASSET PROTECTION ADVICE

Advice on how to structure ownership of assets and investments to ensure that they are protected from professional risk as much as possible.

Tax Advisory Tax Structuring Advice

TAX STRUCTURING ADVICE

Advice on how to link asset protection structures with income tax efficiency. Ensure that structures properly link to each other to provide for tax efficient accumulation of assets and investments.

Tax Advisory Tax Planning and Compliance

TAX PLANNING AND COMPLIANCE

Proactive, timely tax planning to ensure that your annual tax impost is reduced to ensure that as much net income can be retained for accumulation of assets and investments. Ongoing compliance requirements attended to in a timely professional manner.

Tax Advisory Reasons to Choose

REASONS TO CHOOSE TAX ADVISORY STRATEGISTS

Independent, professional tax advice that can help you make informed decisions that can help you to accumulate assets and investments in a protected and tax efficient manner.

• Qualified professional advisors

• 20+ Years of experience in Tax, Accounting and related advice and service provision

• Advice that is structured to suit your individual situation

About Us

MISSION

Our mission is to ensure that our clients are making well informed decisions about how to accumulate assets and investments in a protected and tax efficient manner whilst growing their business on rising through the ranks in their chosen profession.

VISION

Our vision is that our clients will be long term clients who we assist as their situation changes over time ensuring that the structuring that we utilise remains appropriate now and into the future.

Your Tax Advisor

Damian Ebzery is a professionally qualified Registered Tax Agent who is focused on providing constructive, timely, forward looking advice.

Registered Tax Agent 26017448

tax practitioners board logo
Tax Advisory Damian Ebzery

Damian ​Ebzery B.Bus M.Bus (Prof Acc) ATI
Managing Director

Meet the Team

Warren Floyd

Chartered Accountant

Lauren Floyd

Chartered Accountant

Carmel Floyd

Office Manager

We also have a long servicing elusive accountant Alison Van Beusekom, and contract bookkeepers from Kustom Bookkeeping assisting as well.

Recent Client Advice Success Stories

  • Retained Earnings and How to Access Them

    We have a long term client that through the benefits of the discretionary trust structures we advised them to set up for property investment many years ago were able to minimise the tax payable on the capital gain proceeds from selling one of their investment properties. With an assessable capital gain of about $75,000 we were able to reduce the overall tax impost by our client being able to access the Excess Carry Forward Concessional Super Contributions Limit option available from 1 July 2018. As they hadn't contributed any concessional contributions for the last three years it meant they could contribute the full $75,000 assessable gain to superannuation. This means they get a $75,000 tax deduction and the $75,000 contribution is only taxed at 15% in the super fund. The overall tax saving was about $26,000. This means they had an extra $26,000 to invest for future income.

  • Capital Gains Income and Tax Management

    We recently assisted a successful Allied Health business operator by reviewing their business structure to see the most efficient ways to distribute retained profits. Through our investigative review process we not only worked how to reduce the tax on paying out the profits ($13,000 tax saving on an $80,000 Franked Dividend payment) but also greatly improved the protection of their personal assets and the operational risks relating to their existing business structuring.

  • By receiving our asset protection advice you get the peace of mind that you have done as much as possible to protect your assets from the risks of being a registered professional, a company director, a business owner or all three.

  • By receiving our tax structuring and tax advice you can be assured of retaining as much of your income and business profit possible, allowing for more personal lifestyle, investment accumulation or business expansion goals to be achieved.

  • By utilising our BAS & Tax Compliance Solutions you can be assured that your reporting requirements will be met in a timely and efficient manner leaving you to do the things you prefer to do.

  • By utilising our accounting solutions you will have the information required to prudently run your business or accumulate your assets in and informed and timely manner, whilst having the necessary reports to help source capital funding (subject to positive financial results).

  • By utilising our ASIC Registered Agent and Registered Office services you can be assured that you will meet your reporting deadlines and keep the required information up to date.

  • By utilising our SMSF Accounting and Tax Compliance Services you can be assured that your reporting and compliance requirements will be met in a timely and efficient manner allowing you to focus on accumulating more wealth.

Tax Advisory What's In It For You

WHAT IS IN​ IT FOR YOU?

By engaging our services you benefit in a number of ways.

Join Our Growing Team at Tax Advisory Strategists!

At Tax Advisory Strategists, we’re not your typical tax firm. We’re a vibrant, forward-thinking company that thrives on innovation and collaboration. Our team combines client-focused advisory skills with meticulous compliance expertise. If you’re passionate about making a difference and want to contribute to our clients’ success, look no further. Join us as we redefine the tax landscape!

Why Choose Tax Advisory Strategists?

  • Attitude Matters: We value attitude as much as aptitude. Bring your passion and drive—we’ll provide the rest.

  • Efficiency and Impact: We’re seeking motivated individuals who can efficiently and effectively deliver results.

  • Flexible Work Options: Enjoy the freedom to balance your professional and personal life with our hybrid working arrangements.

Ready to make an impact? Explore career opportunities at Tax Advisory Strategists. We can’t wait to welcome you aboard!

Feel free to reach out if you have any questions or need further information! 🚀

Let’s Chat

Consultations are available either at our office at Spring Hill Brisbane or by mutual agreement elsewhere.

Another option is considering an online Teams meeting.

Call us today for consultation.

The initial 1 hour consultation is at no cost to you

*No advice is provided during this initial consultation

Book direct consultations below:

In Person Booking

Virtual / Teams Booking