BUSINESS OWNERS
Tax & Accounting Advice for Property Investors and Business Owners
Tax effective structuring advice and compliance services for property investors and business owners. Whether you are running your own business or building your investment property portfolio, we have the knowledge and skills to help you succeed.
Tax Planning and Structuring
Asset Protection Strategies
SMSF Management and Compliance
Business Tax & Advisory
Focused on property investors and business owners.
The moment you're building wealth, through property or through your own business, you need more than annual compliance. That's the entire reason this firm exists.
From first property to full portfolio
Structure, deductions, and CGT planning for anyone who owns or is about to buy investment property.
GPs, dentists, allied health
Advice on trust structuring, PAYG instalments, and super strategy for contractors with no employer safety net.
Plumbers, electricians, builders
No leave entitlements and no tax withholdings. We make sure you meet your obligations and minimise your tax liability.
Especially commercial property
Full SMSF establishment, LRBA structuring, and ongoing compliance.
2–10 staff, outgrowing basic compliance
Bookkeeping, BAS, and profit-focused advisory as the business scales past "just file it."
Families and investors protecting what they've built
Discretionary and unit trust structures for families and investors who need the right entity, not just a return lodged. We handle setup, ongoing compliance, and structuring advice as your assets and family situation change.
Partner with us and receive complimentary personal tax lodgement advices for your family
Applies to any ongoing business compliance client. Covers both individual returns in your household, for as long as you're an active business client. One less thing to think about, and one more reason your whole household's tax position is actually looked after.
No obligation. No cost.
We don't just file your tax, we help you keep more of what you make.
Six advice lines, built around property investors, business owners, and the professionals in between. Nothing bolted on, nothing outside our lane.
01 — Property Investor Tax
- Tax return preparation & lodgement
- Rental property schedules & depreciation
- Capital gains tax calculations
- Structuring & entity advice
- ATO compliance & correspondence
02 — SMSF, Commercial Property
- SMSF establishment & trustee setup
- LRBA structuring for commercial property
- Annual SMSF return & audit coordination
- Ongoing SMSF compliance & admin
03 — Business Tax & Compliance
- Bookkeeping & BAS / STP / FBT
- Payroll setup & processing
- Superannuation advice & SMSF/general compliance
- Company & trust tax returns
- PAYG instalment management
- Business structuring & asset protection
04 — Medical & Professional Practices
- Advice on trust structuring
- Contractor PAYG & superannuation strategy
- Structuring as your practice grows
05 — Advisory & Profit Planning
- Quarterly profit reviews (Virtual-CFO-lite)
- Cash flow forecasting
- Income & tax planning across the year
06 — Ongoing Support
- Year-round advisory access
- Not just contact at tax time
- Retainer options available
90 Days Free. Zero Catch.
We'll get your books in order — no obligation, no strings. You keep running the business.
No obligation. No cost.
Daniel Li
Daniel leads a team of tax specialists with extensive experience in advising business owners and property investors.
Daniel has overseen thousands of tax returns and structures involving property and business, and he's built his team around a simple distinction: lodging a return is the easy part. The decision that actually protects a client's wealth is the structuring call made before that return is ever filed, and that decision is rarely something you can undo cheaply later.
He's worked inside the ATO, Big 4 firms, and specialist tax advisory practices, giving him a rare, complete view across compliance, audits, and structuring strategy, not just one piece of it. That's why Freedom Tax Advisory doesn't split a client's file across five different providers who've never spoken. Daniel's team sees the whole picture, property, business, and structure, working from one file, not fragments of one.
When Daniel signs off your tax structure, you're not getting a return checked for errors. You're getting a decision that's already been tested against everything that could go wrong with it, before it's permanent.
Scott Kuru
Scott leads the direction of Freedom Tax Advisory, built specifically for property investors and business owners.
Scott has overseen thousands of client structures involving property, business, and SMSF over more than a decade.
He's built the practice around a simple standard: get the structure right before a decision is made, not damage control after.
Lianna Pan
Lianna runs Freedom Tax Advisory day-to-day, ensuring every structure, return, and piece of advice reflects the standard the practice is built on.
Lianna has overseen thousands of client relationships across property, business, and tax.
She's focused on making sure clients get answers, not jargon — structuring advice that's explained clearly, and compliance that's handled properly the first time.
When Lianna signs off your file, you know it's been looked at properly.
Find out which of your decisions still have a fix, before it's too late.
Book a free structure review and get a plain-English breakdown of what's fixable, what's already locked in, and what needs to happen before your next purchase, sale, or tax return.
No obligation. No cost.
Structuring advice is high-stakes and irreversible.
The decision of which entity to buy the property in, or whether to set up a trust before or after you buy, isn't something you can undo cheaply later. Get it wrong, and it can cost you tens of thousands — permanently, with no way to undo it.
A late BAS or return lodgement
A missed deduction you forgot to claim
An incorrect figure that needs amending
A bookkeeping backlog you catch up on
Property bought in your own name instead of a trust
A structure set up after settlement, not before
An asset left exposed with no protection in place
A restructuring window that closed before you acted
Find out which of your decisions still have a fix, before it's too late.
Book a free structure review and get a plain-English breakdown of what's fixable, what's already locked in, and what needs to happen before your next purchase, sale, or tax return.
No obligation. No cost.
