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.
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.
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.
Compliance mistakes
- 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
Structuring mistakes
- 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
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.
A firm built for property investors and business owners.
We reserve our resources and expertise to only service property investors and business owners. Every return, every structure, and every piece of advice we give is for people building wealth through property, their own business, or both.
- 01Structure advice before you buy or set up your business, not after the fact.
- 02Tax returns prepared by people who understand property and business specifically.
- 03Ongoing compliance handled by the same team, year-round.
- 04A second opinion, any time you're not confident your current accountant has it right.
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.
10,000+ returns. Every structure. Every mistake, seen before.
Property tax and business tax both reward precision and punish generalists. After thousands of returns, we've seen the deduction that gets missed, the structure that costs more than it should, and the record-keeping gap that causes trouble years later - usually before our clients ever get there.
Structured around your growth, not the tax calendar.
Structure, set correctly from day one
Ownership structure and entity advice, so the decision is right before you settle or launch - not fixed afterwards.
Compliance, handled year-round
Ongoing compliance, bookkeeping and payroll support, and depreciation schedule management, from the same team every year.
Capital gains and growth, planned for
Capital gains tax advice at the point it matters most, and profit planning as your business scales - before the event, not after.
A second opinion, when you need one
Reach out any time you're not sure your current structure or return is right.
Eight ways investors and business owners overpay tax.
Missed deductions
Interest, depreciation, repairs, travel, and equipment — missed line items add up every year.
Wrong structure
Sole trader, company, or trust — the wrong choice can cost tens of thousands over time.
Poor record-keeping
No clear separation of business and personal, or property income and expenses.
No depreciation schedule
Legitimate deductions go unclaimed every year a property is held.
Capital gains miscalculated
Cost base and discount eligibility are easy to get wrong at sale.
No PAYG instalment plan
Contractors and sole traders get caught short without active management.
A generalist accountant
Property and contractor tax handled as one of many client types, not the focus.
Under-contributing to super
Concessional contributions are one of the most effective tax and retirement levers available - and the most overlooked
A straightforward handover.
A consultation, first
We understand your current position and property portfolio.
A review of your last return
Identifying what's working, and what's costing you.
We manage the transition
Including notifying your previous accountant, so you don't have to.
Ongoing advice, every year after
The same team, year-round — not just at tax time.
What we don't do.
Our work is limited to tax, structuring, and compliance. Property investors and business owners should seek licensed advice for financial, legal, and investment decisions.
Frequently asked.
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.
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.