See the full position
Understand how your income, investments, entities and future plans interact before making isolated decisions.
Tax strategy
I’m Andrew Romano CA. I help Australians earning $120k+ consider tax, ownership structure and cash flow before buying an investment property or committing to another major transaction. Based in Sydney and working Australia-wide, I connect your income, property and business structures into a practical tax strategy.
Read: Tax minimisation strategies for high-income earnersConnected advice
Your tax position does not sit in isolation. Income, business activity, property, investments, super and ownership structures can all affect the choices available to you.
We bring those pieces together, model the practical implications and turn them into a prioritised plan you can act on.
Apply for a strategy sessionWhat this helps you do
Understand how your income, investments, entities and future plans interact before making isolated decisions.
Test the likely tax and cash flow implications of different pathways, including the trade-offs that come with each.
Leave with clear priorities, responsibilities and timing, supported by the accounting work needed to implement them.
Clear scope
Recommendations are based on the facts and goals discussed as part of your engagement. The scope, responsibilities and next steps are set out before implementation.
Frequently asked questions
The review can bring together income, super, property, investments, entities, timing and future decisions rather than looking only at the last tax return. The useful priorities depend on your records, eligibility, structures and goals.
If a purchase could change your deductions, ownership structure, borrowing or future capital gains position, consider the tax questions before signing. A pre-purchase review can compare the available pathways while the structure is still able to change.
Your next step
Answer three short questions, then choose a time to discuss the right next step.