Sydney Chartered Accountants · English / 中文

Partner with

Expert Thinking.
Direct advice from a Chartered Accountant who knows your affairs, stays close through the year, and helps you act before tax-time decisions become last-minute fixes.
Owner-managed businesses & families
From start-ups to established companies, trusts and SMSFs — including clients with income, investments or family connections overseas.
The XTAS approach
The work is technical. The value is in the judgement.
We work it through with you, not for you. That means talking before year end, not after. When something changes in your business or your family, we want to hear about it early, while there is still time to do something about it.
Direct Chartered Accountant advice
Your work is not handed down a line of juniors.
Proactive through the year

Issues and opportunities raised while there is still time to act.

English & Mandarin

Discuss your affairs in the language you are most comfortable with.

Sydney CBD

Level 17, 400 George Street, Sydney NSW 2000.

Beyond processing

Compliance is the foundation. Judgement is the value.

Client advisory meeting
Anyone can lodge a return. We’d rather help you decide what goes into it.
“Every accountant says they do more than compliance. Not many explain what that means in practice.”
— Keith Sun, Principal
For us, it means raising the question of structure before a business outgrows the one it has. It means reading a set of accounts and asking why the numbers look the way they do. And when a client’s income or family affairs cross borders, it means looking at both sides.
Services

Get the technical work right — and the thinking around it.

Taxation, accounting, SMSF administration, company secretarial work and the practical support that keeps decisions connected to the full picture.

01

Taxation

Individual returns; sole trader returns; company, trust and partnership returns; GST and BAS; CGT; FBT; foreign income and tax residency; tax planning.
02

Business Advisory

Structure and set-up; restructuring; budgets and cash flow; management reporting; tax health check.
03

SMSF

Set-up; annual accounts and tax return; audit coordination with an independent SMSF auditor; contributions and pensions; trustee support.
04

Bookkeeping & Payroll

Bookkeeping; payroll and STP; superannuation; accounts receivable and payable; cloud accounting set-up.
05

Company Secretarial

Company registration; ASIC registered agent; annual review; changes to company details; registers and minutes; deregistration.
Why “Partner with Expert Thinking”

Three words. One way of working.

You won’t be passed to a junior. When you call, you speak to the Chartered Accountant who knows your file and did the thinking.

Partner.

We sit on your side of the table, and we stay for the long run: from setting up the business and hiring the first employee, through to a restructure, a sale, or handing it to the next generation.

Expert.

Your affairs are handled by a Chartered Accountant and registered tax agent who works in the detail every day, so the technical side is done properly.

Thinking.

The value is in what comes before the return: what a decision will trigger, which option leaves more choices open, and what is worth doing now.
Most firms are good at one or the other.
Some will know the rules but not your business. Others will know you well but won’t pick up the technical issue. We try to be both.
Who XTAS works with

Business decisions rarely stop at one entity — or one border.

XTAS works mainly with owner-managed businesses, their owners and the families behind them, from start-ups to established companies, trusts and SMSFs.
Clients in advisory meeting

Owner-managed businesses

Advice that looks at the company and the owner together, because what’s good for one isn’t always good for the other.

Growing and changing structures

When to add a trust, bring in a holding company, set up an SMSF, or leave things as they are.

Cross-border considerations

For clients with overseas income, investments, residency questions or family connections.
中文服务
Advice in English and Mandarin.
Insights & Resources

Useful links, without the noise.

ATO resource

Tax File Number declaration forms

ATO resource

Key lodgement and payment due dates

Calculator

Australian pay calculator

Latest Insights

Articles, updates and practical thinking from XTAS.

A live article feed for future XTAS posts. New articles added in WordPress will appear automatically in this section.

Start with a conversation about where things stand now, and what's worth thinking about before your next decision.

Partner with Expert Thinking.
Chartered Accountants, tax and business advisory for business owners and families.

[email protected]
(02) 7235 0040 | 1300 780 900