Testimonials

Property Investors

“David has been my accountant for the past 5 years and I remember vividly the first meeting I had with David.  My finances were not where they should have been and I was well behind in my tax payments to the ATO.  In the first moments of our meeting David explained to me how we could catch up on our tax payments and how we could get our cash flow back. 

David did such a good job fixing my tax issues that I have since referred him over 300 of my property investor clients.  David is a property tax expert and has saved our clients hundreds of thousands of dollars in tax as a result of correcting other accountants’ mistakes.

I would not hesitate in recommending the services of David and his team.”

Michael Quinn
State Manager
CUSTODIAN WEALTH BUILDERS

Self-Managed Super Funds

“I have been dealing with David for the last 5 years in relation to my self-managed superfund.  David has always been interested in assisting me obtain the best tax result for my fund.  He is also always keen to guide me and ensure that I meet my trustee responsibilities in managing my fund and I know that David is there if I need any further tax advice in relation to retirement issues.”

Warwick Kingston

“David has been our accountant for the past 4 years.  My wife Kerry and I travel from the Hunter Valley to meet David a couple of times a year to discuss superannuation and property investment tax issues.

David has assisted us with the setup of our self-managed superfund and the purchase of a property under the new superannuation laws.  In addition to this David has assisted us in minimising our tax in relation to our investment properties and our cash flow on the properties through completion of an annual tax variation for each of us.”

Steve & Kerry Bishop