OUR SERVICES

HELPING SMALL BUSINESSES NAVIGATE FINANCES, COMPLIANCE & GROWTH WITH CONFIDENCE

At Profectus Business Advisory, we’re more than compliance—we’re your growth partner.

We deliver strategic financial guidance, boost performance, and help you navigate the real challenges of running a business—so you can lead with clarity and scale with confidence.

Whether you need business advisory, tax planning, or bookkeeping, we bring the expertise to help you make smart, strategic financial decisions.

BUSINESS ADVISORY

We don’t just advise—we partner with you to accelerate growth, boost performance, and navigate the real-world challenges of running a business.

Our Business Advisory Services:

•Strategic Business Planning
•Cash Flow & Budgeting
Business Structuring & Restructuring
Performance Monitoring & KPIs
Succession & Exit Planning
Growth & Expansion Support 

Accounting & Tax Services

We simplify compliance and empower financial confidence.

Our Accounting & Tax Services:

Tax Compliance & Lodgement
• Financial Statements & Reporting 
BAS & GST Services
• Payroll & Superannuation
• Tax Planning & Advice
ATO Liaison & Support

TAX PLANNING

Smart tax planning isn’t just about saving money—it’s about building wealth strategically.

Our Tax Planning Services:

Annual & Ongoing Tax Planning 
Income & Deduction Strategies
• Small Business Tax Concessions
• Trust & Company Tax Planning 
Fringe Benefits & Super Contributions
Asset & Investment Structuring

BOOKKEEPING

Accurate bookkeeping is more than record-keeping.

Our Bookkeeping Services:

• Data Entry & Transaction Processing
• Bank Reconciliations
• Accounts Payable & Receivable
• Payroll Processing
• BAS Preparation & Lodgement
• Cloud Accounting Setup & Support

SUPERANNUATION

Superannuation is a key part of your long-term wealth strategy.

Our Superannuation Services:

• SMSF Setup & Structuring
• Ongoing SMSF Compliance & Administration
• SMSF Tax Returns & Financial Reporting
• Superannuation Strategy & Contributions Advice
• Pension & Retirement Planning

TAX ADVISORY

Tax advice should do more than keep you compliant—it should drive smarter decisions and long-term value.

Our Tax Advisory Services:

Strategic Tax Planning
•Capital Gains Tax (CGT) Advice
•Business & Investment Structuring
•Fringe Benefits Tax (FBT) & Payroll Tax 
•International Tax
•ATO Negotiation & Dispute Resolution

Business succession and estate planning

Protecting your legacy starts with a plan—one that’s strategic, personal, and built to last. 

Our Succession & Estate Planning Services:

• Business Succession Planning Strategic,
• Ownership & Leadership Transition
• Estate Planning Support 
• Asset Protection
• Trust Structuring
• Tax & CGT Considerations 

Family office

Your legacy deserves more than just management—it deserves vision, structure, and long-term stewardship.

Our Family Office Services:

• Wealth Structuring & Asset Protection
• Intergenerational Wealth Transfer
• Investment Oversight & Strategy
• Tax Advisory & Compliance
• Philanthropy & Legacy Planning
• Family Governance & Educatio
• Administration & Coordination

Property Investment

Property is more than an asset—it’s a powerful strategy for building long-term wealth.

Our Property Investment Advisory Services:

Tax Structuring & Planning
• Cash Flow & Budget Analysis
• Negative Gearing & Depreciation
• Capital Gains Tax (CGT)
• SMSF Property Investment
• Ongoing Portfolio Review

GAIN
FINANCIAL CLARITY &
UNLOCK
BUSINESS GROWTH

Not sure where to start? Whether you’re looking for financial clarity, business growth strategies, or virtual CFO services, we’re here to help.

Schedule a free consultation and take the next step towards a smarter, stronger business.

WHAT
OUR CLIENTS
SAY

Get In Touch

enquiry@profectusba.com.au
0414 912 230

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