A bit about us
The business was founded in 1987 while Phillip and Ann Scandizzo, husband and wife team were still completing their bachelor of business degrees at university. Building a client base of high net worth individuals working in the entertainment, sports and consulting industries provided them a solid foundation in the establishment of legal structures to accumulate valuable assets.
The combination of assets, structures and lucrative tax deductions provided these clients a way to control and manage their tax obligations while their incomes remained relatively high. From this, the firm established an extensive list of tax planning strategies that are now packaged up in the exclusive Tax Optimisation Model. Clients can have a Tax Session with us and explore the many strategies.
So you want to...
Pay less tax, make more money & build wealth
Find out how “TOM” can help fund your investments.
Our philosophy is simple
Use effective tax structures
Being ORGANISED means you stay up to date, which allows you time to get FOCUSED on developing tax strategies that can generate meaningful savings that you can INVEST. The Optimiser is designed for people who believe they are paying too much tax and want to use their tax to improve their financial position. The process identifies tax strategies that integrate between your personal, investment and business circumstances and puts real tax savings in your pocket to build a solid and secure financial future.
Our aim is to help clients achieve a combined...
We can achieve this by...
1. GETTING YOU ORGANISED
When your tax and accounting stuff is organised things just get better. You don’t seem to struggle anymore. You start to move forward financially. Everything just seems to get easier not harder. Being up to date and having your finances in order puts you in a better position to make that first investment purchase or set up a better business structure, because you have removed all the stress and pressure that comes with managing your finances. With all that stuff out of the way you’ll have the time to concentrate on implementing tax planning ideas that help fund new opportunities.
Use the cloud to get organised
Speed up the process doing your tax and accounting. Using technology improves efficiencies, tasks that used to take hours, now are done in a few minutes. Technology also reduces costs, in particular the cost of record keeping fees as you are not paying an accountant expensive hourly rates to do your bookkeeping for you.
- Save time
- Save money
- Have accurate & reliable financial information
- Optimise your tax deductions
By switching to cloud accounting you save time & money
2. GETTING YOU focused on saving tax
Tax planning is a proactive process that happens all year round not just when you do your tax return. If you have not incurred the expense you just can’t pull a rabbit out of the hat and claim a deduction…”The horse has bolted” as the saying goes. It needs to be planned in advance.
Using “TOM’s” framework in a process called “The Tax Strategy Session” you can go deep into the different strategies that are available and most importantly suitable to your personal circumstances and develop a well thought out road map that optimises your tax savings on an ongoing basis.
4 Popular strategies
This year one client saved...
3. FUNDING YOUR INVESTMENTS WITH TAX SAVINGS
There is a great saying “When you want something, make sure someone else is paying for it!” And with our tax system in Australia you have an opportunity to have the tax system fund a significant portion of your investment costs every year.
You could own
What our clients say
Thinking of changing accountants?
It could not be a better time to start doing what your accountant should have done years ago.