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 Process. Clients can have a Tax Session with us and explore the many strategies.
Our promise is to help you
Pay less tax, make more money & build wealth
Find out how our process can help.
A Promise driven by philosophy
Get organised
Get focused
Improve your numbers
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.
A Philosophy Driven By RESULTS...
"Phillip's contribution to our clients has been invaluable. The depth of his knowledge and implementation of his strategies are second to none."
- Gordan Rutty - Lifecorp Pty Ltd
"Our sincere thanks to Lisa, Maggie, Phil and everyone else who have gone out of their way to assist in getting us back on track (or maybe a different track). Without Lisa's care, concern and knowledge I truly don't know where we would have been, both mentally and in business. We can't thank you enough."
- Jenny, Makayla and Maxine - House of Maxx
"Phillip and his team at Concepts & Results have helped us take control of our financial future. We would happily recommend them to others."
- Helen Jeges
"Phillip has provided me with personal financial advice and support since 2007
with good results in the areas of Tax reduction, SMSF establishment and strategic investments."
- Robert Vaughan
"Phillip is an excellent Financial Adviser with expertise in Self Managed Super Funds. I would recommend his services to anyone that s looking to enter the SMSF market."
- Salvatore Janssen
"Phillip is more than a financial planner and tax expert, he has assisted us in setting up structures and has been a mentor to both my business and private life."
- Trevor Petrie - Hospitality Gas Solutions
"I have used Phillip's services over the last 10 years for advice on investments and tax planning and have found him to be very professional and knowledgeable on those subjects."
- Valentino Marinelli
"Always found C&R to be professional, prompt and reliable with all our dealings over the past 20 plus years."
- Lindsay & Linda Carr
What you get when you work with us...
1. YOU'll GET 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.
You'll use cloud technology 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. You'll focus 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 our tax framework we’ll show you the many 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
How one client saved...
3. TAX SAVING FUNDING INVESTMENTS
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.
By saving
You could own
Thinking of changing accountants?
It could not be a better time to start doing what your accountant should have done years ago.