New Leaf Advisory

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Taren Point, NSW
New Leaf Advisory

Helping businesses, families & investors grow and protect wealth with expert Tax, Accounting, Super, Advisory & Virtual CFO services

20/05/2026

For many wealthy families, complexity builds gradually. One structure becomes several. Investments expand across jurisdictions. Lending arrangements evolve. Family considerations become more nuanced over time. Eventually, it becomes difficult to see how everything connects, or whether it’s all still aligned with the bigger picture. The issue is rarely a lack of advisers or activity. More often, it’s the absence of coordinated oversight and strategic clarity across the entire wealth position.

If you’re starting to feel like there’s too much moving at once to confidently see the full picture, it may be time for a more strategic conversation.

19/05/2026

Growth changes the questions you need to ask.

At a certain point, it’s no longer just about staying compliant, it’s about ensuring your structure, strategy, and decisions evolve alongside your success.

The greatest risk for many successful families and business owners isn’t doing the wrong thing.

It’s doing the “right” thing technically, while becoming strategically misaligned over time.

True stewardship means building structures that support where you’re going, not just where you’ve been.

23/04/2026

When tax compliance is treated as a once-a-year obligation, it naturally becomes reactive — focused on reporting what has already happened rather than shaping what comes next.

The real value of good advice is when it connects compliance with strategy, so decisions around structure, cash flow, investments, and growth are made with clarity and intent throughout the year.

If that link isn’t there, it often means you’re operating with partial information, which can quietly limit opportunities and lead to decisions that don’t fully reflect your position or goals.

14/04/2026

Over 11 years working together 🙌

“Patrick and his team offer comprehensive and insightful advice. Specific issues are dealt with efficiently and effectively. We are one of Patrick’s first clients and his firm is proactive. Our longstanding relationship is testament to this.”

Long-term client relationships like this are what we value most. Trust, consistency, and proactive advice, that’s what we strive to deliver every day.

09/04/2026

Setting up or restructuring your company, trust, or investment entity? The right structure can unlock growth, protect assets, and optimise tax — while keeping your SMSF strategy working for you.

We help business owners and investors plan ownership structures that balance growth, protection, and tax efficiency — so your wealth works harder, not harder work for you.

Structure. Protection. Growth. Sorted.

07/04/2026

If you’re a property developer sitting on a multi-million-dollar portfolio, one of the biggest decisions you’ll face isn’t just what to build next, it’s when and how to exit.

Recently, we’ve been advising developers with a combined ~$6 million in assets on exit timing and structuring strategies. The goal isn’t just minimising tax, it’s balancing CGT, GST, land tax, and cashflow, while keeping broader commercial realities in mind.

The difference the right strategy can make is enormous: smoother transitions, better returns, and fewer surprises down the track.

If you’re thinking about your next move and want clarity on timing and structure, that’s exactly where we step in.

01/04/2026

You’ve built something significant, but as wealth grows, so does the complexity behind it.

What used to feel straightforward can quickly become fragmented, with multiple structures, advisers, and moving parts all pulling in different directions.

The real question becomes less about performance, and more about alignment, is everything working together in a way that supports your family, your priorities, and your long-term intent?

That’s the point where stepping back and bringing clarity to the bigger picture isn’t just helpful, it’s necessary.

24/03/2026

The countdown is on for Payday Super!

If you’re an employer, take action now to get ready so you’re prepared for the biggest change to Australia’s super system in decades.

Starting 1 July 2026, employers must pay super contributions for each payday.

Take action now by:
🔘Reviewing your payroll systems and cash flow
🔘Understanding the changes
🔘Considering whether your business can start paying super more frequently
🔘Staying informed

Visit ato.gov.au/paydaysuper for more info or get in contact with us today.

17/03/2026

Business challenges don’t always arrive with a warning.

Sometimes they arrive in the form of restructuring, financial pressure, or difficult decisions about what comes next.

We recently worked with a client navigating insolvency and restructuring issues. The conversation quickly moved beyond the immediate problem.

The real questions became:

• How do we protect the wealth they’ve built?
• What does retirement look like now?
• How do we structure things for the next chapter of life?

The work involved complex considerations across CGT, stamp duty, land tax, GST, superannuation contributions, legacy entity vesting and long-term cashflow modelling.

But the real outcome wasn’t technical.

It was clarity.

A pathway that allows the client to reset, travel and spend extended time living overseas in retirement, with their wealth properly structured and protected.

Good advice isn’t just about solving problems.

It’s about helping clients reposition their future when circumstances change.

11/03/2026

💡 Are you investing in innovation but leaving money on the table?

Many businesses are developing new products, improving systems, or investing in technology however don’t always realise these activities may qualify for the R&D Tax Incentive.

Recently, we worked with a technology business to review their development activities. By collaborating with R&D specialists and carefully substantiating the work being undertaken, the company secured an approx. $350,000 R&D tax offset.

If your business is investing in new ideas, processes or technology, it’s worth asking...

Are you making the most of the incentives available to support innovation?

Address

4/155 Denman Avenue, Caringbah
Taren Point, NSW
2229

Telephone

+61285590100

Website

https://newleafadvisory.com.au/

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