Structure is strategy.
HDO Advisory designs and runs the financial architecture behind private companies, funds and families — tax, advisory, deals, investment structures, SMSF and digital assets, held together by one team.
The person who signs the advice is the person you call — no handover after you sign.
Tax, advisory, deals, investment, SMSF and digital assets — held on one file, read together.
Both systems explained in the same conversation, by the same adviser — nothing lost in translation.
A first call at no cost and no paperwork — and an honest answer either way.
Boutique by design.
Big Four training, applied at boutique scale. Senior people do the work, the scope flexes to what you actually need, and the entity chart, the tax position and the fund all sit with the same adviser.
Tax & accounting
Year-round compliance for companies, trusts, individuals and not-for-profits — and the planning that happens well before 30 June.
- Company, trust & individual returns
- Not-for-profit & ACNC reporting
- Division 7A, UPEs, distributions
- BAS, GST & payroll obligations
- ASIC & corporate secretarial
Business advisory
The numbers between tax returns: reporting, cash flow and structure decisions for owner-managed businesses.
- Management reporting & KPIs
- Cash flow forecasting & budgets
- Group structuring & restructures
- Benchmarking & profitability review
- Virtual CFO support
M&A & investment
Buy-side and sell-side support on mid-market transactions, where the structure decides the outcome.
- Financial due diligence
- Deal & holding structures
- Tax outcomes & rollover relief
- Vendor readiness & exit preparation
- Post-completion reporting & integration
Investment structuring
How an investment is held decides what it costs you. We design and maintain the entities that sit around property, share and private holdings.
- Cross-border investment structures
- Non-resident investors & withholding
- Property & asset holding entities
- Investor reporting & distributions
- Working alongside your legal and lending advisers
SMSF administration
Accounting and administration for self-managed funds — established, maintained and reported, and kept inside the rules as the fund grows.
- Fund establishment & rollovers
- Annual accounts & fund tax return
- SIS Act compliance & reporting
- Pension phase & member reporting
- Liaison with your independent auditor
Digital assets
We read wallets like we read ledgers. Tax, structure and reporting for clients holding assets on-chain.
- Crypto CGT & trading positions
- Token & entity structuring
- Treasury & wallet reconciliation
- Staking, airdrops & DeFi yield
- Record-keeping & ATO review support
From first call to standing adviser.
The same process across every service — scoped in writing, agreed before it starts, and reviewed on a rhythm that suits the work.
15-minute intro call
Free, no paperwork. You describe the situation; we tell you honestly whether we're the right firm for it.
Scope & engagement letter
Written scope, an agreed fee basis and a named lead adviser, confirmed before any work begins.
Groundwork
Detailed discussion, entities and ownership set out, records and accounts brought up to date — so the starting point is agreed before anything moves.
Deliver the work
Advice, restructures, transactions or lodgements — carried out in the sequence we set out, with progress shared as it moves.
Stay across it
We keep your file open. When something changes — a transaction, a year end, a change in the rules — we come back to you rather than waiting to be asked.
Four commitments, in writing.
One named adviser
The person on your first call stays on your file. No handover to a junior after you sign.
Fees agreed before we start
Scope and fee basis are set out in the engagement letter. If the scope changes, we re-quote before carrying on.
Reachable when it matters
Email, phone or WeChat — in English or 中文. You contact your adviser directly, and urgent matters are treated as urgent.
Work built to be examined
Positions documented against the legislation, so the file holds up if the ATO or a buyer looks at it.
An accountant who already speaks chain.
Exchange CSVs, DeFi positions, NFT disposals, staking income — we've reconciled them against Australian tax rules before, so the conversation starts at the interesting part.
Start with 15 minutes.
A short call, in English or 中文. Enough for us to understand the structure and tell you what we'd look at first — or that you don't need us yet.