HDO Advisory designs and runs the financial architecture behind private companies, funds and families. Tax, advisory, deals, investment structures, SMSF and digital assets, held 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 and 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.
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.
Year-round compliance for companies, trusts, individuals and not-for-profits, plus the planning that happens well before 30 June.
The numbers between tax returns: reporting, cash flow and structure decisions for owner-managed businesses.
Buy-side and sell-side support on mid-market transactions, where the structure decides the outcome.
How an investment is held decides what it costs you. We design and maintain the entities that sit around property, share and private holdings.
Accounting and administration for self-managed funds: established, maintained, reported, and kept inside the rules as the fund grows.
We read wallets like we read ledgers. Tax, structure and reporting for clients holding assets on-chain.
The same process across every service: scoped in writing, agreed before it starts, and reviewed on a rhythm that suits the work.
Free, no paperwork. You describe the situation; we tell you honestly whether we're the right firm for it.
Written scope, an agreed fee basis and a named lead adviser, confirmed before any work begins.
Detailed discussion, entities and ownership set out, records and accounts brought up to date, so the starting point is agreed before anything moves.
Advice, restructures, transactions or lodgements, carried out in the sequence we set out, with progress shared as it moves.
We keep your file open. When something changes, whether a transaction, a year end or a change in the rules, we come back to you rather than waiting to be asked.
The person on your first call stays on your file. No handover to a junior after you sign.
Scope and fee basis are set out in the engagement letter. If the scope changes, we re-quote before carrying on.
Email, phone or WeChat, in English or 中文. You contact your adviser directly, and urgent matters are treated as urgent.
Positions documented against the legislation, so the file holds up if the ATO or a buyer looks at it.
Exchange CSVs, DeFi positions, NFT disposals, staking income. We have reconciled all of it against Australian tax rules before, so the conversation starts at the interesting part.
Tell us roughly what you are dealing with. We will come back to you to arrange a short call, in English or 中文, and tell you honestly what we would look at first.
Charles will read this himself and come back to you at the email address you gave. If it is urgent, call 0473 584 078.