Tax Advisory
Tax strategy without surprises.
We see tax as more than compliance – it’s a powerful lever for building long-term wealth and stability. At Satori, we combine proactive planning with insight across wealth, tax and lending to help you make smarter, more connected financial decisions. It’s all the proactive work you wish your accountant had the time to do!
Our approach goes beyond completing returns. We focus on structure, timing and strategy – so you can reduce risk, manage cash flow and stay one step ahead of the ATO.
We help:
- Individuals
- Families
- Businesses – big and small
- Investment vehicles
- Self-Managed Super Funds
Tax optimisation:
- ATO Management
- ASIC Management
- BAS, IAS, PAYGI and the full suite of services to meet your ATO obligations
- Income Tax Returns
- Financial Statements
- Fringe Benefit Tax Returns
Tax advice:
- Dividends and Franking Credits
- Div 7A
- Capital Gains Tax
- Payroll
- Employee Share Purchase Plans
- Income and Capital Loss Utilisation
- Entity Establishments – Companies, Trusts, SMSFs
- End of Financial Year Tax Planning
- R&D Tax Incentives
- Digital Cash Flow Trackers to reduce tax surprises
- Shareholder Agreements
- Government Grants
- Intellectual Property
- Leadership Team curation
- Executive Coaching
Frequently Asked Questions
How is Satori’s approach to tax different from a traditional accountant?
We go beyond compliance. Our tax specialists work alongside our wealth and lending teams to ensure every financial decision supports your broader goals. It’s about strategy – not just returns.
When is the best time to start tax planning?
The best results come from planning early, not at year-end. We review your position throughout the year to help reduce tax surprises and uncover opportunities for smarter structures and timing.
Do you work with business clients as well as individuals?
Yes. We support individuals, families and businesses of all sizes – from small enterprises to complex investment structures – with proactive, integrated tax strategies.
Can you manage my ATO obligations directly?
Absolutely. We handle ATO correspondence, lodgements and reporting on your behalf, ensuring everything stays compliant and stress-free.
Simplify your tax. Strengthen your strategy.
Get proactive about tax planning and discover how integration with wealth and lending decisions can drive better outcomes.