Build long-term wealth with strategies for investing, saving and managing your cash flow.
Superannuation
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We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Protect what matters most with insurance, estate planning and strategies for life's moments.
Plan for a comfortable retirement with personalised strategies for every stage of later life.

Our investment solutions are designed to help you build, protect and grow your wealth.
Discover our investment philosophy, meet our team and explore the strategies that help clients invest with confidence.

Expert lending advice to help you finance your next home, investment or business opportunity with confidence.
Finance your next home or investment property with tailored lending solutions.
Review your current loan and explore opportunities to reduce repayments or unlock equity.
Funding solutions to help your business grow or expand with finance tailored to your needs.
Understand how LMI can help you secure a home loan.

Expert accounting services and tailored advice to support your financial success and help your business thrive.
Tax returns, planning and advice tailored to your individual financial situation.
Accurate, reliable bookkeeping to keep your records organised and up to date.
Complete SMSF administration, accounting, and audit to keep your fund compliant.
Discover how we began and where we're going.
The principles that guide everything we do.
Meet the people dedicated to your success.
ACCOUNTING On THE GOLD COAST
Located in Upper Coomera, our Gold Coast team provides proactive accounting, taxation and business advisory services to individuals, investors and businesses across the northern Gold Coast growth corridor, including Coomera, Pimpama and Helensvale. As one of Australia's fastest-growing regions, the Gold Coast presents unique opportunities and challenges for business owners, property investors and professionals, and our team is committed to helping clients navigate them with confidence.
We work closely with a diverse range of clients, including property investors and developers, tourism and hospitality operators, tradespeople, health and wellness professionals, and growing small businesses. Whether you're managing an Airbnb portfolio, operating a seasonal tourism business, launching a new venture, or balancing personal investments alongside your business interests, we provide practical advice tailored to your circumstances. Our team understands the local tax landscape, including Queensland-specific considerations such as land tax, payroll tax and GST obligations for tourism-related businesses.
What sets us apart is our approachable, education-focused approach. We believe in helping clients understand the strategies behind their financial decisions, not just completing compliance requirements. Through close collaboration with our financial planning team, we support clients at every stage of their journey, from setting up their first business or investment property through to building wealth, growing business operations and planning for the future.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius fringilla finibus.
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Our Gold Coast team understands the unique opportunities that come with living and doing business in one of Australia's fastest-growing regions. Based in Upper Coomera, we work with a diverse range of clients, including property investors, developers, tourism and hospitality operators, tradespeople, health professionals, and growing small businesses. Many of our clients are focused on building wealth while enjoying the Gold Coast lifestyle, often balancing business ownership with investment properties and long-term financial goals. We help simplify the complexity by providing practical advice that keeps their tax, business and wealth strategies aligned.
With strong experience in industries that drive the local economy, we understand the challenges faced by Gold Coast businesses and investors. From managing GST and cash flow for hospitality and tourism operators to helping property investors structure their affairs effectively and navigate capital gains tax considerations, our team provides proactive guidance tailored to each client's circumstances. We also support many individuals and businesses relocating to the region, helping them establish the right structures and compliance processes from the outset.
What sets us apart is our commitment to building long-term relationships and delivering advice that goes beyond annual tax returns. We take the time to educate our clients, explain strategies clearly, and identify opportunities to improve their financial position. Through our close collaboration with financial advisers across the Count network, we can help coordinate your accounting, taxation and wealth-building strategies, giving you confidence that every aspect of your financial future is working towards the same goals.
Investment property tax involves rental income, deductions (interest, maintenance, depreciation, capital works), capital gains tax on sale, and land tax. Multiple properties create complexity around the holding structure (personal name, company, trust, SMSF) and the interaction of negative gearing rules. We can help you plan the structure and ongoing treatment.
Hospitality and tourism businesses are generally registered for GST and need to collect GST on most sales while claiming credits on most purchases. BAS reporting frequency depends on turnover. We help businesses meet their reporting obligations and use the data for cash flow planning.
Each structure has different tax, asset protection, and flexibility implications. Personal ownership is simple but offers less flexibility and protection. Companies have a flat tax rate but lose the 50% CGT discount on long-held assets. Trusts offer flexibility but cost more to run and have specific tax rules. The right structure depends on your goals and circumstances.
Depreciation deductions include capital works (the building structure, generally at the rate set by the ATO over a long period) and plant and equipment (fixtures and fittings). A quantity surveyor's depreciation report identifies the eligible deductions. New properties typically have higher depreciation deductions than older ones.
The small business CGT concessions can substantially reduce or eliminate capital gains tax on the sale of an active business asset, if certain conditions are met. The conditions involve the size of the business (turnover or asset value), the type of asset, and the use of the asset. Getting the structure right well before sale matters.
At minimum, annual tax returns and the preparation of property income and expense schedules. Beyond that, value comes from proactive advice on tax timing, structure reviews as the portfolio grows, and planning for any eventual sale or restructure.
Lynne
We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.
Greig & Chris
Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.
Julie & Garry
I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.
Lyn & Justin
Thelma
Case study 1
Situation
A new client came to us after receiving an unexpected tax assessment that resulted in a substantial tax liability for the 2022 financial year. As a FIFO worker with overseas employment income, their tax affairs were more complex than a standard tax return. Following a detailed review of their circumstances and the return prepared by their previous accountant, we identified errors in how the overseas income had been reported, resulting in an amended assessment and a significant tax debt.
What We Did
With the deadline to challenge the assessment approaching, our team acted quickly. We conducted a comprehensive review of the client's tax position, identified the issues within the original return, and developed a strategy to correct the errors. We then worked directly with the ATO to request a reassessment, ensuring the client's overseas income was treated appropriately and that all available tax offsets and concessions were correctly applied. Throughout the process, we kept the client informed, explaining the technical issues in plain language and guiding them through each step with confidence.
Outcome
The reassessment resulted in the client's tax position being corrected, eliminating the significant tax liability and ultimately producing a tax refund. More importantly, the client gained peace of mind knowing their affairs had been properly reviewed and managed. This case demonstrates the value of seeking professional advice when dealing with complex tax matters. A thorough review and proactive action can make a substantial difference, particularly when strict deadlines and international income arrangements are involved. This version feels more professional and client-focused for a website, while avoiding the potentially risky headline claim of "From $40,000 Tax Bill to a Refund" and instead emphasising the expertise and process behind the outcome.
Case study 2
Situation
An existing client was excited to purchase their first home and had already signed the contract when they encountered an unexpected obstacle. As settlement approached, their lender declined the finance application due to concerns around borrowing capacity, putting the entire purchase at risk and creating significant stress for the client.
What We Did
Recognising the urgency of the situation, we acted quickly and worked directly with the lender to review the client's financial position. As a business owner, the client's income was more complex than a standard salary arrangement, and the initial assessment had not fully reflected their true financial capacity. Our team conducted a detailed review of the business financials and provided additional information and supporting documentation to give the lender a clearer understanding of the client's income and overall financial position. We liaised closely with all parties involved to ensure the application was reassessed as efficiently as possible.
Outcome
Following the reassessment, the lender approved the finance application in time for settlement to proceed. The client was able to complete the purchase and move into their first home without losing the property they had worked so hard to secure. This case highlights the value of having experienced advisers who can step in when challenges arise, advocate on your behalf, and help find practical solutions under tight deadlines.
Contact us today
Enquire today to see how we can help.