About Us

Our team of SMSF and trust specialists includes Chartered Tax AdvisersTM and Certified Financial Planners.

Finding professionals who are at the full front of continuous changes in Australian income tax laws can be extremely challenging for the individual or business owner. The challenge of finding a skilled and qualified professional is especially acute for professionals like doctors who may be affected by the Personal Services Income (PIS) regime. The team at Epic Tax and Financial Services has a wealth of knowledge in all areas of taxation laws.

Practice structures
Service trusts
Capital gains tax issues
trategic tax planning (personal and business)
Business structuring
Corporate tax
Tax education

Our service model

With your permission, we can act as the conduit to your universe of financial needs. We do so by working with your other professionals or our own internal allied professionals to bring you the solutions and services you need in taxation, accounting, banking, lending, strategic advice, investments and insurance.

We provide specialist accounting, bookkeeping, and tax advisory services that are tailored to the unique needs of the medical and service professionals. For a busy accountant or financial planner, we act as your back office team for all trust services.

Satisfied Clients

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Our Engagement Process

Step 1 – understanding our your needs

We take all the time to understand your personal and/or business needs, values and objectives and take stock of services you currently receive from unrelated professionals.

Step 2 – Assessment

We then assess the valued you received from these services and their cost to you. The idea is that you should treat yourself as a single entity and should assess the total cost of professional services you receive like accounting, taxation, financial planning, and lending services as it is you who pay these costs, directly or indirectly.

Step 3 – service proposition

We then work out a service proposition for you and assign/introduce you to a dedicated team of professionals who will work together for you on your goals, so that you receive integrated and high quality services from the one group of professionals so that you only have to provide information once. This saves you time and money.