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Accounting for investors

Accounting and tax advice for investors

I – Owen Rask – know how hard it can be to find great people who want to help you reach your goals.

When it comes to finance, that’s even harder. Why? 

It’s so confusing to know who does what, why and when to approach them. For example:

  1. An accountant can help you set up an SMSF, but so can a financial adviser. 
  2. An accountant can answer specific questions about your tax position on the first phone call, but an adviser cannot. 
  3. A mortgage broker can help you get a home loan, but can accountant may be needed to give the bank what it needs.
  4. Retirement is the domain of financial advisers, but can accountants can also explain and calculate your contributions to Super.
  5. And basically no single profession is great at doing all of them. 

That’s where we come in. To get matched with our accounting specialists, you can use the form below, test drive their services with a free call, and understand who you need in your corner. 

Whether you’re an ETF or share market investor doing a tax return, want to contribute to Super for retirement, planning to set up (or close down) a Self-Managed Super Fund (SMSF), want advice on a property sale, or need some help transitioning out of your business, our experts can help. 

Use the form below to book in a free call with our trusted accounting experts. 

Let us connect you with trusted accountants.

How it works

Fill out the form below.

We connect you directly with your accountant.

Your free call with a trusted accounting expert is booked straight into your calendar.

Get matched now

Our partner - Grey Space Advisory

Jordan Kidis

Tax Accountant, co-founder of Grey Space and business obsessed.

Danil Goloubev

Chartered Accountant, co-founder of Grey Space and dad.

Customer reviews

“Both Jordan and Danil are great to work with and extremely professional with their services, I have absolutely no problem with referring them to my clients for future services.”
– Google Review, 2024

“Excellent Service , Very professional, advised many things I did not know I could claim. Extremly happy with there service. I am very grateful I have finally found a great accountant.” 
– Google Review, 2023

“Danil and the team at Grey Space Advisory are amazing to work with! Everything from routine tax returns, company structures, SMSF, family trusts and more, no challenge is ever too difficult and the communication and speedy service is second to none! Highly recommended AAAAA+++++” 
– Google Review, 2023

“Really good team of experienced accountants. My accounts were all over the place and Grey Space helped me sort it all out and put me in a direction where I could keep on top of things. Definitely recommend.” 
– Google Review, 2024

How to find a accountant yourself

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