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Tax & Business Advisory

Your successful business starts here

Running a business means navigating many decisions to ensure its operational, financial and ongoing success. If you’re not a business expert, it’s easy to get lost.

Your priority is your valued clients and customers. So while you focus on providing them with the best service, we can help steer your business towards success.

We can decipher your goals, analyse your operation and provide clear advice on how to optimise its performance.

Our integrated service ensures you have the right advice, at the right time to put the right structures and systems in place. Whether you are looking to acquire a business, start one of your own, or expand your company further.

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Confused about how to start a business or run it better?

We’ll steer you in the right direction.

With our experienced team on your side, you’ll be able to:

  • Efficiently establish your business, with the right entity structure and systems in place
  • Confidently embark on acquisition processes, with reliable due diligence, risk management and operational insight
  • Easily navigate the complexities of cashflow management, account management and tax obligations
  • Leverage the skills of a Virtual Finance Officer to provide essential guidance on how to run your business and ensure it operates to your best interests

We’ll partner with you and coach you through the process so you can build your business acumen over time.

Starting your own business is an exciting milestone. But how should you best structure the organisation?

There are many options, including sole trader and private company entities. We can discuss your goals and business operations, and recommend the best structure to suit your immediate and future needs.

Transitioning from the world of employment to business ownership also requires:

  • Establishing your ABN and other business registration requirements
  • Setting up group entities, depending on the structure you choose
  • Implementing systems for accounting management, such as Xero
  • Understanding the processes needed to support your individual business and compliance needs

Thinking of acquiring a business? Or perhaps establishing a new practice? Do it with confidence.

Doctors and other medical professionals often buy an existing business rather than starting their own from scratch.

Embarking on the acquisition process with our step-by-step approach is easy. You’ll have all the checks and balances in place, including:

  • Completing due diligence processes
  • Knowing how to structure and price the purchase
  • Forecasting accurate cashflow
  • Understanding any tax implications for new operations

With the successful purchase in place, you’ll be ready to open the doors with a prosperous business model in place.

Devote your time and energy to your career, while we take care of your essential accounting and tax needs.

Set you and your business up for success with our flexible and scalable accounting solution.

We can efficiently manage:

  • Bookkeeping and reporting: ensuring you meet your obligations for business activity statements (BAS) and GST requirements, as well as keep your accounts and bank reconciliations accurate and up-to-date
  • Tax compliance: fulfilling annual tax requirements including annual entity accounts and individual tax returns
  • Advice: benefit from expert tax planning to minimise negative tax outcomes through early intervention strategies

Is it time to get a handle on the day-to-day management of your business finances?

We can partner with you to ensure your business plan and activities are tracking in the right direction.

Our skilled experts will:

  • Review your business plan and competitive advantages
  • Ensure sufficient cashflow to meet lending, creditor and tax obligations
  • Facilitate efficient and effective payment systems
  • Analyse business performance to confirm you’re meeting your personal and business goals

Reap the rewards of calling on a strategic financial champion for your business

Many small businesses don’t have the capacity for a full-time financial specialist to be on staff. But they desperately still need the financial leadership and strategic advice.

We can provide high-level guidance on what can be optimised in your business over time.

You’ll rest assured, knowing that your financial affairs are taken care of in the most efficient way possible.

A team that’s striving to succeed

I can honestly say I feel I have a team of experts on my side that are wanting and striving for me to succeed as much as I want to.

Jody Kirk

Introducing our Tax & Business Advisory team

Abraham-Aguilan: Tax and business advisory services, Wealth Management advice
CEO & Managing Director

Abraham Aguilan

Abraham has always been passionate about helping others. He has dedicated his career to the finance sector, working for powerhouse institutions like AMP, Colonial First State, Comminsure and FuturePlus Financial Services, before transitioning to be a financial advisor in 2010.

He loves helping people (and their businesses) to strategically build their wealth and pursue the life of their dreams. Seeing others succeed brings him immense joy.

Abraham started with Infusion360 in 2015 and has helped transform the once-humble family business into Affluens360. Since moving into the role of Managing Director and CEO in 2022, Abraham has made it his mission to help Affluens clients secure their futures by empowering them to make smart financial and investment decisions, based on best-practice, integrated advice.

He's dedicated to excellent customer service and champions the professional development of the team. He’s also a loving dad and doting husband, who enjoys travelling and spending time with family.

Affluens360 would not be what it is today without his leadership, vision and drive.

Affluens Robert Greves
Tax Specialist Consultant

Robert Greves

Bob is serious specialist in the sector and leads our tax, accounting and business advisory services. He has more than 30 years of experience working in the Chartered Accountant and financial services industries. He’s highly skilled across tax, financial management, business advisory and team leadership and specialises in working with medical professionals and their unique needs.
Bob enjoys providing the highest level of service, outstanding strategic advice and identifying new opportunities. He has a warm, personable and knowledgeable approach to help people, their families and businesses prosper.

Bob has a Bachelor of Business/Commerce degree from the University of Queensland and is a member of Chartered Accountants ANZ.

In his spare time, Bob works on his fitness and personal development through rowing, contemplates the meaning of life by watching his children grow and, at times, follows a few equine athletes in which he has some small economic interest.

Senior Tax Manager

Mohan Sathyanarayana

Mohan has a Master’s Degree in Accounting from QUT. He’s a seasoned accounting professional, with extensive experience working with small to listed companies, meeting all their accounting, reporting, structuring and tax needs.
With over 12 years of experience in business advisory, accounting and tax, he has helped hundreds of businesses thrive. Mohan is a patient and easy-going professional, always ready to help others achieve their dreams.

Outside work, he enjoys indoor rock climbing, trekking and camping, as well as volunteering.

Tax Accountant

Fatemeh Hajiloo

Fatemeh is new to the Affluens360 team! She is results-oriented and detail driven with 2 years of experience in a public accounting firm and prior experience in commercial industries. She has proven expertise in tax research, financial reporting and compliance. She is proficient in Xero, Quickbooks and MYOB and is thrilled to work with our clients and assist them with their accounting needs. Fatemeh is learning to play the piano and loves to spend time with her maltese puppies.
Senior Tax Manager

Jane Chen

Jane is new to the Affluens360 team, but brings a high level of expertise as a tax accountant, specialising in compliance, reporting and income tax planning. She has an extensive background as a chartered accountant. She enjoys different challenges each day, interacting with our wide range of clients, making a positive impact on their business and helping to optimise tax strategies. Jane loves collaborating as part of a dynamic team.
Practice Administrator

Linh Vu

Linh brings valuable experience collaborating with medical professionals in a healthcare setting. Her passion for achieving success is evident as she thrives on challenges, employing a proactive and determined approach to overcome obstacles in both professional and personal domains. Beyond her motherly duties, Linh finds joy in spending time outdoors, indulging in reading, and exploring the culinary world.

Browse our other financial planning services

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