Apexis Advisory

Apexis Advisory provides personal and business accounting across Melbourne. Its accountants, advisers and analysts come from a range of sectors, and the firm says it aims to give straight advice even on complicated problems.

What Apexis Advisory offers

• Tax returns and compliance — personal and business tax, plus financial reporting.
• Tax planning — estimating a client's position and putting structures in place to reduce tax.
• Asset protection and succession — protecting assets and planning how a business passes on.
• Strategic advisory — reporting, forecasting and a structured process for setting business direction.
• SMSF services — end-to-end support for self-managed superannuation fund trustees.
• Virtual CFO and bookkeeping — CFO-level finance skills for small businesses, plus cloud bookkeeping, software conversions and set-ups.

Who it works with

Individuals, small businesses, organisations and SMSF trustees in Melbourne.

Key facts

• Based in: Camberwell, Melbourne, Australia
• Team: accountants, business advisers and analysts