Tax · SMSF · Wealth Management
Beyond Ordinary Tax Solutions
Sam Zhao & Co partners with Melbourne business owners and investors to structure, grow, and transfer wealth — from your first business structure to the legacy you leave behind.
The Owner's Journey
01
02
Grow
Building wealth inside and outside super through specialist SMSF structuring and wealth management.
Structure
03
04
Establishing your business entity and tax-smart structuring to ensure a solid foundation for growth.
Transition
Strategic planning for exit, CGT, and timing to protect the wealth you have created.
Transfer
Intergenerational wealth transfer planning and succession strategies for your family business.
SMSF Specialist Advisors
Serving Melbourne's business owner & investor community
Bilingual service — English & Chinese
An advisory relationship, not a transaction
Our Specialist Services
SMSF & Wealth Management
Specialist self-managed super fund structuring and ongoing administration, built around your investment strategy and retirement goals.
Tax Advisory & Compliance
Income tax preparation, GST/BAS compliance, and strategic structuring for business entities and trusts.
Tax Planning
Strategic year-end planning, CGT concessions, and super contribution timing to maximize your wealth growth.
Estate Planning
Succession planning, testamentary trusts, and intergenerational wealth transfer strategies for family businesses.
Business Advisory
Entity selection, cash flow forecasting, and growth advisory for Melbourne's business owners.
An integrated view of your tax and wealth
We provide a holistic approach to tax and wealth management, ensuring your business and superannuation strategies are aligned for long-term growth and legacy.
Specialist SMSF Depth
Expert structuring and ongoing administration tailored to your specific investment strategy and retirement goals.
Bilingual Service
Providing clear communication for Melbourne's Chinese-speaking business community, bridging the gap between English and Chinese.
Life-Cycle Relationships
Building long-term advisory relationships focused on your business journey, not just transactional tax preparation.