WEALTH ACCELERATION • NOT JUST ACCOUNTING
Your Business Is Profitable. But Are You Wealthy?
We don’t just reduce your tax bill. We architect wealth systems that turn business profit into generational assets—for business owners, SMSF trustees, and medical professionals who refuse to settle for “comfortable.”
Three Pathways to Wealth Acceleration
Choose the strategic pathway that matches your wealth ambitions
Business Wealth Acceleration
Turn profit into wealth. Tax architecture, asset protection, and wealth extraction strategies for business owners earning $300K+ who want to build generational wealth, not just a bigger bank balance.
Explore This Path →
SMSF Wealth Optimisation
Make your super work harder. Strategic SMSF structuring, property investment strategies, and tax-efficient wealth accumulation for trustees with $250K+ who want control and maximum growth.
Explore This Path →
Medical Professional Specialists
Accounting built for your career. Practice structuring, income splitting, and wealth strategies for GPs, specialists, and dentists earning $200K+ who need expert guidance.
Explore This Path →
Business Owners, Does This Sound Familiar?
01
Standard Generic Advice
Your accountant gives you the same advice they give everyone else. No strategy. No vision. Just “here’s your tax bill.”
02
Always On The Back-Foot
You’re making decisions in the dark, waiting weeks for your accountant to respond while opportunities slip away.
03
Paying Tax Like an Employee
You’re earning $300K+ but paying tax like a wage earner. No structures. No strategies. Just maximum tax.
THE BEYOND DIFFERENCE
We Don't Just Do Tax. We Architect Wealth.
Strategic
Not Reactive
We architect your wealth 12 months ahead. Tax planning, structure design, trust management, and strategic moves before the financial year ends, not after.
Most accountants: Lodge your return, send you a bill.
Beyond Taxation: Build your wealth system, then handle compliance.
Wealth-First
Compliance Handled
Compliance is the baseline—we handle it flawlessly. But we don’t stop there. We design tax-efficient structures, SMSF strategies, and asset protection systems that turn profit into generational wealth.
Most accountants: Keep you compliant, bill you.
Beyond Taxation: Keep you compliant AND make you wealthy.
Exclusive
Boutique Partnership
We work with a select group of business owners, SMSF trustees, and medical professionals who value strategic partnership over cheap hourly rates. You’re not a file number, you’re a client we invest in.
Most accountants: 500+ clients, cookie-cutter advice.
Beyond Taxation: Boutique practice, bespoke strategies.
REAL CLIENTS. REAL RESULTS.
We Don't Just File Returns. We Build Wealth Systems.
Joy Ford, CPA
Principal & Wealth Architect
Joy is the Founder and Principal of Beyond Taxation, located in Parramatta, Sydney. She started Beyond Taxation after meeting many people who felt that they were not getting value for money or the level of services they wanted from their existing business accountants. Beyond Taxation offers streamlined and cost-effective accounting solutions for time poor professionals, executives and business owners with services ranging from business registration, family trust and Self-Managed Super Fund (SMSF) establishment to asset protection, cash flow forecasting, bookkeeping and tax planning.
Qualifications & Expertise:
✓ CPA & Registered Tax Agent
✓ CPA SMSF specialist
✓ Financial Planner (SMSF)
✓ 20+ years’ experience in accounting, taxation & SMSF
✓ Certified Xero Advisor & Class Super expert
✓ Master of Accounting (Macquarie University)
✓ Bachelor of Business (Financial Planning, RMIT)
HOW WE HELP
Three Pathways. One Mission: Your Wealth.
Business Wealth Acceleration
For business owners earning $300K+ who want to build generational wealth, not just a bigger bank balance.
What we do:
• Strategic tax planning 12 months ahead (not reactive lodgements)
• Business structure optimization (trusts, companies, hybrid models)
• Profit extraction strategies that minimize tax
• Asset protection frameworks
• Succession and exit planning
• Director loan strategies
• Dividend vs. salary optimization
Who this is for:
Business owners tired of paying tax like employees and ready to architect wealth systems.
Investment: Custom pricing based on complexity. Book a consultation to discuss.
SMSF & Wealth Creation
Complete SMSF solutions to help you retire early, safely knowing your Self-Managed Super Fund is working for you.
What we do:
• SMSF set up, registration, and administration
• Superannuation contribution strategies and taxation advice
• SMSF Property limited recourse borrowing arrangements (LRBA) advice
• Transition to retirement strategies and pension commencement
• Preparation of financial reports and annual income tax returns
• Managing compliance requirements including audits, trust deeds and death benefit nominations
• Estate planning and asset protection
Class Super Integration:
We use Class Super online cloud accounting software, which allows you to easily access your super fund investments any time you need. Get up-to-date market information including pricing, asset allocation distributions, dividends, fully automated transactional data feeds from banks, brokers and wraps, and review your total pension payments and superannuation contributions year to date.
Four simple tasks to retire wealthy:
1. Get Super Working for You – Gain more direct and greater control of your long-term finances
2. Offload the Admin– Let our experts handle compliance, tax returns, annual audits and day-to-day paperwork
3. Invest How You Want – Choose only the investments that work for you
4. Get Expert Advice – We’re on-call to help with property investments, strategies, or any questions
Who this is for:
SMSF trustees who want greater control over their retirement and strategic wealth creation, not just compliance.
Note: View our Financial Services Guide
Medical Practitioners
Integrated financial solutions designed specifically for doctors and dentists.
What we do:
• Business Structure for Tax Efficiency
• Tax Planning advice before EOFY
• Super Contribution and Pension strategies
• Retirement and Estate Planning
• Debt and Finance Management
• Risk management and Asset Protection
• Automated and paperless bookkeeping system
• Building investment portfolio with shares, properties and more
Why medical professionals need specialised advice:
As a medical professional, it’s all too easy to get caught up in your day-to-day work and forget to plan ahead for your financial future. One day you will want to step back from your medical practice and reap the rewards of your years of hard work.
The key to building wealth and financial security is turning your income into productive and protected assets that produce passive income whether you are working or not. Choosing the right assets and investment structures is crucial.
Our approach:
Beyond Taxation offers integrated financial, accounting and business advice to medical practitioners. By meeting with one of our qualified specialists, you will have confidence that you are on track to accumulate enough income-producing assets to provide comfortably for you in retirement. You can also be proactive with your tax planning to reduce what is for many doctors, their number one expense.
Who this is for:
Doctors, dentists, and medical professionals who want to focus on their practice while building long-term wealth and financial security.
Looking for a second opinion? We deliver the level of services you deserve!
Accounting & Taxation Services
Core accounting and taxation services for businesses and individuals.
What we do:
• Bookkeeping
• BAS preparations and lodgements
• Annual financial reporting
• Fringe benefit tax compliance, advice and lodgements
• ASIC and corporate compliance
• Year-end tax planning
• Capital gains tax advice
• Payroll tax services
• Cloud computing & Xero Certified Adviser
• Budgeting for cashflow and profitability
Xero Integration:
We use Xero online accounting system designed for small businesses to work in real time alongside their accountants. Xero provides automatic daily bank feeds, real-time view of your finances and ensures books stay updated. No software to install—manage finances in the office or at home via Mac, PC, tablet or phone.
Who this is for:
Business owners and individuals who want streamlined, cost-effective accounting with real-time access to their financial data.
Business Services
Strategic business support to help you make the right decisions and improve your bottom line.
What we do:
• Business performance reviews
• Business structure & restructures advice
• Business development and planning
• Accounting software setup
• Cash flow forecast
• Profit and Loss forecast
• Benchmarking and KPI review
• CFO Advisory Service
Our approach:
Focus on the growth of your business while leveraging our breadth of knowledge and years of experience. Offload the heavy-lifting when it comes to management of development, planning, and benchmarking. Take control of your accounts and free yourself to concentrate on building the business.
Who this is for:
Business owners who want to turn their small business into a thriving success with expert guidance at every step.
You've Built a Successful Business.
Now Let's Build Generational Wealth Around It.
Book a complimentary 30-minute Strategic Wealth Consultation with Joy. We’ll review your current structure, identify tax-saving opportunities, and show you what’s possible when you work with a wealth-obsessed CPA.
No obligation. No sales pitch. Just strategic clarity.
✓ CPA SMSF Specialist • ✓ 20+ Years Experience • ✓ Parramatta, Sydney