Envision Business Advisory

Services

Finance, compliance
and growth,
handled in one place

Four areas, handled by one practice. Engagements are scoped to what you actually need — start anywhere.

Business advisory & strategy

We work closely with business owners to provide clear, practical and strategic advice that supports sustainable growth and stronger performance. Commercial insight with practical guidance, so you can improve performance, manage challenges and build long-term business value.

  • Business planning and strategy
  • Cash flow management and forecasting
  • Structuring and restructuring
  • Succession planning
  • Growth strategies
  • Performance and KPI review

Tax advisory & compliance

Tax advice should go beyond compliance. Proactive, practical solutions that help you make informed decisions, manage risk and achieve better long-term outcomes — working with you throughout the year rather than only at lodgement.

  • Tax planning and compliance
  • Business and investment structuring
  • Trusts and companies
  • Capital gains tax
  • GST, BAS and FBT
  • Superannuation
  • ATO correspondence and dispute resolution

Superannuation & SMSF advisory

Superannuation is an important part of building and protecting long-term wealth. Practical, strategic advice to structure, manage and optimise your super with your broader financial objectives in mind.

  • SMSF establishment and structuring
  • Ongoing compliance and administration
  • SMSF tax returns and financial reporting
  • Contribution and superannuation strategies
  • Pension and retirement planning

Family office

Managing wealth across generations requires more than administration. A coordinated, strategic approach that creates clarity, continuity and structure — wealth managed strategically today while supporting the long-term goals of future generations.

  • Wealth structuring and asset protection
  • Intergenerational wealth transfer
  • Investment strategy
  • Tax advisory and compliance
  • Philanthropy and legacy planning
  • Family governance and education
  • Coordination across professional advisers

Common questions

Before you get in touch

Who is Envision Business Advisory for?

Australian small and medium businesses, family groups and individuals who want an accountant involved through the year, not only at lodgement. The practice is remote and works with clients Australia-wide.

Is Envision BA a registered tax agent?

Yes. Gavin Leung Shing is a Registered Tax Agent (Tax Practitioners Board no. 26344268), a Chartered Accountant with Chartered Accountants ANZ, a Chartered Tax Adviser with The Tax Institute and a CA SMSF Specialist.

Do you set up and run self-managed super funds?

Yes. SMSF establishment, structuring, ongoing compliance and administration, annual tax returns and financial reporting, and contribution and pension strategies.

Do you give personal investment advice?

No. Envision BA provides accounting, tax and business advisory. It is not a licensed financial planner and does not recommend investment products. Where a financial adviser is needed, the practice coordinates with yours.

How is pricing set?

Per engagement, quoted after a short conversation about what you need. No packages are published. Every figure is quoted ex-GST.

Where are you based?

The practice is remote, with no walk-in office. Postal address is PO Box A26, Enfield South NSW 2133, and clients are served across Australia by video, phone and email.

Not sure which one you need?

Get in touch