Soothing Care Dental
Background
Dr Frank is a specialist dentist and owns successful dental practices in Rozelle and Blacktown which provide general and cosmetic dentistry.
Dr Frank’s wife, Dr Azadeh is a psychiatrist based in Rozelle who is also a client of ADX Accountants.
How We Added Value
When ADX Accountants first met with Dr Frank and Dr Azadeh, they both had successful businesses, however their structure was not set up to provide them with the best tax outcome and a high level of asset protection. All company shares were held in their personal name and company directorships exposed them to unnecessary risk.
ADX Accountants assisted with a restructure which included the establishment of a family trust, a service trust and corporate beneficiary. This improved structure greatly increased the level of asset protection and allowed for greater tax efficiency amongst the family. It also allowed the family to build wealth outside their businesses.
ADX Accountants assisted with estate planning by reviewing their wealth and superannuation structure and implementing a tax effective plan for retirement.
Client Testimonial
ADX Accountants have been pivotal in ensuring the accuracy of our financial records and offering valuable insights for strategic decisions. They have been our accountants for 15 years and have provided exceptional services to me and our business over this time.
What sets ADX Accountants apart is their friendly and personable approach, creating a true partnership. Working with ADX has been a joy; their always accessible and accommodating nature, along with a commitment to excellence, has been invaluable. Beyond addressing our accounting needs promptly, ADX Accountants has educated us on maximizing returns.
To anyone considering ADX Accountants , I wholeheartedly recommend their services. They are not just accountants; they are partners invested in our success.
Dr Azadeh Azadi
Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by ADX Accountants, its related entities, agents and employees for any loss arising from reliance on information within.