MM Consultancy

Business Details

15 Years

experience

Expert Chartered Accountants in North Sydney

Established in 2011, MM Consultancy is a Chartered Accountant firm based in North Sydney, dedicated to providing tailored financial solutions for businesses, individuals, and SMSF trustees. Our expertise spans tax minimisation, wealth creation, and strategic business structuring, underpinned by over two decades of industry experience. We prioritise proactive advice, leveraging cloud accounting technologies to ensure compliance and transparency while aligning with clients' long-term goals. Our team, led by CA SMSF Specialist Mitesh Modi, focuses on resolving complex tax issues, optimising superannuation strategies, and delivering actionable insights.

With a client-centric approach, we maintain regular engagement to adapt to evolving financial landscapes, ensuring clients maximise savings without compromising compliance. Recognised for our technical proficiency and client advocacy, we serve a growing Sydney-based clientele, combining technical rigour with personalised service to transform tax liabilities into strategic financial advantages.

Services

Tax Minimisation SMSF Management Business Structuring Wealth Maximisation Cloud Accounting Penalty Negotiation Rental Property Tax ASIC Compliance Financial Forecasting

Details

Year established: 2011

Highlights and features

We offer over 20 years of experience in tax and SMSF advisory with a CA SMSF Specialist.
Our team provides proactive, client-focused advice tailored to individual financial goals.
We utilise cloud accounting to ensure real-time compliance and transparent reporting.
Our strategies have saved clients thousands annually through tax-efficient structuring.
We combine technical expertise with practical solutions for complex financial scenarios.

Associations and certifications

Chartered Accountants Australia & New Zealand

What people say

Saved thousands annually Proactive and communicative Expertise in SMSF Reversed ATO penalties Cloud accounting solutions

Website

Update Listing

Services

Tax Minimisation

Our tax minimisation strategies leverage 'NOW TAX' for immediate cash flow benefits and 'FUTURE TAX' planning for long-term savings. We identify deductions, optimise asset structures, and ensure compliance with ATO guidelines. Clients benefit from reduced liabilities while aligning tax strategies with broader financial objectives.

SMSF Management

Specialising in Self-Managed Super Funds, we offer setup, audits, and compliance services tailored to individual retirement goals. Our CA SMSF Specialist advises on investment strategies, tax-efficient withdrawals, and legislative changes. Clients gain control over their super while mitigating non-compliance risks.

Business Structuring

We guide clients through selecting optimal business structures (Sole Trader, Trust, Company) considering tax implications and asset protection. Services include ASIC registrations, GST/PAYG compliance, and growth-phase planning. This ensures businesses are legally sound and positioned for scalability from inception.

Wealth Maximisation

Our wealth creation framework spans foundational planning, growth-phase investments, and passive income strategies. We focus on asset diversification, capital gains optimisation, and retirement drawdown plans. Clients transition from wealth accumulation to sustainable income generation through tailored roadmaps.

Cloud Accounting

We implement cloud-based accounting systems for real-time financial management, including bookkeeping, cash flow forecasting, and compliance tracking. This ensures transparency, facilitates data-driven decisions, and streamlines interactions with the ATO and other regulatory bodies for businesses and individuals.

People

Mitesh Modi

Founder & Principal

CA SMSF Specialist with 25+ years' experience, Mitesh Modi specialises in tax and superannuation advisory. He holds qualifications from Chartered Accountants Australia & New Zealand and focuses on resolving complex client financial challenges.

Questions

How can MM Consultancy reduce my tax liability?

We use 'NOW TAX' for immediate deductions and 'FUTURE TAX' strategies for long-term savings through asset structuring and compliance planning.

What SMSF services do you offer?

We provide SMSF setup, audits, compliance, and investment strategy advice to optimise retirement savings under evolving legislation.

Do you assist with new business formations?

Yes, we guide entity selection, complete registrations, and explain tax obligations for sole traders, trusts, and companies.

How does cloud accounting benefit my business?

Cloud systems enable real-time financial tracking, streamlined compliance, and secure collaboration for improved decision-making.

Can you help with ATO penalty disputes?

Yes, we've successfully negotiated penalty waivers for clients through documented compliance and representation.

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Reviews (5)

Write a Review

Andrew Lewis

Jul 20, 2021 Report

Positive:Quality
Mitesh gets my returns and accounting issues solved in a friendly and prompt manner. He's adept at accounting software like Quickbooks which we use, and his advice helping set up payroll made the daunting task far easier than I thought it would be. I'd highly recommend him.

Audrey

Nov 26, 2020 Report

Mitesh is great. He is trustworthy and good person. He helped me with various matters and advice pertaining to finance and tax. A good advisor around tax and many other aspects for businesses. I do recommend him if you are looking for a good accountant

Diana Terrones

Dec 15, 2018 Report

I was lucky to be recommended to MM Consultancy six years ago. Mitesh is always interested in my business and his advice and encouragement has been very helpful. He is very accommodating to my availability and is very thorough and gives me confidence that my tax affairs are as they should be. He is clearly a very capable strategic accountant and I would recommend the full range of his services.

Gino Joseph

Sep 18, 2018 Report

Mitesh was recommended by a friend who had used his service and I was very satisfied. He was very helpful for me managing my business and personal finances, always available to have a chat on the phone, responsive with emails and overall very friendly! Thanks a lot Mitesh

Mahua Das

Jan 26, 2018 Report

I have been a client of MM Consultancy since August 2012 after having a very unpleasant experience with my previous accountant. Working with Mitesh was like a breath of fresh air. Since the beginning, he has helped me in an array of tax related matters both in business and personal spheres. His assistance goes much beyond mere submitting a tax return. I really appreciate his complete transparency, eagerness to share his vast knowledge in all areas of taxation and practical advice to save money even in complex matters. He responds to my queries promptly and makes sure that I am completely satisfied