Mora Wealth Accountants

Business Details

Trusted Accountants in Perth for Tax & Asset Protection

As established tax agents, we make compliance our top priority, allowing clients to focus on managing and growing their businesses. Our team of professional tax accountants in Perth specialises in business tax compliance, asset protection strategies, and business restructuring solutions tailored to specific goals. With a client-centred approach, we prioritise understanding unique financial needs and challenges, ensuring services align with long-term objectives. Our values of integrity, transparency, and excellence guide every interaction, supported by decades of combined experience in accounting, law, and business. We implement proactive strategies such as family trusts to safeguard assets from potential threats while minimising tax risks.

Our commitment to continuous improvement ensures we stay at the forefront of industry developments, providing effective solutions that deliver peace of mind. By focusing on tax minimisation and structural optimisation, we help clients secure their financial futures with confidence. Trust, reliability, and professionalism underpin our approach, making us a dedicated partner for financial success. We offer complimentary consultations to assess company structures and develop tailored strategies that align with growth goals while maintaining compliance. Our expertise spans business tax planning, asset protection frameworks, and restructuring guidance to navigate the complexities of the Australian tax system effectively.

Services

Business Tax Asset Protection Company Restructuring Tax Minimisation Structural Assessment

Highlights and features

We offer 17+ years of experience in asset protection and tax planning.
Our team implements unique strategies like family trusts to safeguard assets.
Client-centred approach tailored to individual financial goals and challenges.
Committed to continuous improvement and staying ahead of industry developments.
Founders have 25+ years of combined experience in accounting and law.

Associations and certifications

SAPEPAA

Website

Update Listing

Services

Business Tax

Our business tax services ensure compliance with Australian tax regulations while optimising strategies to reduce liabilities. We assess company structures, implement tax minimisation plans, and provide ongoing advisory support. Clients benefit from tailored solutions that align with growth objectives and regulatory requirements.

Asset Protection

Asset protection strategies shield wealth from risks like legal disputes and market volatility. We design frameworks using tools such as family trusts to secure assets while maintaining tax efficiency. Our approach prioritises long-term financial security and risk mitigation for individuals and businesses.

Business Restructuring

Business restructuring services align commercial goals with tax-efficient structures. We evaluate options like sole trader, partnership, or trust models to ensure compliance and future stability. Our guidance minimises tax implications during transitions while supporting sustainable growth.

Tax Minimisation

Tax minimisation strategies reduce liabilities through legal and proactive planning. We identify opportunities for savings while maintaining compliance with evolving regulations. Services include structural reviews, deductible expense optimisation, and long-term tax-efficient frameworks.

Structural Assessment

Structural assessment evaluates business models for tax efficiency and compliance. We analyse current frameworks, recommend adjustments for growth alignment, and ensure protection against future risks. This service supports informed decision-making for long-term stability and regulatory adherence.

People

Kaylene Bryant

Accredited SAPEPAA Adviser

Kaylene has 17 years of experience protecting over $2B in assets. She specialises in succession planning and estate strategies, providing tailored solutions to safeguard client wealth through complex financial landscapes.

Alex Mora

Founder

Alex founded Mora Wealth Accountants with 25 years of expertise in wealth protection and business law. His background in accounting and legal frameworks ensures clients receive strategic advice aligned with regulatory compliance and growth objectives.

Questions

What services does Mora Wealth Accountants offer?

We specialise in business tax compliance, asset protection strategies, and business restructuring solutions tailored to individual and corporate needs in Perth.

Do you offer a free consultation?

Yes, we provide a complimentary 15-minute consultation to assess your financial goals and recommend tailored strategies for tax compliance or asset protection.

How do you protect client assets?

We use tools like family trusts and custom frameworks to safeguard assets from risks such as legal disputes, market volatility, and unexpected events.

Can you help with business restructuring?

Yes, we guide clients through selecting or adjusting business structures to align with tax efficiency and long-term growth objectives while minimising risks.

What areas do you serve?

Our primary focus is Perth, supporting local businesses and individuals with accounting and financial planning services.

What accreditations do your team hold?

Our team includes a SAPEPAA-accredited adviser with expertise in succession planning and asset protection strategies.

Reviews (4)

Write a Review

Romina Flummi

Aug 19, 2021 Report

I have used Mora Wealth for quite a few years. They made my tax returns always very easy, and I was always happy with my returns. The only point of improvement I can note, is that I sometimes had to follow up on responses. All matters have been dealt with in a professional manner.

Enrique & Lauren

Aug 04, 2021 Report

We are grateful to have met and worked with Alex since 2017. From a professional standpoint, Alex is extremely knowledgeable and has helped us navigate our personal finances and various business ventures in an array of industries and locations. He is always a step ahead and always looking for opportunities to help us make the best long term decisions. From a personal standpoint, Alex is authentic and really easy to connect and work with. For us, the biggest differentiator is that he genuinely cares and will go the extra mile to understand your situation and to workout the best way forward.
We

Keith Wood

Aug 08, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
As other reviewers have mentioned, Alex genuinely cares for his clients and goes above and beyond in taking care of them. This is a guy you want in your corner. I almost wish I had to do my taxes more than once a year!

Jon P.

May 27, 2020 Report

Some years back we got hit hard with a hefty bill by the tax office, and with no apparent way out, and after a sleepless night, I got in contact with Alex. It was looking pretty grim. Alex was able to work his magic and bring it down to a fraction of what we were up for. Im glad we had Alex there to sort through it for us. And he has been there for us ever since.