Keep It Simple.
We believe financial clarity shouldn't be complicated. As a Chartered Accountant and registered tax agent, I remove the noise, untangle the complexity, and give you straightforward advice that helps you move forward with confidence.
From personal tax returns to complex business structures, we handle every engagement with the same commitment: clear communication, meticulous accuracy, and zero unnecessary complexity.
Personal lodgements handled with care — maximising your refund while keeping you fully compliant with ATO requirements.
End-to-end financial management for small to mid-size businesses — bookkeeping, BAS, payroll, and year-end reporting.
Smart structuring strategies to protect your personal and business assets — so what you've worked hard to build stays secure.
Proactive strategies tailored to your situation — so there are no unpleasant surprises when June rolls around.
Full compliance and audit support for self-managed super funds, keeping your retirement savings on track and protected.
Trusted counsel on business structure, growth strategy, and succession planning — from a partner who genuinely understands your business.
"Clarity is not a luxury. It's the foundation of every good financial decision."
We strip away jargon and present your finances in plain language — because you deserve to understand exactly where you stand.
We don't wait for problems to surface. We stay ahead of legislative changes so your affairs are always in order.
Every recommendation is guided by your best interests — not commissions, not complexity for its own sake.
Simona is a Chartered Accountant, a member of Chartered Accountants Australia and New Zealand, and a registered tax agent with more than 13 years' experience in tax, accounting and audit. Before founding Tax Zen Accountants, she worked in public practice and specialist audit firms, looking after everyone from sole traders to multi-entity groups with turnover above $10 million, across companies, trusts, partnerships, SMSFs and individuals.
Simona works with small businesses across a wide range of industries, including real estate, construction, management rights, retail and allied health. She advises on business structuring, asset protection and estate planning, working alongside clients' financial planners and lawyers so every part of the plan fits together. As the holder of a full Queensland real estate licence, she also understands property and management rights businesses from the inside.
A fluent Mandarin speaker, Simona has helped many new migrants find their feet when they first arrive in Australia, from setting up their tax affairs to understanding their obligations and getting their businesses off to the right start. She works closely with every client so they understand their numbers all year round, not just at tax time.
We've designed our engagement to be as frictionless as possible. From your first call to your final lodgement, you'll always know exactly what's happening and why.
A no-obligation conversation to understand your situation and outline the best path forward.
A clear scope of work with transparent, fixed fees — no hidden charges, no billing surprises.
We handle everything efficiently, keeping you informed without drowning you in paperwork.
A straightforward summary of results, next steps, and how to make the most of your position.
Plain-language updates on the changes that matter to you. Every situation is different, so talk to us about how they apply to yours.
Tax Reform
From 1 July 2027, the 50% CGT discount is replaced by cost base indexation with a minimum 30% tax on capital gains, and negative gearing is restricted for established homes bought after Budget night (12 May 2026). Gains accrued before July 2027 keep the discount and earlier purchases are grandfathered, so now is the time to review your portfolio.
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Superannuation
Since 1 July 2026, employers must pay super at the same time as wages, with contributions reaching employees' funds within seven business days. We can help you check your payroll processes and cash flow so you stay compliant.
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SMSF
From 1 July 2026, extra tax applies to realised earnings on the part of a total super balance above $3 million, with a higher rate above $10 million. Both thresholds are indexed and the first balances are measured at 30 June 2027, so there is still time to plan.
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Small Business
Small businesses with aggregated turnover under $10 million can immediately deduct eligible assets costing less than $20,000 each, now on an ongoing basis from 1 July 2026. Timing purchases well and keeping good records helps you get the most from it.
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Individuals
From the 2026–27 income year, eligible employees receive a $1,000 standard deduction for work-related expenses without needing receipts. If your actual expenses are higher, claiming them may still be worth it — we'll help you work out which suits you.
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Start-Ups
The structure you choose when starting a business affects your tax, liability, and growth potential for years to come. We guide you through sole trader, partnership, company, and trust options — in plain English.
Ask us about thisWhether you have a quick question or you're ready to hand over your finances entirely — we'd love to hear from you. The first consultation is always free.
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Book a free 30-minute consultation. No obligation, no jargon — just a straightforward conversation about how we can help.
