SMART STRUCTURES. STRATEGIC SUPPORT.

SIMPLIFIED SUCCESS.

How can we help?

Accounting & Tax Planning

Compliance and tax planning for business, family and investment structures.

Management Accounting

Tailored and holistic approach to payroll, bookkeeping and financial reporting services.

Restructuring & Asset Protection

Protection strategies that put a wall between your business and personal assets.

Self-Managed Super Funds & Family Trusts

Build for your retirement, protect your legacy, and grow generational wealth.

Succession Planning

Handover to the next generation with confidence. From ownership structures to tax implications, we guide you through every aspect of the process.

Business Consulting & C-Suite Services

Strategic advice and tailored support for every stage of your business growth.

Financial Reporting & Forecasting

Stay in control of your business performance, plan with purpose, and prepare for what’s next.

Sale of Business

We help you navigate the sale of your business with confidence, ensuring the result reflects the true value of your hard work.

AML/CTF Laws & Client Verification

From 1 July 2026, new AML/CTF laws require accounting and legal professionals to verify the identity of clients before providing certain services.

If identity verification is required, our team will guide you through a simple, secure process before work begins.

If you have any questions, please refer to our support pages below, or contact your Aintree Group adviser.

Verification Support for Accounting Clients

About AML/CTF

Login to your Client Portal via Karbon

Our client portal is a secure online management system that allows you to easily and safely send, receive and store all of your accounting and tax information online!

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Did you know there are new obligations for tax agents and their clients?

Make sure you’re across all these new changes from 1 July 2025.

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About Aintree Group

Aintree Group is a national integrated professional services firm with offices in Melbourne and Sydney.

We deliver accounting, legal, wealth and advisory services that help business owners, investors and their families achieve sustainable success and sleep well at night.

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