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CPA & Tax Agent Qualified

Self-Employed Home Loans
From a Broker Who Reads Tax Returns

Most brokers send your tax returns to a lender and hope for the best. We read them first — as a CPA and registered Tax Agent — then structure your application to maximise approval.

CPA

Australia Certified

Tax Agent

Registered TPB

40+

Lender Panel

$0

Assessment Fee

Why a CPA Broker Matters for Self-Employed Lending

Your accountant minimises your tax. Your broker needs to maximise your borrowing. When they\'re the same person, they speak the same language.

Add-Back Expertise

We identify depreciation, one-off expenses, and non-cash deductions that lenders can add back to boost your income.

Tax Return Fluency

We read financial statements, not just tax return summaries. Company, trust, and partnership structures? No problem.

Lender Matching

Different lenders have vastly different self-employed policies. We match your structure to the most favourable assessment.

Self-Employed Lending FAQs

Most lenders average your last 2 years' net profit from tax returns. Some add back depreciation and one-off expenses. As a CPA and Tax Agent, we identify every legitimate add-back to maximise your borrowing power.
Most lenders require 2 years of ABN registration and tax returns. Some accept 1 year with strong financials. A few niche lenders work with 6 months' trading history.
Yes — some lenders use the latest year only, or we can explain declining income with supporting evidence. Our tax background helps us frame your financials positively.
Full-doc uses tax returns and financials for better rates. Low-doc uses BAS statements or accountant declarations when tax returns aren't available — usually at slightly higher rates.

Ready to Get Assessed?

Free, no-obligation assessment of your self-employed borrowing capacity. We read the financials your accountant prepares — because we speak the same language.

Request Free Assessment
Awards & Recognition — 2014 to 2026

12 years of recognised innovation.From fintech pioneers to AI leaders.

A trajectory of compound innovation — building from foundational accounting technology to multi-industry AI leadership across cybersecurity, property, healthcare, and governance.

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Years of Recognition
0+
Award Nominations
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Award Programs
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AI Industry Sectors
20141 recognition
  • Innovation Selection
    SMART 100 IndexMyMoney
    Selected
20151 recognition
  • Innovation Selection
    SMART 100 IndexiBOP
    Selected
20161 recognition
  • Innovation Selection
    SMART 100 IndexMyMoney
    Selected
20173 recognitions
  • Innovation Selection
    SMART 100 IndexMyMoney
    Selected
  • Boutique Firm of the Year
    Australian Accounting Awards
    Finalist
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
20184 recognitions
  • Innovation Selection
    SMART 100 IndexBCyber
    Selected
  • Innovation Selection
    SMART 100 IndexMyMoney
    Selected
  • Accounting Innovator of the Year
    Fintech Business AwardsLocal Knowledge
    Finalist
  • Fintech Start-Up Business
    Fintech Business AwardsBCyber
    Finalist
20191 recognition
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
20204 recognitions
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Property Specialist Accountant of the Year
    Australian Accounting Awards
    Finalist
  • New Brokerage of the Year
    Australian Mortgage AwardsDing Financial
    Finalist
20213 recognitions
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Best Use of AI in Fintech
    The 6th Annual Fintech Awards
    Finalist
20224 recognitions
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Property Specialist Accountant of the Year
    Australian Accounting Awards
    Finalist
  • Commercial Broker of the Year
    Outsource Financial ORB AwardsJames Chee, Ding Financial
    Finalist
20234 recognitions
  • Multiservice Firm of the Year
    Australian Accounting Awards
    Finalist
  • Business Advisory Firm of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Governance Excellence
    Governance Top 100
    Ranked
20245 recognitions
  • AI Innovator — Cyber Security
    Australian AI Awards
    Finalist
  • AI Innovator — Property Investment
    Australian AI Awards
    Finalist
  • Business Advisory Firm of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Governance Excellence
    Governance Top 100
    Ranked
20257 recognitions
  • AI Innovator — Cyber Security
    Australian AI Awards
    Finalist
  • AI Innovator — Property Investment
    Australian AI Awards
    Finalist
  • AI Innovator — Healthcare
    Australian AI Awards
    Finalist
  • AI Innovator — Real Estate
    Australian AI Awards
    Finalist
  • Multiservice Firm of the Year
    Australian Accounting Awards
    Finalist
  • Marketing Program of the Year
    Australian Accounting Awards
    Finalist
  • Governance Excellence
    Governance Top 100
    Ranked
20264 recognitions
  • Innovator of the Year
    Australian Accounting Awards
    Finalist
  • Multiservice Firm of the Year
    Australian Accounting Awards
    Finalist
  • GRC Provider of the Year
    Australian Cyber Security AwardsBCyber
    Finalist
  • Cyber Professional of the Year — Professional Services
    Australian Cyber Security Awards
    Finalist
SMART 100 Index
5 selections (2014–2018)
AI Innovator
4 industries (Cyber, Property, Healthcare, Real Estate)
Governance Top 100
3 consecutive years (2023–2025)

Compound innovation is the story. Not one lucky year — recognised across eight award programs, four industries, and twelve consecutive years of building what matters.