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Tax & Accounting

As a specialist wealth management and financial services firm, we pride ourselves on
delivering top-tier asset management services tailored to your unique needs.

Boutique Tax &
Accounting Services

Boutique Tax &
Accounting Services

At Capital Haus, we combine personalised attention with expert financial insight. Modern accounting is more than balancing books or filing returns—it’s about strategic advice and year-round support to achieve your goals. As your financial concierge, we provide a full spectrum of solutions – from proactive tax planning to CFO-level guidance and compliance oversight – tailored to your needs.

Strategic Tax Planning
& Advisory

Our tax specialists craft strategies tailored to your financial picture to minimise your tax burden, avoid surprises, and maximise savings while staying fully compliant.

Integrated Personal
& Business Planning

By considering your business and personal taxes together, we maximise benefits across all areas.

Up-to-Date
Guidance

We stay ahead of changing tax laws and adjust your plan so you leverage the latest regulations.

Our tax specialists craft strategies tailored to your financial picture to minimise your tax burden, avoid surprises, and maximise savings while staying fully compliant.

Integrated Personal
& Business Planning

By considering your business and personal taxes together, we maximise benefits across all areas.

Up-to-Date
Guidance

We stay ahead of changing tax laws and adjust your plan so you leverage the latest regulations.

Virtual CFO Services

& Financial Leadership

Get CFO-level guidance at a fraction of the cost of a full-time hire. Our virtual CFO acts as your
strategic partner, interpreting your numbers to drive growth and giving you clarity for confident decisions.

Budgeting &
Forecasting
We create detailed budgets and forecasts so you can plan ahead with confidence.
Performance
Monitoring
We create detailed budgets and forecasts so you can plan ahead with confidence.
Strategic
Advisory
We advise on strategy and key financial decisions, offering data-driven insights to guide your success.
Flexible
Engagement
Seasoned financial leadership on your terms—our fractional CFO model provides executive expertise only when you need it.
structuring of your financial assets

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A PersonaliSed
Boutique Experience

A PersonaliSed
Boutique Experience

As a boutique advisory firm, Capital Haus offers senior financial expertise with a highly personalised, relationship-led approach. We combine the insight of a large accounting firm with the accessibility and care of a boutique team, delivering integrated tax, CFO, and compliance services designed to provide clarity, confidence, and long-term financial stability.

Comprehensive
Compliance & Reporting

We handle all your compliance and reporting obligations meticulously, ensuring your financial statements are accurate and every tax filing is submitted on time. With experience in major global jurisdictions, we navigate complex international tax requirements for complete peace of mind.

Tax Compliance
We prepare all required tax returns and filings accurately and on time, reducing risk and
eliminating deadline stress.
Financial Reporting
We maintain organised records and produce
clear, compliant financial statements, so you understand the story behind your numbers.
Audit Support
If you’re audited, we gather documentation,
liaise with auditors, and guide you through
the process to resolve issues efficiently.

Other Services

01

Private Clients

01

Private Clients

At Capital Haus, we recognise that the foundation of effective wealth management lies in the correct structuring of your financial assets. Our structural advice is specifically tailored to each client’s unique circumstances, covering a wide array of entities including family trusts, personal holdings, corporate structures, and partnerships.

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02

Funds Management

02

Funds Management

The funds management division of Capital Haus, TerraLumin, focuses on delivering sophisticated investment strategies across diverse asset classes. The TerraLumin Global Alpha Fund is designed with versatility, capable of investing in equities, fixed income, and currencies, and offers the flexibility to adopt long and short positions.

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03

Corporate Clients

03

Corporate Clients

At Capital Haus, we understand that family offices seek to preserve and grow their wealth through strategic and prudent investment options. Our services are tailored to meet the unique needs of family offices, providing bespoke investment solutions that align with their long-term financial goals and risk tolerance.

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04

Corporate Advisory

04

Corporate Advisory

Capital Haus offers comprehensive accounting services tailored to meet the needs of high-net-worth individuals and corporate clients. Our services include SMSF accounting, tax advice, and compliance with regulatory requirements. We provide detailed financial analysis and reporting, helping clients make informed decisions and optimize their financial performance.

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05

Research

05

Research

Capital Haus delivers dedicated research across domestic and global capital markets, providing clients with timely, structured intelligence to support confident investment decisions. Our research covers key asset classes including equities, commodities, and derivatives, combining market monitoring, thematic studies, and forward-looking outlooks. Through disciplined research methodologies and data-driven insights, we help investors stay informed, anticipate trends, and respond strategically to evolving market conditions.

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