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Enterprise-Level Advisory Services, Tailored to Meet the Needs of Family Business

Our staff have deep expertise in tax and finance. Many of us also have a background working in and with small and medium business.

We understand the unique challenges family businesses face. And we don’t believe getting clear, quality advice should be one of them.

How We Help

Optimising Your Taxes

Tax law is complex. The right tax advice is critical to making sure your business doesn’t pay more than necessary.

We don’t just review your tax return for missing deductions.
We analyse your business from the ground up to ensure it’s structured to maximise profits and minimise tax.


Your Incra Group advisor is your partner, making sure you understand your options and offering practical advice to
optimise your outcome.

Services Include

  • Tax Reviews
  • Capital Gains Tax (CGT) Advisory
  • Small Business CGT Concessions
Bookkeeping
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Building Equity

Your business is one of the greatest investments you
will ever own. Learn how to maximise its value.


We’ll help you build a thoughtful, thorough plan to build your personal and business equity. Whether you want the equity for short-term financial goals or long-term wealth creation, your advisor will give you a deeper understanding and more confidence in your decisions.

Planning Your Exit

When preparing to exit your business, you don’t want to see your years of hard work go to waste.

Whether you’re planning to sell or to pass the baton to a handpicked successor, you need a plan for a smooth transition. Your advisor can help you map the key milestones to maximise returns, build equity, and structure a tax-effective transfer to new ownership.

Services Include

  • Business Valuation
  • Structuring a Business to Prepare for Sale
  • Merger and Acquisition Advisory (for both buyers and sellers)
Cashflow Planning
Increasing Profits

Growing Your Business

You dream of expanding your business’s reach. We help make that dream an achievable plan.

We work with family businesses of all sizes to find and create opportunities for growth. There are no one-size-fits-all solutions; our customised support is designed for your specific goals.

Services Include

  • Market Focus
  • Internal Operations for Growth
  • Merger and Acquisition Planning
  • International Trade Advisory (including setup and management of offshore branches)

Our Goal:
To See You Reach Your Goal

Not sure what kind of services you need? No worries.
Share your goals and we’ll help you reach them at a level of investment, speed, and risk you’re comfortable with.

Or call us at 1300 040 808

Increasing Your Profits

A lot of profit advice is oversimplified. We take a more holistic view than simply telling you to sell more or spend less.

Profitability strategies can be affected by your long-term goals, your business structure, and the financial landscape. We’ll dig into the details to offer custom recommendations tailored to your unique vision.
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Improving Your Cashflow

When times get turbulent, liquidity gives business owners stability and security.

We optimise your operation to increase the availability of cash on hand. You’ll learn how to proactively manage your cashflow and increase your cash reserves, safeguarding your business and laying the groundwork for future expansion.

Protecting Your Assets

Every business owner’s nightmare is an unjust claim or lawsuit that threatens to take their business away.

There are many risks and challenges in the business landscape, from obscure legal hazards to hidden liabilities. Your advisor can help you structure your business and investments to protect
your assets.

Services Include

  • Risk Management and Minimisation
  • Setup and Strategy for Self-Managed Super Funds
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Advisory Services That
Grow with You

Many businesses are caught unprepared for the stressful new challenges growth brings. As the business grows, these problems compound.

The advisors who got the business to the growth stage often lack the depth and breadth to take it farther. They simply don’t know how to help you navigate the next level. You don’t have to worry about outgrowing the Incra Group. As your needs change, our services keep pace.

The wealth of knowledge and experience on our team stands ready to address the challenges your business may encounter at every stage.

If you’re interested in an experienced financial partner who will:

  • Listen to truly understand your business
  • Minimise taxes while maximising profitability
  • Guide your business from startup to succession planning
  • Offer practical advice on business structure and compliance
  • Proactively point you toward opportunities to benefit your business
Get in touch to see if Incra Group is a good fit for you.

Or call us at 1300 040 808

Hear From Our Clients…

The changeover from our previous accountant happened seamlessly

We have been with Incra since July 2024, and the changeover from our previous accountant happened seamlessly. From this time Clinton & Kelvin’s support has been very professional and the guidance of their team has helped our business forward.  Our decision to engage their services & professional support has been confirmed by our experience.

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Glenn Wibberley

Director, Ferro-Clean

Have found them to be professional, practical, and dependable

We have worked with Incra Group for approximately five years and have found them to be professional, practical, and dependable. They manage our group’s ongoing financial reporting and tax compliance requirements with consistency and accuracy and have also been instrumental in the provision of proactive guidance as our structure has evolved and become more complex. Their advice across shareholding structures, share transactions, estate planning, and broader commercial matters has been consistently sound, supporting a best practice framework for the establishment of new entities and ensuring our holistic commercial structure is well considered and appropriately positioned for future growth.

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Richard Büchner

Managing Director, Montreaux Pty Ltd

They’ve worked alongside us through every phase, helping shape our structure and success.

Incra has become a key partner in Zanda’s growth, providing a broad spectrum of accounting expertise - from best practice financial management to sound planning, succession strategy, and up-to-date tax advice. They’ve worked alongside us through every phase, helping shape our structure and success.

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Bill Wallis

Managing Director, Zanda Architectural Hardware

They made the transition smooth and easy

Changing to Incra from our previous accountant was a bit daunting, however they made the transition smooth and easy. We’ve found the Incra team to be responsive and timely with all our requirements to date.

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Scott Phillips

General Manager, Bowen Storage Pty Ltd

I can wholeheartedly endorse the Incra team.

We recently went through a business divestment and subsequent restructuring of our financial situation.  To add to the complexity, we were concurrently working through a complicated situation with the ATO.
Would have to say, that without the support, advice and assistance of Clinton and the team at Incra, the whole process would have been ever so much more difficult and stressful and I’m certain the outcomes would not have been nearly as good. 
We sincerely appreciate the detailed and considered advice we received, helping us to wend our way through the byzantine complexities of taxation, entity structure and capital gains. I can wholeheartedly endorse the Incra team.

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Ash Collins

Managing Director, TKV

INCRA delivers reliable, high-quality accounting and taxation support, underpinned by excellent service and strong integrity

INCRA delivers reliable, high-quality accounting and taxation support, underpinned by excellent service and strong integrity. We have worked with Clinton for nearly 20 years and greatly value his studious, astute approach.

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Tim Gooden

Founder, Blast One

Incra to be a great team providing excellent support and levels of personal service

We have recently joined with Incra, following Clinton who has managed our tax for over 10 years. We have found Incra to be a great team providing excellent support and levels of personal service responding in an energetic, timely and professional way. I enjoy and am rest assured, Incra’s combined experience, skill and knowledge of personal and company tax laws, family trusts and superannuation schemes are comprehensive allowing them to provide, transparent, prosperous, and fair advice, navigating and understanding the complexities of our family business and the varying needs of each stakeholder

Martyn Wilson

Business Development Manager, Civiq

I would certainly recommend their accounting services.

We engaged INCRA  in 2019 and have been pleased with the way INCRA and the team have been able to support our needs as we have grown and expanded into other states. Their knowledge of current taxation laws and tax reduction planning has also been very beneficial and I would certainly recommend their accounting services.

Alister Brown

Managing Director , Tip Top Equipment

We get value from the strong tax focus and oversight.

We have been clients of Incra Group since 2018. They have supported our growth and our expansion into other states over this time. Whilst the majority of finance functions are now embedded in our business, we get value from the strong tax focus and oversight.

Incra Group have advised on key matters in our group including Structuring, CGT, Succession Planning, Phantom Shares, Integration with US tax advice, ASIC Reporting, and Estate Planning.

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Ivan Morren

CEO, Acu-tec Piping Systems

They’re easy to work with, highly professional, and someone we trust completely

Incra has supported our business with practical advice, timely communication, and a genuine understanding of what we need. They’re easy to work with, highly professional, and someone we trust completely

Ross Büchner

Director, Woodbine

I wanted experienced, trusted advice from people who could also deliver on it

I wanted experienced, trusted advice from people who could also deliver on it—and you’ve done exactly that. You’re always available to discuss the best accounting approach, take the time to understand our business and goals, and tailor your advice accordingly.

The ongoing support has been seamless and reliable, operating smoothly in the background without disruption. We rely on Incra Group for doing business in Australia and feel confident in doing so. Thank you all.

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Freddy Farquhar

CEO, Plast-Ax

Their team is responsive, easy to deal with, and genuinely invested in good outcomes

INCRA Group consistently provide honest opinions and sound advice. Their team is responsive, easy to deal with, and genuinely invested in good outcomes. If something sits outside their scope, they’re always happy to connect us with trusted specialists in the right areas.

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Titus Dartnall

Director, Concept Products

Ready to Take Control of Your Business Finances and Realise Your Objectives?

Incra Group is dedicated to providing transformative strategic business and accounting advice, elevating your business's bottom line and propelling you toward your goals. Whether assisting with intricate business matters or furnishing practical, strategic, and profit-oriented frameworks for your growth, our team stands prepared to offer grounded advice that yields tangible results.

or call us at 1300 040 808