Application support and lender introductions for commercial mortgages, asset finance and business loans for Oxley SMEs.
Whether you're buying a commercial property, refinancing plant and equipment, funding a fit-out or raising working capital, a clean set of financials is the single biggest factor in whether the bank says yes. TaxAssist Oxley works alongside commercial finance brokers to prepare the accounting side of your application — lenders trust financials signed by a registered tax agent.
We format profit-and-loss statements and balance sheets the way commercial credit teams want to see them, build 12-24 month forecast models with sensitivity analysis, draft accountant letters for serviceability, and run break-even calculations to support the loan purpose. For clients who don't have a broker, we can introduce you to trusted commercial and asset-finance brokers we work with regularly.
We are not credit-licensed and don't quote interest rates or structure the loan — that's the broker's job. We handle the accounting evidence the lender needs to move quickly.
No — we're not credit-licensed. We prepare the accounting evidence and introduce you to a commercial finance broker who handles the credit application. Between us the workflow is seamless.
Two years of tax returns, YTD financials, 12-month cash-flow forecast, ATO integrated client account statement and an accountant letter. We prepare all of it.
Yes — commercial refinancing is a common workflow, particularly when rates or business conditions change. We can also help restructure directors' loans and vendor finance arrangements.