Partner with Avant Group and deliver stronger outcomes for your clients

Accounting Firms

Our accountant support services are designed to complement accounting practices and deliver enhanced value to your clients, while ensuring we do not compete with your firm’s services.

Avant Group does not offer general taxation, accounting, assurance or strategic financial advice.

Accounting Support Services

Grants

Clients often turn to their accountants for advice on grant funding and availability. However, this is a specialised and niche area that falls outside the expertise of most accounting practices.

Avant Group bridges this knowledge gap by assisting accounting firms to identify grants and incentives for their clients — adding tangible value to the services you provide.

We help clients unlock alternative sources of capital for expansionary CAPEX projects and support expansion into foreign markets through federal and state government grants and incentives.

Our services include collaborative workshops and webinars, onsite team training, and tailored communications and advisory support.

We also partner with accounting firms on new business opportunities, including delivery of financial components of grant applications, final acquittals and audit support.

R&D Tax Incentive (R&DTI)

R&DTI Advisory Service (for clients)

De-risk your practice by partnering with Australia’s largest independent R&D specialist advisory firm — without competing with general taxation, accounting or assurance services.

Avant Group supports your clients with technical eligibility assessments, claim substantiation and audit support.

The R&DTI is a highly complex and specialised area, often requiring science and engineering expertise. Failure to correctly identify eligible incentives can expose practices to unnecessary risk.

We work alongside your firm throughout the claiming process, providing clear communication and an annual handover pack for inclusion with the Income Tax Return.

R&DTI Training Service (for accountants)

Avant Group offers free workshops to help accounting firms identify whether their clients may be eligible for the R&D Tax Incentive.

These workshops can contribute towards your Continuing Professional Development (CPD) hours.

Wealth Management Services

Avant Group does not provide general financial planning services. We partner with accounting firms to support their clients through discretionary portfolio management for wholesale and retail investors.

Our team works alongside your Financial Planners — or provides non-conflicted referrals where required — to support sophisticated investors and assist with client retention.

Services include co-branded events, webinars and boardroom-style investment presentations.

Avant Group’s wealth management services are delivered by Avant Capital, an AFSL holder led by highly credentialled investment professionals with major US bank experience.

Core Investment Offering

• Discretionary portfolio management (wholesale and retail)
• Multi-asset, multi-currency portfolios
• Global listed equities
• Direct fixed income (government and corporate bonds)
• Cash and equivalents
• Listed and unlisted real estate
• Foreign exchange
• Alternative investments

By expanding advisory capability without competing with core accounting services, partnering with Avant Group allows firms to enhance value while maintaining trust and control.

Law Firms

Lawyers often work with clients navigating major liquidity events such as divorce, inheritance, business or property sales, and retirement.

These transitions can be complex, particularly for clients with limited investment experience. Avant Group works alongside law firms to provide investment clarity and confidence.

This collaborative approach enhances client outcomes and strengthens professional relationships by supporting clients’ broader financial needs.

We also assist with client retention through co-branded online events, webinars and boardroom investment presentations.

Wealth management services are delivered by Avant Capital, an AFSL holder led by highly credentialled investment professionals with major US bank experience.