I also needed someone who understands property tax and specifically capital gains tax (CGT) as I will have a massive CGT issue in the coming one to three years when I offload some property. Sure, one can follow the bouncing ball, but I want to minimise my liability which will be significant and that will require a person who knows that aspect of tax intimately and is creative. An understanding of crypto tax was also a factor, but less so at this stage and I was happy to park that for the moment.

When I had CGT bills to pay, I took liquid funds from the offset account and dumped them into super. That offsets some of the ordinary income, and nets you a nice tax return. There's some rules about how much super you can contribute following a "windfall", but the downside is not seeing that money for a few years.

The upside is the money stays in your future pocket instead of going straight to the govt.