We can look after all tax and compliance needs and also offer a range of different wealth creation, business advisory and individual finance needs. From cashflow and budgeting to tax planning and business plans, we want to help.

Please visit our services page for full list and description of all services we can provide.

We like to think of ourselves as different to your standard accountancy firm. We look at each of our clients as a unique individual, with unique circumstances and needs.

Looking at our clients from a holistic viewpoint gives us an opportunity to find out what is really driving them, why are they getting up each morning to go to work? Where to they want to be in one, two, five or ten years? What is really important to them and how can we help them achieve their goals? It might not have anything to do with tax or BAS or compliance work. We just want to see our clients get to where they want to be. We want to help them grow and thrive.

We are open from 9am to 4pm Monday to Friday. After hours appointments are available upon request.

We deal with a wide range of clients from individual tax payers to small & medium sized businesses to larger business and Self-Managed Superannuation Funds. We have clients locally, as well as interstate & international.

We have experience in many different business areas and with all business structures.

Our relationship with our clients is more than just about making sure their compliance work is up to date. We want to work with our clients to grow & develop their business and personal wealth and offer a range of services to suit their needs.

A Tax Agent must be registered with the Tax Practitioners Board and follow strict regulations that ensure they act in a professional manner.

Most registered tax agents have special lodgement schedules and can lodge returns for their clients later than the usual 31 October deadline. However, if you did not go to a registered tax agent last year – or you will be going to a different tax agent this year – make sure you see them before 31 October.

See this article from the ATO that further explains the role of the tax agent.

Not at all, changing accountants is a pain free process. We take care of everything.

We do like to suggest we meet with you at first so we can really get to know you and your needs. We want to have a ongoing relationship that doesn’t end when your tax is complete for the year. This doesn’t always have to be face to face, we can arrange Skype and phone meetings if more convenient.

There is no charge for an initial meeting with us.

The main difference between us and a bookkeeper is basically the extended expertise we have in the tax, accounting and business areas in general. Our accountants have completed university degrees and in some cases extended study to be fully CPA (Certified Practicing Accountants) certified. From our experience, there are some great bookkeepers out there that can keep you organised and up to date with all your paperwork. You do then however need an ‘accountant’ to be able to complete and lodge your tax returns each year.

A more in depth explanation of the differences can be found in this article

A straight forward income tax return means there is usually just one or two payment summaries; some claimable expenses and private health insurance. It does not include any tax returns that include rental properties, investment portfolios or any business income (i.e. sole trader). The cost of one individual tax return, for one year is $120 (inc GST).

If your work is a little more complex; you have a business, or rental properties or are looking for more than just a tax relationship, we suggest an initial meeting to get to know you and what is really important to you.

We always quote upfront so you are fully aware of what is included BEFORE we start any work. We are transparent with all fees, so there are never any unexpected surprise bills.

The traditional model for accountants was an hourly rate and we have moved away from this model in recent times, towards offering our clients monthly service agreements and upfront quoting. This is for a variety of reasons;

– this traditional model, in essence, is a conflict of interest, because it means (as an industry) we are directly rewarded for how inefficient we are – the longer we take to do a job, the more we get. By having a set price or agreement in place, we are able to promote our emphasis on customer service and completing jobs quickly for our clients, ensuring our relationship is mutually profitable.

– we have found it greatly assists your business cashflow, you know what to expect and when, there are no surprise invoices.

– with our monthly agreements it can you peace of mind. Feel safe and secure in the knowledge that you can contact us, meet with us, ask us questions, whenever you need to and there will be no bill for our time.

It’s always a good idea to be insured, but if you’re basing your Private Health Insurance decision on taxation considerations there are a few things to consider. The below table shows how the Medicare Surcharge is applied at differing income rates.

For families with children, the thresholds are increased by $1,500 for each child after the first.

If for example you are a single person earning $100k per year, you would need to pay 1% (or $1,000) of your taxable income in Medicare Levy Surcharge if you did not have private health insurance (with private hospital cover). If your insurance costs $51 per month (average for single 40 year-old) you’d be paying $612 in premiums. So you’re saving yourself $1k in tax but spending $612 to do so, and getting the benefit of having private health cover at the same time.

If your income is below $90k you would not be required to pay the Medicare Levy Surcharge, so with no immediate taxation considerations you would perhaps base your decision on insurance reasons alone.