Chartered Accountants Australia and New Zealand  

We hold a Practice Entity Membership with Chartered Accountants Australia and New Zealand, "an internationally recognised network of approximately 115,000 professionals who each use their skills to help businesses like yours build successful, sustainable and prosperous futures".

Our team can thus assist you with a wide range of business advice and taxation services, such as:

  • Strategic business plans;
  • Budgets and cash flow projections;
  • Financial statements and management reports;
  • Purchase or sale of business; and 
  • Income tax planning.

What does this mean for you?

Our team has the necessary technical knowledge and experience to assist you to improve and grow your business operations and profitability with our Chartered Accountants:

  • Being bound by a code of ethics and required to comply with the highest professional standards.
  • Meeting the required minimum six years of training, and have to undergo a continuous program of professional development training.
  • Being periodically reviewed.  As a firm, we are also required to partake in Quality & Practice Reviews to ensure that we have an adequate quality control system and that we maintain a consistently high standard of quality and service to our clients.

(source: https://www.charteredaccountantsanz.com/)

Let our Business Services team work with you, helping you to understand and improve your business practices and numbers.


Registered Tax Agent 54050008

We are registered with and regulated by the Tax Practitioners Board (TPB) to provide tax services, including:

  • Preparing and lodging tax returns and other documents relating to you taxation liabilities and entitlements;
  • Preparing and lodging objections on your behalf against an assessment or notice;
  • Giving you advice about taxation laws; and
  • Calculating withholding obligations for you and your employees, and preparing the relevant payment summaries.

What does this mean for you?

Our registration with the TPB ensures that:

  • Our tax agents have the necessary qualifications and experience to provide tax services.
  • Our tax agents meet the relevant "fit and proper" definitions and requirements of the TPB.
  • We have the appropriate professional indemnity insurance cover to protect our clients.
  • Under the "safe harbour" provisions in the Tax Administration Act 1953, you "may not be liable to some administrative penalties imposed by the Australian Taxation Office in certain circumstances" if you use our tax services.

(source: https://www.tpb.gov.au/who-needs-register-tax-agent)

Let our Taxation Services team work with you, helping you to minimise your tax and meet your taxation obligations in a timely and efficient manner. 


Xero Gold Partner

We're a Xero Gold Partner!  

With Xero, you can:  

  • Access your business finances and perform various business functions (such as invoicing) from any device connected to the internet;
  • Understand your real-time cash position with daily bank feeds from your bank accounts and credit cards;
  • Collaborate with us on your business numbers in real-time;
  • Determine access levels for different staff members/users;
  • Get paid faster with the ability to easily create and send invoices and invoice reminders with online payment functionality; and
  • Protect your business data with password security and back ups.

What does this mean for you?

Our Xero Gold Partner status is a reflection of: 

  • The dedication of our team to maintain and advance their Xero certification.
  • The increasing number of our clients converting to Xero.
  • Our access to additional Xero resources and support.

As such, our Xero-certified staff members are better equipped with up to date product knowledge, expertise and experience to help you implement Xero for your business, to train you and provide ongoing support to enable you to maximise the benefits of this "beautiful" online accounting software.   

Contact us if you want to find out more about Xero and how it can be used to make your business run "beautifully".


Authorised Representative of Count

Our Advisers are authorised through Count Financial Limited ("Count", ABN 19 001 974 625; AFSL 227232) and undertake an ongoing professional program to enable them to provide quality advice on a range of financial products, including but not limited to:

  • Savings accounts and term deposits;
  • Managed funds;
  • Listed shares;
  • Wealth protection (personal insurances); and
  • SMSFs.

What does this mean for you?

You can be assured that our Advisers have the skills and expertise to help you make informed financial decisions:

  • They recommend investments and strategies based on their suitability for specific needs and best interest.
  • The investments they recommend have gone through Count's rigorous and independent research process.
  • They are able to respond promptly and effectively to your needs as through Count, they have access to the latest technical and technological resources, research and business support.

Let our Wealth Management team work with you, helping you to pay less tax and generate wealth, and providing you choice and flexibility to keep your financial future on track.


Member of Countplus

We are one of 20 member firms of Countplus Ltd, a publicly listed company on the ASX with "over 41 offices in 23 towns and cities across Australia with over 600 employees".

What does this mean for you?

Being part of this national network has enabled us to offer our clients access to a broader range of services, specialisations and resources.

Also importantly, with Countplus' decentralised management model, we have been able to maintain our high quality and personal service to our valued clients. 


Principals' Professional Memberships 

In addition to the above firm-wide memberships, our Principals have worked hard to advance their own professional development so that they can continue to best assist you to meet your compliance obligations, and to achieve your personal and business financial objectives.

Accordingly, our Principals also have a number of individual-based memberships and associations which reflect their extensive experience and expertise - please view their Profile pages for more details.

To learn more, contact us.