07 3556 9400

5 Over 162 Reviews

Accountant Services

Our accounting services will simplify managing your finances.

Whether you're starting out or need streamlined financial management, we’ll help you stay organised and compliant, saving you time, reducing stress, and giving you better outcomes.

Get Your Finances Right

Managing your finances effectively is essential for a stress-free and organised life.

Our accounting services simplify the process, offering expert guidance to help you stay on top of your financial matters.

From starting fresh to optimising your current financial management, we tailor our accounting services to fit your unique needs and goals. Let one of our skilled professional accountants handle the complexities, so you can focus on what matters most. Read on to learn more about how we can help you succeed.

We've Won Numerous Awards for Our Outstanding Service

What Is Accounting and Why Is It Important?

Accounting is the process of recording, summarising, and analysing financial transactions to help individuals and businesses manage their finances effectively. It involves tracking income, expenses, and other financial activities to ensure accurate financial records and compliance with legal requirements.

For individuals, accounting helps in managing personal finances, preparing for tax season, and planning for future financial goals. For businesses, it’s crucial for maintaining financial health, making informed decisions, and meeting regulatory obligations.

Our accounting services provide a clear overview of your financial situation, help you understand your financial position, and ensure that all your financial activities are in order. Whether you’re looking to keep your personal finances in check or need comprehensive financial management for your business, our services are designed to simplify and streamline the process.

What Services Does Your Accounting Firm Offer?

Accounting is a critical service that helps individuals and businesses manage their finances effectively. Our accounting services cover d everything you need to ensure your financial health is in top shape. 

We offer support with personal finances, business finances, and tax-related matters, helping you maintain clarity and control over your financial situation.

A couple work through their finances on the lap top as they consider how much of a better idea it would be to work with an accountant.

Personal Accounting

  • Personal Financial Reviews: Start with a clear assessment of your personal finances, reviewing past financial decisions and setting future financial goals.
  • Tax Compliance and Optimisation: Navigate the complexities of tax laws for personal finances, ensuring compliance while maximising potential savings. These services include preparing and filing income tax returns.
  • SMSF Accounting Services: Specialise in self-managed super funds, providing expert guidance to optimise your retirement savings and conducting SMSF audits.
  • Regular Personal Financial Monitoring: Monitor your personal financial health, making timely adjustments amid changing life circumstances.

Business Accounting

  • Business Financial Analysis: Assess your company’s financial health to identify growth opportunities and streamline operations, suitable for all business sizes.
  • Business Advisory Services: Offer strategic advice and insights to drive business growth, improve operations, and achieve long-term objectives. This service includes consulting on business plans, profitability improvement strategies, financial decision-making guidance, and advising on the optimal business structure to enhance efficiency and effectiveness.
  • Financial Accounting: Manage and maintain comprehensive accounting records, providing a clear view of your financial status and helping with strategic decision-making. Includes detailed financial reporting.
  • Small Business Accounting: Tailored accounting solutions for small business owners, focusing on financial reporting, income tax, and specific financial goals.
  • Bookkeeping Services: Ensure accurate, up-to-date transaction recording with our bookkeeping services, facilitating smooth operation and compliance.
  • Tailored Financial Strategies: Develop personalised strategies for your business, whether aiming for expansion or optimising operations.
  • Tax Compliance for Businesses: Our tax agents ensure your business remains compliant with tax regulations while identifying opportunities to reduce liabilities. Services include tax planning to strategically manage and forecast tax obligations, ensuring optimal financial outcomes.

Whatever your accounting needs, our team is here to help, with tailored advice, ongoing support, and expert guidance.

Curious about how we can enhance your financial management? Contact us today to learn more.

Excellent Accounting Can Transform Your Finances

Partnering with a great accountant can transform your financial health and open up new opportunities. Here’s how our accounting services can benefit you:

  • Minimise Wasted Resources and Save on Tax: Ensure compliance with financial regulations and make the most of tax laws to maximise savings. Avoid penalties and enjoy peace of mind, knowing you’re always compliant and tax-efficient.
  • Gain Valuable Financial Insights for Long-Term Success: Drive personal wealth growth and business expansion with strategic financial planning and accurate reporting. Make informed decisions that ensure stability and growth for years to come.
  • Protect Your Assets and Reduce Financial Risks: Identify and reduce unnecessary expenses while safeguarding your assets. Effective cost management and risk mitigation strategies enable you to focus on growth without worrying about financial setbacks.
  • Make Smarter Decisions with Tailored Solutions: Benefit from comprehensive financial oversight that empowers better decision-making. Our customised solutions address your unique financial challenges, ensuring you’re always on the best path forward, whether for personal finances or business strategies.

By partnering with us, you gain not just an accountant but a strategic ally committed to your long-term success. Ready to see how our expert accounting can transform your financial future? Reach out today.

Our Success in Numbers

At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence. 

Here’s a look at what we’ve achieved:

Years of outstanding service
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Happy & successful clients
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Years of collective experience
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Funds under management
$ 0 B+

Why Choose Us?

We’re all about making finance management straightforward, whether you’re managing your personal savings or handling your business finances. Our custom advice is tailored to your unique needs, simplifying the process and giving you peace of mind.

Our team of accounting experts will guide you through your financial options, making complex financial management understandable and accessible.

Whether you’re looking to secure your personal financial future or optimise your business’s financial operations, we have the expertise to help you achieve the best results.

Everyone’s financial journey is unique. Whether you’re managing personal wealth or driving business growth, our service is precisely tailored to fit your needs.

Our accountants invest time to deeply understand your personal goals or business objectives. We offer customised advice that aligns perfectly with your requirements.

Managing finances, whether personal or for your business, can be daunting, but we’re here to help.

We streamline the accounting process, ensuring you have crystal-clear and precise financial information for making informed decisions.

With our expert guidance, you can rest assured that your finances are well-organised and in the best hands.

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
4 Over 153 Reviews
google
Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.
google
When it comes to financial advice and strategies to set you up for the future, Luke Youd and his team are the only choice.
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
Just started with this company and my adviser is Erin. So far I like everything about them and her- very friendly, relatable, down-to-earth and approachable. I am glad I found them and looking forward to see what comes next!
google
Direct Wealth have always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement.
Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field.
We are very happy to be clients of Direct Wealth.
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
google
As a new client of Direct Wealth, I have been very impressed with Ben and the time he has taken to understand my changing financial situation and to work a best solution for me for the present and into the future.
google
Ben Marlow from Direct Wealth has been a sound financial advisor for me and my wife for multiple years. Ben’s positive attitude, willingness to adapt and understanding of the financial system have helped us greatly. I highly recommend using Ben and his team.
google
I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions. They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
The Direct Wealth team were a pleasure to deal with. Kirsty was efficient and extremely flexible with fitting in around my work schedule.

Kirsty broke everything down and made the entire process seamless. Kirsty communicated everything clearly and walked me through step by step which I am so thankful for.

I couldn’t recommend highly enough!
google
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe
google
Initial chat with Ben. Found him very patient, knowledgeable, and easy to talk to. Ben also came across as proactive – when presented non-financial industry information relating to an industry specific risk in a space that was removed from the finance industry, and that he wasn’t previously aware of – Ben indicated that he would go away and investigate that further risk so he could be informed for his other clients. Ben followed through on call times, and emails when he said he would send them. Cannot comment on the service beyond that. Would recommend as someone who was approachable and easy to talk to.
google
My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
google
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
I can’t speak highly enough about Luke. Luke has taken the time to understand our situation and our goals. Luke has a deep knowledge of the market and has an ability to explain complex financial concepts in a way that is easy to understand. Luke is always available to answer any questions we have.
google
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
google
Luke Youd is a quiet genius when it comes to financial affairs. He has an excellent knowledge of tax, legal and Centrelink requirements. He is a huge asset to us in assisting our clients achieve their financial goals. Thanks Luke!
google
Was my first time seeing a financial advisor and Luke make this process easy and straightforward he was down to earth and realistic, he listened to my dreams and business ideas and he has already in a few days put together the plan for me to get my goals.
I would highly recommend Luke to anyone who is looking to better there financial future.
google
We have been under the financial guidance of Kirsty for our future plans . At first it was such a daunting decision but Kirsty was happy to explain and answer all of our questions in a friendly and open manner. We are very happy to be with the team at Direct Wealth.
google
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
google
Very knowledgeable and experienced team. Provided very professional advice & information & I would highly recommend.
google
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
Our circumstances changed and we needed advice fast. Lyle took the worry and panic away by setting up our portfolio to ensure our future is protected.
Lyle is professional, courteous and truly cares about his clients. His knowledge is exceptional and he is efficient.
Our family has total trust in Lyle and the team at Direct Wealth, knowing that they have our best interests in mind.
google
Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.
google
Our association with Luke Youd began around 5 years ago. His advice, guidance and expertise has steered us safely, successfully and profitably to a great semi retired lifestyle, arguably, 10 years or potentially more, ahead of schedule. We count ourselves very fortunate to have Luke in our corner. He has our sincerest thanks. If there were more stars we’d click everyone of them.
google
I highly recommend Ben Marlow at Direct Wealth. Ben consistently provides outstanding financial advice. His guidance is always timely and informed. He’s been an invaluable partner in navigating our financial journey, offering tailored advice that perfectly suits our current situation. Thanks Ben!
google
Today I met with Luke, his understanding of my financial position was very clear. The advice Luke shared with me for my retirement plan was clear and uncomplicated. I now feel much more at ease and confident with my view of the next step in my life. He was very down to earth and friendly to talk with and discuss all my options.
Thank you Luke
google
I had the pleasure of working with Ben for my financial planning needs, and I can’t recommend him highly enough. From the outset, Ben demonstrated a deep understanding of financial strategies and an impressive ability to tailor his advice to my personal situation. His approach is thorough, clear, and remarkably effective.

Ben took the time to explain complex concepts in a way that was easy to understand and always made sure I was comfortable with each decision. His attention to detail and proactive communication helped me feel confident about my financial future.
google
My wife and I met with Kirsty and she made us feel at ease with explaining how she would invest our money for retirement and resolved concerns we had. Kirsty was very thorough and made us feel comfortable with our decision to utilise Direct Wealth.
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
More than happy with Ben’s service. Worked with him for 3 years planning retirement, and I’m now making the transition next month! Very excited and looking forward to working with Direct Wealth moving forward!
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
I have used these people for a couple of years now i have just entered retirement they helped my transition to retirement run very smooth.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
google
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.
google
Thanks Luke -We are very happy with the past seven years of financial recommendations.
We have worked together to plan our transition to retirement and now this is coming to fruition. So grateful for your assistance.
Your knowledge regarding Centerlink has also been very helpful.
google
We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
google
Kirsty has recently taken over my superannuation account and I’m very impressed with the service I have received since coming across. I feel very comfortable with Kirsty, I trust her and she has provided open and honest advice. I think Kirsty is a shining star, shows consideration of my needs and is very easy going.

We Can Help You Manage Your Finances with Confidence and Clarity

A couple dance in their kitchen.

We’re dedicated to crafting personalised financial strategies that cater to your specific needs.

Whether you’re streamlining personal financial management, enhancing business tax strategies, or planning for a secure future, we’re here to guide you.

Our commitment is to keep your finances well-organised, fully compliant, and operating efficiently—ensuring you achieve lasting peace of mind.

Ready to optimise your financial health? Get in touch with us today to start making smarter financial decisions.

Jamie F. 

Satisfied Client

“I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions.

They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.”

4 Over 153 Reviews

Ready to get started?

The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and get a feel for whether we’re right for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

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Frequently Asked Questions

Accounting firms offer a comprehensive range of services that extend beyond basic bookkeeping. They prepare and file tax returns, ensuring compliance with tax laws and identifying potential deductions and credits to minimise your tax burden. Accountants also provide financial planning services, helping you set and achieve financial goals through budgeting, retirement planning, and investment strategies.

Additionally, accounting firms offer auditing services to verify the accuracy of your financial records and assess internal controls. For businesses, accountants can handle payroll processing, manage accounts payable and receivable, and prepare financial statements that provide insights into your company’s financial health.

A tax accountant plays a crucial role in tax planning by analysing your financial situation and developing strategies to reduce your tax liabilities. They stay up-to-date with the latest tax laws and regulations, ensuring you comply with legal requirements while maximising available tax benefits.

Tax accountants can identify deductions and credits you might overlook, such as business expenses, education credits, and retirement contributions. They can also advise on the timing of income and expenses to optimise your tax outcomes. By working with an accountant year-round, rather than just at tax time, you can implement proactive tax-saving strategies and avoid last-minute surprises.

Bookkeeping is the foundation of accurate financial management, providing a clear picture of your business’s financial activities. It involves recording all financial transactions, including sales, expenses, and payroll, in a systematic and organised manner.

Accurate bookkeeping ensures that your financial statements, such as profit and loss statements and balance sheets, reflect your business’s true financial position. This information is essential for making informed decisions, planning for growth, and securing financing. Additionally, thorough bookkeeping helps you comply with tax laws, avoid penalties, and provide documentation in the event of an audit. Without proper bookkeeping, you risk making business decisions based on incomplete or inaccurate information.

The frequency of meetings with your accountant depends on the complexity of your financial situation and your specific needs. For ongoing financial management, such as bookkeeping, payroll, and cash flow analysis, monthly or quarterly meetings are ideal. These regular check-ins allow you to stay updated on your financial performance, address any issues promptly, and make adjustments as needed.

For tax planning and preparation, meeting at least twice a year—mid-year for tax planning and end-of-year for tax preparation—is beneficial. If you have major financial events, such as business expansions, investments, or significant purchases, additional meetings may be necessary to ensure proper planning and compliance.

 

While both accountants and bookkeepers play essential roles in financial management, their responsibilities and expertise differ. Bookkeepers focus on the day-to-day recording of financial transactions, maintaining accurate and organised financial records. They handle tasks such as data entry, reconciling bank statements, and managing accounts payable and receivable.

Accountants, on the other hand, interpret and analyse the financial data recorded by bookkeepers. They provide strategic advice, prepare financial statements, and ensure compliance with tax laws. Accountants also offer services such as tax planning, financial forecasting, and auditing. In essence, bookkeepers manage the details of financial transactions, while accountants provide broader insights and strategic guidance.

A small business accountant is a valuable partner in your growth, providing insights and strategies to enhance financial performance. They can help you create realistic budgets and financial projections, which are crucial for planning and securing financing.

Small business accountants analyse your financial statements to identify trends, strengths, and areas for improvement. They also assist with cash flow management, ensuring you have sufficient funds to cover operating expenses and invest in growth opportunities. Additionally, accountants can advise on pricing strategies, cost control, and tax planning to maximise profitability. By providing a clear financial roadmap and ongoing support, accountants help you make informed decisions that support sustainable growth.

Keeping accurate and organised financial records is essential for effective accounting. You should maintain records of all income and expenses, including receipts, invoices, and bank statements. This documentation supports your financial transactions and is necessary for tax preparation and audits.

Additionally, keep records of payroll, including employee details, hours worked, and wage payments. Maintain copies of your financial statements, such as profit and loss statements and balance sheets, as well as any loan agreements, leases, and contracts. It’s also important to keep tax-related documents, such as previous tax returns, tax payment receipts, and correspondence with tax authorities. Organising your records in a systematic way helps your accountant provide accurate and efficient services.

Yes, accountants can assist with financial forecasting by analysing historical financial data and current market trends to predict future financial performance. Financial forecasting involves projecting revenue, expenses, and cash flow over a specific period, typically one to five years.

Accountants use this information to help you plan for growth, manage cash flow, and make informed business decisions. They can also create various financial scenarios based on different assumptions, allowing you to evaluate potential outcomes and develop contingency plans. Accurate financial forecasting is essential for setting realistic goals, securing financing, and navigating economic uncertainties. With an accountant’s expertise, you can develop a comprehensive financial plan that supports your long-term objectives.

Hiring an accountant for your personal finances offers numerous benefits, including expert advice on managing your money, planning for the future, and ensuring compliance with tax laws. Accountants can help you create a budget, track expenses, and identify opportunities for saving and investing.

They provide guidance on retirement planning, estate planning, and wealth management, helping you achieve your financial goals. Accountants also handle tax preparation and filing, ensuring you take advantage of available deductions and credits to minimise your tax liability. By managing your finances effectively, accountants reduce the stress and complexity of financial management, giving you peace of mind and more time to focus on other priorities.

An accountant can be invaluable in audit preparation by ensuring your financial records are accurate, complete, and well-organised. They review your financial statements and supporting documents to identify and correct any discrepancies or errors.

Accountants also help you understand audit requirements and gather the necessary documentation, such as receipts, invoices, and bank statements. They can assist in preparing reconciliations and schedules that auditors may request. During the audit, accountants can represent you, answering auditors’ questions and providing explanations for any financial transactions. By working with an accountant, you can streamline the audit process, reduce the risk of findings, and ensure compliance with regulatory requirements.

While accounting software can simplify financial management, it cannot replace the expertise and strategic advice provided by an accountant. Accounting software is a tool for recording and organising financial transactions, but it requires accurate data input and interpretation.

An accountant can ensure your financial data is accurate and help you understand the implications of your financial reports. They provide insights into financial trends, offer tax planning strategies, and ensure compliance with complex regulations. Additionally, accountants can identify and correct errors that software might not catch. By combining accounting software with professional accounting services, you can optimise your financial management and make informed decisions.

Accountants are bound by professional ethics and confidentiality agreements to protect your financial information. They implement secure data storage and communication practices, such as encryption, secure servers, and password protection, to safeguard your sensitive data.

Accountants also follow strict privacy policies and comply with legal and regulatory requirements regarding data protection. When sharing information, they use secure methods, such as encrypted emails or secure file-sharing platforms. Additionally, accountants undergo regular training to stay updated on the latest data security practices. By taking these measures, accountants ensure your financial information remains confidential and protected from unauthorised access.

 

Financial compliance refers to adhering to laws, regulations, and standards that govern financial practices. It includes complying with tax laws, financial reporting requirements, and industry-specific regulations.

Financial compliance is important because it ensures the integrity and accuracy of your financial records, protects your business from legal penalties, and maintains your reputation. Non-compliance can result in fines, audits, and legal actions, which can be costly and time-consuming. By maintaining compliance, you demonstrate your commitment to ethical business practices and build trust with stakeholders, including investors, customers, and regulators. Accountants play a crucial role in ensuring financial compliance by staying updated on regulatory changes and implementing best practices.

Yes, accountants can provide valuable advice on the best business structure for your needs, whether it’s a sole proprietorship, partnership, corporation, or trust. They consider factors such as tax implications, liability, operational efficiency, and long-term goals to recommend the optimal structure.

For example, incorporating your business might offer tax benefits and limited liability protection, while a partnership might be suitable for shared ownership and responsibilities. Accountants can also assist with the legal and administrative aspects of setting up your chosen business structure, such as registering with regulatory authorities and obtaining necessary licenses. By choosing the right structure, you can enhance your business’s financial performance and growth potential.

Choosing the right accountant involves evaluating their qualifications, experience, and area of expertise. Look for accountants who are certified or chartered, indicating they have met professional standards and ongoing education requirements.

Consider their experience in your industry and with businesses of similar size and complexity. Assess their communication style and whether they take the time to understand your specific needs and goals. Personal recommendations and reviews can also be helpful in making your decision. Schedule an initial consultation to discuss your requirements and see if the accountant’s approach aligns with your expectations. The right accountant should not only be knowledgeable but also someone you feel comfortable working with and trust to handle your financial matters.

An SMSF (Self-Managed Super Fund) accountant specialises in managing the intricate aspects of self-managed super funds, which can be quite complex. With a deep understanding of superannuation laws and financial strategies, an SMSF accountant ensures that your fund complies with the regulations while optimising its performance. They can assist with:

  • Setting up your SMSF correctly, including trust deeds and trustee declarations.
  • Preparing and lodging your SMSF annual returns and financial statements.
  • Providing strategic advice to maximise your fund’s growth and tax efficiency.
  • Helping with pension setups and contributions strategies.
  • Conducting regular reviews to align your SMSF with your changing financial goals.

By leveraging their expertise, you can make informed decisions about your superannuation, ensuring it’s not only compliant but also primed for securing your financial future.

Financial planning services are provided by Direct Wealth Pty Ltd & Direct Wealth Two Pty Ltd, as Corporate Authorised Representatives (No. 1253660) & (No.1309994) of Alliance Wealth Pty Ltd AFSL449221 www.centrepointalliance.com.au/fsg/aw

Credit advice and mortgage broking services are provided by AX2 Enterprises Pty Ltd as Corporate Authorised Representative No.494592 of LMG Broker Services Pty Ltd (Australian Credit Licence No. 517192).

Accounting and tax agent services are provided by Lighthouse Accounting.