During our fifty-year history, our office has always been located in Newtown.

 

Our clients are high net worth individuals, professionals and business people ranging from small sole traders through to large manufacturing, importing and wholesaling companies - many of whom are leaders in their fields.

 

Being located only a short walk from RPA Hospital, included amongst our client's are an increasing number of specialist and general medical practitioners and this specialisation allows us to keep informed of issues that are particularly relevant to those clients.

 

Our firm also focuses on providing advice on the establishment and running of Self-Managed Superannuation Funds and Allocated Pension Plans.

We have extensive experience in all statutory requirements pertaining to superannuation funds including preparing and auditing annual financial accounts, preparation and lodgement of income tax and regulatory returns, and assisting the Trustees in their duty to comply with all relevant legislation.

 

Being a people based business, our employees are our most valuable assets and we pride ourselves in their skills and professionalism. Our philosophy is to ensure that we only recruit people with superior technical knowledge, supported by the ability to communicate and understand the client's perspective. Our firm has a proud record of retaining our staff in an industry notorious for high staff turnover.