We are a Chartered Accountant business offering professional, personalised and friendly service to all SME businesses, Self Managed Superannuation Funds and Individuals. Our purpose is to make business and taxation life easier for you.
Chartered, Accountant, Geelong, Tax, Financial Analysis, Tax Advisory
21349
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Self Managed Super Fund Compliance

Self Managed Super Fund Compliance

And so much more!

Our Team is Here For You

Our Team is Here For You

And happy to help :)

WHAT WE DO

A little bit about us

We are a Chartered Accountant business offering professional, personalised and friendly service to all SME businesses, Self Managed Superannuation Funds and Individuals.

 

Our purpose is to make business and taxation life easier for you.
WHO ARE WE

Introducing Our Team

Our team is passionate about motivating clients to follow their vision and give them the confidence to achieve whatever they set their mind to.

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Managing Principal

Denice O'Neill

Chartered Accountant

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Chartered Accountant

Belinda Griffiths

Chartered Accountant

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Assistant Accountant

Penny

Assistant Accountant

WHAT WE’RE GOOD AT

Our Primary Services

* Accounting
* Budgeting
* Business Start-up
* Business Structures
* Cashflow Analysis
* Financial Analysis
* Fringe Benefits Tax
* GST

* Income Taxation Returns
* KPI Analysis
* Payroll Services
* Rental Properties
* SMSF Compliance
* Share Portfolio Reporting
* Taxation Advice

Partnerships

* Allsure Insurance
* Barwon Food & Wine Society
* Beach Wealth Advisers
* Chartered Accountants Aust.

* Clever Digital
* Cornucopia Financial Planning
* Cotter Consulting
* Geelong Business Club

* Geelong Chamber of Commerce
* Loan Market
* 3 Triple RRR

  • Chartered AccountantsChartered Accountants
  • Geelong ChamberGeelong Chamber
  • AllsureAllsure
  • Beach WealthBeach Wealth
  • Clever DigitalClever Digital
  • Cotter ConsultingCotter Consulting
  • 3 Triple RRR3 Triple RRR
  • Loan MarketLoan Market
HOW WE DO WHAT WE DO

Our Process

STEP 1
Call for an Appointment

Call us on 03 5229 3438 to book your initial consultation. We will recommend what you will need to bring based on the service you require.

STEP 2
Initial Consultation

Typically an initial consultation will go for 1 hour. In this time we will discuss your requirements, priorities and next steps.

STEP 3
We Weave Our Magic

Once we have all the material our Accountants knuckle down and get to work on your project.

STEP 4
Delivering Results

We request a follow up meeting to deliver and discuss the outcomes of your project. Happy days.

CONTACT

When & Where to Say Hello

    Your Name (required)

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    Address

    27 Little Myers St, Geelong

    VIC 3220 Australia

    Postal Address

    PO Box 718, Geelong

    VIC 3220 Australia

    Phone

    Ph: 03 5229 3438