Individuals
Personal tax handled properly, with advice you can act on rather than a form you sign at the end.
- Individual tax returns
- Sole trader tax returns
- Partnership tax returns
- Rental and investment income
Chartered Accountants · Bowral
Accounting for the Southern Highlands, beyond the numbers.
A chartered practice in Bowral since 2005, advising business owners, investors, retirees and families across the Highlands — and clients throughout Australia.
- Established
- 2005
- Years in the Highlands
- 20+
- Principals
- 3
What we do
Three ways clients work with us
Whatever your circumstances, you deal with people who know the practice and know the region.
Investors
Self-managed super is a speciality of the practice — we advise on strategy, not just the annual compliance.
- Tax returns for property and share investors
- Self-managed superannuation funds
- SMSF audits
- SMSF strategy and structuring
Businesses
From a sole trader putting on a first employee to established companies with a board — including fixed-fee arrangements covering compliance and advice.
- Company tax returns
- Accounting and bookkeeping
- Financial statements
- Business activity statements
Our approach
We go beyond the numbers.
Your business and personal objectives are the starting point, not the tax return. We work on long-term relationships, which means the advice takes account of what you told us three years ago as well as this week.
The practice is based in Bowral and most of our clients are here in the Southern Highlands. We also act for clients elsewhere in Australia and overseas, with the same level of service.
Specialist practices
Advice most local firms send elsewhere
Four specialist areas run inside the practice, so you are not handed off to a stranger in Sydney.
Employment & Payroll Compliance
Single Touch Payroll, superannuation guarantee, PAYG withholding and the penalties that follow when they slip.
Carbon Accounting
Measuring and reporting Scope 1, 2 and 3 emissions, whether you are reporting voluntarily or because a customer now requires it.
Forensic Accounting
Detailed investigation of financial transactions for solicitors and clients, where fraud or a dispute is in question.
Aged Care Advice
How to pay for a residential aged care room — RAD, DAP or a combination — and what changed on 1 July 2025.
Why engage an accountant
What a good accountant actually changes
Reduce tax liability
Structure and timing decisions made before year end, not discovered after it.
Avoid penalties and interest
Lodgments in on time, and early warning when an obligation is approaching.
Save time
Compliance off your desk so you can spend the week on the business itself.
Grow the business
Reporting that shows what is actually driving margin, not just what the ATO requires.
Manage business finances
Cash flow, payroll and reporting handled as one system rather than three.
Advice when it matters
A direct line to a principal, not a call centre, when a decision cannot wait.
How we work
Quality advice, at a price agreed up front.
With several specialities inside one practice, clients get the right advice regardless of how straightforward or unusual their circumstances turn out to be.
Many clients take up fixed fee arrangements covering both compliance and advisory work, so there is no hesitation about picking up the phone.
We are known in particular for advice, taxation and strategy on self-managed superannuation funds.
Xero certified advisors
We also work with MYOB and Reckon.