Larene Egan & Associates

Business Details

12 Years

experience

Expert Chartered Accountants in Penrith

Established in 2014, Larene Egan & Associates brings 35 years of combined industry expertise to deliver tailored accounting and taxation solutions. As Chartered Accountants and Registered Tax Agents, we specialise in serving individuals, small-to-medium enterprises, and self-managed superannuation funds. Our focus on client-centric service ensures personalised guidance through complex tax landscapes, supported by a team with deep local knowledge of Penrith's business environment. We prioritise transparency in all financial matters, offering expert advice on business compliance, tax return preparation, and strategic financial planning. With a legacy of trust built since 1987, our firm combines technical proficiency in GST, PAYG, and capital gains tax with a commitment to simplifying financial processes for clients.

Our services extend to financial statement preparation, business setup assistance, and superannuation fund management, ensuring comprehensive support for both personal and corporate financial needs. Located in Penrith's NK Centre, we provide accessible expertise with convenient parking facilities. Our principal, Larene Egan, leverages her dual qualifications as a Chartered Accountant and Justice of the Peace to deliver ethically grounded, technically sound financial solutions. We differentiate ourselves through one-on-one consultations that demystify taxation complexities while maintaining rigorous compliance standards. Our track record demonstrates consistent success in helping businesses navigate financial challenges and achieve growth objectives.

Services

Accountancy Taxation Superannuation GST Bookkeeping Tax Planning Financial Statements Business Setup PAYG Capital Gains Tax

Details

Year established: 2014

Highlights and features

We offer 35 years of combined experience in accounting and taxation
Our team provides personalised financial guidance tailored to client needs
Specialised expertise in tax law and business compliance matters
Conveniently located in central Penrith with accessible facilities
Principal holds dual qualifications as Chartered Accountant and Justice of the Peace

Associations and certifications

Chartered Accountants Australia and New Zealand
Australian Taxation Office (Registered Tax Agent)

Website

Update Listing

Services

Accountancy

Our accountancy services provide comprehensive financial management solutions for businesses and individuals. We specialise in financial statement preparation, cashflow analysis, and business performance reporting for sole traders, companies, partnerships, and trusts. With expertise in Australian accounting standards and regulatory requirements, we ensure accurate financial records that support informed business decision-making.

Taxation

We deliver complete taxation solutions covering individual and business tax requirements. Our services include tax return preparation, compliance reporting, and strategic tax planning for various entities. With ongoing updates to tax legislation, we provide timely advice to optimise tax positions while maintaining full compliance with ATO requirements for businesses and individuals across Penrith.

Superannuation

Our superannuation expertise covers self-managed super fund establishment and management. We assist with SMSF compliance, financial reporting, and tax return preparation. Our services ensure clients' retirement savings structures meet regulatory requirements while providing strategic guidance for long-term financial security through properly maintained superannuation arrangements.

GST

We manage all Goods and Services Tax requirements for businesses, including Business Activity Statement preparation and lodgement. Our services ensure accurate GST reporting, proper claim verification, and compliance with ATO regulations. We provide training and bookkeeping support to maintain ongoing GST compliance for small and medium enterprises in Penrith.

Bookkeeping

Our bookkeeping services maintain accurate financial records for business operations. We handle transaction recording, financial reporting, and BAS preparation using modern accounting software. By managing day-to-day financial transactions, we enable business owners to focus on growth while ensuring complete and compliant financial documentation for taxation purposes.

People

Larene Egan

Principal Chartered Accountant

With 35 years in accounting, Larene Egan is a qualified Chartered Accountant and Registered Tax Agent. She established her Penrith practice in 2014 after working with major accounting firms since 1987. Her expertise covers business compliance, tax planning, and superannuation management. As a Justice of the Peace, she maintains strong ethical standards while providing personalised financial solutions to local businesses and individuals.

Questions

What accounting services do you offer for small businesses?

We provide financial statements, business activity statements, and bookkeeping services tailored to small businesses. Our support includes cashflow management and compliance reporting for sole traders, partnerships, and companies.

Do you handle personal tax returns?

Yes, we prepare individual tax returns including rental property income, salary sacrifice arrangements, and personal investment taxation. Our services ensure compliance with current ATO requirements.

Can you assist with self-managed super funds?

We specialise in SMSF establishment, compliance reporting, and tax return preparation. Our services ensure proper management of self-managed superannuation funds according to regulatory standards.

What tax planning services are available?

We offer capital gains tax planning, fringe benefits tax advice, and strategic tax structuring. Our services help businesses and individuals optimise their tax positions while maintaining compliance.

How do you support business owners?

We provide business setup assistance, purchase/sale guidance, and ongoing financial management. Our one-on-one consultations help businesses navigate financial challenges and achieve growth objectives.

Are you qualified to provide accounting advice?

We are Chartered Accountants and Registered Tax Agents with 35 years combined experience. Our qualifications include membership with Chartered Accountants Australia and New Zealand and NSW Justice of the Peace appointment.