Business Details
50+ Years
experience
Chartered Accountants & Financial Advisors in Newcastle
Established in 1928, we are one of Newcastle's most experienced private accounting practices. Our philosophy centres on understanding clients' businesses and personal objectives beyond mere compliance, enabling us to deliver constructive advice tailored to individual goals. With over 90 years of combined expertise, our partners maintain direct client contact to ensure consistent, informed service. We pride ourselves on community involvement through charitable support and organisational memberships. Our multidisciplinary team provides integrated solutions across accounting, taxation, financial planning, and business advisory services. Specialising in Self-Managed Superannuation Funds since their inception, we offer comprehensive SMSF administration and audit services.Our audit division serves diverse entities including large corporations and real estate agents, focusing on risk identification and operational improvements. As authorised representatives of Capstone Financial Planning, we deliver strategic investment and retirement planning services. Our business advisory team addresses growth strategies, succession planning, and asset protection across various industries. Client retention through generations reflects our commitment to financial common sense, honesty, and evolving with clients' changing needs.
Services
Accounting & Tax
Financial Advice
Self-Managed Superannuation
Business Advisory
Audit Services
Investment Strategies
Estate Planning
Retirement Planning
Portfolio Management
SMSF Administration
Details
- Year established: 1928
Highlights and features
- We offer over 90 years of combined experience in accounting and financial services
- Our team provides direct partner contact for consistent, informed service delivery
- We specialise in integrated accounting, tax, and financial planning solutions
- Our SMSF expertise spans establishment, compliance, and audit services
- We maintain Chartered Accountant status with ongoing professional development
Services
Accounting & Tax
Our accounting and tax specialists deliver compliance solutions, strategic planning, and audit preparation. We ensure legislative adherence while optimising financial outcomes through tailored strategies. Services include financial statements, bookkeeping, and company secretarial obligations.
Financial Advice
Authorised financial planners provide investment strategies, retirement planning, and portfolio management. Our services integrate with accounting solutions to create comprehensive wealth management frameworks for individuals and businesses.
Business Advisory
We offer strategic guidance on business growth, succession planning, and operational efficiency. Our advisory services address cash flow management, restructuring, and industry-specific challenges across diverse sectors.
Audit Services
Experienced auditors conduct statutory and internal audits for corporations, trusts, and SMSFs. Our approach identifies risks, improves systems, and ensures compliance with regulatory frameworks while delivering actionable business insights.
Self-Managed Superannuation
Comprehensive SMSF services cover establishment, compliance, investment strategies, and audit requirements. We specialise in tailored retirement planning solutions that align with individual financial objectives.
Questions
What accounting services do you offer?
We provide tax compliance, financial reporting, bookkeeping, and company secretarial services tailored to businesses of all sizes.
Do you specialise in SMSF management?
Yes, we offer full SMSF lifecycle services including establishment, compliance, audit, and retirement planning strategies.
How do you support business growth?
Our business advisory team delivers cash flow analysis, succession planning, and strategic growth solutions based on industry experience.
Are you qualified financial planners?
We are authorised representatives of Capstone Financial Planning, offering investment strategies and retirement planning services.
