Business Details
Trusted Accounting & Financial Planning Services in Albury Wodonga
Focus Partners Chartered Accountants and Financial Planners have been serving clients in Albury Wodonga and surrounding regions since the 1960s. Our team of dedicated specialists combines decades of industry experience with a commitment to delivering high-quality accounting, financial planning, and self-managed superannuation fund (SMSF) services. We prioritise understanding our clients' unique needs, offering tailored solutions that align with their financial goals. Our expertise spans business advisory, taxation compliance, retirement planning, and investment strategies, supported by a client-centric approach that values integrity, transparency, and long-term partnerships.Accredited by the Self Managed Super Fund Association, we ensure our SMSF advice meets rigorous standards. With offices in Albury and a reach extending to Bright, Wangaratta, and beyond, we provide accessible, reliable support to individuals, families, and businesses seeking to optimise their financial futures.
Services
Business Advisory
Taxation Compliance
Financial Planning
SMSF Services
Retirement Strategies
Investment Management
Entity Structuring
Succession Planning
CFO Program
Board of Advice
Highlights and features
- We offer over 60 years of combined experience in accounting and financial planning.
- Our team includes SMSF Specialist Advisers accredited by the Self Managed Super Fund Association.
- We provide tailored financial road maps aligned with individual client goals.
- Our services extend to Albury, Wodonga, and surrounding regions including Bright and Wangaratta.
- We combine local expertise with national compliance standards for holistic financial solutions.
Associations and certifications
- Self Managed Super Fund Association
Services
Business Advisory
Our Business Advisory Services guide clients through all stages of business growth, from setup to succession planning. We offer strategic advice on financial management, compliance, and performance improvement. Our CFO Program provides budgeting, benchmarking, and regular performance reviews to help small businesses grow profitably. With a focus on local markets, we deliver actionable insights tailored to your industry, ensuring long-term sustainability and value creation.
Taxation Compliance
We specialise in tax planning and compliance, preparing accurate income tax returns, financial statements, and activity statements. Our team stays updated on legislative changes to ensure compliance while minimising tax liabilities. Services include capital gains tax planning, asset register maintenance, and fringe benefits tax compliance. We work closely with clients to simplify complex tax obligations, offering proactive strategies that align with business and personal financial goals.
Financial Planning
Our Financial Planning services create tailored strategies for individuals and businesses, covering retirement, investment, and risk management. We assess clients' financial situations to develop road maps for wealth accumulation, protection, and distribution. Specialised offerings include salary packaging, borrowing strategies, and estate planning. By combining holistic advice with ongoing reviews, we ensure clients achieve long-term financial security aligned with their lifestyle aspirations.
SMSF Services
As accredited SMSF specialists, we assist with establishing, administering, and optimising self-managed super funds. Our services include investment strategy documentation, compliance reporting, and tax-effective planning. We educate clients on SMSF benefits, such as investment control and cost efficiency, while ensuring adherence to regulatory requirements. Our goal is to empower clients to maximise retirement savings through informed, compliant fund management.
Succession Planning
Our Succession Planning service ensures smooth business and family transitions through structured strategies. We conduct business valuations, develop formal succession plans, and provide training for successors. By addressing ownership transfer, tax implications, and family dynamics, we help clients secure their legacy while maintaining business continuity. Fixed-fee stages ensure transparency, with expert support guiding clients through each phase of the succession process.
People
Elin Collins
Principal, Chartered Accountant
Elin joined Focus Partners in 2005 after starting her career in 2002. She holds a Bachelor of Business degree from Charles Sturt University and is a Chartered Accountant. With expertise in business services and tax compliance, she balances her professional role with family life in Albury.
Fleur Curry
Principal, Chartered Accountant
A local Albury resident, Fleur has been with Focus Partners since 2004. She completed her Chartered Accountants Program in 2008 and a Graduate Certificate in Taxation in 2017. Specialising in SMSF and tax advisory, she actively contributes to the community and enjoys family time.
Josh Howard
Principal Financial Adviser
Josh specialises in SMSF and retirement strategies, joining Focus Partners in 2009. He holds an Advanced Diploma in Financial Services and is a Justice of the Peace. His focus is on empowering clients to achieve financial goals through tailored advice.
Zac Trinnick
Principal, Chartered Financial Analyst
Zac brings over a decade of funds management experience to Focus Partners. A Chartered Financial Analyst and Certified Financial Planner, he specialises in investment strategies. He returned to Albury in 2012, combining national expertise with local financial planning needs.
Sarah Shelley
Chartered Accountant
Sarah has been with Focus Partners since 2013, offering expertise in accounting and compliance. A graduate of Charles Sturt University, she became a Chartered Accountant in 2015 and serves as a Justice of the Peace, blending professional and community roles.
Questions
Who are Focus Partners?
Focus Partners is a Chartered Accounting and Financial Planning firm operating since the 1960s. We offer integrated tax, accounting, and financial advice under one roof, specialising in SMSF, business advisory, and retirement planning.
What services do Focus Partners offer?
We provide business advisory, taxation compliance, financial planning, SMSF administration, succession planning, investment management, and entity structuring services for individuals and businesses in Albury Wodonga and surrounding regions.
How much does financial advice cost?
Initial Statement of Advice fees range from $1,650 to $3,300. Ongoing advice costs 0.88% annually of your investment balance or a flat fee for SMSF clients. The first meeting is free.
What is Focus Partners' investment philosophy?
We use Lonsec Limited's research to build diversified portfolios tailored to risk profiles. Direct investments and recommended fund managers ensure cost-effective, benchmark-beating strategies aligned with client goals.
When is a Self Managed Super Fund appropriate?
SMSFs suit those with over $250,000 in super balances seeking control over investments. We assess suitability, compare options, and ensure compliance, leveraging fixed-fee structures for cost efficiency.
Do you offer business valuation services?
Yes, we provide business valuations using patented tools and benchmarking databases. Services include value improvement advice, succession planning, and dispute resolution support for private and family businesses.
Reviews (1)
Jane Worthington
Oct 13, 2019
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Helen is truly a Godsend for women in small business. I only wish I had known about her earlier when I was paying sooo much more and getting so much less! Nothing is ever too much trouble; she is a wealth of knowledge; her website has very prescriptive nuggets of advice and I cannot recommend her highly enough. Very affordable and hands on and has made me realise the importance of sound financial strategy.
