Business Details
Trusted Accounting & Financial Services in Kent Town
Jonas & Associates has built a reputation for delivering comprehensive accounting and financial planning services tailored to both businesses and individuals. Our approach focuses on understanding clients' unique needs, offering strategic advice that spans tax management, asset protection, succession planning, and wealth creation. With a team of certified professionals, we prioritise long-term relationships, ensuring clients receive personalised guidance that evolves with their financial journey.Our expertise extends to forensic accounting, business valuations, and SMSF advisory services, supported by partnerships with industry-recognised networks. By combining technical excellence with a client-centric philosophy, we aim to simplify complex financial landscapes and empower informed decision-making.
Services
Business Accounting
Financial Planning
Forensic Accounting
Business Valuations
Farm Succession
Tax Advisory
Estate Planning
SMSF Management
Highlights and features
- We offer 20+ years of experience in business and financial accounting.
- Our team includes certified forensic accountants and SMSF specialists.
- We provide tailored asset protection and succession planning strategies.
- We prioritise lifelong client relationships over transactional interactions.
- Our services integrate tax, superannuation, and wealth creation planning.
Associations and certifications
- Institute of Chartered Accountants Australia and New Zealand
- SMSF Advisers Network Pty Ltd
What people say
Delicate farm succession process handled thoughtfully
Business valuations ensured smooth transitions
Expert SMSF and tax advisory services
Lifelong client relationships prioritised
Proven track record since early 2000s
Services
Business Accounting
Comprehensive accounting solutions for businesses including transaction processing, financial reporting, and management advisory. Our Chartered Accountants deliver tailored insights to improve decision-making and operational efficiency. Services cover tax compliance, cash flow management, and strategic business growth planning.
Financial Planning
Holistic financial planning covering superannuation, tax optimisation, and wealth creation strategies. Specialising in SMSF management and intergenerational wealth transfer. We help clients achieve long-term financial security through personalised investment and retirement planning solutions.
Forensic Accounting
Specialised forensic services for financial investigations, business valuations, and dispute resolution. Certified practitioners handle complex cases including divorce proceedings, economic damages assessments, and post-acquisition disputes with court-ready documentation and expert testimony.
Farm Succession
Tailored succession planning for farming families ensuring business continuity and family harmony. We develop strategies balancing financial security for current owners and operational viability for next-generation operators through structured asset transfers and tax-efficient frameworks.
Business Valuations
Accurate business valuations for mergers, acquisitions, and succession planning. Qualified accountants use industry-specific methodologies to determine fair market value, supporting informed decision-making for business owners and stakeholders in various commercial contexts.
People
John Stankevicius
Principal
With over 20 years' experience, John specialises in business advisory and financial planning. He focuses on building long-term client relationships and has particular expertise in SMSF structures and farm succession planning.
Questions
What accounting services do you offer for businesses?
We provide daily business accounting, management reporting, tax compliance, and strategic advisory services including asset protection and succession planning.
Do you specialise in SMSF advisory?
Yes, as authorised representatives of SMSF Advisers Network, we offer full SMSF lifecycle management including establishment and pension strategies.
How do you handle farm succession planning?
Our specialists create tailored succession plans balancing family needs, business viability, and tax efficiency for agricultural enterprises.
What forensic accounting services are available?
Certified forensic accountants assist with business valuations, financial disputes, and investigations for legal proceedings.
Do you offer estate planning services?
Yes, we help structure wills and estates to minimise tax exposure and ensure legacy protection, considering Australia's high will contest rates.
