Business Details
27 Years
experience
Expert Accounting & Tax Services Sunshine Coast
Established in 1999, Trilogy Tax has grown to become one of the largest accounting practices in the Sunshine Coast Hinterland. Our practice is built on trust, confidentiality, and old-fashioned service, offering comprehensive solutions in accounting, taxation, and SMSF management. With decades of combined experience, our team specialises in business structuring, tax planning, and compliance, serving clients across Australia through in-person and remote services.We prioritise understanding each client's unique needs to deliver tailored advice, ensuring compliance with legislative requirements while optimising financial outcomes. Our commitment to transparency, integrity, and client-centric service positions us as a trusted partner for individuals and businesses seeking expert financial guidance.
Services
Accounting
Taxation
SMSF
Audits
Bookkeeping
Details
- Year established: 1999
Highlights and features
- We have over 25 years of experience in accounting and SMSF compliance.
- Our team offers tailored financial solutions for individuals and businesses.
- We provide nationwide services through flexible in-person and remote options.
- Our practice is built on trust, confidentiality, and old-fashioned service.
- We specialise in business structuring and strategic tax planning.
Associations and certifications
- QLD Office of Fair Trading
What people say
Knowledgeable staff
Effective SMSF support
Reliable accounting
Tailored financial advice
Long-term trust
Services
SMSF Services
We provide comprehensive SMSF solutions including setup, compliance, and ongoing support. Our services cover trust structure advice, pension options, and audit preparation. Clients benefit from tailored strategies to maximise retirement savings while maintaining regulatory compliance.
Business Accounting
Our business accounting services include financial reporting, tax planning, and restructuring advice. We assist with BAS/GST compliance and cash flow management. Businesses gain strategic insights to improve profitability and operational efficiency across all industries.
Taxation Services
We offer tax return preparation, activity statement lodgement, and strategic tax planning. Our team ensures compliance with ATO requirements while identifying legitimate deductions. Clients receive proactive advice to minimise tax liabilities and optimise financial outcomes.
Audits
Approved by the QLD Office of Fair Trading, we conduct real estate trust account audits and not-for-profit organisation audits. Our process includes initial advice, ATO liaison, and submission preparation. Clients receive clear guidance to navigate audit requirements efficiently.
Bookkeeping
We manage bookkeeping, payroll, and financial statement preparation. Services include budget monitoring and management reporting. Small businesses benefit from accurate record-keeping to support informed decision-making and regulatory compliance across Sunshine Coast and Hinterland regions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, tax compliance, and business structuring advice tailored to small businesses across Australia.
Do you specialise in SMSF management?
Yes, we offer comprehensive SMSF services including setup, compliance, pension planning, and audit preparation for self-managed super funds.
Can you assist businesses outside Sunshine Coast?
Yes, we serve clients nationwide through remote consultations and electronic document management systems for all accounting needs.
What are your office hours?
Our office operates Monday-Friday 9am-5pm with after-hours appointments available upon request for client convenience.
How do you handle ATO audits?
We provide full audit support including ATO liaison, document preparation, and objection lodgement, leveraging our 25+ years of compliance experience.
Reviews (4)
Gav Pitt
Nov 24, 2021
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Positive:Professionalism
Great service, been a customer for over 10 years. I highly recommend them.
Great service, been a customer for over 10 years. I highly recommend them.
Jessica Riggin
Oct 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Bob has done the taxes for my small business for the past two years. I've been very pleased with how easy he makes the process, and he's found ways for me to save money on my taxes that my previous tax agents didn't tell me about.
Bob has done the taxes for my small business for the past two years. I've been very pleased with how easy he makes the process, and he's found ways for me to save money on my taxes that my previous tax agents didn't tell me about.
Michelle Hankins
Oct 27, 2021
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I love visiting Trilogy Tax each year. Easy, straightforward, decent charges and great conversion along with some very helpful tips along the way.
Jessie Bartlett
Oct 12, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have been going to Bob at trilogy tax for many years now, Bob & Brett are both very professional, very responsive, amazing & friendly highly recommend Trilogy Tax
I have been going to Bob at trilogy tax for many years now, Bob & Brett are both very professional, very responsive, amazing & friendly highly recommend Trilogy Tax
