Business Details
Trusted Accounting & Wealth Solutions in Wollongong
BeWise Accounting and Wealth Solutions and Wealth Solutions exists to be your trusted advisor and sounding board for all areas of your financial life. We specialise in tax compliance, accounting, business advisory, wealth management, and self-managed superannuation funds, ensuring clients can focus on their core priorities while we handle complex financial matters. Our team combines technical expertise with a commitment to building lasting relationships, delivering tailored solutions that align with individual and business goals.With certifications including Xero Certified Advisor and Certified Practicing Accountant, we leverage cutting-edge technology and industry-leading practices to simplify financial processes. Our approach prioritises transparency, professionalism, and exceptional service outcomes, helping clients achieve financial freedom and long-term success.
Services
Tax Compliance
Accounting Advisory
Cloud Bookkeeping
Wealth Planning
SMSF Management
Xero Solutions
Business Structuring
Tax Planning
Financial Reporting
Payroll Services
Highlights and features
- We offer certified expertise in tax compliance and business advisory services.
- Our team utilises Xero cloud accounting software for real-time financial insights.
- Specialised knowledge in self-managed superannuation fund administration and compliance.
- Personalised approach focused on building long-term client relationships.
- Proven track record in simplifying complex financial processes for local businesses.
Associations and certifications
- Certified Practicing Accountant
- Xero Certified Advisor
Services
Tax Compliance
We prepare and lodge tax returns and BAS for individuals, partnerships, trusts, companies, and SMSFs. Our ATO-compliant processes ensure timely submissions to avoid penalties while maximising deductions. Clients receive proactive guidance on tax planning and audit preparation, ensuring compliance with evolving regulations while optimising financial outcomes.
Cloud Accounting
Our Xero-certified experts implement cloud-based accounting systems for real-time financial management. Services include software setup, payroll integration, and automation of bookkeeping tasks. We train clients on efficient Xero usage while offering hands-off management options, ensuring accurate, accessible financial records aligned with business needs.
Wealth Advice
We provide strategic advice on wealth accumulation, preservation, and distribution. Our SMSF specialists assist with fund establishment, compliance, and investment strategies across property, shares, and managed funds. By addressing tax implications and retirement goals, we help clients build sustainable financial security tailored to their unique circumstances.
Business Advisory
We support business owners with financial reporting, budgeting, and operational structuring. Our advisory services cover valuation, acquisition planning, and system optimisation to enhance profitability. By managing financial complexities, we enable entrepreneurs to focus on core business growth while ensuring compliance and strategic alignment.
SMSF Management
We offer end-to-end SMSF services including establishment, administration, and audit preparation. Clients gain expertise in compliant investment strategies across property, equities, and ETFs. Our guidance ensures SMSFs operate efficiently as wealth-building tools while meeting regulatory requirements and retirement objectives.
People
William Beedles
Owner & Principal
Certified Practicing Accountant and Xero Certified Advisor with expertise in tax compliance and business advisory. Combines technical proficiency with a client-focused approach to demystify accounting. A dedicated triathlete committed to delivering innovative financial solutions.
Questions
What accounting software do you work with?
We specialise in Xero cloud accounting software, offering setup, training, and integration services to streamline financial management for businesses.
Can you assist with self-managed super funds?
Yes, we provide comprehensive SMSF services including establishment, compliance, investment strategy, and audit preparation to ensure regulatory adherence.
Do you offer tax planning services?
Yes, we provide proactive tax planning to minimise liabilities while ensuring compliance with ATO regulations for individuals and businesses.
Are you certified accountants?
Our principal is a Certified Practicing Accountant with Xero certification, ensuring expertise in modern accounting practices and technology.
What areas do you service?
We primarily serve Wollongong and surrounding New South Wales regions, offering both in-person and remote financial solutions.
