Business Details
50+ Years
experience
Trusted Accounting Services in Swan Hill
Established in 1969, Pooles Accountants & Tax Specialists has grown to include four partners and 34 dedicated staff, consistently delivering professional accounting services tailored to client needs. Recognised as one of Australia's top 100 accounting firms by the Australian Financial Review, we combine innovative practices with a client-focused approach to serve businesses across regional Victoria. Our expertise spans agriculture, taxation, self-managed superannuation, and specialist financial services, underpinned by a commitment to local communities through sponsorships and partnerships. We prioritise proactive advice, leveraging technology and strategic planning to help clients achieve long-term success.With offices in Swan Hill, Kerang, Bendigo, Balranald, and Sea Lake, our team provides accessible, reliable support to businesses and individuals. Our CPA-accredited practice adheres to rigorous professional standards, ensuring transparency and accountability in all services. By maintaining deep local knowledge and industry-specific insights, we deliver solutions that address both immediate challenges and future aspirations. This dedication to excellence has solidified our reputation as a trusted partner for agricultural enterprises, small businesses, and private clients seeking expert financial guidance.
Services
Agricultural Accounting
Taxation Services
Business Advisory
Self-Managed Superannuation
Payroll Services
Estate Planning
Strategic Planning
Risk Management
Details
- Year established: 1969
Highlights and features
- We have over 50 years of experience serving regional Victorian businesses
- Our team provides tailored financial solutions through one-on-one client relationships
- Recognised as one of Australia's top 100 accounting firms by AFR
- We offer industry-specific expertise in agricultural accounting and SMSF management
- Our services combine traditional accounting practices with innovative technology solutions
Associations and certifications
- CPA Australia
Services
Agricultural Accounting
Specialised financial services for agricultural enterprises across the Mallee, Wimmera, and Riverina regions. We provide tailored bookkeeping, budgeting, and strategic planning solutions that address the unique challenges of farming businesses. Our team combines industry-specific knowledge with practical financial management to help agricultural clients optimise profitability and ensure long-term sustainability.
Self-Managed Superannuation
Comprehensive support for managing self-managed superannuation funds. We assist clients with fund establishment, compliance requirements, investment strategy development, and retirement planning. Our approach focuses on creating personalised solutions that align with individual financial goals while maintaining adherence to regulatory standards through regular audits and reporting.
Business Advisory
Proactive guidance for business growth and operational efficiency. Our advisory services include cashflow forecasting, risk management, succession planning, and technology integration. We work closely with clients to develop customised strategies that address specific business challenges while leveraging opportunities for expansion and improved financial performance.
Taxation Services
Full-spectrum tax advisory and compliance solutions for individuals and businesses. We specialise in income tax, GST, and business activity statement preparation while providing strategic advice on tax minimisation and regulatory compliance. Our team ensures clients meet all legislative requirements while identifying legitimate opportunities to reduce tax liabilities and improve financial outcomes.
Estate Planning
Holistic estate planning services to safeguard assets and ensure smooth wealth transfer. We help clients establish wills, trusts, and enduring powers of attorney while considering superannuation and business succession requirements. Our approach balances legal compliance with practical considerations to create comprehensive plans that protect clients' financial legacies.
People
John Poole
Partner
Fourth-generation accountant with over 30 years' experience in regional Victorian business advisory. Specialises in agricultural accounting and business succession planning, maintaining deep community ties through local sponsorships.
Jane Smith
Partner
CPA-accredited tax specialist with expertise in SMSF management and compliance. Leads the firm's self-managed superannuation services, providing strategic retirement planning solutions for private clients.
Questions
What accounting services do you offer for agricultural businesses?
We provide tailored bookkeeping, budgeting, and strategic planning specifically for farms in the Mallee, Wimmera, and Riverina regions.
Do you specialise in self-managed superannuation funds?
Yes, we offer comprehensive SMSF services including establishment, compliance, and retirement strategy development.
How can you help with business succession planning?
Our team develops custom succession strategies to ensure smooth business transitions while maintaining financial stability.
Are you accredited accounting professionals?
Yes, we are a CPA-accredited practice with rigorous professional standards and industry recognition.
