Tate Partners

Business Details

27 Years

experience

Expert Business, Tax & Wealth Advisory Services

Tate Partners was founded in 1999 with a vision to support business directors and owners in achieving their professional and personal financial goals. Our approach combines strategic business advisory, tax planning, and wealth management services tailored to each client's unique needs. With a team of experts boasting decades of experience in accounting, corporate finance, and financial planning, we deliver actionable insights that drive business growth and wealth creation. Our commitment to excellence is underpinned by our status as a registered tax agent and corporate authorised representative of GPS Wealth Ltd. We prioritise building long-term relationships through transparency, expertise, and a deep understanding of the challenges faced by business leaders.

Our services are structured to accommodate businesses at every stage, from start-ups to corporate entities, ensuring scalable support that evolves with client needs. By integrating business and wealth strategies, we help clients maximise tax efficiency, secure their financial future, and leave a lasting legacy. Our values of respect, professionalism, and accountability guide every interaction, ensuring clients receive ethical, client-centric advice. With offices in Melbourne and serving clients nationwide, Tate Partners remains dedicated to empowering businesses and individuals to achieve their aspirations through innovative solutions and expert guidance.

Services

Tax Compliance Corporate Secretarial Business Growth Wealth Management Bookkeeping CFO Support Leadership Planning Estate Planning SMSF Advisory Financial Strategy

Details

Year established: 1999

Highlights and features

We have over 25 years of experience supporting business owners since 1999
Our tailored financial plans integrate property, shares, and superannuation strategies
Our team includes SMSF specialists with 35+ years of industry expertise
We align business and personal wealth strategies for holistic financial outcomes
We operate under strict ethical standards with transparent communication

Associations and certifications

Tax Practitioners Board
GPS Wealth Ltd ABN 17 005 482 726 AFSL 254544

Website

Update Listing

Services

Tax Compliance

Our tax compliance services ensure businesses meet all regulatory requirements while optimising tax outcomes. We handle business activity statements, tax returns, and financial statements with expertise in corporate tax planning. Our team stays updated on legislative changes to provide strategic advice that minimises tax liabilities while maintaining compliance. Clients benefit from proactive tax strategies that align with their business growth objectives.

Wealth Management

We create tailored wealth management strategies that integrate property, shares, and superannuation to build sustainable financial futures. Our services include asset allocation reviews, estate planning, and retirement strategies. By aligning business and personal financial goals, we help clients protect and grow their wealth while navigating tax implications. Annual reviews ensure plans adapt to changing life circumstances and market conditions.

Business Growth

Our business growth services focus on enhancing profitability through cashflow forecasting, KPI reporting, and strategic planning. We provide mentoring and tools to help directors make data-driven decisions. Services include budget preparation, financial modelling, and management meeting support. We work closely with leadership teams to implement growth strategies that balance risk and reward for sustainable expansion.

SMSF Advisory

Specialist advice for self-managed superannuation funds covering setup, compliance, and investment strategies. Our SMSF specialists with 35+ years' experience ensure regulatory compliance while optimising retirement outcomes. Services include contribution planning, pension strategies, and annual compliance obligations. We help clients determine if SMSFs align with their broader wealth creation goals.

Estate Planning

Comprehensive estate planning solutions that protect assets and ensure smooth wealth transfer. We collaborate with legal professionals to create tax-effective wills, testamentary trusts, and power of attorney arrangements. Our approach considers superannuation integration and family dynamics to preserve wealth across generations while minimising tax liabilities through strategic estate structuring.

People

Joseph Eid

Managing Director

Founder of Tate Partners with over 25 years' experience in accounting and business advisory. Joseph leads strategic direction while ensuring client needs remain central to all services. His expertise in tax-effective structures guides business owners through growth phases.

Michael Cortis

Director

Former CFO and tax accountant with 20+ years in corporate finance. Michael oversees business growth services, leveraging big-firm experience to deliver practical solutions for directors seeking sustainable expansion and tax optimisation.

John Lethbridge

Private Wealth Adviser

Wealth management specialist with 24 years' industry experience. John focuses on SMSF strategies, tax-efficient wealth creation, and intergenerational planning. His expertise helps directors align business success with personal financial objectives.

Amie Dunn

Manager / SMSF Specialist

Certified SMSF advisor with deep technical knowledge of superannuation regulations. Amie manages fund compliance and investment strategies, ensuring clients maximise retirement savings while meeting legal obligations through tailored SMSF solutions.

Adam Betts

Senior Manager

Experienced business advisor specialising in corporate structuring and tax planning. Adam works with mid-sized enterprises on growth strategies, helping owners transition to scalable business models while maintaining tax efficiency.

Questions

What accounting services do you offer for small businesses?

We provide tax compliance, BAS preparation, financial statements, and strategic tax planning tailored to small businesses. Our Essentials package supports start-ups through to $1m turnover entities.

How do you help business owners with wealth creation?

We integrate business and personal financial planning using property, shares, and superannuation strategies. Our wealth management services include asset allocation reviews and retirement planning aligned with business goals.

Do you specialise in SMSF advisory?

Yes, our SMSF specialists offer setup, compliance, and investment strategies. With over 35 years' combined experience, we ensure regulatory compliance while optimising retirement outcomes through tailored solutions.

What business growth support do you provide?

We offer cashflow forecasting, KPI reporting, budget preparation, and strategic planning. Our Growth package includes quarterly management meetings and mentoring to help directors achieve sustainable expansion.

How do you approach estate planning?

We collaborate with legal professionals to create tax-effective wills, testamentary trusts, and power of attorney arrangements. Our approach ensures smooth wealth transfer while minimising tax liabilities through strategic structuring.

Can you assist with corporate tax structuring?

Yes, our Corporate package provides strategic tax advice for businesses over $10m turnover, including investor readiness, leadership succession, and international back-office support to optimise tax outcomes.