Business Details
Trusted Chartered Accountants in Victor Harbor
As a Chartered Accounting firm with over 25 years of experience, we specialise in assisting primary producers and small businesses across the Fleurieu Peninsula. Our team of three partners, eight accountants, and support staff deliver tailored solutions in taxation, accounting, business consulting, and superannuation. We prioritise staying ahead of regulatory changes to provide proactive advice, particularly in SMSF compliance, where our partners have over 15 years of expertise.Our services extend to business planning, tax strategy, and cash flow management, ensuring clients receive comprehensive support. With a focus on accessibility and local community engagement, we combine deep industry knowledge with a personable approach to meet diverse client needs.
Services
Taxation Consulting
Accounting Compliance
Business Consulting
Superannuation Services
Bookkeeping
BAS Assistance
SMSF Establishment
Tax Return Preparation
Business Plan Preparation
Cash Flow Management
Highlights and features
- We offer over 25 years of experience in accounting and tax advisory services.
- Our partners have over 15 years of expertise in SMSF compliance and audits.
- We provide cost-effective services tailored to local small businesses and primary producers.
- Our team combines technical proficiency with a personable, client-centric approach.
- We actively engage with and support local community and sporting initiatives.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Prompt, thorough
Relevant and up-to-date advice
Courteous and efficient staff
Services
Taxation Consulting
We provide tailored taxation consulting for individuals, partnerships, trusts, and companies. Our team keeps clients informed of regulatory changes to enable proactive planning and mitigate risks. With a focus on compliance and strategic tax advantages, we address complex issues such as capital gains tax, GST, and stamp duty.
Accounting Compliance
Our accounting compliance services include business planning, structure advice, and cash flow management. We assist with BAS preparation, tax return lodgement, and software recommendations. We ensure adherence to financial reporting standards while offering insights to improve business performance and tax efficiency.
Business Consulting
We offer strategic business consulting from start-up to exit planning. Our services include financial analysis, risk assessment, and operational guidance. We help clients navigate challenges, optimise structures, and make informed decisions to enhance long-term sustainability and growth.
Superannuation Services
We specialise in SMSF establishment, compliance, and audit services. Our team prepares financial statements, tax returns, and audits while advising on tax planning strategies. With partners managing their own SMSFs, we provide practical insights to ensure regulatory compliance and optimal fund performance.
People
Michael Price
Partner
With 38 years of practice in Victor Harbor, Michael brings extensive local expertise. He focuses on taxation and business advisory, combining deep community ties with a commitment to client-centric solutions.
Gavin Roberts
Partner
Gavin has over 20 years of experience as a Chartered Accountant and SMSF specialist. His qualifications include a Bachelor of Laws and Graduate Diploma in Financial Planning, ensuring comprehensive advisory services.
Todd Kelly
Partner
Todd has practiced in Victor Harbor for 25 years, blending accounting expertise with local business insights. He actively contributes to community sports and delivers tailored financial strategies.
Questions
What services do you offer?
We provide taxation consulting, accounting compliance, business advisory, and superannuation services, including SMSF establishment and audits.
Do you specialise in SMSF compliance?
Yes, our partners have over 15 years of experience in SMSF compliance, audits, and tax planning strategies.
Are your services cost-effective?
Our fees are typically two-thirds of Adelaide-based firms, with SMSF services ranging from $990 to $3,300 depending on complexity.
Do you support small businesses?
Yes, we specialise in assisting small businesses with accounting, tax planning, and operational challenges tailored to their needs.
