At Private Wealth Accountants, we are here to help you take control of your accounting, tax and finances. We provide a range of tax, accounting, business advisory and wealth management services to businesses, families and individuals across Melbourne. We believe in always providing customised, convenient and cost-effective services.
By providing our clients with proactive advice and solutions that are practicable and actionable we can assist them in achieving their goals, all the while ensuring they remain compliant with relevant regulations. Our team has more than 50 years of combined experience providing expert taxation and business advisory services across Melbourne.
By providing our clients with proactive advice and solutions that are practicable and actionable we can assist them in achieving their goals, all the while ensuring they remain compliant with relevant regulations. Our team has more than 50 years of combined experience providing expert taxation and business advisory services across Melbourne.
Services
About Us
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Private Wealth Accountants originally began as L & D Associates 7 years ago. Our mission was to build an accounting firm that would not only meet the needs of, but also be the trusted advisor to local individuals and businesses. Since then we have continued to invest in new ways to deliver value to our clients.
Business Advisory
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Owning and running a small business can be a rewarding but challenging task. Private Wealth Accountants aim to not only reduce the burden of compliance on business owners, but also provide them with the assistance and information to maximise their business success. Advice and assistance with indirect taxes (GST, Capital Gains Tax, Fringe Benefits Tax etc).
Bookkeeping
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If you're running a small business, you have plenty to do without worrying about managing the books. Focus on what matters most to your business and let us handle the paperwork. At Private Wealth Accountants, we provide a comprehensive bookkeeping service for businesses across Melbourne's south-eastern suburbs including Brighton, Cheltenham, Carnegie, Bentleigh, Moorabbin and more.
Smsf
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Your super is one of your biggest assets. Making sure it's well-managed is essential for your long-term financial security and a comfortable retirement. A self-managed super fund (SMSF) is a great way to control how and where your super is being invested while maintaining maximum visibility over your retirement savings.
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