Business Details
13 Years
experience
Expert Accounting & Tax Services in Melbourne
At Private Wealth Accountants, we are dedicated to empowering individuals, families, and small businesses across Melbourne to achieve financial stability and success. With over 50 years of combined experience, our team of Chartered Accountants specialises in delivering customised, proactive, and actionable solutions tailored to meet the unique needs of each client. Our expertise spans accounting, taxation, business advisory, SMSF administration, and wealth management, ensuring compliance while optimising financial outcomes. We prioritise convenience and cost-effectiveness, offering virtual meetings and comprehensive back-office support to streamline operations for busy clients.Our commitment to continuous innovation and client-centric service has solidified our reputation as a trusted advisor in the south-eastern suburbs of Melbourne. By combining technical excellence with a deep understanding of industries such as healthcare, construction, and property investment, we provide strategic guidance that drives growth and long-term prosperity for our clients.
Services
Accounting
Taxation
Business Advisory
SMSF
Wealth Management
Bookkeeping
Payroll Services
Superannuation Compliance
Details
- Year established: 2013
Highlights and features
- We offer over 50 years of combined experience in taxation and business advisory.
- Our team includes Chartered Accountants with expertise in healthcare and construction industries.
- We provide proactive, actionable advice tailored to individual client needs.
- Conveniently located in McKinnon with virtual meeting options available.
- We specialise in SMSF administration and retirement planning strategies.
Services
Accounting & Taxation
Private Wealth Accountants provides comprehensive accounting and taxation services for businesses, individuals, and SMSFs. Our expertise includes tax return preparation, BAS/IAS lodgement, superannuation reporting, and compliance with ATO regulations. We focus on minimising tax liabilities while ensuring adherence to legislative requirements. Our team delivers tailored solutions to maximise financial efficiency for clients across Melbourne's south-eastern suburbs.
Business Advisory
We offer strategic business advisory services to SMEs, including entity structuring, financial planning, and taxation management. Our team provides actionable insights to enhance profitability, streamline operations, and navigate complex regulatory environments. With a focus on industries like healthcare and construction, we deliver customised growth strategies aligned with client objectives and market dynamics.
SMSF Administration
Our SMSF services cover fund establishment, compliance, and retirement planning. We assist clients in managing self-managed super funds through tax-efficient strategies, audit coordination, and investment advice. By partnering with wealth management experts, we ensure SMSFs align with long-term financial goals while adhering to evolving regulatory standards.
Back Office Support
We provide end-to-end back office solutions, including bookkeeping, payroll, and superannuation compliance. These services free up business owners to focus on core operations while ensuring accurate financial record-keeping. Our team utilises secure systems to maintain compliance and deliver timely reporting for businesses in Brighton, Cheltenham, and surrounding areas.
Wealth Management
Through trusted partners, we offer wealth management services encompassing financial planning, asset protection, and personal insurance. Our strategies aim to grow and safeguard client assets through risk-appropriate investments and retirement planning. We prioritise long-term financial security by aligning solutions with individual circumstances and market opportunities.
People
Chang Lin Chang
Chartered Accountant
Chang brings 20+ years of experience from mid-tier firms and multinational corporations. He specialises in medical and health professionals, business startups, tax planning, and property investment. A University of Melbourne graduate, he focuses on personalised service and client education.
Lydon Desa
Chartered Accountant
Lydon holds a Monash University degree and is a Chartered Accountant with two decades of SME advisory experience. He specialises in tax and business advice for medical professionals and construction firms, combining technical expertise with hands-on client collaboration.
George Taranto
Chartered Accountant
George is a Monash University graduate with a decade of public practice experience. His focus on taxation compliance and proactive client communication has built long-term relationships. He provides tailored advice to individuals and small businesses across Melbourne.
Questions
What accounting services do you offer?
We provide tax returns, BAS/IAS lodgement, superannuation reporting, payroll services, and financial compliance for businesses and individuals.
Do you specialise in SMSF administration?
Yes, we handle SMSF establishment, compliance, audits, and retirement planning strategies tailored to your investment goals.
Can you assist with business advisory services?
Our team offers entity structuring, financial planning, taxation management, and growth strategies for SMEs in healthcare, construction, and other sectors.
Are your services available virtually?
Yes, we offer phone and virtual conferencing for clients who prefer remote meetings at a convenient time.
What areas do you service?
We operate in Melbourne's south-eastern suburbs including Brighton, Cheltenham, Carnegie, Bentleigh, and Moorabbin.
How experienced is your team?
Our Chartered Accountants have over 50 years of combined experience in taxation, business advisory, and financial planning.
Reviews (7)
Yumi Li
Dec 18, 2021
Report
Positive:Responsiveness
Chang is my accountant and he is very patient and professional. Fast responses too. Thank you very much, Chang!
Chang is my accountant and he is very patient and professional. Fast responses too. Thank you very much, Chang!
Jessika Watt
Jul 24, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
AMAZING! Chang was so easy to deal with, he organized a video call to go through all of my tax requirements and was so helpful with any questions I had. Would highly recommend and will be using again :)
AMAZING! Chang was so easy to deal with, he organized a video call to go through all of my tax requirements and was so helpful with any questions I had. Would highly recommend and will be using again :)
Tiffany
Jul 11, 2021
Report
Chang has been nothing but excellent and extremely helpful. He is very knowledgeable and professional which has always made my experience seamless. I would highly recommend Private Wealth Accountants, especially Chang, for all tax matters.
Trang Nguyen
May 04, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Chang Lin at PWA has been helping my family with tax advices for many years. He is very professional and knowledgeable. We highly recommend Chang to anyone that needs trusted advices when it comes to tax and business services.
Chang Lin at PWA has been helping my family with tax advices for many years. He is very professional and knowledgeable. We highly recommend Chang to anyone that needs trusted advices when it comes to tax and business services.
Edwin Goon
Apr 24, 2021
Report
Been dealing with Chang to help with my taxes for a couple of years. He's always been timely, professional and provides fantastic advice. Will continue to use him for as long as possible.
Holly Popovic
Mar 28, 2021
Report
Chang has been an exceptional tax accountant to me and my entire family for over 10 years. He has always gone that extra mile to deliver the very best return for us time after time. From starting a new business, buying a house, investing in a property, dealing with loans and changing jobs, Chang has been there to ensure I am at my financially best! He is quick, efficient and incredibly knowledgeable. Thank you Chang!
Johnson Ho
Nov 16, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
Chang helps me with my taxes every year. He does an amazing job, answers every question I have thoroughly and is very quick to reply. Highly recommend Private Wealth Accountants! Keep up the fantastic work!
Chang helps me with my taxes every year. He does an amazing job, answers every question I have thoroughly and is very quick to reply. Highly recommend Private Wealth Accountants! Keep up the fantastic work!
