Business Details
Your Trusted Partner for Accounting & Financial Services in South Yarra
Established over 50 years ago, Sy Group has become a trusted name in South Yarra, delivering expert accounting, taxation, and financial planning services. Our team of four partners collectively boasts nearly a century of experience, ensuring clients receive tailored advice grounded in deep industry knowledge. We prioritise long-term relationships, combining a client-centric approach with a best-of-breed philosophy that integrates external specialists for comprehensive solutions.Our services extend to corporate secretarial support, Melbourne Finance (mortgage broking), and SY Wealth Management, reflecting our commitment to addressing all facets of financial well-being. Guided by a mission to deliver superior service without compromising quality of life, we equip clients with the skills and knowledge to achieve their personal and business goals.
Services
Accounting Services
Tax Planning
Corporate Secretarial
Superannuation Advice
Mortgage Broking
Financial Planning
SMSF Management
Business Consulting
Compliance Services
Lending Advice
Highlights and features
- We offer over 50 years of experience in accounting and financial services.
- Our team of senior chartered accountants provides expert advice tailored to your needs.
- We collaborate with external specialists to ensure comprehensive solutions.
- We focus on building long-term client relationships through personalized service.
- Our multidisciplinary approach covers all aspects of accounting, taxation, and financial planning.
Services
Accounting & Business Advisory
Our chartered accountants provide comprehensive accounting and business advisory services, including financial statements, budgeting, and compliance advice. We help businesses structure finances for optimal growth while meeting regulatory obligations. Our expertise spans business establishment, structural advice, and systems reviews to support informed decision-making.
Taxation Advice & Planning
We offer tailored taxation services, including income tax returns, capital gains tax planning, and ATO negotiations. Our team stays updated on legislative changes to ensure compliance and minimize liabilities. Services also cover fringe benefits tax, PAYG variations, and debt management for individuals and businesses.
Corporate Secretarial Services
We assist businesses with ASIC compliance, company incorporations, and annual statement reviews. Our services ensure adherence to corporate law, covering trust formations, business name registrations, and solvency declarations. We simplify regulatory obligations to help businesses maintain good standing.
Superannuation Advice
Our experts specialize in self-managed super funds (SMSF), offering setup, compliance, and investment strategies. We help clients navigate super laws to achieve retirement goals, with services including pension planning and borrowing arrangements within super.
Financial Planning
Through SY Wealth Management, we provide holistic financial planning, including property investment advice and retirement strategies. Our advisors focus on long-term wealth growth and risk management, ensuring clients are financially prepared for life beyond employment.
People
Glenn Hampton
Senior Manager, Self Managed Super Fund Division
With over 16 years in finance, Glenn offers expert SMSF advice, ensuring compliance and strategic growth. He holds a Bachelor of Accounting and Finance, is a SMSF Association Specialist Advisor, and CPA member. Passionate about helping clients achieve retirement goals.
Questions
What services does SY Group offer?
We provide accounting, taxation, superannuation, corporate secretarial services, mortgage broking, and financial planning. Our expertise includes SMSF management, business advisory, and compliance solutions for individuals and businesses.
How can SY Group assist with self-managed super funds?
Our team offers SMSF setup, compliance management, and investment strategies. We ensure adherence to super and tax laws, helping clients maximize retirement savings through tailored advice and ongoing support.
Are there specialist advisors for complex tax issues?
Yes, we collaborate with external consultants and tax lawyers to address complex challenges, ensuring compliance and strategic tax planning for individuals and businesses.
