Business Details
Trusted Accounting & Business Advisory Services in Ballina
Southern Cross Accountants has been a trusted partner for small businesses in Northern New South Wales for many years. Our team of highly qualified professionals brings decades of combined experience in accounting, taxation, and business advisory services. We prioritise understanding each client's unique needs to deliver tailored solutions that drive business growth and personal financial success. Our expertise spans financial reporting, cash flow forecasting, tax structuring, and self-managed superannuation funds, supported by ongoing professional development to stay ahead of industry changes. We pride ourselves on clear communication, simplifying complex financial matters into practical advice using accessible terminology.As a locally owned firm, we deeply value the relationships we build with our clients and the Northern Rivers community. Our commitment to excellence is demonstrated through our membership in professional bodies like the Institute of Chartered Accountants Australia and CPA Australia. We offer comprehensive services including business start-up guidance, estate planning, GST compliance, and strategic business valuations. Our team's dedication to continuous improvement ensures clients receive forward-thinking advice aligned with evolving economic conditions. With offices in Ballina and a team deeply embedded in the region, we combine local knowledge with national standards of excellence.
Services
Accounting Services
Business Advisory
Taxation Compliance
GST Reporting
Self Managed Superannuation Funds
Cash Flow Forecasting
Estate Planning
Business Valuations
Highlights and features
- We offer 20+ years of local public practice experience in accounting and taxation.
- Our team holds professional qualifications from Chartered Accountants Australia and CPA Australia.
- We specialise in simplifying complex financial matters with clear, practical advice.
- We provide tailored business advisory services focused on Northern Rivers' market needs.
- Our consultants maintain ongoing professional development to stay ahead of industry changes.
Associations and certifications
- Institute of Chartered Accountants in Australia
- CPA Australia
Services
Accounting Services
We prepare annual financial statements and conduct accounting system reviews to ensure compliance and clarity. Our team provides expert advice on accounting software packages to streamline your business operations. With a focus on accuracy and transparency, we help businesses maintain robust financial records that support informed decision-making.
Business Advisory
Our consultants offer business start-up advice, strategic planning, and cash flow forecasting tailored to local market conditions. We assist with business valuations and structure reviews to maximise growth potential. Our approach combines industry expertise with practical insights to help clients navigate challenges and capitalise on opportunities.
Taxation Compliance
We handle income tax returns for all entity types and provide strategic tax planning solutions. Our specialists offer GST compliance services including BAS preparation and property transaction advice. With deep knowledge of state and federal tax obligations, we help businesses minimise liabilities while maintaining full regulatory compliance.
Self Managed Superannuation Funds
We support clients through SMSF establishment, compliance, and investment strategy development. Our team provides expert guidance on contributions, withdrawals, and tax-effective retirement planning. With dedicated superannuation specialists, we ensure your retirement savings align with long-term financial goals while meeting regulatory requirements.
Estate Planning
Our advisors review business structures and wills to create tax-efficient estate plans. We help clients implement strategies that protect assets and ensure smooth succession for families and businesses. By combining accounting expertise with practical financial planning, we deliver solutions that secure your legacy and minimise future tax burdens.
People
Andrew McLennan
Director
Andrew is a Chartered Accountant with 20+ years' local experience. He holds a Bachelor of Business in Accounting and Finance from Southern Cross University. He specialises in small business advisory services and actively contributes to client success through strategic financial guidance.
Toni Hirst
Accountant
Toni brings extensive small business sector experience to our team. She focuses on understanding client challenges to deliver practical solutions. Since relocating to Northern Rivers in 2021, she has become an integral part of our client service delivery team.
Beth Harvey
Senior Accountant
Beth is a qualified CPA with 20+ years' experience in taxation and business services. She holds a Bachelor of Business in Accounting & Finance from Southern Cross University. Her expertise in small business needs makes her a valuable asset to our clients.
Nicholas McLennan
Tax Specialist
Nicholas is a Chartered Accountant with 20+ years' public practice experience. He specialises in tax minimisation strategies for small businesses. His deep understanding of state and federal tax obligations helps clients optimise their financial positions while maintaining compliance.
Sheree Vidler
Superannuation Specialist
Sheree has 20+ years' experience in superannuation services. She focuses on helping clients manage their retirement savings through tailored SMSF solutions. Her expertise in superannuation compliance and investment strategies supports clients' long-term financial security.
Questions
What accounting services do you offer for small businesses?
We provide financial reporting, business advisory services, tax compliance, GST reporting, and self-managed superannuation fund support tailored to small businesses in Northern NSW.
How do you support business owners with financial planning?
Our team offers cash flow forecasting, business valuations, strategic planning, and estate planning services to help business owners make informed financial decisions.
Are your accountants qualified professionals?
Yes, our team includes Chartered Accountants and CPA members with 20+ years' combined experience in public practice and small business advisory services.
Do you serve businesses outside Ballina?
We support clients across Northern Rivers, Alstonville, Casino, and surrounding areas in Northern New South Wales.
