BT Corporate Advisory

Business Details

18 Years

experience

Trusted Accounting & Tax Advisory in Malvern

BT Corporate Advisory is a boutique chartered accounting firm dedicated to delivering personalized accounting and business services to individuals and businesses. With over 25 years of public accounting experience, we prioritise client success through expert management of taxation and compliance matters. Our commitment lies in empowering clients to achieve financial stability and resilience in a dynamic economic environment. We specialise in tailored solutions for income tax, corporate tax, forensic accounting, and financial strategy, ensuring alignment with each client's unique goals. Our team's expertise spans diverse industries, including construction, hospitality, childcare, and retail, allowing us to provide nuanced, sector-specific advice.

We pride ourselves on fostering long-term relationships built on trust, transparency, and a deep understanding of our clients' financial landscapes. Our services extend to bookkeeping, business advisory, and SMSF management, supported by a network of licensed professionals for comprehensive financial planning. With offices in Malvern and the Mornington Peninsula, we serve clients across Victoria, combining local expertise with a global perspective on tax compliance and financial strategy.

Services

Income Tax Preparation Forensic Accounting SMSF Management Business Advisory Bookkeeping Services Financial Strategy Payroll Management Tax Compliance Cashflow Forecasting Asset Valuations

Details

Year established: 2008

Highlights and features

25+ years of public accounting experience with a client-centric approach
Tailored tax minimisation strategies aligned with individual and business goals
Expertise in forensic accounting for matrimonial disputes and business valuations
Comprehensive SMSF setup and compliance services
Industry-specific solutions for construction, hospitality, and retail sectors

Associations and certifications

Chartered Accountants Australia and New Zealand

What people say

Top service Prompt and professional Highly recommend Financial clarity Expert guidance

Website

Update Listing

Services

Income Tax Preparation

We specialise in preparing personal and corporate income tax returns with a focus on compliance and strategic tax minimisation. Our services include identifying eligible deductions, managing capital gains tax implications, and ensuring timely lodgement to avoid penalties. With expertise in Australian tax law, we provide tailored advice to reduce liabilities while maintaining ATO compliance for individuals and businesses across diverse industries.

Forensic Accounting

Our forensic accounting services address complex financial disputes, including matrimonial asset valuations and business litigation support. We conduct detailed analysis of financial records to uncover discrepancies, prepare net worth statements, and provide expert testimony for legal proceedings. This service is critical for clients requiring precise financial clarity in high-stakes legal matters, combining accounting expertise with investigative rigor.

SMSF Management

We offer end-to-end SMSF solutions, from setup to compliance management. Our services ensure adherence to regulatory requirements while optimising tax benefits for retirement planning. We assist with investment strategies, annual audits, and tax reporting, working alongside licensed professionals to deliver holistic advice. This service caters to clients seeking control over their superannuation assets while navigating complex compliance obligations.

Business Advisory

Our business advisory services focus on strategic growth, risk management, and financial forecasting for SMEs. We provide guidance on mergers and acquisitions, succession planning, and cashflow management. By analysing financial data and market trends, we help businesses enhance profitability and operational efficiency. This service is designed for entrepreneurs seeking data-driven insights to scale their operations sustainably.

Bookkeeping Services

We deliver comprehensive bookkeeping solutions, including accounts payable/receivable management, payroll processing, and financial reporting. Our systems ensure accurate record-keeping for BAS lodgements, GST compliance, and real-time financial visibility. By maintaining meticulous records, we enable businesses to focus on growth while we handle compliance and administrative tasks with precision.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, BAS lodgements, payroll management, and financial forecasting tailored to small businesses, ensuring compliance and strategic growth support.

Do you handle SMSF compliance and audits?

Yes, we offer SMSF setup, compliance management, and coordinate audits through licensed professionals to ensure regulatory adherence.

Can you assist with tax disputes or forensic accounting needs?

We specialise in forensic accounting for matrimonial disputes and business valuations, providing detailed financial analysis for legal proceedings.

Are your services available for individuals with complex tax situations?

Yes, we handle complex individual tax returns, including foreign income, capital gains tax, and strategic tax minimisation planning.

What industries do you specialise in?

We work with construction, hospitality, childcare, dental, retail, and entertainment sectors, offering industry-specific financial solutions.

How do you stay updated with changing tax laws?

Our team maintains Chartered Accountant accreditation and participates in ongoing professional development to ensure compliance with evolving regulations.

Reviews (6)

Write a Review

Jerry Adams

Oct 26, 2020 Report

Critical:Professionalism,Value
Do not pay this accountant in advance! only pay partially or after he has completed the work. He will spend most of the time talking to you but doing nothing...just talking .... and you'll pay for it... have been burnt bad trust me

Maeve Slonim

Jun 18, 2020 Report

Gavi was incredibly helpful, friendly and always ready to answer my questions with professionalism and care. I am grateful to have found someone to help make my finances so easy to manage and would highly recommend to anyone who is looking for top service!

Evgenia Barmakov

Jun 10, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
I highly recommend bt corporate advisory as a professional, caring and personal accounting service.

Dunstan Wong

Jan 01, 2020 Report

BT Corporate Advisory is great and easy to deal with. They have provided me with information and advice as required for my tax return over the last few years.

Chad Croker

Oct 04, 2019 Report

Boris has been a tremendous help to me and my business as a professional musician over the last few years. He has helped me through many of the more challenging parts of running your own business and has been prompt and professional at every turn. He has gone above and beyond in the work that he has done and has added real value to my business. I can't recommend Boris and his team highly enough!

Eli Vayn

Jul 09, 2019 Report

An expert team of Accountants and Advisors who have gone above and beyond to meet the requirements of my business needs. Highly recommend getting in touch with to see how they could help with any of your business matters.