Business Details
9 Years
experience
Your Trusted Accounting Partner in Liverpool
Established in 2017, Business & Taxation Concepts (BTC) delivers proactive accounting and business advisory services with a family-oriented partnership approach. Our team of seven partners and experienced professionals has served businesses across Australia for over 50 years, combining deep industry expertise with tailored solutions. We specialise in tax compliance, business structuring, SMSF administration, and strategic financial planning, prioritising long-term client relationships over transactional interactions. Our proactive methodology ensures clients receive timely advice on tax minimisation strategies, cash flow management, and growth opportunities while maintaining full compliance with ATO requirements.With authorisations as MYOB Professional Partners, Xero Certified Consultants, and QuickBooks ProAdvisors, we leverage cutting-edge technology to deliver precise financial insights. BTC's commitment to continuous staff education ensures clients benefit from the latest industry knowledge, while our risk-based auditing principles provide confidence in financial reporting accuracy. We serve small enterprises, entrepreneurs, property investors, and large corporations, offering bespoke solutions that align with individual business goals and market challenges.
Services
Tax Compliance
SMSF Administration
Business Structuring
Financial Planning
Audit Services
Details
- Year established: 2017
Highlights and features
- Over 50 years of combined experience in Australian accounting and tax advisory
- Proactive partnership approach with tailored business solutions
- Authorised MYOB, Xero, and QuickBooks service providers
- Specialised SMSF administration and audit services
- Seven-partner team with expertise across business sizes and sectors
Associations and certifications
- MYOB Professional Partners
- Xero Certified Consultants
- QuickBooks Online ProAdvisors
What people say
Proactive support
Technical expertise
Tailored solutions
Long-term partnerships
Responsive team
Services
Tax Compliance
We prepare income tax returns for companies, trusts, superannuation funds, partnerships, and individuals while ensuring compliance with ATO regulations. Our team handles fringe benefits tax, business activity statements, and land tax returns with precision. Clients receive expert guidance during tax audits and superannuation compliance processes.
SMSF Administration
Our Australian Financial Services Licence enables comprehensive SMSF support including establishment, compliance advice, audit services, and retirement phase planning. We assist trustees with tax-efficient contributions strategies and pension transitions while maintaining annual reporting requirements.
Business Structuring
We advise on optimal business structures including sole traders, partnerships, companies, and trusts. Services cover share valuations, financial structure selection, and entity restructures to maximise tax efficiency while supporting long-term business growth objectives.
Financial Planning
Our proactive approach includes cash flow forecasting, budgeting, and profit maximisation strategies. We develop practical business plans, identify performance improvement areas, and implement systems for sustainable growth aligned with client financial goals.
Audit Services
As registered company auditors, we conduct statutory audits, industry-specific audits, and SMSF audits using risk-based principles. Our services ensure financial statements meet banking requirements and maintain professional standards for business credibility.
People
Tony
Director
With decades of experience in accounting and business advisory, Tony provides strategic leadership across tax compliance and business structuring. His expertise ensures clients receive practical solutions aligned with regulatory requirements and growth objectives.
Robert
Director
Robert specialises in SMSF administration and retirement planning, leveraging his accreditation to deliver comprehensive superannuation strategies. He focuses on helping clients achieve financial security through tailored investment and tax planning approaches.
Frank
Director
A seasoned auditor and financial strategist, Frank oversees statutory audits and risk-based compliance processes. His technical expertise ensures financial reports meet banking requirements while supporting long-term business sustainability.
Chris Lloyd
Director - Mortgage Link
With 40+ years in finance, Chris leads mortgage broking services specialising in SMSF lending solutions. His banking background enables tailored financing strategies for residential and commercial property investments.
Ross Latham
Client Advocate
Ross brings nearly four decades of banking experience to client advocacy, focusing on finance solutions and business advisory. His client-centric approach ensures tailored support for personal and commercial lending requirements.
Questions
What accounting software does BTC support?
We support MYOB, Xero, and QuickBooks platforms as certified partners, providing tailored software advice for GST compliance and financial management.
Do you offer SMSF audit services?
Yes, our licensed team provides SMSF audit services including compliance reviews, tax return preparation, and retirement phase planning.
How does BTC approach tax planning?
We develop legitimate tax minimisation strategies using trusts, negative gearing, and strategic expense prepayments while maintaining full compliance.
Can BTC help business startups?
Yes, we assist entrepreneurs with business structuring, cash flow forecasting, and tax compliance from initial setup through growth phases.
What areas do you service?
While based in Liverpool NSW, we serve clients Australia-wide with accounting, tax, and business advisory services.
Do you provide audit services for large businesses?
Yes, our registered auditors conduct statutory audits, industry-specific audits, and risk-based compliance reviews for medium to large enterprises.
