Business Details
29 Years
experience
Your Trusted Partner for Accounting Solutions
At Palfreyman Chartered Accountants, we have dedicated ourselves to delivering tailored financial solutions since 1997. Our approach centers on building one-to-one relationships with clients, ensuring our advice aligns precisely with their business needs. Specialising in industries such as health and professional services, trades, vineyards, and primary production, we serve businesses across the Hunter Valley and beyond. As Xero and QuickBooks Certified Advisors and MYOB Gold Partners, we leverage advanced accounting technologies to streamline our clients' financial operations. Our team's expertise extends to self-managed super funds, capital gains tax advice, trust structures, succession planning, and estate planning.Recognised with prestigious accolades including the Australian Accounting Awards Public Accountant of the Year and SMSF and Accounting Awards Overall Excellence, we combine deep industry knowledge with a commitment to proactive service. We prioritise strategic planning, business mentoring, and staff training to empower our clients' growth. Our certifications and partnerships reflect our dedication to excellence in accounting practices. By maintaining transparency and adhering to the highest professional standards, we aim to be a trusted partner in our clients' financial success.
Services
Accounting
Bookkeeping
Taxation
SMSF Management
Strategic Planning
Estate Planning
Business Mentoring
Software Solutions
Staff Training
Company Secretarial
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of experience in business accounting and advisory services.
- Our team provides one-to-one client relationships for personalised financial strategies.
- We are certified experts in leading accounting software platforms including Xero and MYOB.
- Our industry-specific knowledge caters to health professionals, trades, and primary producers.
- We have received multiple national awards for accounting excellence and client service.
Associations and certifications
- Xero Certified Advisor
- QuickBooks Certified Advisor
- MYOB Gold Partner
- Australian Accounting Awards Public Accountant of the Year
- Women In Finance Accountant of the Year
- SMSF and Accounting Awards Overall Excellence
Services
Accounting Services
We provide comprehensive accounting services tailored to small businesses, including financial reporting, compliance, and operational financial management. Our certified advisors use Xero, MYOB, and QuickBooks to ensure accurate, real-time financial tracking. With industry-specific expertise, we help businesses maintain financial health and regulatory compliance.
Self-Managed Super Funds
Our SMSF specialists offer end-to-end management for self-managed superannuation funds, including setup, compliance, and strategic investment advice. We ensure adherence to regulatory requirements while optimising retirement outcomes. Our services cater to clients seeking greater control over their superannuation investments through tailored strategies.
Taxation Services
We deliver expert tax planning and compliance services, including income tax, capital gains tax, and GST management. Our team stays updated on legislative changes to minimise tax liabilities while ensuring compliance. Clients benefit from proactive tax strategies tailored to their business structures and financial goals.
Strategic Planning
Our strategic planning services focus on business growth, succession planning, and financial forecasting. We work closely with clients to develop actionable plans aligned with their long-term objectives. From cashflow management to exit strategies, we provide insights that drive sustainable business development.
Estate Planning
We offer comprehensive estate planning solutions, including wills, trusts, and asset protection strategies. Our approach ensures clients' wealth is preserved and distributed according to their wishes while minimising tax implications. We collaborate with legal professionals to create robust estate plans tailored to individual circumstances.
Questions
What accounting software do you support?
We are certified in Xero, QuickBooks, and MYOB platforms, providing expert support for all accounting software needs.
Do you specialise in specific industries?
Yes, we specialise in health professionals, trades, vineyards, equine businesses, and primary production enterprises.
What SMSF services do you offer?
We provide full SMSF lifecycle management including setup, compliance, investment strategy, and audit coordination.
Are you available for urgent tax advice?
We prioritise timely responses for tax-related queries, with emergency consultations available when required.
How do you ensure compliance with tax laws?
Our team maintains current knowledge of legislation and uses automated compliance tools to ensure accurate, up-to-date advice.
What areas do you service?
While based in Cessnock, we serve clients across New South Wales and regional Australia through virtual consultations.
Reviews (1)
Melanie Albert
Jan 18, 2020
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I feel comfortable and confident with the team at Palfreyman's. They are a lovely, bright group of people. I have needed some very unusual advice and Simone and her team have helped beyond my expectations. I'm more than happy to recommend Palfreyman Chartered Accountants for business establishment and accounting advice.
