Oreon Partners

Business Details

Trusted Accounting & Financial Services in South Australia

Oreon Partners is a leading accounting and financial services firm with over 70 dedicated professionals serving clients across South Australia and beyond. Our team specialises in delivering tailored accounting, business advisory, and financial planning solutions designed to foster long-term growth and success. With a cloud-based approach leveraging Xero software, we prioritise real-time financial insights and proactive client collaboration.

Our expertise spans tax compliance, business strategy, SMSF management, and wealth planning, supported by a commitment to innovation and client-centric service. Recognised as a Xero Platinum Partner, we combine technical excellence with practical advice to help businesses and individuals navigate complex financial landscapes.

Services

Accounting and Taxation Bookkeeping Business Advisory Finance Solutions Financial Planning Self-Managed Super Funds

Highlights and features

We offer tailored financial strategies developed by over 70 experienced professionals.
Our cloud-based Xero integration ensures real-time financial visibility and efficiency.
Specialised expertise in self-managed superannuation fund compliance and optimisation.
Comprehensive business advisory services addressing growth, succession, and risk management.
Award-winning financial planning with a focus on wealth accumulation and tax efficiency.

Associations and certifications

Xero Platinum Partner
Australian Financial Services Licence No: 470507

Website

Update Listing

Services

Accounting and Taxation

Comprehensive accounting services covering tax compliance, financial reporting, and ATO audit support. We specialise in corporate tax, capital gains tax, and GST strategies while leveraging Xero cloud software for real-time financial management. Our team ensures regulatory compliance while optimising tax savings through legitimate minimisation tactics.

Business Advisory

Tailored business advisory services focusing on growth strategy, cash flow management, and operational efficiency. We assist with succession planning, budget forecasting, and business structure optimisation. Our advisors help clients navigate mergers, acquisitions, and risk management while developing profit improvement strategies aligned with long-term objectives.

Financial Planning

Holistic financial planning services covering wealth accumulation, retirement strategies, and insurance solutions. Our licensed planners provide tax-effective investment advice, estate planning, and business succession strategies. We specialise in creating customised plans that align with personal and professional financial goals while ensuring regulatory compliance.

Self-Managed Super Funds

Specialist SMSF services including fund establishment, compliance management, and investment strategy development. We provide audit support, pension planning, and tax-effective contribution strategies. Our team ensures adherence to regulatory requirements while optimising retirement outcomes through strategic asset allocation and estate planning.

Bookkeeping

Cloud-based bookkeeping services with real-time financial monitoring and reporting. We manage payroll, GST compliance, and financial health checks while integrating with Xero software for seamless data access. Our team provides proactive risk assessments and month-end reporting to support informed business decision-making.

People

Matthew Pelizzari

Director of Financial Planning

Matthew Pelizzari leads Oreon's financial planning division with over 15 years' experience in wealth management. He specialises in SMSF strategies, retirement planning, and tax-effective investment structures while maintaining compliance with Australian Financial Services Licence regulations.

Questions

What accounting services do you offer?

We provide comprehensive accounting services including tax compliance, financial reporting, cash flow forecasting, and ATO audit support using cloud-based Xero software.

Do you specialise in self-managed super funds?

Yes, we offer end-to-end SMSF services including setup, compliance, investment strategies, and pension planning with specialist oversight.

How do you support business growth?

Our business advisory team helps with strategic planning, cash flow management, succession planning, and profit improvement strategies tailored to your industry.

Can you assist with personal financial planning?

Our licensed financial planners offer wealth accumulation, insurance, retirement planning, and tax-effective strategies aligned with your life goals.

What technology do you use?

We utilise Xero cloud accounting software and integrated platforms to provide real-time financial insights and streamline business operations.

Reviews (5)

Write a Review

Belinda London

Dec 15, 2021 Report

I have really appreciated the quality of service from Lara Alawattagama of Oreon Partners. I had a not-so-amazing service from my previous accountant who didn't really seem to get me - as a small business. I felt like I was the one pushing for things to be done and in a way that suited a small business, not a large company. That's hard to do when you have no accounting qualifications or experience. Now I get a service that is pro-active, professional, pragmatic and tailored. Lara actually asked me what I wanted to achieve with my business, rather than presuming like my previous accountant had

Farley Wright

Nov 14, 2021 Report

As our business accountant, Lara Alawattegama from Oreon Partners is ever approachable and responsive. Her ready engagement and her supportive preparedness to work things through with us in terms that we can understand sets a platinum standard in accounting services for us. We recently met another Oreon Partners client (himself a finance professional) at an unrelated business networking function and we shared an instant celebration at how happy we all are to have such a great accounting firm standing behind us.

Nicola Cagney

Nov 05, 2021 Report

Oreon accounting provides the most outstanding financial services and accounting services in Adelaide. They have helped me for many years with my financial fitness as a single woman and they have enabled me to create a healthy financial fitness model for myself personally. I have been able to retire earlier than anticipated due to their expertise and they are always very responsive to their clients.
A1 they are !!

Sommit Dan

Jun 04, 2021 Report

I have recently changed accountants from a long term firm interstate. I actually entered a process of interviewing accountants to find one that had the necessary skill set of tech support and communication for my fast-paced life. filling forms, follow-up emails and calls takes time from my schedule. Oreon and in particular Tom, Matt and their respective teams have been exceptional all round. Highly recommend.

Sarah

May 28, 2021 Report

I have been looking for a small business accounting firm in Adelaide since I moved from Sydney and I truly believe I have found the best in Adelaide in Oreon Partners! I use Oreon Partners for my business as well as my personal accounting and the service has been exceptional. They provide up to date knowledge in regards to business structure/accounting and offer prompt service which is delivered in an easy, personal and convenient manner. They use technology to make business accounting seamless! Highly recommend Oreon Partners.