Business Details
26 Years
experience
Your Trusted Accounting & Taxation Experts in Lismore and Ballina
Established in August 2000, Gaertner & Associates has grown into a leading accounting practice serving clients across the Northern Rivers region. Our team of experienced professionals specialises in accounting, taxation, and business advisory services, with a strong focus on delivering efficient and friendly solutions tailored to individual client needs. With offices in Ballina and Lismore, we provide comprehensive services including Self Managed Superannuation Fund management, business structuring advice, and financial planning through our in-house partnership with Quantum Wealth Solutions. Our commitment to treating clients as we expect to be treated ourselves underpins our approach to every engagement. Over two decades of operation, we have built a reputation for expertise in tax planning, compliance obligations, and strategic business growth strategies.Our team includes qualified professionals with extensive experience in areas such as financial statement preparation, GST and PAYG tax obligations, and business valuation. We pride ourselves on combining technical excellence with a client-first philosophy, offering both in-office and remote appointments to accommodate modern business needs. Our services extend to diverse industries including property development, medical practices, and small business enterprises. Through continuous professional development and adherence to evolving industry standards, we maintain our position as trusted advisors in the accounting sector. Our mission remains focused on helping clients achieve financial freedom through strategic planning and personalised service delivery.
Services
Accounting Services
Taxation
Self Managed Super Funds
Bookkeeping & QuickBooks
Business Solutions
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of local accounting expertise in Northern Rivers
- Our team includes certified tax agents and financial planning specialists
- We provide comprehensive compliance and strategic business advisory services
- Our in-house partnership with Quantum Wealth Solutions offers integrated financial planning
- We maintain ASIC and ATO compliance registration for all business services
Services
Accounting Services
Our accounting services cover financial reporting, compliance, and business advisory for diverse entities. We prepare statutory accounts, cash flow statements, and business valuations while offering software implementation support. With expertise in QuickBooks and tailored reporting, we help businesses maintain accurate financial records and make informed decisions.
Taxation
We provide comprehensive tax services including individual and business returns, GST compliance, and strategic tax planning. Our specialists advise on business structures, capital gains tax, and salary packaging solutions. We help clients minimise tax liabilities while maintaining ATO compliance through proactive planning and expert guidance.
Self Managed Super Funds
Our SMSF services include fund establishment, compliance, and pension administration. We offer full accounting support and strategic advice for retirement planning. With expertise in superannuation regulations, we help clients manage their self-managed super funds while ensuring regulatory compliance and long-term financial security.
Bookkeeping & QuickBooks
As authorised QuickBooks partners, we provide bookkeeping solutions and software implementation support. Our services include system setup, transaction recording, and financial reporting. We help businesses streamline accounting processes through tailored QuickBooks solutions, enabling efficient financial management and improved business decision-making capabilities.
Business Solutions
We offer strategic business advisory services covering cash flow management, budgeting, and business planning. Our experts assist with entity structuring, compliance obligations, and growth strategies. From startup advice to business exit planning, we provide tailored solutions to enhance profitability and support sustainable business development across various industries.
People
Paul Latta
Partner
Partner since 2003 with expertise in business taxation and financial statements. Holds Bachelor of Business (Accounting) from Southern Cross University. Specialises in statutory compliance and SMSF advisory services.
Blake Johnson
Partner
Tax Institute member and partner since 2018. Specialises in taxation advisory services with focus on property and investment structuring. Provides strategic tax planning solutions for individuals and businesses.
Shane Moodie
Financial Planner
Advanced Diploma qualified financial planner with Synchron authorisation. Specialises in comprehensive financial planning solutions through Quantum Wealth Solutions partnership. Focuses on holistic wealth management strategies for clients.
Leanne Wooldridge
Accountant
Experienced accountant with local industry knowledge since 2002. Provides accounting support services including financial reporting and compliance documentation. Combines technical expertise with client-focused service delivery approach.
Jordan Salkeld
Trainee Accountant
Trainee accountant since 2019 with growing expertise in accounting processes. Supports clients with bookkeeping and compliance requirements. Committed to professional development in accounting practices and business solutions.
Questions
What accounting services do you offer?
We provide full accounting services including financial reporting, business activity statements, statutory compliance, cash flow management, and software implementation support for businesses of all sizes.
Do you specialise in SMSF management?
Yes, we offer comprehensive Self Managed Superannuation Fund services including establishment, compliance, pension administration, and ongoing accounting support tailored to retirement planning needs.
How can you help my business grow?
We provide strategic business advisory services covering tax planning, cash flow management, entity structuring, and growth strategies to help businesses increase profitability and achieve long-term success.
Are you available for remote appointments?
Yes, we offer flexible appointment options including in-office, phone, and remote meetings to accommodate client preferences and ensure convenient access to our services.
Do you offer financial planning services?
Yes, through our partnership with Quantum Wealth Solutions, we provide comprehensive financial planning services covering investment strategies, retirement planning, and wealth management.
What areas do you service?
We primarily serve clients in Lismore, Ballina, and the broader Northern Rivers region, with both physical office locations and remote service capabilities.
