Business Details
20 Years
experience
Trusted Accounting Services in Cheltenham
JMR Partners is a dedicated accounting firm established in 2006, committed to delivering professional, caring, and personalised financial solutions. Our team of experienced professionals specialises in accounting, taxation, audit and assurance services, and self-managed superannuation funds (SMSF), with principals boasting over 15 years of combined expertise. We prioritise honesty, hard work, and trust, ensuring clients receive tailored advice aligned with their unique business and personal goals. Our deep understanding of compliance requirements and proactive approach to financial management empower clients to achieve sustainable growth. As a member practice of Chartered Accountants Australia and New Zealand, we uphold the highest standards of professionalism and ethical service.Our client-centric philosophy means we take the time to understand each business intimately, enabling us to provide actionable insights and strategic recommendations. Whether you're a small enterprise or a larger organisation, we are equipped to handle complex financial challenges with precision and clarity. Our services extend to tax planning, business advisory, and cash flow management, ensuring comprehensive support for long-term success. We pride ourselves on building strong, transparent relationships with clients, fostering confidence in every decision we help shape. With a focus on continuous improvement and innovation, JMR Partners remains a trusted partner for businesses seeking reliable and expert financial guidance.
Services
Taxation
Audit & Assurance
Self-Managed Super
Accounting
Business Advisory
Details
- Year established: 2006
Highlights and features
- We offer over 15 years of combined experience in accounting and SMSF compliance.
- Our team includes registered auditors with specialist SMSF accreditation.
- We provide tailored solutions aligned with your unique business requirements.
- Our principals are Chartered Accountants with deep local market knowledge.
- We guarantee transparent, ethical service with a personal approach.
Associations and certifications
- Chartered Accountants Australia and New Zealand
Services
Taxation
Our taxation experts assist with company, trust, partnership, and individual tax compliance, including BAS/GST, PAYG, FBT, and payroll tax. We provide strategic tax planning to optimise liabilities while ensuring ATO compliance. Our team manages complex tax relationships and registrations for businesses of all sizes.
Audit & Assurance
Led by Registered Company Auditor Marita James, we deliver efficient audit and assurance services for companies, trusts, and SMSFs. Our focus includes financial statement reviews, compliance checks, and risk assessments to ensure transparency and regulatory adherence for not-for-profits and corporate clients.
Self-Managed Super
Jean-Marc Raffaut's SMSF expertise ensures trustees meet reporting and compliance obligations. Services include financial statements, investment register reporting, tax return preparation, and trustee compliance advice to safeguard retirement investments through meticulous regulatory adherence.
Accounting
We provide comprehensive accounting solutions for SMEs, including bookkeeping, financial statements, budgeting, and cash flow reporting. Our services cover SGC superannuation, PAYG reporting, and accounting software selection to streamline financial operations and support informed business decisions.
Business Advisory
Our advisory team offers business analysis, performance reviews, and strategic planning to improve operations. Services include KPI development, business structure advice, and buy/sell evaluations to help clients achieve sustainable growth and operational efficiency.
People
Jean-Marc Raffaut
Principal
B.Bus (Acc), CPA with over 20 years in public practice specialising in SMSF compliance, business services, and taxation. Leads tailored financial solutions for client growth and retirement planning.
Marita James
Principal
B.Bus (Acc), CA, RCA with 25+ years' experience in audit, SMSF, and business advisory. Specialises in company audits, trust compliance, and assurance services for corporate and not-for-profit clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, budgeting, and cash flow reporting tailored to small business needs.
Are you qualified to handle SMSF compliance?
Yes, our team includes specialists with extensive SMSF audit and compliance experience since 2006.
Do you offer business advisory services?
We provide strategic advice on business structure, growth planning, and operational efficiency improvements.
What tax services are available?
We handle company, trust, partnership, and individual tax compliance including BAS, GST, and payroll tax.
How do you ensure audit quality?
Led by a Registered Company Auditor, we follow strict compliance protocols and professional standards.
What areas do you service?
Primarily Cheltenham and surrounding Victorian regions from our Reserve Road office.
