Wilson Pateras

Business Details

Trusted Accounting & Financial Advisory Services in Richmond

Wilson Pateras is a leading accounting and financial advisory firm dedicated to helping individuals and businesses manage, grow, and protect their wealth. With a focus on strategic financial planning, tax compliance, and wealth management, we combine technical expertise with a client-centric approach to deliver tailored solutions. Our team of certified professionals brings decades of combined experience in navigating complex financial landscapes, ensuring clients receive actionable insights aligned with their goals. Recognised nationally as Accounting Firm of the Year, we prioritise transparency, innovation, and long-term partnerships. Our services span personal tax planning, business succession strategies, self-managed super funds, and carbon accounting, reflecting our commitment to addressing both traditional and emerging financial challenges.

Client testimonials highlight our approachability, responsiveness, and ability to simplify intricate financial matters. We invest in continuous professional development to stay ahead of legislative changes, enabling proactive advice that safeguards client interests. Operating across multiple locations in Victoria and New South Wales, we serve diverse industries including healthcare, manufacturing, and aged care. Our culture fosters collaboration, ensuring clients benefit from multidisciplinary expertise while maintaining personalised service delivery.

Services

Personal Tax Planning Business Tax Advisory Wealth Management Self-Managed Super Funds Carbon Accounting Estate Planning Business Succession Strategies Investment Advice Family Group Tax Structures Philanthropy Planning

Highlights and features

Award-winning accounting firm recognised nationally for excellence
Expert advisors with industry-specific knowledge across sectors
Proactive approach to legislative and regulatory changes
Multidisciplinary team offering integrated financial solutions
Client-focused service with demonstrable results in case studies

What people say

Expert advisors Approachable team Dedicated support Timely responses Industry knowledge

Website

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Services

Personal Tax Planning

Comprehensive personal tax services including income tax returns, deduction maximisation, and legislative compliance. Our specialists provide strategic advice on family group structures and estate planning to optimise tax outcomes while ensuring adherence to ATO requirements. Clients benefit from proactive alerts about changing obligations and deadlines.

Business Tax Advisory

Tailored business tax solutions covering company tax returns, GST reporting, and international tax considerations. We specialise in succession planning for family businesses and carbon accounting frameworks, helping organisations navigate complex regulations while identifying tax incentives and growth opportunities aligned with their operational goals.

Wealth Management

Integrated wealth strategies encompassing retirement planning, asset protection, and investment advice. Our advisors create customised roadmaps for wealth accumulation and preservation, incorporating self-managed super funds and intergenerational transfer plans to ensure long-term financial security for individuals and families.

Self-Managed Super Funds

Specialist SMSF administration and strategy development, including fund establishment, compliance audits, and investment structuring. We guide clients through regulatory requirements while optimising superannuation strategies to maximise retirement outcomes and intergenerational wealth transfer efficiency.

Carbon Accounting

Innovative carbon accounting services helping businesses measure, report, and reduce emissions. Our experts implement frameworks aligned with government standards while identifying sustainability-driven cost savings and market opportunities, positioning clients for compliance and competitive advantage in evolving environmental regulations.

Questions

What accounting services do you offer for small businesses?

We provide comprehensive business tax services, succession planning, and carbon accounting tailored to small enterprises across various industries.

How do you stay updated with tax law changes?

Our team participates in continuous professional development and maintains industry affiliations to ensure real-time compliance knowledge for client benefit.

Can you assist with personal wealth management?

Yes, we offer investment advice, retirement planning, and self-managed super fund strategies to secure individual financial futures.

Do you have specialists for family-owned businesses?

Our advisors specialise in family business structures, including succession planning and intergenerational wealth transfer strategies.

What locations do you service across Australia?

We operate from Melbourne, Sydney CBD, Bondi Junction, Geelong, and Bendigo with virtual support available nationwide.

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Reviews (7)

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Nixz Kerr

Oct 27, 2021 Report

We have been with Les for years and since he moved to this company they don't bother to respond to our emails. I guess we aren't worth enough to them as a customer. Disappointing.

Kevin Payne

Sep 04, 2020 Report

Nick Street has been a wonderful help to our business now for over five years and provided Michael our GM and myself as an owner with excellent advice and guidance. Nick has introduced us to other key Wilson Pateras specialists whom have all provided logical, measured and commercial advice all under the watchful eye of Nick. I cannot speak more highly of Nick who is always promptly on call for advice and guidance and he has become an key external partner of our business. Thank you Nick and Wilson Pateras.

Linda Bernardi

Jan 28, 2020 Report

We started working with the team at Wilson Pateras in 2017. They've helped us organise and manage our personal and business finances. Couldn't be happier with their lovely people, sound advice and attention to detail.

K. Myers

Dec 05, 2019 Report

Highly recommend Darren Trew and his team. Integrity and incredible service. Under his guidance we can focus on growing our business and know we are always compliant and have financial growth strategies in place.

Marg Lange

Oct 09, 2019 Report

I cannot recommend Darren Trew, Principal, Wilson Pateras highly enough. He is more than a regular accountant. Engage him and you will receive a trusted confidante, a partner to your business and a dedicated professional who cares about your business success. No matter your financial circumstance, Darren will work 'with you' ensuring that you are protected. I often refer Darren business because I know he will look after my referral clients with the same diligence as he does my account. If you are looking for more than an accountant Darren Trew is the person you should ask for when you call Wilson

M. M.

Sep 20, 2018 Report

Wilson Pateras brands itself as a boutique company, and it really is just that - a boutique company more interested in its own brand image. The whole company becomes a self-serving machine, not focused on clients. We've experienced no returned or acknowledged emails or follow up calls several times. Several administrative services are out sourced to their third party subcontractors, and you always get the feeling that everyone is just too busy. They have a very annoying automated email system of contacting you for either unrelated topics, making you feel their service is impersonal, and/or chasing

Christine Harrison

Jan 10, 2018 Report

Darren Trew has been our accountant for 12 years. He has a strong work ethic, very professional and is extremely knowledgeable in his profession. We have peace of mind knowing that various aspects of our finance is integrated at Wilson Pateras. We would not hesitate in recommending your services to anyone. We at SCH Engineering have had nothing but a great experience working with Wilson Pateras.
Norman Harrison, SCH Engineering, (March 2017)