Business Details
23 Years
experience
Trusted Chartered Accountants in Bundall
Southgate CA was established in 2003 with a clear mission: to build meaningful relationships with clients while delivering expert financial guidance. Our team prioritises proactive communication and tailored solutions, ensuring businesses and individuals receive strategic support across accounting, taxation, and wealth management. With a focus on continuous professional development, we stay ahead of industry changes to provide accurate, forward-thinking advice.Our Bundall-based practice serves clients across the Gold Coast, offering services ranging from compliance and business planning to superannuation and company secretarial support. We believe in growing alongside our clients, helping them navigate financial challenges and seize opportunities for long-term success.
Services
Accounting Services
Taxation Services
Wealth Management
Finance Services
Business Support
Superannuation
Company Secretarial
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of combined experience in accounting and business advisory
- Our team maintains annual professional assessments and training for service excellence
- We provide responsive support tailored to individual client needs
- We specialise in demystifying tax systems to maximise client savings
- Our practice includes expert guidance on business planning and cashflow management
What people say
Extremely thorough
Professional and helpful
Excellent communication
Exceptional knowledge
Highly recommend
Services
Accounting Services
Our accounting services include preparation of annual accounts, management accounts, and bookkeeping. We maintain PAYG and GST records while ensuring compliance with regulatory requirements. Our team provides expert guidance on financial reporting standards and business performance analysis.
Taxation Services
We offer comprehensive tax solutions including return preparation, capital gains planning, and payroll tax compliance. Our expertise covers corporate and personal tax strategies to minimise liabilities while maximising deductions through tailored tax-effective structures.
Wealth Management
Our wealth management services focus on tax-efficient savings, retirement planning, and investment strategies. We collaborate with Ord Minnett to provide expert stockbroking services and help clients optimise personal wealth growth through strategic financial decisions.
Business Support
We assist with cashflow management, budgeting, and business grants while offering strategic guidance for sustainable growth. Our team helps businesses navigate market changes and implement solutions to improve profitability and operational efficiency.
Superannuation
We specialise in self-managed super fund administration including establishment, compliance, and annual audits. Our services cover trust deed preparation, member statements, and tax return lodgement to ensure regulatory adherence while optimising retirement outcomes.
People
Adam Southgate
Founder
Adam Southgate established the firm in 2003 with a vision for relationship-focused accounting. He leads our Bundall practice, combining technical expertise with a commitment to client-centric service that drives business growth through strategic financial solutions.
David Wallis
Wealth Management Advisor
David Wallis partners with us to deliver Ord Minnett's wealth management expertise. With extensive experience in stockbroking and investment strategies, he helps clients build and preserve wealth through tailored financial planning solutions.
Questions
How do I change accountants smoothly?
We handle the transition process by contacting your current accountant and updating ATO/ASIC records, ensuring minimal disruption to your business operations.
What accounting packages do you support?
We work with MYOB, Reckon, and Xero, recommending Xero for most businesses due to its affordability, features, and extensive add-on library for business efficiency.
Do you offer business planning services?
Yes, we provide strategic business planning including cashflow management, budgeting, and market change adaptation to help businesses maintain sustainability and growth.
What tax minimisation strategies exist?
We implement strategies like optimal business structure selection, capital gains planning, and payroll tax compliance to reduce liabilities while maximising deductions within regulatory frameworks.
How are superannuation funds managed?
We administer self-managed super funds including establishment, compliance, annual audits, and tax return lodgement while providing strategic retirement planning advice.
Reviews (2)
Ben Chant
Mar 14, 2021
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Extremely thorough, professional and helpful. Made everything easy to understand and all staff were great. Would highly recommend.
Michael Spence
Dec 16, 2018
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Ive been with Duncan at southgate for over 5 years now. The communication is excellent and they always explain things clearly (in layman's terms). We would trust our 'numbers' with anyone else
