Business Details
Your Trusted Chartered Accountants in North Sydney
At Wheeler Grenfell (WG) Chartered Accountants and Business Advisors, we pride ourselves on delivering personalised accounting services and specialised business support. With nearly two decades of experience serving individuals and businesses from small start-ups to large corporations, our team of highly skilled professionals in North Sydney, Australia, is dedicated to meeting diverse financial needs. We provide a comprehensive range of services including taxation, superannuation, business advisory, and corporate secretarial solutions, ensuring all decisions prioritise our clients' best interests. Our proactive approach and deep understanding of complex financial landscapes enable us to guide clients toward long-term success. As registered Tax Agents and licensed SMSF advisors under the Australian Financial Services License, we combine technical expertise with tailored strategies.Clients trust us for our professionalism, confidentiality, and commitment to nurturing lasting business relationships. Located in North Sydney, we serve local and multinational clients, offering expertise in tax minimisation, business growth, and retirement planning. Our team's decades of collective experience ensures we address challenges across industries, from real estate to high-net-worth individuals. We believe in simplifying financial affairs to allow clients to focus on their goals while we handle compliance and strategic planning. With WG, clients gain a trusted partner dedicated to their financial success.
Services
Business Advice
Tax & Accounting
Superannuation
Tax Minimisation
SMSF Services
Highlights and features
- We offer nearly two decades of experience in accounting and business advisory services.
- Our team provides tailored solutions for individuals and businesses of all sizes.
- Specialised expertise in SMSF compliance and tax-efficient retirement strategies.
- Proactive approach to financial planning and asset protection.
- Deep understanding of complex tax minimisation strategies for diverse industries.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- SMSF Advisors Network (SAN)
- Australian Financial Services License (AFSL)
What people say
Expert tax advice
Personalised service
Proactive team
Reliable compliance support
Effective SMSF solutions
Services
Business Advice
Our business advisory services focus on strategic growth planning, tax optimisation, and asset protection. We help clients structure their operations efficiently while ensuring compliance with regulatory requirements. With tailored solutions for SMEs and large enterprises, we support informed decision-making to drive long-term success.
Tax & Accounting
We provide comprehensive tax and accounting services including financial reporting, income tax returns, and business activity statements. Our registered tax agents ensure compliance across entities like companies, trusts, and superannuation funds. Proactive tax planning helps clients maximise savings while minimising liabilities.
Superannuation
Specialising in superannuation fund management, we offer SMSF establishment, compliance, and strategic retirement planning. Our licensed advisors navigate complex regulations to build tax-efficient retirement strategies. Services include annual financial reports and tax return preparation for self-managed super funds.
Tax Minimisation
Our tax minimisation strategies focus on legitimate deductions, business restructuring, and asset protection. We work with individuals and businesses to reduce taxable income while maintaining compliance. Expertise spans property investors, professionals, and family groups seeking sustainable tax savings.
SMSF Services
As licensed SMSF advisors, we offer full lifecycle support for self-managed super funds. Services include setup, compliance audits, investment strategy development, and annual reporting. Our AFSL licensing ensures adherence to regulatory standards while optimising retirement outcomes for clients.
People
Joel Humel
Tax Partner
CA qualified Tax Partner specialising in tax minimisation and business advisory. Over 15 years' experience guiding clients through complex tax structures and compliance requirements.
Igor Singgih
Tax Partner
Certified Tax Partner with expertise in SMSF compliance and tax minimisation strategies. Assists high-net-worth individuals and businesses with regulatory compliance and asset protection.
Janette Chen
Big Business Specialist
Specialises in corporate tax and SMSF management for large enterprises. Provides strategic advice on financial reporting and compliance for multinational operations.
Stuart Edwards
Business Advisor
Senior business consultant offering strategic growth planning and financial advisory services. Focuses on SMEs and property developers seeking scalable business solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax returns, business activity statements, and growth strategy advice tailored to SMEs.
Do you specialise in SMSF compliance?
Yes, we're licensed under SMSF Advisors Network and offer full compliance, audits, and strategic planning for self-managed super funds.
How do you help with tax minimisation?
We identify legitimate deductions, advise on business restructuring, and implement strategies to reduce taxable income legally.
What areas do you service?
Primarily North Sydney and surrounding Sydney metropolitan areas, with clients Australia-wide.
Can you assist with business succession planning?
Yes, we help develop succession strategies ensuring smooth transitions for family businesses and SMEs.
Are you registered tax agents?
Yes, our team are registered Tax Agents with the Tax Practitioners Board (TPB).
