Business Details
22 Years
experience
Your Trusted Accounting & Tax Partner in Chatswood
At YCL Accounting, we specialise in transforming complex financial landscapes into clear, actionable strategies. With over 18 years of combined experience, our team delivers tailored accounting, tax, and financial advisory services to individuals and businesses. Our expertise spans business structuring, tax planning, SMSF management, and financial reporting, supported by advanced software solutions. We prioritise client relationships, offering proactive advice to ensure compliance while optimising financial outcomes.Recognised for our accuracy and reliability, we serve clients across Chatswood and beyond, maintaining certifications including CPA Australia and Tax Practitioners Board registration. Our commitment to continuous learning ensures clients benefit from up-to-date industry insights and strategic foresight.
Services
Business Services
Tax Planning
Accounting Advisory
SMSF Management
Financial Reporting
Details
- Year established: 2004
Highlights and features
- We offer 18+ years of combined experience in accounting and tax advisory
- Our team holds CPA Australia and Tax Practitioners Board certifications
- We provide tailored financial strategies for individual and business needs
- Our clients benefit from proactive compliance and tax optimisation approaches
- We combine technical expertise with personalised, relationship-focused service
Associations and certifications
- CPA Australia
- Tax Practitioners Board (TPB)
- Justice of the Peace (JP)
What people say
Reliable and professional
Timely and accurate advice
Dependable and knowledgeable
First-class accountants
Go above and beyond
Services
Business Services
We provide comprehensive business advisory services covering entity structuring, financial reporting, and compliance management. Our team assists with activity statements, bookkeeping, and payroll processing while offering strategic growth advice. Clients benefit from tailored solutions that align with their operational needs and long-term objectives, ensuring financial clarity and regulatory compliance.
Tax Planning
Our tax planning services focus on minimising liabilities while maximising returns through strategic compliance. We handle individual and business tax returns, capital gains planning, and rental property tax strategies. With ongoing legislative updates, we ensure clients maintain compliance while optimising their tax positions through proactive, evidence-based recommendations.
Accounting Advisory
We offer accounting advisory services including system implementation, bookkeeping training, and financial reporting. Using platforms like Xero and QuickBooks, we help businesses maintain accurate records essential for effective decision-making. Our approach combines technical expertise with practical guidance to improve financial literacy and operational efficiency for business owners.
SMSF Management
Our SMSF management covers fund establishment, compliance audits, and investment strategy development. We guide clients through self-managed superannuation regulations while optimising retirement planning. Services include annual reporting, tax compliance, and limited recourse borrowing arrangements to help clients maintain control over their financial futures.
Financial Reporting
We deliver financial reporting services encompassing balance sheet analysis, profit and loss statements, and cash flow management. Our team ensures accurate, timely reporting that meets regulatory requirements while providing actionable business insights. Clients receive customised reporting frameworks to support informed decision-making and sustainable growth.
People
Jason Lu
Principal Accountant
Jason Lu founded YCL Accounting in 2004 after working in public practice. A CPA and registered tax agent, he specialises in business structuring and tax planning. With a Master of Accounting from Macquarie University, he combines academic expertise with practical experience to help businesses navigate financial challenges.
Ariel Su
Accounting Advisor
Ariel Su brings corporate accounting experience to YCL, focusing on financial reporting and internal audit processes. Her expertise in business operations helps small businesses implement robust accounting systems. She holds a Bachelor of Business Accounting and provides strategic insights to enhance client financial management.
Questions
What accounting software do you work with?
We support Xero, MYOB, and QuickBooks platforms for business accounting needs.
Do you offer SMSF setup services?
Yes, we provide complete SMSF establishment and compliance management services.
Can you assist with business tax planning?
Our team specialises in tailored tax planning strategies for businesses of all sizes.
Are you registered tax agents?
Yes, we are registered with the Tax Practitioners Board (TPB) for tax agent services.
Do you provide financial reporting services?
We offer comprehensive financial reporting including balance sheets, profit/loss statements, and cash flow analysis.
How do you handle client communication?
We prioritise direct communication through preferred channels with regular progress updates.
