Business Details
31 Years
experience
Trusted Accounting & Business Advisory Services in Adelaide
Addept Chartered Accountants has been delivering expert accounting, tax, and business advisory services since 1995, combining over 25 years of industry experience with cutting-edge technology. Our team of Chartered Accountants and financial specialists prioritises tailored solutions, ensuring compliance while optimising financial outcomes for individuals, investors, and businesses. We leverage cloud-based platforms like Xero and MYOB to streamline processes, offering scalable services from tax returns to complex corporate compliance.Client testimonials highlight our professionalism, accuracy, and commitment to long-term relationships. With offices in Adelaide and a focus on continuous innovation, we aim to simplify financial management while maintaining rigorous standards of service excellence.
Services
Chartered Accountants
Tax Compliance
Business Advisory
Wealth Management
SMSF Services
Payroll Solutions
Mortgage Broking
Financial Planning
Corporate Tax
Estate Planning
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of experience in accounting and tax advisory services.
- Our team utilises cloud-based technology for real-time financial management.
- Personalised strategies tailored to individual and business financial goals.
- Certified professionals with expertise in compliance and tax legislation.
- Proven track record of client satisfaction and long-term partnerships.
What people say
Efficient, friendly, competent
Highly recommend
Prompt and reliable
Transparency and integrity
Guiding light
Services
Chartered Accountants
Our Chartered Accountants provide expert financial reporting, tax compliance, and business advisory services. Specialising in corporate tax, BAS/IAS lodgements, and strategic financial planning, we serve businesses and individuals. With cloud technology integration, we ensure accurate, real-time financial management tailored to client needs.
Wealth Management
Tailored wealth strategies encompassing investment advice, superannuation planning, and retirement solutions. We focus on cash flow management, risk protection, and estate planning. Our SMSF specialists help clients optimise self-managed super funds for long-term financial security.
Tax Advisory
Comprehensive tax solutions including income tax returns, CGT planning, and business structure optimisation. We ensure compliance with ATO regulations while minimising liabilities. Expertise extends to property investment tax strategies and R&D tax incentives for businesses.
Mortgage Broking
Independent mortgage advice covering residential, investment, and commercial property loans. We compare competitive rates across lenders to secure optimal financing. Services include loan restructuring, first-home buyer assistance, and debt management strategies.
Business Advisory
Strategic guidance for business growth, including profitability analysis, operational efficiency, and compliance frameworks. We assist with startup structuring, payroll solutions, and succession planning. Cloud accounting integration supports data-driven decision-making for sustained success.
People
Sarah Robinson
Principal
With over 30 years in accounting, Sarah leads Addept Chartered Accountants's advisory services, specialising in tax, superannuation, and business strategy. A Chartered Accountant and SMSF specialist, she focuses on client-centric financial solutions.
Jo Kozned
Senior Manager
A Chartered Accountant with 25+ years' experience, Jo offers expertise in banking, hospitality, and agriculture sectors. Her background in business ownership informs practical, results-driven financial advice for clients.
Katherine Sarkanen
Senior Manager
Modern accountant Katherine combines technology adoption with tax expertise. Her career spans media and IT sectors, delivering innovative compliance solutions and strategic business advisory services to diverse clients.
Martin Roach
Mortgage Broker
Martin specialises in home loans and property financing, leveraging 15 years with major banks and 10 years as a broker. He focuses on finding competitive mortgage solutions tailored to client financial goals.
Natalie Romano
Client Services Officer
Natalie supports wealth and accounting services with a client-focused approach. Her background in financial planning and mortgage broking enhances her ability to deliver comprehensive, personalised financial solutions.
Questions
What accounting services does Addept offer?
We provide tax compliance, business activity statements, financial reporting, payroll, and corporate tax advisory services using cloud technology for real-time accuracy.
Do you specialise in self-managed super funds?
Yes, our SMSF specialists offer setup, compliance, and investment strategy services to optimise retirement savings under ATO regulations.
Can you assist with mortgage financing?
Our mortgage brokers compare competitive rates across lenders to secure home, investment, and commercial property loans tailored to your financial situation.
Are your services available outside Adelaide?
While based in Adelaide, we serve clients Australia-wide through virtual consultations and cloud-based financial management tools.
How do you ensure tax compliance?
Our Chartered Accountants stay updated on ATO regulations, using proactive planning and technology to ensure accurate, timely compliance for individuals and businesses.
Reviews (1)
Darrell Fabian
Sep 28, 2020
Report
They have been doing my personal tax returns and my business accounting for a year and they are highly professional. I would have no issues recommending them - and I have!
