Business Details
18 Years
experience
Trusted Accounting & Financial Planning in Lilydale
Established in 2008, HHG Foothills is a boutique accounting and financial services practice based in Lilydale, Melbourne's eastern suburbs. Our team of qualified professionals specialises in tax compliance, self-managed super funds, and tailored financial planning across all life stages. With over 20 years of combined experience in corporate finance and advisory roles, we prioritise client education and strategic wealth management. Our services encompass personal and business tax solutions, investment planning, debt management, and retirement strategies.Holding an Australian Financial Services Licence, we maintain memberships with the Institute of Public Accountants and National Tax & Accountants Association to ensure regulatory excellence. We focus on simplifying complex financial matters through transparent communication and customised advice for individuals and small businesses.
Services
Personal Tax
Business Tax
Self Managed Super Funds
Tax Planning
Financial Planning
Investment Strategies
Debt Management
Retirement Planning
Estate Planning
Business Structuring
Details
- Year established: 2008
Highlights and features
- We hold an Australian Financial Services Licence for regulatory compliance
- Our team includes AFA/NTAA-registered financial planners with 20+ years' experience
- Specialised expertise in SMSF administration and tax-effective investment strategies
- Personalised financial roadmaps for all life stages from first home buyers to retirees
- Integrated accounting and financial planning services under one roof
Associations and certifications
- Australian Financial Services Licence (AFSL) 451350
- Institute of Public Accountants (IPA)
- National Tax & Accountants Association (NTAA)
- Association of Financial Advisers (AFA)
Services
Self Managed Super Funds
We specialise in SMSF establishment, compliance, and strategic management. Our services include fund audits, tax returns, trustee education, and investment strategy development. With expertise in regulatory requirements, we help clients optimise retirement savings through tailored superannuation structures while ensuring ongoing compliance with ATO standards.
Financial Planning
Our financial planning covers all life stages from young professionals to retirees. We assess clients' goals, risk profiles, and current financial positions to create comprehensive strategies. Services include retirement planning, debt reduction, investment advice, and estate planning, with ongoing reviews to adapt to changing circumstances and market conditions.
Personal Tax
We handle individual tax returns, investment property declarations, and ATO negotiations. Our approach identifies legitimate deductions while ensuring compliance. We advise on tax-effective structures for assets and income streams, helping clients minimise liabilities through legitimate strategies while maintaining full transparency with tax authorities.
Business Tax
We provide business tax returns, BAS/IAS preparation, and structuring advice. Our services cover ABN/GST registrations, profit extraction strategies, and ATO audit support. We help businesses maintain compliance while optimising tax outcomes through legitimate deductions, expense categorisation, and entity structure recommendations.
Investment Planning
We develop investment strategies aligned with clients' risk tolerance and financial goals. Our approach covers asset allocation, stock selection (focusing on ASX Top 200), and portfolio reviews. We educate clients on market dynamics while implementing diversified strategies to grow wealth across different economic cycles.
People
Lincoln Holland
Executive Director
With 20+ years in financial services, Lincoln holds qualifications including MBA, Diploma of Financial Planning, and FASEA certification. He leads investment strategies while maintaining memberships with IPA, NTAA, and AFA. His expertise spans equity markets and SMSF management.
Bradley
Assistant Accountant
Supporting tax compliance and accounting functions, Bradley assists with personal and business tax returns. He ensures accurate documentation and client support under senior supervision.
Melinda
Administration Assistant
Managing operational support, Melinda coordinates client communications and documentation processes. She ensures smooth administrative functions across accounting and financial planning services.
Questions
What accounting services do you offer?
We provide personal/business tax returns, SMSF management, BAS/IAS preparation, and ATO negotiation services for individuals and small businesses.
Are your financial planners qualified?
Yes - we hold Australian Financial Services Licence 451350 with FASEA-certified advisors and memberships in IPA, NTAA, and AFA.
Do you help with first-home buyer strategies?
Yes - we advise on tax-effective savings structures, government grants, and debt management specifically for first-time property purchasers.
How do you charge for financial advice?
We use transparent fee structures including hourly rates, fixed fees for specific services, and 360-day fixed-term agreements for ongoing advice.
Can you assist with retirement planning?
Yes - we create tailored retirement strategies covering super contributions, pension eligibility, aged care planning, and income stream optimisation.
What areas do you service?
Primarily Lilydale and Melbourne's eastern suburbs, with remote services available Australia-wide through digital communication tools.
