Business Details
Trusted Accounting & Tax Services in Carrum Downs
Mentor Group is a client-focused accounting and taxation practice based in Carrum Downs, delivering tailored financial solutions for individuals and businesses. With over 40 years of collective experience, we specialise in tax planning, Self Managed Superannuation Funds (SMSFs), business mentoring, and entity establishment. Our team combines modern accounting methods with personalised service, offering strategic advice to optimise tax positions and support long-term financial goals.We prioritise transparency, compliance, and client education, ensuring clients receive expert guidance aligned with their unique circumstances. Our holistic approach extends to financial planning, bookkeeping, and compliance services, supported by a network of professionals in legal, insurance, and mortgage sectors. We are committed to building lasting relationships through integrity, expertise, and a dedication to empowering clients to achieve financial success.
Services
Self Managed Superannuation Funds
Business Mentoring
Entity Establishment Services
Financial Advice
Bookkeeping
Tax Planning
Compliance Services
Retirement Planning
Business Structuring
Payroll Administration
Highlights and features
- We offer over 40 years of collective experience in tax and accounting.
- Our team provides tailored SMSF setup and compliance expertise.
- We deliver one-to-one business mentoring for start-ups and established businesses.
- We ensure tax-effective entity establishment for companies, trusts, and SMSFs.
- Our compliance-focused services align with ATO benchmarks and statutory requirements.
Associations and certifications
- Tax Practitioners Board
Services
Self Managed Superannuation Funds
We provide expert advice on SMSF setup, compliance, and investment strategies. Our services include trust deed creation, tax lodgements, and audit coordination. Clients benefit from tailored guidance to maximise retirement savings while adhering to regulatory requirements.
Business Mentoring
Our mentoring services focus on improving business profitability through strategic planning and operational efficiency. We offer one-to-one support for start-ups and established businesses, covering cash flow management, marketing strategies, and growth planning.
Entity Establishment
We assist in selecting and establishing business entities, including companies, trusts, and SMSFs. Our services cover legal documentation, tax registration, and compliance to ensure optimal structure for tax efficiency and liability protection.
Tax Planning
Our tax planning services aim to minimise liabilities through strategic structuring and compliance. We offer advice on capital gains tax, small business concessions, and retirement planning, ensuring clients leverage available tax benefits.
Bookkeeping
We provide outsourced bookkeeping solutions, including payroll, GST/BAS compliance, and financial reporting. Our services ensure accurate record-keeping and cloud software integration, allowing businesses to focus on core operations.
People
Meschel Cains
Director and Principal
With over 32 years in public practice, Meschel oversees tax planning and compliance at Mentor Group. She specialises in rental investments and SMSFs, holding qualifications in financial advising and property law.
Sara Beaman
Chartered Accountant
Sara is a Self Managed Super Fund Specialist with 11 years' experience. She focuses on SMSF compliance, individual tax returns, and business structuring for diverse industry sectors.
Luke Broxton
Private Wealth Manager
Luke has been a financial planner since 2006, offering holistic advice on investment strategies and retirement planning. He holds advanced qualifications in financial services and planning.
Peter Gorgorinis
Accountant
Peter provides tax and accounting services for various business structures. He is completing his Bachelor of Accounting and brings a client-focused approach to compliance and advisory tasks.
Michelle Bailey
Client Services Manager
Michelle manages client administration with over 20 years of business experience. She ensures seamless communication and end-to-end resolution of client inquiries.
Questions
What accounting services does Mentor Group offer?
We provide tax returns, SMSF compliance, business activity statements, and financial reporting tailored to individuals and businesses.
Do you specialise in Self Managed Superannuation Funds?
Yes, we offer SMSF setup, compliance, audit coordination, and investment strategy advice to optimise retirement savings.
Can you assist with business entity establishment?
We guide clients in selecting and setting up companies, trusts, and SMSFs with legal documentation and tax compliance.
Do you offer business mentoring?
Yes, our mentoring services focus on profitability, strategic planning, and operational efficiency for start-ups and established businesses.
What bookkeeping solutions are available?
We offer outsourced bookkeeping, payroll administration, and cloud software integration to streamline financial operations.
Are you registered tax agents?
Yes, we are registered with the Tax Practitioners Board and comply with the Tax Agent Services Act 2009.
