Business Details
34 Years
experience
Trusted Accounting & Financial Services in North Sydney
Established in 1992, Winn Croucher Partners has built a reputation as a trusted accounting firm serving small to medium enterprises, superannuation funds, and private investors. Our founders, Peter Winn and Paul Croucher, brought decades of experience from KPMG and other practices to create a client-focused firm specialising in tax, audit, and financial advisory services. With the addition of partners Linda Ta and Melissa Lee in 2023, we continue to expand our expertise in SMSF management, business structuring, and compliance solutions.Our team of Chartered Accountants combines technical excellence with proactive advice, helping clients navigate complex regulatory environments while optimising financial outcomes. We maintain accreditations with the Law Society of NSW for trust account auditing and lead industry-specific initiatives in superannuation through our dedicated subsidiary, WCP Super Advice Pty Ltd.
Services
Audit Services
SMSF Advisory
Tax Planning
Business Structuring
Superannuation Compliance
Details
- Year established: 1992
Highlights and features
- 30+ years of combined experience from Chartered Accountants
- Specialised SMSF advisory and audit services
- Proactive compliance and business growth strategies
- Accredited trust account auditing expertise
- Client relationships maintained since firm inception
Associations and certifications
- Law Society of NSW (Trust Account Auditing)
- Institute of Chartered Accountants in Australia (SMSF Specialist)
Services
Audit Services
We conduct independent financial audits for SMEs, AFS license holders, and travel compensation fund members. Our services ensure regulatory compliance while providing actionable insights for business improvement. Clients benefit from our expertise in financial services sector audits.
SMSF Advisory
Our CA SMSF Specialists guide clients through self-managed super fund establishment and compliance. We offer strategic investment advice and auditing services for over 150 SMSFs using advanced technology platforms for efficient administration.
Tax Planning
We deliver comprehensive tax planning solutions including liability minimisation, compliance management, and international tax advice. Our team helps structure businesses and investments to optimise tax outcomes while maintaining ATO compliance.
Business Structuring
We advise on optimal business structures for tax efficiency and growth, including company formations, trust structures, and succession planning. Our recommendations consider long-term strategic goals and regulatory requirements.
Trust Account Auditing
Accredited by the Law Society of NSW, we audit trust accounts for legal firms, real estate agents, and professional organisations. Our services ensure compliance with trust accounting regulations while maintaining financial integrity.
People
Peter Winn
Founder
Established the firm in 1992 after 10 years at KPMG. Specialises in tax and business structuring with qualifications from Australian National University and CA certification.
Paul Croucher
Founder & Trust Auditor
Co-founder with 35+ years experience including KPMG roles in Australia and UK. Accredited trust account auditor by Law Society of NSW and SMSF specialist advisor.
Kevin Lai
Director
Joined in 2001 and became director in 2012. Holds Masters in Applied Taxation and Diploma in Financial Planning. Specialises in superannuation and business structuring.
Linda Ta
Partner
Partner since 2023 with 16 years experience. Qualified CA in 2012, specialising in ATO negotiations, tax planning, and accounting solutions for SMEs.
Melissa Lee
Partner
Partner since 2023 and CA since 2010. Expertise in audit, tax, and accounting strategies for small businesses with double degrees from Macquarie University.
Questions
What accounting services do you offer for small businesses?
We provide business plan preparation, cash flow forecasting, financial statement preparation, and compliance advisory services tailored to growing enterprises.
Do you specialise in SMSF management?
Yes, we offer full-service SMSF solutions including establishment, auditing, compliance, and strategic investment advice through our CA SMSF Specialists.
Can you assist with tax planning strategies?
Our tax services include liability minimisation strategies, compliance management, and international tax planning for individuals and businesses.
Are you qualified to audit trust accounts?
Paul Croucher holds accreditation with the Law Society of NSW for trust account auditing across legal, accounting, and real estate firms.
Do you provide financial planning advice?
Through our subsidiary WCP Super Advice Pty Ltd, we offer fee-for-service superannuation and retirement planning solutions.
