Business Details
33 Years
experience
Trusted Accounting and Tax Services in Heathmont, VIC
ATM Consultants is a leading-edge accounting firm established in 1993, dedicated to providing comprehensive business and personal financial services. Our expertise spans accounting, taxation, management, finance, business planning, superannuation, and technology solutions, supported by a network of specialists to ensure clients receive tailored, value-driven advice. We prioritise building strong relationships, offering personalised service through experienced staff committed to enhancing client wealth and compliance.Our team combines technical proficiency with strategic thinking, delivering proactive tax planning, cloud accounting solutions, and SMSF administration services. With a focus on community engagement and professional excellence, we maintain affiliations with CPA Australia and invest in continuous staff training to stay ahead of industry developments. Our approach ensures clients benefit from coordinated expertise, streamlined compliance, and actionable insights to optimise financial outcomes.
Services
Accounting
Tax Planning
SMSF Administration
Cloud Accounting
Compliance
Financial Planning
Business Advisory
Audit Services
Asset Structuring
Retirement Planning
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in accounting and SMSF administration.
- Our team provides personalised service with a focus on strategic wealth management.
- We coordinate a network of specialists to deliver holistic financial solutions.
- Proactive tax planning minimises liabilities while ensuring compliance.
- Cloud accounting solutions streamline financial management for businesses.
Associations and certifications
- CPA Australia
Services
SMSF Administration
Our SMSF administration services ensure compliance and strategic management for self-managed super funds. We offer tailored packages, including annual financial statements, tax returns, audit documentation, and compliance monitoring. With expertise in Class Super and cloud-based systems, we streamline administrative tasks, allowing clients to focus on retirement planning while minimising tax liabilities and regulatory risks.
Tax Planning
Proactive tax planning services help clients structure personal and business affairs to minimise tax exposure. We provide compliance solutions, asset structuring advice, and specialised tax strategies for small businesses and individuals. Our approach combines technical expertise with strategic foresight to enhance wealth creation while adhering to evolving tax regulations.
Cloud Accounting
Cloud accounting solutions leverage Xero and QuickBooks platforms to deliver real-time financial insights. We implement tailored systems for small businesses, ensuring efficient bookkeeping, BAS preparation, and cashflow management. These tools empower clients with up-to-date data for informed decision-making while reducing administrative burdens.
Business Advisory
Our advisory services focus on business growth, financial planning, and management accounting. We assist clients in structuring operations, optimising cashflow, and navigating regulatory requirements. By combining industry expertise with personalised strategies, we support long-term business sustainability and wealth protection for owners and retirees.
Compliance Packages
Compliance packages cover SMSF audit requirements, annual returns, and tax obligations. We offer add-on compliance monitoring to track pension payments, contribution caps, and investment strategies, ensuring adherence to ATO regulations. These services mitigate penalties and provide peace of mind through proactive regulatory management.
People
Stephen Jones
Partner
Stephen Jones co-founded ATM Consultants and specialises in strategic tax planning and client advisory. With CPA Australia affiliations and experience as a tax trainer, he combines technical expertise with community leadership through roles in sports organisations.
Graeme Ewart
Partner
Graeme Ewart, a founding partner since 1983, focuses on client relationships and wealth creation. His expertise in accounting and tax optimisation is complemented by community involvement in sporting groups, reflecting a commitment to client-centric service.
Jess McCarthy
Senior Accountant
Jess McCarthy specialises in cloud accounting systems, including Xero and QuickBooks. With CPA accreditation, she tailors solutions for small businesses, leveraging technical proficiency and a passion for strategic financial management to drive client success.
Jo Bailey
Senior Accountant
Jo Bailey brings corporate tax expertise to ATM Consultants, offering compliance and strategic advice. Her background in multinational firms ensures clients benefit from technical precision and a focus on meeting individual financial goals.
Laura Farrar
Office Manager/SMSF Administration
Laura Farrar oversees office operations and SMSF administration, ensuring efficiency and client satisfaction. Her dual degree in Exercise Science and Commerce supports a detail-oriented approach to managing client needs and administrative workflows.
Questions
What SMSF administration packages do you offer?
We offer three SMSF packages: Basic ($2,178+), Essential ($4,180+), and Add-on Compliance (25% of Essential Fee), each tailored to different fund complexities and compliance needs.
Do you provide cloud accounting solutions?
Yes, we implement cloud accounting systems using Xero and QuickBooks, offering real-time financial reporting, BAS preparation, and tailored solutions for small businesses.
How long has ATM Consultants been in business?
ATM Consultants was formed in January 1993, providing over 30 years of expertise in accounting, tax, and SMSF advisory services.
Are your services available outside Heathmont?
While based in Heathmont, our digital solutions enable us to serve clients across Victoria and beyond, ensuring accessible support regardless of location.
Do you offer compliance monitoring for SMSFs?
Yes, our Add-on Compliance Package tracks pension payments, contribution caps, and investment strategies to ensure ongoing ATO compliance and mitigate penalty risks.
What qualifications do your team hold?
Our team includes CPAs, tax specialists, and cloud accounting certified professionals, ensuring expertise in accounting standards, regulatory compliance, and technology-driven financial solutions.
Reviews (1)
Vicki Massey
Oct 26, 2020
Report
Worked alongside Steve and the team - got great advice that facilitated positive outcomes for our business. Very professional and personable..
