Business Details
23 Years
experience
Your Trusted Partner for Tax & Business Advisory Solutions
Synergy Accountants have been dedicated to empowering businesses and individuals since 2003. Our team of 27 experienced professionals works in long-standing partnerships with clients across Queensland and northern New South Wales, prioritising results-driven outcomes. We specialise in tax advisory, succession planning, and business advisory services, tailoring strategies to enhance profitability and resolve complex financial challenges. With offices in Toowoomba and the Sunshine Coast, we serve diverse industries including agriculture, hospitality, healthcare, and construction. Our approach combines deep industry knowledge with proactive collaboration, ensuring clients benefit from strategic planning and trusted guidance. As part of the Synergy Consolidated Group, we maintain a focus on sustainable growth, leveraging our expertise to strengthen clients' financial futures.Our commitment to excellence is reflected in our Chartered Accountant accreditations and a client base of over 600 businesses. We prioritise clear communication, actionable strategies, and long-term relationships, helping clients navigate tax compliance, business transitions, and growth opportunities. Our team's international experience and local market understanding enable us to deliver solutions that align with both personal and organisational goals. By integrating tax optimisation, asset protection, and strategic planning, we empower clients to achieve measurable success and peace of mind.
Services
Tax Advisory
Succession Planning
Business Advisory
Asset Protection
Strategic Planning
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in tax and business advisory across diverse industries.
- Our team includes Chartered Accountants with international expertise in tax optimisation.
- We provide proactive, tailored strategies for business growth and succession planning.
- Our client-centric approach ensures transparent communication and measurable outcomes.
- We serve 600+ businesses with a proven track record in asset protection and compliance.
Associations and certifications
- Chartered Accountants ANZ
- CPA Australia
What people say
Quick and thorough responses
Proactive approach to business relationships
Excellent strategic guidance
Professional and friendly team
Significant business improvements
Services
Tax Advisory
Our tax advisory services focus on minimising liabilities while maximising profitability through strategic compliance and complex tax solutions. We work closely with businesses to implement tailored strategies that align with evolving legislation, ensuring long-term financial efficiency. Clients benefit from our team's expertise in asset protection, international tax frameworks, and industry-specific compliance requirements.
Succession Planning
We develop comprehensive succession plans to safeguard business continuity during ownership changes, retirements, or sales. Our approach addresses wealth protection, employee security, and legal structuring, ensuring seamless transitions. Clients receive customised strategies that align with personal goals and organisational sustainability requirements.
Business Advisory
Our business advisory services help clients achieve growth through tailored strategies in profitability optimisation and operational efficiency. We conduct detailed diagnostics to identify improvement areas, offering workshops and coaching to implement sustainable solutions. The service integrates financial analysis with practical implementation support for measurable outcomes.
Asset Protection
We specialise in creating structures to safeguard personal and business assets against potential risks. Our strategies include legal entity structuring, insurance frameworks, and tax-efficient holding arrangements. Clients receive ongoing reviews to ensure protection measures adapt to changing circumstances and regulatory environments.
Strategic Planning
We assist businesses in defining clear pathways to achieve long-term objectives through strategic planning. Our process involves goal setting, resource allocation analysis, and risk assessment to create actionable roadmaps. Clients benefit from regular progress reviews and adaptive strategy adjustments to maintain alignment with market dynamics.
People
Angelique Barnard
Director
Chartered Accountant with expertise in aligning financial objectives with long-term business vision. Specialises in strategic planning and sustainable growth solutions for SMEs across diverse industries.
Daniel Chappel
Director
Specialises in business taxation and asset valuation with international experience. Provides tailored solutions for SMEs, focusing on tax optimisation and commercial lending strategies to enhance client success.
Kathy Wockner
Director
Expert in tax compliance and business structuring with a focus on mining and gas compensation agreements. Assists clients in navigating complex taxation frameworks to achieve strategic objectives.
Ross Grieve
Director
Specialises in business start-up advisory and workforce planning. Helps new entrepreneurs establish operational frameworks and implement growth strategies aligned with long-term business goals.
Lana Chambers
Client Manager
Chartered Accountant managing client relationships with a focus on delivering tailored financial solutions. Coordinates advisory services to ensure alignment with client business objectives and compliance requirements.
Questions
What accounting services do you specialise in?
We specialise in tax advisory, succession planning, business advisory, asset protection, and strategic growth solutions for SMEs across Queensland and northern NSW.
How do you support business succession planning?
We create tailored succession strategies addressing ownership transitions, retirement planning, and business sales, ensuring continuity and compliance with legal requirements.
Can you assist with tax compliance and optimisation?
Our team provides comprehensive tax planning, compliance management, and complex tax problem resolution to minimise liabilities while maintaining ATO compliance.
What industries do you work with?
We serve clients in agriculture, hospitality, healthcare, construction, professional services, and other sectors with industry-specific financial strategies.
How do you approach business advisory services?
We use diagnostic tools and strategic workshops to identify growth opportunities, improve profitability, and implement operational efficiencies tailored to client needs.
What locations do you service?
We operate from Toowoomba and Sunshine Coast offices, providing services to businesses across Queensland and northern New South Wales.
Reviews (4)
Mark Wood
May 10, 2021
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Think twice before engaging!
Am reluctant to write a negative review but felt compelled in this case.
Was prepared to try getting my company work done via this business after my long standing high quality accountant sold.
Sent a detailed file pack then followed up a week later as I hadn't received a response. When I queried for an update was advised my work wasn't a priority and would be delayed but when they did look at it could I respond quickly to any questions. Needless to say went elsewhere immediately.
Was uncomfortable with how the female owner of this business treated a new customer
Am reluctant to write a negative review but felt compelled in this case.
Was prepared to try getting my company work done via this business after my long standing high quality accountant sold.
Sent a detailed file pack then followed up a week later as I hadn't received a response. When I queried for an update was advised my work wasn't a priority and would be delayed but when they did look at it could I respond quickly to any questions. Needless to say went elsewhere immediately.
Was uncomfortable with how the female owner of this business treated a new customer
Bernie Workwear Discounts
Apr 16, 2021
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Been with this firm for 3 years since my accountant of 30 years
[ Big 4 firm managing partner ] retired. Female owner is polite and respectful,
but insists on using best practice systems.
Monthly meetings to review implementation bottlenecks. Since moving to them 3 years ago
Turnover up 50%
GP up 8%
Costs down 20%
Reduced balance sheet debt by 7 figures
Most importantly we know know exactly where we are heading. If you are prepared to face the realities of your business in order to grow it then these people are worth interviewing. If you're looking for tax compliance on a budget then
[ Big 4 firm managing partner ] retired. Female owner is polite and respectful,
but insists on using best practice systems.
Monthly meetings to review implementation bottlenecks. Since moving to them 3 years ago
Turnover up 50%
GP up 8%
Costs down 20%
Reduced balance sheet debt by 7 figures
Most importantly we know know exactly where we are heading. If you are prepared to face the realities of your business in order to grow it then these people are worth interviewing. If you're looking for tax compliance on a budget then
Renew Psychology & Rehabilitation
Apr 04, 2021
Report
Our company has worked with a number of accountants over the years and struggled to find a firm willing to talk strategy suitable for our industry that actually assisted our growth and minimised our exposure. We have found Daniel very competent and responsive to all our accounting needs. He and his team are a valued and important part of our organisations ongoing success. I highly recommend their services.
Simone Files
Sep 10, 2018
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If you are a small business starting out and need an accountant, based on our experience, my suggestion would be to look elsewhere unless your pockets are VERY deep.
Whilst we cannot fault the work or advice that Synergy provided to us when we engaged them for our start-up small business, the invoices we were charged we believe were excessive. We were charged more than double our budgeted amount for auditing and accounting (a budget reviewed by Synergy before we set-up). Our complaint resulted in the reduction of one invoice, and when we made the decision to change accountants and auditors, Synergy
Whilst we cannot fault the work or advice that Synergy provided to us when we engaged them for our start-up small business, the invoices we were charged we believe were excessive. We were charged more than double our budgeted amount for auditing and accounting (a budget reviewed by Synergy before we set-up). Our complaint resulted in the reduction of one invoice, and when we made the decision to change accountants and auditors, Synergy
