Business Details
41 Years
experience
Trusted Accounting & Financial Planning Services in Port Macquarie
Established in 1985 by Peter Bugden, our firm has grown into a team of over 20 dedicated professionals specializing in accounting, taxation, financial planning, and business advisory services. We serve clients across the Mid North Coast, Sydney, Melbourne, Brisbane, and internationally, offering a holistic approach to achieving financial goals. Our commitment to excellence is reflected in our membership with the Institute of Chartered Accountants in Australia. We provide tailored solutions in tax strategies, self-managed super funds, business structuring, and risk insurance. With decades of combined experience, we prioritize personalized service and technical expertise to meet diverse client needs.Our team delivers prompt, professional advice on financial reporting, capital gains tax planning, and cash flow management. We support clients through ATO negotiations, budgeting, and investment portfolio construction. Our mission focuses on empowering clients to prosper through comprehensive financial solutions. We maintain transparency in all services, from bookkeeping assistance to estate planning, ensuring clients feel confident in their financial decisions. Our local market knowledge complements our national and international service capabilities.
Services
Tax Returns
Financial Planning
Self Managed Super Funds
Bookkeeping Assistance
Capital Gains Tax Planning
Risk Insurance
Estate Planning
ATO Negotiations
Cash Flow Management
Business Structuring
Details
- Year established: 1985
Highlights and features
- We have over 35 years of experience in accounting and financial planning
- Our team provides holistic financial solutions tailored to individual client needs
- We serve clients across Australia and internationally
- Our professionals hold membership with the Institute of Chartered Accountants
- We offer comprehensive services from tax returns to retirement planning
Associations and certifications
- Institute of Chartered Accountants in Australia
Services
Tax Returns
We prepare and lodge tax returns for individuals, companies, trusts, and self-managed super funds. Our experts ensure compliance with ATO requirements while identifying legitimate deductions. Clients receive strategic advice to optimize their tax position annually.
Financial Planning
Our financial planners create personalized strategies for wealth creation, debt reduction, and retirement planning. We offer investment portfolio advice and cash flow management solutions tailored to clients' life stages and financial goals.
Business Structuring
We advise on optimal business structures including partnerships, companies, and trusts. Our services cover ATO negotiations, financial reporting, and compliance requirements to support sustainable business growth.
Self Managed Super Funds
We provide comprehensive SMSF establishment, compliance, and investment strategy services. Our team ensures regulatory adherence while helping clients maximize retirement savings through tailored fund management.
Bookkeeping Assistance
We offer ongoing bookkeeping services and software support for Xero and MYOB platforms. Our team maintains accurate financial records, ensuring businesses have real-time data for informed decision-making.
Questions
What accounting services do you offer?
We provide tax returns, financial reporting, business structuring, and bookkeeping assistance for individuals and businesses.
Do you help with self-managed super funds?
Yes, we offer SMSF establishment, compliance, and investment strategy services to optimize retirement savings.
Can you assist with financial planning?
Our financial planners create personalized strategies for wealth creation, retirement planning, and cash flow management.
What areas do you service?
We work with clients in Port Macquarie, Mid North Coast, major Australian cities, and internationally.
Are you qualified accountants?
Our team includes members of the Institute of Chartered Accountants in Australia with specialist expertise.
