Business Details
29 Years
experience
Award-Winning Chartered Accountants in Hunter Valley
Palfreyman Chartered Accountants has been dedicated to supporting small businesses since 1997, combining decades of industry expertise with a personalized approach to client relationships. Our team of award-winning professionals specializes in tailored accounting, taxation, and strategic planning services for industries including health, professional services, trades, vineyards, and primary production. As certified advisors for leading accounting software platforms, we leverage technology to deliver actionable insights while maintaining a strong focus on compliance and client education. Our commitment to excellence has been recognized through multiple national awards, including Public Accountant of the Year and Overall Excellence in Accounting.Based in the Hunter Valley, we serve clients across Australia and internationally, prioritizing transparent communication and long-term business growth. Our services extend to SMSF administration, estate planning, and business succession strategies, ensuring comprehensive financial solutions for individuals and enterprises. With a proven track record of assisting businesses through all stages of development, we emphasize proactive advice and practical support to alleviate financial burdens for our clients.
Services
Accounting
Bookkeeping
Taxation
SMSF
Strategic Planning
Estate Planning
Payroll Processing
Business Structure Reviews
Compliance Services
Cloud Accounting Solutions
Details
- Year established: 1997
Highlights and features
- We offer 27 years of specialized experience in small business accounting since 1997
- Our team holds certifications with Xero, QuickBooks, and MYOB platforms
- We provide tailored financial solutions for niche industries like vineyards and equine businesses
- Our firm has received 12 national accounting awards since 2017
- We maintain direct one-to-one client relationships with quarterly strategic reviews
Associations and certifications
- Chartered Accountants Australia & New Zealand
What people say
Knowledgeable caring team
Professional and friendly
Expert understanding of accounting software
Proactive business guidance
Timely communication
Services
Accounting & Bookkeeping
Our accounting and bookkeeping services provide small businesses with accurate financial records and actionable insights. We offer tailored solutions for sole traders, family businesses, and companies across Australia. Our team ensures compliance with ATO requirements while delivering monthly or quarterly financial reviews to support growth decisions. Specializing in regional industries like vineyards and primary production, we combine local expertise with cloud accounting technology to streamline financial management processes.
Self Managed Super Funds
We provide comprehensive SMSF administration and compliance services for individuals seeking control over retirement savings. Our support includes fund establishment, annual tax returns, member contribution calculations, and auditor coordination. While we don't provide personal advice, we work with licensed financial advisors to ensure appropriate fund structures. With deep understanding of evolving superannuation laws, we help clients navigate compliance requirements and optimize their retirement planning through accurate record-keeping and strategic guidance.
Estate Planning
Our estate planning services focus on protecting assets and ensuring smooth succession for families and business owners. We assist with testamentary trusts, tax-effective strategies, and business succession planning while collaborating with legal advisors when needed. Specializing in rural and regional contexts, we help clients create comprehensive plans covering asset distribution, tax minimization, and incapacity provisions. Our approach combines technical expertise with practical guidance to address both personal and business-related estate planning needs across the Hunter Valley and beyond.
Taxation Services
We offer full-spectrum taxation services including business and SMSF tax returns, GST/BAS preparation, and specialized tax advice. Our expertise covers capital gains tax, fringe benefits tax, and land tax compliance while providing strategic guidance on allowable deductions. With experience handling complex tax scenarios for health professionals, trades, and primary producers, we ensure compliance with ATO requirements while identifying legitimate tax savings opportunities. Our proactive approach helps businesses maintain accurate records and optimize their tax positions throughout the financial year.
Strategic Business Planning
Our strategic planning services help businesses achieve long-term goals through quarterly reviews and tailored action plans. We work closely with clients to analyze financial performance, identify growth opportunities, and implement practical solutions. Specializing in small business needs across diverse industries, we provide insights on cash flow management, cost control, and business structure optimization. By combining financial expertise with industry-specific knowledge, we help businesses navigate challenges and make informed decisions to support sustainable growth and operational efficiency.
People
Simone Palfreyman
Principal
With over 25 years of experience, Simone leads our team as a Fellow Chartered Accountant. She specializes in small business advisory and SMSF administration, combining technical expertise with personalized service. Her leadership has earned multiple industry awards for the firm.
Anesu Chibisa
Accounting Supervisor
As a Chartered Accountant, Anesu oversees our accounting operations with expertise in compliance and financial reporting. She plays a key role in mentoring junior staff and ensuring high-quality service delivery across our client base.
Stephen Renfrey
Senior Accountant
Stephen brings extensive experience in business taxation and compliance services. He specializes in supporting regional industries and provides technical guidance on complex accounting matters for our team and clients.
Jay Francisco
Accountant
Jay focuses on delivering accounting and tax services to small businesses. He works closely with clients to ensure compliance while providing practical financial advice tailored to their specific industry needs.
Olivia Palfreyman
Marketing & Administration
Olivia manages our marketing initiatives and client communications. Her role ensures effective service delivery coordination and maintains the firm's professional standards in client interactions.
Questions
What accounting software platforms do you support?
We are certified advisors for Xero and QuickBooks, and MYOB Gold Partners. We regularly assist clients using MYOB, Xero, QuickBooks, and Cashflow Manager platforms.
Do you offer services to international clients?
Yes, we support clients in Papua New Guinea, China, New Zealand, and Canada through cloud accounting solutions and remote communication channels.
What industries do you specialize in?
We specialize in health professionals, professional services, vineyards, equine industry, trades, and primary production businesses across regional Australia.
How do you handle SMSF compliance?
We provide annual financial statements, tax returns, member contributions calculations, and auditor coordination while working with licensed advisors for personal SMSF recommendations.
What tax services do you offer?
We provide business and SMSF tax returns, GST/BAS preparation, capital gains tax advice, land tax assistance, and compliance with ATO requirements for businesses and individuals.
How often do you review business plans?
We conduct quarterly reviews of tailored business plans, providing strategic suggestions to optimize growth and address evolving business needs throughout the financial year.
