Business Details
21 Years
experience
Trusted Accounting & Business Advisory Services in Noosa
At Stratogen Accounting Noosa, we deliver comprehensive accounting and business advisory services tailored to meet the unique needs of our clients. With over 60 years of combined experience among our directors, we combine deep industry knowledge with a practical, client-focused approach. Our team prioritizes accessibility, ensuring every client receives personalized attention and strategic guidance. We specialize in tax compliance, business planning, asset protection, and financial structuring, helping businesses and individuals navigate complex regulations while maximizing financial outcomes. Our commitment to transparency and long-term relationships has made us a trusted partner for clients across Noosa and the Sunshine Coast.We work closely with Stratogen Financial Planning to provide integrated solutions for wealth management and retirement planning. Our fee structure is transparent, based on time and expertise, with options for fixed-price agreements to support budget certainty. Backed by the Tax Practitioners Board's regulatory framework, we uphold the highest standards of professional conduct. Whether you're a small business owner, a self-managed super fund trustee, or an individual seeking tax optimization, our team is dedicated to safeguarding your financial future.
Services
Tax Compliance
Business Advisory
Financial Planning
Asset Protection
Self-Managed Super Funds
Details
- Year established: 2005
Highlights and features
- We offer over 60 years of combined experience in accounting and business advisory.
- Our team provides personalized, accessible service tailored to individual client needs.
- We maintain transparent fee structures with options for fixed-price agreements.
- Our directors are registered tax agents with expertise in complex compliance matters.
- We collaborate with licensed financial planners for holistic wealth management solutions.
Associations and certifications
- Tax Practitioners Board
Services
Tax Compliance
Our tax compliance experts ensure accurate and timely submission of all tax obligations. We specialize in individual and business tax returns, GST management, and self-managed super fund compliance. By staying updated on regulatory changes, we minimize your tax liabilities while maintaining full adherence to ATO requirements.
Business Advisory
We provide tailored business advisory services to enhance growth and operational efficiency. Our team assists with business valuations, debt restructuring, and risk management strategies. By analyzing your unique circumstances, we develop actionable plans to optimize financial performance and long-term sustainability.
Financial Planning
Through our partnership with Stratogen Financial Planning, we offer integrated financial planning services. Our licensed advisors help clients achieve wealth creation, retirement planning, and estate management goals. We focus on personalized strategies that align with your financial aspirations and risk tolerance.
Asset Protection
Our asset protection strategies safeguard your wealth through effective business structuring. We identify potential risks and implement tailored solutions to minimize exposure. By aligning legal and tax considerations, we ensure your hard-earned assets remain secure against unforeseen challenges.
Self-Managed Super Funds
We specialize in self-managed super fund administration and compliance. Our services include audit support, investment strategy development, and regulatory reporting. By maintaining strict adherence to SMSF regulations, we help clients maximize retirement savings while avoiding penalties.
People
David McMullen
Director
David McMullen is a registered tax agent with extensive management accounting experience. He provides strategic advice to small and medium businesses, focusing on compliance and complex financial decisions. David has been part of Stratogen since its founding in 2005.
Janelle Mitchell
Director
Janelle Mitchell, a Certified Practicing Accountant since 2003, offers over 30 years of public practice experience. She specializes in taxation and business advisory services for diverse industries. Janelle has been instrumental in Stratogen's growth since its inception.
Sally Abbot
Director
Sally Abbot transitioned from administration to become a Certified Practicing Accountant. She supports businesses across various sectors and brings expertise in bankruptcy and corporate insolvency matters. Sally has been with Stratogen since 2006.
Zane Jesberg
Senior Accountant
Zane Jesberg, a CPA since 2010, has 25 years of public practice experience. He specializes in taxation and self-managed super funds while maintaining an interest in meteorology. Zane provides tailored solutions to a diverse client base.
Rob ODonnell
Financial Planner
Rob ODonnell leads Stratogen Financial Planning with 17 years in financial services. As a Certified Financial Planner, he focuses on wealth creation, investment advice, and retirement strategies. Rob collaborates closely with accountants to deliver integrated financial solutions.
Questions
What accounting services do you offer?
We provide tax compliance, business advisory, self-managed super fund support, asset protection, and financial planning services tailored to individual and business needs.
How are your fees structured?
Fees are based on time and expertise, ranging from $110–$330 per hour. We offer fixed-price agreements for budget certainty when applicable.
Do you work with self-managed super funds?
Yes, we specialize in SMSF compliance, audits, and strategic management to help maximize retirement savings while meeting regulatory requirements.
Can you assist with business restructuring?
Our team provides debt restructuring advice, business valuations, and operational efficiency strategies to support sustainable growth and financial stability.
How do you handle client complaints?
We resolve complaints internally within 3 business days. If unresolved, clients may escalate to the Tax Practitioners Board for independent review.
What areas do you serve?
We primarily serve Noosa and the Sunshine Coast region, with clients across Queensland and interstate for specialized accounting needs.