Business Details
50+ Years
experience
Expert Chartered Accountants in Sydney Since 1973
Established in 1973, our firm has built a legacy of delivering professional accounting and taxation advisory services to individuals, small businesses, and families. We pride ourselves on maintaining a client-centric approach, combining integrity and objectivity to enhance our clients' financial performance and reputation. Our team of experienced professionals is committed to timely communication and problem-solving, ensuring each client's unique needs are met. With decades of expertise in tax planning, SMSF management, and business advisory, we have cultivated long-standing relationships within the SMB community.Our directors bring specialized knowledge in areas such as international tax planning, estate structuring, and wealth creation strategies. As a boutique firm, we prioritize personalized service, tailoring solutions to align with our clients' financial goals. Our reputation as a trusted advisor is reflected in our enduring partnerships with clients and professional networks. We remain dedicated to navigating complex tax landscapes while fostering transparency and ethical practices. With a focus on continuous client education, we empower informed decision-making for both personal and business financial growth.
Services
Business Taxation Services
Private Client Advisory
SMSF Management
Tax Planning
Accounting Systems Advisory
Details
- Year established: 1973
Highlights and features
- We offer 50 years of experience in accounting and taxation advisory.
- Our team includes directors with specialized expertise in SMSF and tax planning.
- We provide personalized, client-focused solutions with a problem-solving approach.
- We maintain transparent communication and ethical financial practices.
- Our reputation as trusted advisors is built on long-standing client relationships.
Services
Business Taxation Services
We provide comprehensive taxation solutions for businesses of all structures, including Fringe Benefits Tax, GST, and payroll obligations. Our expertise ensures compliance while optimizing tax outcomes. With tailored strategies, we help businesses navigate complex regulatory requirements and improve financial efficiency.
SMSF Management
Our SMSF specialists offer guidance on contribution rules, pension planning, and investment strategies. We assist clients in establishing and managing self-managed super funds to maximize retirement benefits. Our services include compliance support and legislative updates to ensure long-term fund viability.
Private Client Advisory
We advise individuals on tax implications of property investments, share portfolios, and international expatriation planning. Our strategies focus on wealth creation, retirement planning, and minimizing cross-border tax liabilities through technically sound, personalized solutions.
Accounting Systems Advisory
We help businesses optimize accounting systems and internal reporting processes. Our team connects clients with experienced bookkeepers for day-to-day tax compliance, payroll management, and financial reporting tailored to operational needs.
Tax Planning
Our directors specialize in income tax advice, estate planning, and structuring strategies for individuals and businesses. We develop customized plans to reduce tax liabilities while aligning with clients' long-term financial objectives and regulatory requirements.
People
James Masselos
Director
With over 30 years of experience, James specializes in business advisory, SMSFs, and international tax planning. He joined the firm in 1998 after working at KPMG and has built a diverse client base.
Elenie Ferrier
Director
Elenie has over 20 years of experience in tax planning and SMB advisory. She focuses on estate planning, business services, and SMSF management, providing strategic solutions to professional clients.
Damien Barker
Director
Damien specializes in tax preparation for individuals, small businesses, and SMSFs. With 20+ years of experience, he develops tailored strategies to meet clients' unique financial needs.
John Masselos
Consultant
Co-founder since 1973, John provides expertise in small business consulting and personal taxation. He maintains direct client relationships and contributes to public sector advisory roles.
Garry Grahame
Consultant
Garry offers practical tax planning advice with a focus on ethical business initiatives. A former director, he lectures on accounting and serves on industry committees for small business advocacy.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, FBT/GST reporting, payroll tax, and business structure advisory services tailored to sole traders, partnerships, and trusts.
How do you support SMSF clients?
Our SMSF services include setup, compliance, pension planning, and investment strategy advice to optimize retirement wealth within regulatory frameworks.
What distinguishes your firm from other accountants?
Our boutique approach combines technical expertise with personalized service, delivered by directors with decades of specialized experience in tax and business advisory.
Can you assist with international tax matters?
Yes, we advise on inbound/outbound expatriation planning, cross-border tax liabilities, and compliance for individuals and businesses with global financial interests.
