Business Details
40 Years
experience
Professional Accounting Services in Brisbane
Established in 1986, John R D Tate & Partners is a long-standing Brisbane-based public accounting firm dedicated to supporting small business owners and individuals across Australia. With over 30 years of experience, our team of certified professionals provides comprehensive accounting, taxation, and business advisory services tailored to clients' unique needs. We prioritize building long-term relationships, offering personalized guidance to help clients navigate complex financial landscapes, optimize tax strategies, and achieve sustainable growth. Our services extend beyond compliance, encompassing strategic planning, cash flow management, and business structuring.Backed by a strong team of accountants and bookkeepers, we serve clients nationwide, leveraging modern technology to deliver efficient solutions. Our commitment to excellence is reflected in our meticulous attention to detail, proactive approach to client education, and dedication to staying ahead of evolving regulatory requirements. We pride ourselves on being more than number cruncherswe are trusted partners in our clients' success journeys.
Services
Taxation
Accounting
Bookkeeping
SMSF
Details
- Year established: 1986
Highlights and features
- We offer 30+ years of specialized accounting expertise
- Our team provides personalized, proactive financial advisory services
- We serve clients nationwide with industry-specific knowledge
- Our integrated approach combines accounting, taxation, and business strategy
- We maintain rigorous compliance with professional standards
Associations and certifications
- Registered Tax Agent
- Professional Standards legislation
What people say
Expertise in taxation
Personalized service
Proactive approach
Nationwide support
Business growth focus
Services
Taxation
We provide comprehensive taxation solutions for individuals and businesses, navigating Australia's complex tax landscape. Our services include tax return preparation, compliance reporting, and strategic tax planning to minimize liabilities while ensuring regulatory adherence. With direct access to the ATO Portal, we handle all business activity statements and tax lodgments efficiently.
Accounting
Our accounting services support businesses at every stage, from startup structuring to financial reporting. We offer bookkeeping integration, cash flow management, budgeting, and financial analysis to help businesses maintain accurate records and make informed decisions. Our team ensures compliance with accounting standards and provides actionable insights for growth.
Bookkeeping
We deliver professional bookkeeping solutions using modern software platforms like Xero. Our experienced team manages daily financial transactions, BAS preparation, and year-end reconciliations. We ensure accurate record-keeping that forms the foundation for effective tax compliance and business decision-making, allowing clients to focus on core operations.
SMSF
We specialize in Self-Managed Super Fund (SMSF) administration, including setup, annual accounts, and audit compliance. Our experts guide clients through SMSF regulations, investment strategies, and compliance requirements to maintain tax advantages while ensuring proper fund management and regulatory adherence.
People
John Tate
Principal and Founding Partner
With over 30 years of accounting experience, John Tate established the firm in 1986. He specializes in strategic business advisory and tax planning, leveraging deep industry knowledge to help clients achieve long-term success through personalized financial solutions.
Newman Borg
Managing Partner
Bringing 40 years of diverse corporate experience, Newman Borg oversees daily operations as Managing Partner. His expertise in business management and workflow optimization complements John Tate's client-focused approach, ensuring efficient service delivery across all client engagements.
Questions
What documents are required for tax return preparation?
We need payment summaries (if not provided to ATO), job descriptions, deduction receipts, investment details, and any applicable trust/company distributions for complete tax return preparation.
What business structures do you advise on?
We provide professional guidance on choosing between company, trust, partnership, or sole trader structures based on your specific business needs and tax considerations.
Do you handle SMSF compliance?
Yes, we manage SMSF annual accounts, audits, and compliance requirements to ensure your self-managed super fund maintains its tax-advantaged status.
Can you assist with business startup planning?
We offer comprehensive startup support including business plan preparation, funding strategies, and structural advice to establish your business for long-term success.
What bookkeeping software do you use?
We work with client-preferred software including Xero, ensuring seamless integration with ATO requirements and providing efficient bookkeeping solutions tailored to your business needs.
