Business Details
19 Years
experience
Trusted Accounting & Tax Services in Hervey Bay
Established in 2007 by Julie Morrison, Accounting & Tax Matters is a family-run accounting firm based in Hervey Bay, QLD. Our home-based business operates with a small support team, ensuring clients receive personalized attention directly from Julie herself. We specialize in accounting and tax services for individuals and small businesses, prioritizing a deep understanding of each client's unique circumstances to minimize tax liabilities and support business growth. With over 20 years of experience, Julie holds a Bachelor of Business (Accounting) and a Graduate Diploma of Taxation, and is a Certified Practicing Accountant, Tax Agent, and Justice of the Peace.Our team combines technical expertise with a client-centric approach, leveraging software partnerships with Xero, MYOB, Reckon, and QuickBooks to streamline financial management. We serve diverse industries including hospitality, construction, healthcare, and transport, offering tailored solutions for complex tax scenarios such as rental properties, shares, and self-managed super funds. Our commitment to community involvement and personalized service distinguishes us from larger firms, ensuring clients receive both professional excellence and genuine care.
Services
Individual Tax Returns
Business Tax Returns
Self Managed Super Fund Tax
Bookkeeping Services
Taxation Advice
Details
- Year established: 2007
Highlights and features
- We offer over 20 years of CPA-qualified tax expertise.
- Our founder personally handles all client affairs for personalized service.
- Specialists in complex returns for sole traders and subcontractors.
- Certified partners with leading accounting software platforms.
- Deep community involvement and local market knowledge.
Associations and certifications
- CPA Australia
- Tax Agent
What people say
Quick service
Affordable price
Friendly
Helpful
Expertise in complex returns
Services
Individual Tax Returns
Basic and complex individual tax returns prepared by a CPA-qualified tax agent with over 20 years of experience. Specializing in maximizing deductions for diverse professions including nurses, teachers, FIFO workers, and disability support staff. Clients benefit from personalized attention and expertise in navigating tax complexities.
Business Tax Returns
Financial statements and tax returns for partnerships, trusts, and companies across industries like hospitality, construction, and transport. Our expertise ensures compliance while minimizing liabilities, supported by tailored business structuring advice and cash flow forecasting.
Self Managed Super Funds
Preparation of SMSF financial statements and tax returns, coordinated with specialist audit firms. Designed for clients seeking control over retirement investments, combining tax optimization with regulatory compliance expertise.
Bookkeeping Services
End-to-end bookkeeping using Xero, MYOB, Reckon, and QuickBooks platforms. Services include data entry, BAS preparation, and lodgement, allowing business owners to focus on operations while ensuring financial accuracy and compliance.
Taxation Advice
Strategic tax minimization and business structuring advice for individuals and enterprises. Services include business plan development, cash flow forecasting, and entity selection (partnership, trust, or company) to optimize long-term financial outcomes.
People
Julie Morrison
Founder & CPA
Bachelor of Business (Accounting) and Graduate Diploma of Taxation from CQU. CPA, Tax Agent, and Justice of the Peace with 20+ years of experience. Active community member and former Gold Coast professional.
Anita
Administration Manager
Experienced administrator with a passion for organization and client support. Specializes in receipt management and operational efficiency, contributing to streamlined service delivery for clients.
Questions
What accounting software platforms do you support?
We are certified partners with Xero (Silver Partner), MYOB (Professional Partner), Reckon (Cloud Advisor), and QuickBooks (ProAdvisor).
Do you handle complex tax scenarios?
Yes, we specialize in complex returns involving rental properties, shares, foreign income, capital gains, and self-managed super funds.
How are business structuring decisions supported?
We analyze your circumstances to recommend optimal structures (partnership, trust, or company) and assist with full setup processes.
What industries do you serve?
We work with clients in hospitality, construction, healthcare, transport, beauty services, and NDIS sectors among others.
Are services available remotely?
Yes, we offer online lodgement options and virtual consultations for clients outside Hervey Bay.
