Business Details
14 Years
experience
Trusted Accounting & Financial Advisory Services
Balance Accountants & Advisers is a trusted business advisory firm dedicated to delivering comprehensive accounting and financial solutions tailored to personal and business needs. Our team of qualified Chartered Accountants, financial planners, and tax experts provides strategic advice to help clients achieve their financial goals. We prioritise a personalised service, addressing all financial matters under one roof, including ongoing support, cloud accounting software assistance, tax and life insurance advice, and small business support from start-up to closure. With a commitment to continued professional development, we maintain up-to-date practices while meeting stringent Chartered Accountant requirements. Our expertise extends to family business guidance, succession planning, and growth strategies, ensuring businesses evolve successfully.We specialise in taxation services, self-managed superannuation funds, company administration, and residential mortgage broking through Balance Lending Solutions. Our practice combines attention to detail with a client-centric approach, offering practical solutions for navigating financial challenges. Established in 2012, our team brings decades of combined experience in accounting, finance, and business advisory services. We serve clients in Cowra, Grenfell, and surrounding regions, fostering long-term relationships built on trust and expertise. Our mission is to simplify complex financial matters, providing clarity and confidence in every advisory interaction.
Services
Accounting Services
Taxation Planning
Self-Managed Superannuation
Company Administration
Mortgage Broking
Financial Planning
Business Advisory
Cloud Accounting Support
Succession Planning
Payroll Services
Details
- Year established: 2012
Highlights and features
- We offer 12+ years of combined experience in accounting and financial planning
- Our team includes Chartered Accountants with ongoing professional development
- We provide comprehensive services under one roof for business and personal needs
- Our expertise includes self-managed superannuation fund administration and compliance
- We maintain Chartered Accountant status with stringent professional standards
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Professional expertise
Knowledgeable team
Personalised service
Comprehensive solutions
Efficient administration
Services
Accounting Services
We provide complete accounting solutions including business start-up advice, payroll services, financial reporting, and software support. Our Chartered Accountants deliver tailored bookkeeping, management accounting, and compliance services for businesses of all sizes. With cloud accounting integration and industry-specific expertise, we help clients maintain accurate financial records and make informed business decisions.
Taxation Services
Our taxation experts offer comprehensive tax compliance and planning services including return preparation, GST management, and ATO negotiations. We specialise in capital gains tax, fringe benefits tax, and audit support while providing strategic tax minimisation strategies. Clients benefit from our Chartered Accountant status and ongoing professional development in current tax legislation.
Self-Managed Superannuation
We offer full-service SMSF administration including fund establishment, compliance management, and tax return preparation. Our team assists with transitioning to pension phase, maintaining records, and coordinating with external auditors. Clients receive expert guidance on superannuation strategies aligned with retirement goals while ensuring adherence to SIS Act requirements.
Company Administration
Our services include company formation, ASIC compliance, and corporate governance support. We prepare statutory returns, maintain corporate records, and act as ASIC agents for our clients. This service ensures businesses meet regulatory requirements while providing strategic advice on corporate structure and administration matters.
Mortgage Broking
Through Balance Lending Solutions, we offer residential mortgage broking services including first home loans, refinancing, and equity access. Our accredited brokers provide independent advice across multiple lenders while explaining loan features in plain language. We help clients navigate mortgage options with professional guidance aligned to their financial circumstances.
People
Andrew Pullen
Partner
Bachelor of Business (Accounting/Finance), Chartered Accountant and Financial Planner with 12+ years' experience. Founded the practice in 2012, combining technical expertise with family business understanding.
Matt Pullen
Partner
Chartered Accountant since 2012 with specialist expertise in taxation and self-managed superannuation funds. Holds Bachelor of Business (Accounting/Finance) and provides strategic tax solutions for businesses and individuals.
Mark
Partner
Chartered Accountant with Bachelor of Business (Accounting) and 15+ years' experience in accounting and taxation. Fellow of Chartered Accountants Australia and New Zealand, specialising in complex compliance matters.
Monica
Financial Planner
Certified Financial Planner with Bachelor of Business (Banking & Finance) and Graduate Diploma in Financial Planning. Authorised representative with expertise in wealth management strategies and retirement planning.
Zane
Principal Finance Broker
Bachelor of Commerce (Economics) with Diploma in Finance and Mortgage Broking. Accredited Finance Broker (MFAA) specialising in residential mortgages and equity solutions since 2021.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial reporting, payroll, business structure advice, and cloud accounting software support tailored to small businesses.
Do you specialise in self-managed superannuation funds?
Yes, we offer full SMSF administration including establishment, compliance management, tax returns, and transition to pension phase with coordination of external auditors.
Can you help with tax planning and ATO negotiations?
Our Chartered Accountants provide tax planning strategies, preparation of returns, GST compliance, and representation in ATO negotiations for penalties or payment arrangements.
Do you offer mortgage broking services?
Through Balance Lending Solutions, we provide residential mortgage broking services including first home loans, refinancing, and equity access solutions with independent lender comparisons.
What business advisory services are available?
We offer business growth strategies, succession planning, cash flow forecasting, and management reporting to help businesses from start-up to exit planning.
Are you qualified financial planners?
Yes, our financial planners hold Certified Financial Planner qualifications and provide retirement planning, investment strategies, and wealth management solutions.
