Business Details
Expert Accounting & Tax Services in South Yarra
At Sy Group, we combine over five decades of industry expertise with a client-centric approach to deliver comprehensive financial solutions. Our team of senior chartered accountants collaborates with external specialists to provide tailored advice across accounting, taxation, superannuation, and financial planning. Founded on principles of trust and quality service, we prioritise understanding our clients' unique needs to help them achieve long-term financial goals.With a legacy of excellence in South Yarra, we serve individuals and businesses, leveraging our collective experience to navigate complex regulatory landscapes. Our commitment to continuous learning ensures clients receive up-to-date guidance, while our partnerships with mortgage brokers and wealth management advisors offer holistic financial strategies. We measure success through the lifelong relationships we build and the tangible financial outcomes we deliver.
Services
Accounting Services
Taxation Advice
Corporate Secretarial
Superannuation Planning
Financial Advisory
Highlights and features
- We offer over 50 years of combined experience in chartered accounting.
- Our team includes specialists in taxation, superannuation, and business advisory.
- We collaborate with external experts for comprehensive financial solutions.
- We prioritise transparent communication and client education.
- We maintain lifelong relationships through personalised financial strategies.
Services
Accounting Services
Our chartered accountants provide comprehensive accounting solutions tailored to individual and business needs. We ensure compliance with financial regulations while optimising cash flow, budgeting, and reporting structures. With expertise in management accounting and business advisory, we help clients make informed financial decisions aligned with their strategic goals.
Taxation Advice
We specialise in navigating Australia's evolving tax landscape to minimise liabilities and maximise compliance. Our services include income tax returns, capital gains tax planning, GST registrations, and ATO negotiations. Regular training sessions keep our team updated on legislative changes to provide proactive tax structuring advice for individuals and businesses.
Corporate Secretarial
Our corporate secretarial services ensure businesses meet ASIC compliance requirements. We assist with company incorporations, annual statements, solvency declarations, and regulatory filings. This service helps directors focus on core operations while maintaining corporate governance standards and avoiding penalties for non-compliance.
Superannuation Planning
We offer expert guidance on self-managed super funds (SMSF) and retirement strategies. Our team ensures compliant fund establishment, investment structuring, and pension planning. By combining tax expertise with financial advisory services, we help clients optimise retirement savings while navigating complex superannuation regulations.
Financial Advisory
SY Wealth Management provides tailored financial planning for asset protection and investment growth. Our advisors create strategies for debt management, estate planning, and insurance. As an authorised representative of Count Financial, we offer diversified investment options and SMSF advice to help clients achieve long-term financial security.
People
David Cochran
Chief Executive Officer
David Cochran leads SY Group with expertise in asset protection and business structuring. With affiliations from Chartered Accountants Australia and CPA, he advises high-net-worth clients on estate planning and tax compliance while serving on Firbank Grammar School's board.
Con Papageorgiou
Foundation Director
Con Papageorgiou brings 30+ years of public accounting experience, specialising in property development taxation. A Fellow of Chartered Accountants ANZ, he mentors staff and clients while balancing family time with Mediterranean travel and sports enthusiasm.
Jason Lee
Financial Director
Jason Lee oversees SY Group's financial operations with 20+ years of SME advisory experience. A qualified chartered accountant, he focuses on budgeting transparency and client education while supporting AFL and horse racing communities.
Adam Stevens
Taxation Partner
Adam Stevens specialises in taxation and superannuation for property developers and high-net-worth families. With international finance experience, he provides strategic compliance solutions while enjoying travel, golf, and cycling with his family.
Robert Jensen
Taxation Specialist
Robert Jensen offers 30+ years of taxation expertise for SMEs and family groups. Holding a Master of Taxation, he maintains long-term client relationships while pursuing gardening and sports in his leisure time.
Questions
What accounting services do you offer for small businesses?
We provide financial statements, cash flow analysis, business structuring advice, and compliance services tailored to small and medium enterprises.
How do you stay updated with changing tax laws?
Our team participates in regular training sessions with external consultants to ensure compliance with the latest Australian Taxation Office regulations.
Can you assist with self-managed super fund establishment?
Yes, our specialists handle SMSF setup, compliance management, and investment strategy development in accordance with superannuation laws.
Do you offer corporate secretarial services for ASIC compliance?
We provide annual statement reviews, solvency declarations, and regulatory filings to ensure companies meet ASIC requirements.
What wealth management services are available?
SY Wealth Management offers investment advice, estate planning, and debt management services through qualified financial advisors.
