Business Details
Trusted Chartered Accountants in Albury
Focus Partners Chartered Accountants and Financial Planners has been serving clients in Albury Wodonga and surrounding regions since the 1960s, offering comprehensive accounting, taxation, and financial planning services. Our team of dedicated specialists combines decades of industry experience with a commitment to personalized service, ensuring clients receive tailored solutions for their financial needs. We pride ourselves on maintaining integrity, respect, and trust while helping individuals, families, and businesses achieve their financial goals.Our services extend beyond traditional accounting to include business advisory, succession planning, and self-managed superannuation funds (SMSF), supported by a team accredited by the Self Managed Super Fund Association. With a focus on innovation and client-centric approaches, we aim to alleviate the complexities of financial compliance and planning, providing peace of mind through expert guidance and transparent communication.
Services
Business Advisory
Taxation Compliance
Financial Planning
SMSF Services
Succession Planning
CFO Program
Business Valuation
Board of Advice
Income Tax
Annual Accounting
Highlights and features
- Our team includes SMSF Specialist Advisers accredited by the Self Managed Super Fund Association.
- We offer a complimentary one-hour Needs Analysis Review for business clients.
- Services span accounting, financial planning, and business advisory under one roof.
- Dedicated specialists with decades of combined experience in taxation and superannuation.
- Served Albury Wodonga and regional communities since the 1960s.
Associations and certifications
- Self Managed Super Fund Association
Services
Business Advisory Services
Our Business Advisory Services guide clients through all stages of business ownership, from setup to succession planning. We provide strategic advice on taxation, compliance, and growth strategies, ensuring businesses thrive in competitive environments. With personalized support, we help clients make informed decisions aligned with their financial goals.
Taxation & Compliance
We specialize in preparing income tax returns, financial statements, and activity statements with precision. Our team alleviates compliance burdens by ensuring timely and accurate submissions, while offering strategic tax planning to optimize outcomes for individuals and businesses.
Self Managed Superannuation
As accredited SMSF specialists, we assist clients in establishing, managing, and maintaining compliant self-managed super funds. Our services include investment strategy development, annual financial reporting, and compliance assurance to secure retirement goals.
Succession Planning
Our Succession Planning service ensures smooth ownership and management transitions for businesses. We provide independent valuations, family succession strategies, and formal planning to safeguard business legacies and family interests.
Financial Services
We offer holistic financial planning for retirement, investment management, and risk insurance. Tailored strategies address clients' unique needs, combining tax efficiency, asset protection, and long-term wealth growth to achieve financial security.
People
Elin Collins
Principal, Chartered Accountant
Elin joined Focus Partners in 2005 after starting her career in 2002. She holds a Bachelor of Business degree and is a Chartered Accountant. She specializes in business services and enjoys supporting local clients.
Fleur Curry
Principal, Chartered Accountant
Fleur has been with Focus Partners since 2004. She completed her Chartered Accountants Program in 2008 and a Graduate Certificate in Taxation in 2017. She specializes in SMSF and tax advisory services.
Josh Howard
Principal Financial Adviser
Josh specializes in SMSF and retirement strategies. He joined Focus Partners in 2009 and holds an Advanced Diploma in Financial Services. He is a SMSF Specialist Advisor and Justice of the Peace.
Zac Trinnick
Principal, Chartered Financial Analyst
Zac is a Chartered Financial Analyst and Certified Financial Planner. He has over a decade of experience in funds management and investment banking, bringing expertise in strategic financial planning.
Questions
What services does Focus Partners offer?
We provide accounting, financial planning, SMSF management, business advisory, taxation, and succession planning services tailored to individuals and businesses.
Are initial consultations free?
Yes, we offer a complimentary one-hour Needs Analysis Review to discuss your business or financial goals.
Do you specialize in self-managed super funds?
Yes, our team includes SMSF Specialist Advisers accredited by the Self Managed Super Fund Association.
What areas do you serve?
We serve Albury Wodonga and surrounding regions, including Bright, Myrtleford, Beechworth, and Wangaratta.
