Business Details
17 Years
experience
Expert Accounting & Wealth Solutions in Melbourne
Wilson Pateras is an award-winning accounting firm established in 2009, dedicated to delivering accessible, professional, and trustworthy financial expertise. Our team of expert accountants, bookkeepers, financial advisors, and SMSF specialists provide holistic solutions for personal and business finance. With a client-focused approach, we specialise in taxation, business advice, lending, financial planning, and Self-Managed Super Fund management. Our strategic and intuitive methodology ensures tailored advice aligned with clients' unique financial aspirations. Recognised as Accounting Firm of the Year 2019, SMSF Firm of the Year 2018, and Boutique Firm of the Year 2017, we combine industry-leading experience with innovative practices.We serve high-income executives, small to medium businesses, and individuals, offering integrated services across accounting, financial planning, superannuation, insurance, and lending. Our commitment to understanding evolving client needs ensures adaptive strategies for tax minimisation, asset protection, and wealth growth. Through proactive monitoring of legislative changes and market dynamics, we deliver practical, forward-thinking solutions. Our reputation for excellence is built on authentic client relationships, timely advice, and a philosophy of long-term financial security.
Services
Personal Tax
Business Tax
Wealth Advice
SMSF Management
Retirement Planning
Estate Planning
Investment Advice
Business Grants
Tax Planning
Details
- Year established: 2009
Highlights and features
- We offer award-winning expertise in accounting and financial planning.
- Our team provides tailored advice for high-income professionals and SMEs.
- We deliver integrated solutions across taxation, superannuation, and wealth management.
- Our proactive approach anticipates legislative and market changes.
- We combine 15+ years of experience with innovative client-focused strategies.
Associations and certifications
- Accounting Firm of the Year 2019
- SMSF Firm of the Year 2018
- Boutique Firm of the Year 2017
What people say
Very helpful
Approachable
Invaluable
Timely
Professional
Services
Personal Tax
Our Melbourne-based tax accountants provide tailored compliance services to legally minimise individual tax liabilities. We proactively monitor legislative changes affecting high-income earners and private asset holders. By integrating budgetary adjustments and strategic deductions, we ensure optimal tax outcomes while maintaining ATO compliance. Clients receive ongoing advice to adapt to evolving financial circumstances.
SMSF Advisory
We specialise in Self-Managed Super Fund management, offering trust deed updates, compliance audits, and investment strategy development. Our team ensures SMSFs align with changing superannuation laws while optimising retirement outcomes. Through structured reviews and market analysis, we help clients maximise tax benefits and navigate complex regulatory requirements.
Wealth Planning
Our holistic wealth planning integrates tax, investment, and estate strategies to grow and protect client assets. We develop customised portfolios considering risk tolerance, market trends, and tax efficiency. Regular performance monitoring ensures strategies adapt to economic changes while maintaining alignment with long-term financial goals.
Business Tax
We help businesses optimise tax positions through strategic structuring, R&D incentives, and GST compliance. Our services include trust resolution planning, penalty avoidance, and cash flow optimisation. By understanding industry-specific challenges, we implement tax-efficient solutions that support business growth and regulatory compliance.
Retirement Planning
We create comprehensive retirement plans by analysing lifestyle goals, income sources, and tax implications. Our strategies include pension structuring, aged care planning, and superannuation transition. Through regular reviews, we adjust investment allocations and income streams to maintain financial security throughout retirement.
People
Chris Wilson
Co-Founder
Co-founder with 15+ years' experience in accounting and financial strategy. Specialises in SMSF advisory and business tax compliance. Leads client relationships for high-net-worth individuals.
Nicholas Pateras
Co-Founder
Co-founder focusing on business advisory services and wealth management. Expert in strategic tax planning for SMEs and professional service firms. Oversees investment strategy development.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, business structuring, grant applications, and strategic financial planning tailored to SMEs.
How do you assist with SMSF management?
We offer SMSF establishment, compliance, investment strategy development, and legislative updates to optimise retirement savings.
Can you help with personal tax planning for high-income earners?
Yes, we specialise in tax minimisation strategies, deductions optimisation, and wealth preservation for high-net-worth individuals.
What makes your firm different from other accountants?
Our integrated approach combines tax, superannuation, and investment expertise with proactive, client-focused service.
Do you provide financial advice for retirement planning?
Yes, we create tailored retirement strategies including pension structuring, asset protection, and tax-efficient income streams.
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