Business Details
50+ Years
experience
Your Trusted Chartered Accountants in Port Melbourne
Established in 1975, Bruce Legg & Co & Co is a family-run accountancy practice built on over 40 years of industry experience. We specialise in delivering personalised accounting, taxation, and financial advice services tailored to individuals, families, and small businesses. Our client-focused approach prioritises long-term relationships, evolving alongside clients from their early working years through to retirement.As a practice shaped entirely by referrals, we maintain a commitment to staying current with legislative changes to ensure reliable, informed guidance. Our team combines generational expertise with a philosophy of continuous service improvement, serving diverse entities including self-managed superannuation funds, sole traders, companies, trusts, partnerships, and estates.
Services
Accounting Services
Taxation Advice
Financial Planning
SMSF Management
Estate Planning
Business Advisory
Wealth Creation Strategies
Details
- Year established: 1975
Highlights and features
- We offer over 40 years of chartered accountancy experience.
- Our family-run practice prioritises long-term client relationships.
- Services are tailored to evolving legislative and client needs.
- We maintain expertise in self-managed superannuation fund management.
- Our team combines generational knowledge with modern financial strategies.
Services
Accounting Services
We provide comprehensive accounting services including financial reporting, payroll processing, and business activity statement preparation. Our solutions cater to small businesses and individuals requiring accurate, compliant financial management. With decades of experience, we ensure tailored support aligned with evolving regulatory requirements.
Taxation Advice
Our taxation services encompass income tax returns, capital gains tax advice, and strategic tax planning for individuals and businesses. We specialise in navigating complex legislative frameworks to optimise client outcomes. Our approach combines technical expertise with personalised guidance for long-term financial efficiency.
Financial Planning
We offer holistic financial planning covering retirement strategies, investment advice, and risk management. Our client-centric approach develops customised plans aligned with life goals. With generational experience, we help clients build sustainable financial futures through informed decision-making and proactive wealth preservation.
SMSF Management
Specialised management of self-managed superannuation funds including setup, compliance, and investment strategy development. We provide ongoing administration and auditing services to ensure regulatory adherence. Our expertise helps clients maximise retirement savings through tailored fund structures and strategic asset allocation.
Estate Planning
We deliver comprehensive estate planning services covering wills, power of attorney, and asset distribution strategies. Our focus ensures clients' wishes are legally protected while minimising tax liabilities. We work closely with families and businesses to create enduring legacies through structured, compliant succession frameworks.
People
Bruce Legg
Fellow Chartered Accountant
Founder with over 40 years' experience in chartered accountancy, specialising in small business and personal financial strategies since establishing the practice in 1975.
Stuart Legg
Chartered Accountant
Joined in 2009, specialising in SMSF management and financial planning. Holds advanced qualifications in financial services and maintains the practice's client-focused philosophy.
Maria Legg
Practice Manager
Oversees daily operations with extensive experience in practice management, ensuring efficient service delivery across accounting, taxation, and advisory functions.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, payroll processing, and business activity statement preparation for small businesses and individuals.
Do you specialise in self-managed superannuation funds?
Yes, we offer comprehensive SMSF services including setup, compliance, investment strategy, and auditing for retirement planning.
How long have you operated in Port Melbourne?
We've served Port Melbourne since 1984, with practice origins dating back to 1975 in South Melbourne.
What financial planning services are available?
We offer retirement strategies, investment advice, risk management, and wealth creation plans tailored to individual life goals.
Are you a family-run practice?
Yes, Bruce Legg & Co & Co founded the practice in 1975, with son Stuart joining in 2009 to continue our client-focused approach.
