Business Details
Expert Accounting & Business Advisory Services in Erina
Trilogy Professional Group is a dedicated accounting and advisory firm serving businesses, property investors, and individuals. With a focus on financial management, business advisory, and wealth creation, we provide tailored solutions to meet our clients' unique needs. Our team combines extensive experience in Australian taxation, business strategy, and investment planning to deliver actionable insights. We specialise in self-managed super funds, tax compliance, and strategic business growth, ensuring clients receive comprehensive support aligned with their goals. Our commitment to client education empowers informed decision-making, while our partnerships with industry leaders like Xero enhance service delivery.We prioritise transparency, ethical practices, and personalised service, fostering long-term relationships built on trust. Our expertise spans from small businesses to multi-million-dollar enterprises, with a proven track record in simplifying complex financial processes. Through initiatives like the Growing Your Beans program, we help clients achieve both personal and professional financial success. Our team's deep local market knowledge and proactive approach ensure clients stay ahead of regulatory changes and market opportunities. At Trilogy, we are dedicated to delivering value-driven solutions that drive sustainable growth and financial security for our clients.
Services
Financial Management
Business Advisory
Wealth Creation
Tax Planning
Self-Managed Super Funds
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of experience in accounting and business strategy.
- Our tailored solutions align with your unique financial goals.
- Xero Gold Partner status ensures cutting-edge accounting technology.
- Proven success in self-managed super fund administration and compliance.
- Client-focused education programs like Growing Your Beans drive financial literacy.
Associations and certifications
- Xero Gold Partner
What people say
Exceptional customer service
Proactive financial guidance
Exceptional service
Valuable growth strategies
Engaging educational programs
Services
Financial Management
Our Financial Management division offers comprehensive accounting, tax compliance, and business strategy services. We specialise in bookkeeping, tax planning, and self-managed super fund administration for businesses and individuals. By tailoring solutions to your specific needs, we ensure accurate financial reporting and strategic decision-making support.
Business Advisory
Business Advisory services focus on strategic planning, process optimisation, and growth initiatives. We assist with business valuations, sales strategies, and operational systems to align personal and business goals. Our team provides education and guidance to help clients navigate complex financial landscapes and capitalise on opportunities.
Wealth Creation
Wealth Creation services include portfolio management, estate planning, and asset protection strategies. Our experts develop tailored financial plans to maximise retirement savings and tax efficiency. We specialise in self-managed superannuation funds, ensuring compliance with regulatory requirements while optimising investment returns.
Tax Planning
Tax Planning services cover compliance, structuring advice, and tax minimisation strategies. We assist businesses and individuals with tax returns, PAYGW variations, and legislative compliance. Our proactive approach ensures clients benefit from available deductions while maintaining full regulatory adherence.
Self-Managed Super Funds
Self-Managed Super Funds (SMSF) services include setup, compliance audits, and ongoing administration. We guide clients through trust deed creation, tax registration, and investment strategy development. Our expertise ensures SMSFs meet regulatory requirements while maximising tax benefits and retirement income potential.
People
Rod Evans
Principal
Rod Evans is a CPA and Xero-certified accountant with over 20 years of experience in business strategy and taxation. He specialises in wealth creation, property investment, and SMSF compliance, offering tailored solutions to businesses and individuals.
Clay Jesson
Accountant
Clay Jesson holds a Bachelor of Business in Accounting and brings a customer-focused approach to financial services. With experience in hospitality and accounting, he provides reliable support for tax compliance, bookkeeping, and business advisory needs.
Questions
What accounting services do you offer for businesses?
We provide tax compliance, bookkeeping, business strategy, and self-managed super fund services tailored to your business needs.
How can you help with self-managed super funds?
We offer SMSF setup, compliance audits, tax reporting, and investment strategy advice to ensure regulatory adherence and optimal returns.
Do you work with property investors?
Yes, we specialise in property investment taxation, tax depreciation strategies, and cashflow optimisation for residential and commercial investments.
What is the Growing Your Beans program?
This educational initiative helps clients understand financial planning, business growth, and wealth creation through interactive workshops and resources.
How do you approach business advisory services?
We align personal and business goals through strategic reviews, operational improvements, and tailored growth plans for sustainable success.
