Business Details
20 Years
experience
Trusted Accounting & Tax Services in Port Adelaide
Established in 2006, Tick Tax has grown from a home-based practice to one of Port Adelaide's most respected accounting firms. Our team of Chartered Accountants and registered tax agents brings decades of combined experience in tax compliance, financial planning, and business advisory services. We specialise in personalised solutions for individuals and businesses, with expertise in Self-Managed Superannuation Funds, trust structures, and corporate tax strategies. Recognised as 2019 Small Business of the Year by the North West Business Alliance, we maintain memberships with the Institute of Chartered Accountants Australia and the Institute of Public Accountants. Our Adelaide-based team delivers tailored advice to help clients navigate complex tax regulations while achieving long-term financial goals.With a commitment to transparency and client education, we prioritise proactive tax planning and compliance support for local businesses and residents. Our advisors regularly assist with ATO negotiations, business start-ups, and retirement planning, ensuring clients receive technically sound recommendations aligned with their unique circumstances. Through our referral partnerships, we also provide comprehensive financial planning services covering estate planning and investment strategies. With offices in Port Adelaide and a dedicated offshore support team, we combine local expertise with efficient service delivery.
Services
Personal Tax
Business Tax
Company Tax
Trust Tax
Self-Managed Super Funds
Details
- Year established: 2006
Highlights and features
- Chartered Accountants with 15+ years' experience in tax and financial planning
- 2019 Small Business of the Year award winners
- Specialised SMSF and trust structure expertise
- Personalised service for Adelaide's local businesses
- Proven track record with 10,000+ successful tax returns
Associations and certifications
- Institute of Chartered Accountants Australia
- NTAA
- Institute of Public Accountants
What people say
BEST ACCOUNTANTS EVER!
Extremely helpful
Saved thousands in taxes
Professional and transparent
Amazing guidance
Services
Personal Tax
Our personal tax service maximises refunds while ensuring ATO compliance. We identify eligible deductions for work-related expenses, home office setups, and investment properties. With expertise in complex tax situations, we handle amended returns and Medicare Levy exemptions. Clients receive strategic advice to minimise tax liabilities through proactive planning and documentation guidance.
Business Tax
We provide comprehensive business tax solutions from sole traders to large corporations. Services include BAS/IAS preparation, payroll compliance, and tax-effective business structuring. Our advisors help clients understand obligations for different entity types while optimising deductions. We offer start-up guidance covering ABN registration, tax instalments, and bookkeeping systems tailored to business needs.
Company Tax
Specialised company tax services cover entity setup, annual compliance, and strategic tax planning. We advise on shareholder liability protection and tax-effective profit distribution. Our team prepares financial statements, handles ATO correspondence, and implements systems to minimise corporate tax liabilities while maintaining strict regulatory compliance for private and public companies.
Trust Tax
We help clients establish and manage trust structures to optimise tax outcomes. Services include trust deed preparation, income distribution planning, and compliance reporting. Our specialists explain tax advantages of discretionary and unit trusts while ensuring adherence to regulatory requirements. We provide ongoing support for trust tax returns and ATO compliance matters.
Self-Managed Super Funds
Our SMSF specialists offer end-to-end fund management services. We assist with establishment, compliance audits, and investment strategy development. Clients receive guidance on contribution limits, pension transitions, and tax-effective retirement planning. We ensure adherence to regulatory requirements while optimising investment growth through strategic asset allocation and regular portfolio reviews.
People
Catherine Maguire
Principal / Chartered Accountant
With 15+ years' experience, Catherine is a Chartered Accountant and SMSF specialist. She holds a Graduate Diploma in Financial Planning and serves on the Women in Super committee. Former associate director at BDO, she provides expert advice on business structures and retirement planning.
Stacey Wong
Senior Tax Accountant
Stacey brings 18 years' public practice experience as a CPA Fellow and SMSF auditor. She specialises in tax compliance for complex structures including discretionary trusts and companies. Her expertise covers ATO negotiations and financial statement preparation for diverse business entities.
Graham Wilson
Co-founder
Co-founder of Tick Tax with extensive industry experience, Graham holds the 'Most Outstanding Student' award from NIA 2003. He provides specialist knowledge in business tax matters and maintains active roles in local business associations while assisting clients during peak tax seasons.
Questions
What business structures offer the best tax advantages?
Company structures provide liability protection and favourable tax rates, while trusts allow flexible income distribution. We'll help you choose based on your specific circumstances during a consultation.
Can I claim home office expenses?
Yes, for work-related use of home spaces. We'll help document your claim using ATO-approved methods, including calculating running costs and occupancy percentages.
How do SMSFs benefit retirement planning?
SMSFs give you control over investment choices and tax strategies. Our specialists ensure compliance while optimising your retirement savings through strategic contributions and pension transitions.
What records should businesses keep for tax purposes?
Maintain all income records, expense receipts, asset registers, and employee records. We recommend cloud accounting systems like XERO for efficient record-keeping and compliance.
Can I amend previous tax returns?
Yes, we can amend returns up to 2 years retrospectively. Our team will assess potential refunds and prepare documentation to support your amended claims with the ATO.
