Business Details
41 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Trident Financial Group is a trusted advisory firm with over 40 years of experience delivering practical financial solutions to complex business challenges. Our team of seasoned professionals partners with clients to achieve growth through strategic tax planning, business advisory services, and wealth management. We prioritize integrity, innovation, and personalized service, leveraging cloud-based technology and industry networks to provide tailored solutions for SMEs, individuals, and not-for-profit organizations.Our expertise spans accounting compliance, commercial property management, SMSF administration, and expatriate tax services, supported by a commitment to continuous improvement and client-centric values.
Services
Accounting
Business Advisory
Loans
Wealth Management
SMSF
Startups
Retirement Planning
Commercial Property Management
Expat Tax
Capital Services
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of experience in accounting and financial advisory services.
- Our team provides tailored solutions for SMEs, individuals, and not-for-profits.
- We utilize cloud-based technology for efficient and secure client collaboration.
- Our specialists deliver expatriate tax expertise without Big 4 pricing.
- We maintain a global network through the Mobile Workforce Collaborative partnership.
Associations and certifications
- Australian Financial Services License (AFSL No. 513934)
What people say
World class personal service
Complex business structures
Super easy to work with
Amazing services
Personalised strategy
Services
Accounting & Tax
Our accounting and tax services include strategic planning, GST/BAS compliance, and specialist tax advice. We help businesses navigate complex regulations while minimizing liabilities. With expertise in corporate and personal tax solutions, we ensure compliance while optimizing financial outcomes for clients across various industries.
Business Advisory
We provide tailored business advisory services covering financial structuring, growth strategies, and operational efficiency. Our advisors help SMEs develop scalable solutions, improve cash flow management, and implement technology-driven processes. This service supports long-term business sustainability and market competitiveness through data-driven decision-making.
Wealth Management
Our wealth management services focus on investment strategies, retirement planning, and asset protection. We create personalized roadmaps for individuals and families to achieve financial goals. By combining risk management with portfolio optimization, we help clients build and preserve wealth across generations through holistic financial guidance.
SMSF Administration
We specialize in SMSF setup and administration, handling compliance requirements and day-to-day management. This service enables clients to maintain control over retirement investments while ensuring regulatory adherence. Our experts provide ongoing support for fund operations, investment strategy development, and audit preparation.
Expat Tax Services
Our expatriate tax specialists handle cross-border compliance, payroll taxation, and international structuring. We assist employers and employees with assignment cost projections, salary packaging, and dual-taxation mitigation. This service ensures compliance with Australian and foreign tax regulations while optimizing global employment arrangements for multinational clients.
People
Chin He
Partner
Chartered Accountant with 15+ years' experience specializing in strategic advice for high-net-worth individuals and SMEs. Expert in property development, medical, and manufacturing sectors with focus on holistic financial solutions.
Haydn Stewart
Partner
Chartered Accountant with 17+ years' advisory experience across motor industry, construction, and professional services sectors. Specializes in financial modeling, business structuring, and technology integration for private enterprises.
Jenny Wang
Partner
CPA with expertise in migration tax compliance and business advisory for Australian Chinese communities. Advises on foreign investment regulations and compliance services for import/export businesses and investment migrants.
Roger Fredrick
Partner
Chartered Accountant with 14+ years' experience in property development advisory and virtual CFO services. Specializes in business innovation strategies for professional services, healthcare, and manufacturing sectors with focus on sustainable enterprise growth.
Jun Lu
Asset Manager
Commercial property specialist with expertise in portfolio management and strategic investment planning. Provides data-driven insights for asset allocation and market analysis, leveraging bilingual capabilities to serve diverse investor needs in Australian property markets.
Questions
What accounting services do you offer?
We provide tax planning, compliance services, GST/BAS reporting, and specialist tax advice tailored to business and individual needs.
Do you handle expatriate tax requirements?
Yes, we specialize in cross-border tax compliance, payroll structuring, and expatriate tax returns for individuals and multinational employers.
What business advisory services are available?
We offer strategic planning, financial modeling, business structuring, and technology integration services for SMEs across multiple industries.
Do you provide SMSF administration?
Yes, we manage self-managed super funds including setup, compliance, and ongoing administration support for retirement investment strategies.
