Business Details
34 Years
experience
Trusted Accounting & Tax Services in North Sydney
Established in 1992, Winn Croucher Partners has built a reputation as a trusted provider of accounting, audit, tax, and superannuation services. Our team of Chartered Accountants and SMSF specialists brings decades of combined experience to deliver tailored solutions for small and medium enterprises, self-managed super funds, and private individuals. We prioritise regulatory compliance while offering strategic advice to optimise wealth creation and business growth.With directors holding qualifications from leading institutions and accreditations from professional bodies, we combine technical expertise with a client-centric approach. Our long-standing relationships with clients, some dating back to our founding, reflect our commitment to reliability, transparency, and proactive service delivery.
Services
Audit Services
SMSF Advisory
Tax Compliance
Business Advisory
Superannuation Planning
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services.
- Our team includes SMSF specialists with advanced qualifications in superannuation.
- We provide tailored compliance strategies for small to medium enterprises.
- Our directors hold Chartered Accountant designations and industry-specific accreditations.
- We combine proactive financial planning with a deep understanding of client needs.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Law Society of NSW (Trust Account Auditor)
Services
Audit Services
We conduct independent audits for SMEs, self-managed super funds, real estate agents, and financial services providers. Our services ensure regulatory compliance and provide actionable insights for financial improvement. With AFS licence holders and TCF members among our clients, we deliver tailored audit solutions backed by industry-specific expertise.
SMSF Advisory
Our SMSF specialists assist with fund establishment, compliance, and strategic planning. We audit over 150 SMSFs and provide taxation advice to optimise retirement outcomes. Services include investment strategy development, annual compliance audits, and structuring guidance for maximum tax efficiency.
Tax Compliance
We manage tax obligations for individuals, companies, and trusts, including GST, capital gains, and international tax compliance. Our team specialises in minimising liabilities through strategic planning while ensuring adherence to ATO requirements for all entity types.
Business Advisory
Our advisory services cover business structuring, cash flow management, and succession planning. We help clients prepare for growth through financial forecasting, due diligence for acquisitions, and compliance strategies tailored to their industry-specific needs.
Superannuation Planning
We provide holistic superannuation advice to maximise retirement savings. Services include SMSF establishment, compliance audits, and investment strategy development. Our specialists focus on tax-effective structures and long-term wealth protection for Australian taxpayers.
People
Peter Winn
Director
Chartered Accountant with 40+ years' experience, specialising in taxation and business structuring. Graduated from Australian National University in 1982 and established the firm in 1992.
Kevin Lai
Director
Chartered Accountant and SMSF Specialist with 20+ years' experience. Holds a Master of Applied Taxation and provides strategic superannuation advice to clients.
Melissa Lee
Director
Chartered Accountant specialising in audit and tax compliance for SMEs. Joined the firm in 2007 and became a partner in 2023 after developing expertise in business advisory services.
Linda Ta
Director
ATO negotiator and tax adviser with 16 years' experience. Qualified as a Chartered Accountant in 2012 and specialises in strategic tax planning for individuals and businesses.
Paul Croucher
Consultant
Co-founder and senior consultant with 40+ years' experience in audit and consultancy. Previously worked at KPMG Australia and UK, now provides part-time expertise to the firm.
Questions
What accounting services does Winn Croucher Partners offer?
We provide financial statement preparation, business structuring advice, budgeting, cash flow forecasting, and compliance services for SMEs and private clients.
Do you specialise in SMSF advisory services?
Yes, our team includes CA SMSF Specialists who offer fund establishment, compliance, audit, and strategic superannuation planning services.
What tax services are available?
We handle tax return preparation, GST and income tax planning, international tax compliance, and structuring advice to minimise tax liabilities.
Are your auditors accredited?
Our auditors are registered SMSF auditors and hold accreditations from the Law Society of NSW for trust account auditing.
How do you support business growth?
We offer strategic advisory services including business valuations, due diligence, succession planning, and financial impact analysis for contracts and investments.
