Business Details
Trusted Chartered Accountants in North Sydney
Established nearly two decades ago, Wheeler Grenfell (WG) Chartered Accountants & Business Advisors has built a reputation for delivering tailored accounting and business advisory services to individuals and businesses ranging from startups to large corporations. Our team of proactive, highly skilled professionals in North Sydney, Australia, specialises in tax minimisation, superannuation planning, business advisory, and corporate secretarial services, ensuring clients' financial decisions align with their best interests. With expertise in Self-Managed Superannuation Funds (SMSFs) under the SMSF Advisors Network (SAN) and Australian Financial Services License (AFSL), we provide comprehensive financial solutions while prioritising personalised service and long-term client relationships. Our registered Tax Agent status enables us to handle complex taxation matters for individuals, companies, trusts, and superannuation funds, including annual financial reports, income tax returns, and fringe benefits tax. We focus on simplifying financial complexities, allowing clients to streamline operations, maximise tax savings, and protect assets while fostering business growth.Our approach combines deep industry knowledge with a commitment to understanding each client's unique circumstances, ensuring strategic guidance that supports long-term success. With a client-centric ethos, we maintain confidentiality, professionalism, and accessibility, positioning ourselves as trusted partners in financial and business management. Our team's certifications, including Chartered Accountant designations and SAN authorisations, underscore our dedication to excellence and regulatory compliance. By staying attuned to evolving financial landscapes, we empower clients to navigate challenges confidently, whether expanding their business, planning for retirement, or optimising tax efficiency. This enduring focus on quality, integrity, and tailored solutions has solidified our position as a preferred accounting and advisory firm in North Sydney.
Services
Business Advice
Tax Planning
Accounting & Bookkeeping
Superannuation Services
SMSF Compliance
Corporate Secretarial
Income Tax Returns
Fringe Benefits Tax
Highlights and features
- We offer 20 years of experience in accounting and business advisory services.
- Our team holds Chartered Accountant certifications and SMSF specialist accreditations.
- We provide tailored solutions for tax minimisation and superannuation planning.
- Our SAN and AFSL licenses ensure compliance with financial regulations.
- We prioritise personalised service with a focus on long-term client relationships.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- SMSF Advisors Network (SAN)
- Australian Financial Services License (AFSL)
Services
Business Advice
Our business advisory services help clients navigate growth, restructuring, and tax efficiency. We analyse business structures, identify savings opportunities, and develop strategies to protect assets while aligning with long-term goals. With expertise in corporate finance and regulatory compliance, we support informed decision-making for sustainable success.
Tax Planning
We offer comprehensive tax planning to minimise liabilities for individuals and businesses. Services include income tax returns, business activity statements, payroll tax, and fringe benefits tax. Our team ensures compliance while optimising deductions and leveraging concessions to enhance financial outcomes for diverse entities.
Superannuation Services
Specialising in superannuation, we assist with retirement strategies, SMSF establishment, and compliance. Our licensed advisors provide tailored advice on tax-efficient wealth building, asset protection, and navigating regulatory requirements to secure clients' financial futures through SMSF Advisors Network (SAN) and AFSL frameworks.
Accounting & Bookkeeping
We deliver end-to-end accounting and bookkeeping solutions, including annual financial reports, cash flow management, and payroll processing. Our services ensure accurate record-keeping, regulatory compliance, and actionable insights to support business performance and strategic growth for companies and trusts.
Corporate Secretarial
Our corporate secretarial services streamline compliance with ASIC requirements, company constitution updates, and board meeting support. We assist businesses in maintaining proper governance structures, filing annual returns, and adhering to legal obligations, ensuring operational efficiency and regulatory adherence.
People
Joel Humel
Tax Partner
Joel Humel, a Chartered Accountant and Tax Minimisation Specialist, brings extensive expertise in tax advisory and SMSF compliance. As a SAN Authorised Representative, he focuses on strategic tax planning and business advisory services for individuals and corporations.
Igor Singgih
Tax Partner
Igor Singgih specialises in tax minimisation and SMSF compliance, offering tailored solutions for clients' financial needs. His Chartered Accountant credentials and SAN authorisation ensure expert guidance in navigating complex tax and superannuation regulations.
Janette Chen
Big Business Specialist
Janette Chen provides strategic advice for large businesses and SMSF compliance. With Chartered Accountant qualifications and SAN accreditation, she focuses on optimising financial structures and ensuring regulatory adherence for corporate clients.
Stuart Edwards
Business Advisor
Stuart Edwards offers business advisory services as a senior consultant, leveraging his Chartered Accountant expertise to support growth and operational efficiency. He assists clients in strategic planning and financial management to achieve long-term objectives.
Questions
What accounting services do you offer?
We provide tax planning, business advisory, superannuation services, accounting/bookkeeping, and corporate secretarial support tailored to individual and business needs.
Are you licensed for SMSF advice?
Yes, we hold licenses under the SMSF Advisors Network (SAN) and Australian Financial Services License (AFSL) for SMSF compliance and retirement planning.
How do you tailor solutions for clients?
We assess each client's unique circumstances to create personalised strategies for tax savings, business growth, and financial security.
What experience do your advisors have?
Our team includes Chartered Accountants with over 20 years of combined experience in tax, superannuation, and business advisory services.
