Business Details
50+ Years
experience
Your Trusted Accounting Partner in Sydney
Wilson Porter has been a trusted name in accounting and financial advisory since 1945, evolving from Newton Cochrane & Co to its current form under Directors David Cochrane and Simone Davis. Our firm specialises in delivering tailored financial management systems, tax planning, and business development strategies to small and medium enterprises. With over 35 years of experience, David Cochrane provides expert guidance in taxation and business structuring, while Simone Davis leverages her expertise in accounting to support manufacturers, restaurateurs, and medical specialists.Our team's longevity and deep industry knowledge ensure clients receive strategic advice aligned with their business goals. We prioritise transparency, compliance, and proactive wealth management, maintaining a client-centric approach that has sustained us through decades of economic change.
Services
Business Solutions
Tax Planning
Superannuation
Business Development
Strategic Wealth Management
Business Support
Land Tax
Payroll Tax
Family Trusts
Details
- Year established: 1945
Highlights and features
- 35+ years of tax and business planning expertise
- Tailored solutions for manufacturers, restaurateurs, and specialists
- Proven track record in SMSF and superannuation compliance
- Transparent, client-focused advisory approach
- Multi-generational firm with deep industry knowledge
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Prompt and professional service
Trusted advisor
Efficient in all aspects
Personalised financial strategies
Industry-specific expertise
Services
Business Solutions
Our Business Solutions provide real-time financial analysis and strategic planning tools to help SMEs monitor performance and make data-driven decisions. We specialise in periodic management reports, annual financial reporting, and cash flow projections tailored to small business needs. With customised accounting software integration, we ensure business owners maintain control over their financial operations while focusing on growth opportunities.
Tax Planning
Wilson Porter's tax planning services optimise compliance while minimising liabilities through industry-specific strategies. We assist with GST, income tax, and fringe benefits tax returns while providing proactive advice on deductions, salary sacrificing, and international tax obligations. Our approach combines regulatory expertise with practical solutions to maximise after-tax returns for businesses and individuals across multiple sectors.
Superannuation
We offer comprehensive superannuation management including SMSF administration, compliance audits, and pension planning. Our services help business owners navigate changing regulations while optimising retirement strategies through tailored investment advice and tax-effective structures. We specialise in integrating personal and business financial planning to ensure long-term wealth creation aligned with retirement goals.
Business Development
Our business development services focus on strategic planning, KPI monitoring, and market analysis to drive sustainable growth. We create custom business plans, conduct performance evaluations, and facilitate client advisory boards to enhance operational efficiency. With industry-specific insights, we help SMEs establish clear growth pathways while maintaining financial discipline through budgeting and cash flow management.
Business Support
Wilson Porter's Business Support services include share portfolio tracking, financial newsletters, and business valuation assessments. We provide access to independent lending brokers for finance arrangements and host educational seminars on critical business topics. Our goal is to reduce administrative burdens through tailored support products that allow business owners to concentrate on core operations.
People
David Cochrane
Director
Chartered Accountant with 35+ years' experience specialising in taxation and business planning for SMEs. Provides strategic advice to medical specialists, IT consultants, and hospitality businesses. Combines technical expertise with clear communication to simplify complex financial matters for clients.
Simone Davis
Director
Chartered Accountant focusing on tailored financial solutions for manufacturers and medical specialists. Expertise in business development and compliance strategies. Known for translating complex accounting principles into practical advice that drives business growth and client success.
Questions
What superannuation contribution caps apply for 2024-25?
The concessional cap is $30,000 and non-concessional cap $120,000 for 2024-25 financial year.
Can I claim building write-offs for rental properties?
Yes for properties built after 17 July 1985 at 2.5% annual depreciation rate over 40 years.
How does mixed-use loan interest deduction work?
Only interest on income-producing portions of loans can be claimed as tax deductions.
Do you offer SMSF compliance services?
Yes, including annual audits, tax returns, and strategic planning for self-managed super funds.
What business structures do you advise on?
We evaluate and recommend optimal structures considering asset protection, tax efficiency, and CGT implications.
