Business Details
31 Years
experience
Trusted Accounting & Business Advisory Services in Adelaide
Addept Chartered Accountants has been a trusted name in accounting, business advisory, and wealth management since 1995. Our team of Chartered Accountants and financial experts deliver tailored solutions to individuals, investors, and businesses, combining over 25 years of industry experience with cutting-edge technology. We prioritize client-centric service, ensuring compliance, optimizing tax strategies, and fostering long-term financial growth.Our expertise spans corporate compliance, self-managed super funds, business structuring, and wealth planning, supported by certified partnerships and a commitment to innovation. With a focus on transparency and personalized advice, we empower clients to achieve their financial goals through strategic planning and meticulous execution.
Services
Tax Advisory
Business Advisory
Wealth Management
Self-Managed Super Funds (SMSF)
Bookkeeping
Payroll Services
Financial Planning
Corporate Compliance
Estate Planning
Mortgage Broking
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of specialized accounting and tax expertise.
- Our team provides tailored, technology-driven financial solutions.
- We ensure compliance with Australian tax legislation and ATO standards.
- Our client-centric approach prioritizes personalized service and transparency.
- We deliver scalable solutions for individuals, SMEs, and large corporations.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Efficient, friendly, and competent
Targeted advice for your business
Highly consummate, prompt and reliable
Guiding light and forever grateful
Highly recommend for integrity
Services
Tax Advisory
Addept Chartered Accountants provides comprehensive tax advisory services, including income tax returns, capital gains tax planning, and compliance with Australian tax legislation. Our experts ensure clients maximize deductions while maintaining ATO compliance. With a focus on property investment portfolios and business tax structures, we deliver strategic solutions to minimize liabilities and optimize financial outcomes.
Business Advisory
Our business advisory services cover structural planning, profitability analysis, and operational efficiency for startups and established enterprises. We specialize in corporate compliance, succession planning, and SMSF integration. Leveraging cloud technology and industry-specific insights, we help businesses streamline processes, reduce costs, and achieve sustainable growth through data-driven strategies.
Wealth Management
Addept Chartered Accountants Wealth offers tailored wealth management solutions, including investment advice, superannuation planning, and retirement strategies. Our team focuses on cash flow management, risk protection, and estate planning to secure long-term financial goals. By combining personalized service with real-time technology, we empower clients to grow and preserve wealth effectively.
Self-Managed Super Funds
We specialize in SMSF establishment, compliance, and strategic management, ensuring optimal retirement outcomes. Our services include investment structuring, tax-efficient strategies, and audit support. With accredited specialists, we guide clients through regulatory requirements while maximizing superannuation benefits for individuals and businesses.
Mortgage Broking
Addept Chartered Accountants's mortgage broking team assists clients in securing home and investment loans with competitive rates. We offer personalized guidance on loan structures, refinancing, and property financing. By partnering with major lenders, we simplify the application process and ensure clients find solutions aligned with their financial objectives.
People
Sarah Robinson
Principal
With over 30 years in accounting and finance, Sarah leads Addept Chartered Accountants's advisory services, specializing in tax, business structuring, and SMSF. Her client-focused approach drives innovative solutions for business and personal financial growth.
Jo Kozned
Senior Manager
A Chartered Accountant with 25+ years of global experience, Jo excels in cross-sector financial management and operational efficiency. Her expertise spans banking, hospitality, and agriculture, ensuring practical, results-driven advice for clients.
Katherine Sarkanen
Senior Manager
Katherine combines modern accounting practices with cutting-edge technology to deliver strategic business solutions. Her background in media and IT adds a unique perspective to client advisory services, focusing on innovation and clarity.
Martin Roach
Mortgage Broker
Martin specializes in home and investment loans, leveraging 15+ years of banking experience to provide tailored mortgage solutions. His independent approach ensures clients secure competitive rates and seamless financing.
Natalie Romano
Client Services Officer
Natalie supports Addept Chartered Accountants's wealth and accounting teams with client-focused service delivery. Her background in financial planning and mortgage broking enhances her ability to address client needs efficiently and empathetically.
Questions
What accounting services does Addept offer?
Addept provides tax returns, BAS/IAS compliance, corporate reporting, SMSF management, and business advisory services, tailored to individuals and businesses.
Do you offer free consultations?
Yes, we offer no-obligation free consultations via phone, online, or in-person at our Adelaide office.
How do you handle SMSF compliance?
Our accredited specialists ensure SMSF compliance through audit support, investment strategy, and tax-efficient structuring.
What areas do you serve?
Primarily Adelaide and regional South Australia, with Australia-wide services for accounting, tax, and financial planning.
Can you assist with mortgage solutions?
Yes, our mortgage broker offers home, investment, and commercial loans with competitive rates and personalized guidance.
How do you use technology in your services?
We utilize cloud platforms like Xero and MYOB for real-time financial management, ensuring accuracy and accessibility for clients.
