Business Details
46 Years
experience
Expert Accounting & Financial Services in Bunbury
Marlston Forrest is a respected accounting firm based in Bunbury, Western Australia, with a legacy of trust spanning decades. Established in 1980, we merged two long-standing practices, Forrest Partners and Marlston Taxation, in 2021 to create a multidisciplinary team with generations of expertise. Our services include taxation, corporate secretarial work, cloud-based bookkeeping, self-managed super funds, and business advisory solutions tailored to individuals, startups, family businesses, and corporations.We pride ourselves on combining technical excellence with a client-centric approach, fostering close relationships and empowering clients through ethical advice and financial clarity. Our teams deep local knowledge and commitment to community underpin our mission to help clients grow, protect, and enjoy their wealth.
Services
Taxation
Corporate Secretarial
Cloud-Based Bookkeeping
Self-Managed Super Fund
Business Services
Details
- Year established: 1980
Highlights and features
- Decades of experience serving Western Australian communities since 1980
- Personalised, ethical advice tailored to individual and business needs
- Expertise in cloud-based accounting technology for efficient solutions
- Deep local knowledge and commitment to community development
- Comprehensive services spanning taxation, business advisory, and SMSF management
Services
Taxation
Marlston Forrest offers expert tax planning and compliance solutions to minimise liabilities and maximise returns. Our team provides strategic advice on income tax, GST, capital gains tax, and business structuring. With a focus on proactive planning, we help individuals and businesses navigate complex tax obligations while ensuring compliance with regulatory requirements.
Corporate Secretarial
We deliver specialist corporate secretarial services to ensure compliance with ASIC requirements. Our support includes company registrations, board meeting minutes, annual reporting, and governance frameworks. By maintaining accurate records and advising on regulatory obligations, we help businesses mitigate risks and maintain corporate compliance.
Cloud-Based Bookkeeping
Our cloud-based bookkeeping streamlines financial management through real-time data access and automation. We implement secure systems for invoicing, payroll, and financial reporting, reducing administrative burdens. This technology-driven approach enhances accuracy and efficiency for businesses seeking modern accounting solutions.
Self-Managed Super Fund
We provide end-to-end SMSF services, including setup, compliance, and investment strategy. Our experts ensure adherence to regulatory standards while optimising retirement savings. By simplifying SMSF administration, we empower clients to take control of their financial futures with confidence.
Business Services
Our comprehensive business services cover strategic planning, cash flow management, and succession advice. We support startups, family businesses, and established enterprises with tailored solutions for growth and sustainability. By combining financial expertise with industry insights, we help clients achieve long-term business objectives.
People
Sarah Beaton
Director
Sarah Beaton is a CPA and FPA-qualified accountant with over 21 years of experience in finance. She specialises in commercial contracts and community engagement, actively participating in local running clubs and education committees. Sarah advocates for South West businesses and balances her role with family life and fitness instruction.
Anthony Scolaro
Director
Anthony Scolaro, a qualified CPA and FPA member, has 17 years of experience in accounting and financial planning. He focuses on family businesses and professional practices, combining industry expertise with community involvement. Anthony serves on not-for-profit boards and prioritises work-life balance while raising his family in Bunbury.
Alex Smith
Director
Alex Smith brings extensive business development experience, having worked in agriculture, viticulture, and automotive industries. As a former CFO and public practice director since 1998, he specialises in strategic business planning. Alex is deeply involved in Bunburys community and supports local not-for-profits.
Questions
What accounting services does Marlston Forrest offer?
We provide taxation, business advisory, cloud accounting, corporate secretarial services, and self-managed super fund management for individuals and businesses across Western Australia.
Do you work with businesses outside Bunbury?
Yes, we service clients throughout Western Australia, including Margaret River, Perth, Port Hedland, and Karratha, with remote and on-site support available.
How can cloud accounting benefit my business?
Cloud accounting streamlines financial processes, improves accessibility, automates tasks, and ensures secure, real-time data management to enhance business efficiency.
What experience do your advisors have?
Our team has over 40 years of combined experience, with specialists in tax, business strategy, and financial planning, including CPA and FPA-qualified professionals.
Do you support family-owned businesses?
Yes, we specialise in family business advisory, addressing unique challenges through succession planning, governance, and strategic growth solutions.
