Business Details
Trusted Accounting and Financial Services in Brisbane
At Apiary Financial, we partner with clients to deliver tailored accounting and financial planning solutions. With a heritage spanning over 40 years, our team of Chartered Accountants and Financial Planners specialises in business advisory, tax compliance, and self-managed superannuation (SMSF) services. We prioritise long-term relationships, leveraging technology and strategic alliances to support small and medium enterprises (SMEs) across South East Queensland. Our approach combines technical expertise with a commitment to understanding each client's unique goals, ensuring timely advice that aligns with their business and personal wealth objectives.By maintaining memberships with professional bodies like Chartered Accountants Australia and New Zealand, we uphold rigorous standards of excellence. Our focus on continuous portfolio management and proactive communication ensures clients receive actionable insights to navigate financial complexities and achieve sustainable growth.
Services
Business Advisory
Cloud Accounting
Bookkeeping Services
Financial Planning
Self-Managed Superannuation
Wealth Protection
Retirement Strategies
Estate Planning
Aged Care Financial
Investment Advice
Highlights and features
- We have over 40 years of combined experience in accounting and financial planning.
- Our team includes Chartered Accountants and Certified Financial Planners.
- We offer tailored solutions for SMEs and individuals.
- We leverage technology for efficient cloud accounting services.
- We partner with trusted affiliates to provide comprehensive services.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Count Financial Limited (AFSL 227232)
- Accredited Self-Managed Superannuation Fund Specialist
Services
Business Advisory
Our Business Advisory services focus on strategic growth for SMEs. We analyse your industry and financial position to develop custom strategies that enhance profitability, reduce risk, and increase business value. Our Chartered Accountants provide insights into operational efficiency, tax planning, and compliance, ensuring alignment with long-term objectives. By maintaining a deep understanding of your business, we deliver actionable recommendations that drive sustainable success.
Cloud Accounting
Cloud Accounting solutions streamline financial management through real-time data access. We implement platforms like Xero and QuickBooks Online, integrating add-ons for bookkeeping, payroll, and reporting. Our Certified Cloud Accountants ensure seamless transitions, ongoing support, and training, enabling businesses to focus on growth while maintaining accurate, up-to-date records.
Self-Managed Superannuation
Self-Managed Superannuation Fund (SMSF) services include establishment, compliance, and investment strategy. Our accredited specialists guide clients through SMSF setup, tax-effective planning, and portfolio management. We ensure adherence to regulatory requirements while optimising retirement outcomes through diversified, risk-appropriate investment strategies.
Financial Planning
Financial Planning services address wealth creation, protection, and retirement strategies. We assess individual goals to design personalised plans, covering investment advice, insurance, estate planning, and aged care. Our CERTIFIED FINANCIAL PLANNERS leverage market research and tailored portfolios to secure long-term financial peace of mind.
Tax Compliance
Tax Compliance services ensure adherence to statutory obligations while optimising liabilities. Our team prepares income tax returns, business activity statements, and capital gains tax reports. We provide strategic tax planning to minimise exposure and maintain ATO compliance, allowing clients to focus on core operations.
People
Scott McDonald
Principal
With over 30 years of experience, Scott McDonald specialises in business advisory and taxation. A Chartered Accountant and SMSF specialist, he focuses on long-term client relationships and practical solutions for business growth.
Salvatore Russo
Principal
Salvatore Russo brings 25+ years of expertise in business and tax advisory. A Chartered Accountant and Tax Adviser, he delivers strategic guidance to SMEs, prioritising compliance and operational efficiency.
Suzanne Grayling
Financial Planner
Suzanne Grayling, a CERTIFIED FINANCIAL PLANNER, specialises in wealth management and SMSF strategies. With 17+ years of experience, she designs tailored plans for retirement, insurance, and intergenerational wealth transfer.
Craig Dobbs
Principal
Craig Dobbs offers proactive tax and business advisory solutions. A Chartered Accountant, he focuses on structuring and compliance, helping clients maximise wealth through strategic planning and operational efficiency.
Jeremy Long
Accountant
Jeremy Long specialises in taxation and SMSF administration. Currently completing his Chartered Accountant designation, he combines technical expertise with client-focused service to ensure compliance and financial clarity.
Questions
Where are you located?
We are located at Level 2, 16 McDougall Street, Milton QLD 4064, Australia.
What services do you offer?
We provide accounting, tax compliance, financial planning, SMSF administration, business advisory, and affiliated services like IT support and legal partnerships.
Do you serve businesses outside South East Queensland?
While we primarily service SMEs in South East Queensland, we can assist remote clients through digital collaboration tools.
How are your fees structured?
Fees are based on time and expertise required. We provide cost estimates upfront to ensure transparency and align with client expectations.
Can you help with overdue tax returns?
Yes, we assist in lodging outstanding returns and may negotiate penalty reductions with the ATO for eligible cases.
Do you offer after-hours appointments?
After-hours appointments are available by prior arrangement to accommodate client schedules.
