Business Details
26 Years
experience
Your Trusted Accounting Partner in East Perth
Established in May 2000, Up-to-date Accounting is a boutique accounting and taxation practice based in East Perth, Western Australia. Our small, dynamic team of experienced accountants and bookkeepers has served a diverse client base for over two decades, specialising in the food, liquor, mining, and medical industries. We prioritise proactive tax planning, asset protection, and business growth strategies tailored to individual and organisational needs. Our team holds certifications including Tax Agent 71620007, Xero Certified Advisor, and Authorised Reseller status, ensuring compliance with professional standards. We advocate for clients during ATO audits, provide audit insurance, and offer entity formation services, including company, trust, and SMSF setup. Our focus on strategic coaching and annual performance reviews has helped clients transition from financial loss to profitability within months.With deep expertise in compliance activities like BAS preparation and FBT returns, we reduce client stress through proactive tax management. Our long-standing client relationships and industry-specific knowledge enable tailored solutions for individuals, sole traders, and government organisations. We pride ourselves on accessibility, with team members available for queries and advice, and maintain partnerships with financial advisors, lawyers, and auditors for comprehensive client support. Our commitment to professional development ensures we remain at the forefront of tax legislation changes and industry best practices.
Services
Taxation Services
Bookkeeping
Audit Insurance
Asset Protection
Business Growth Consulting
Corporate Secretarial Services
Tax Planning
Estate Planning
Entity Formation
Compliance Assistance
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of industry-specific expertise in food, liquor, mining, and medical sectors
- Our team holds Tax Agent and Xero Certified Advisor accreditations
- Proven success in transitioning businesses from loss to profitability within months
- We provide audit insurance covering professional fees during ATO investigations
- Tailored strategic coaching sessions with up-front pricing and measurable outcomes
Associations and certifications
- Tax Agent 71620007
- Xero Certified Advisor
- Authorised Reseller
What people say
Knowledgeable, proactive and efficient
Consistent, friendly and professional service
Saved significant tax
Helped reverse financial loss to profit
Timely and pragmatic advice
Services
Taxation Services
We provide comprehensive taxation services including income tax returns, GST/BAS preparation, and FBT lodgements for individuals and businesses. Our team specialises in Capital Gains Tax, Fringe Benefits Tax, and income tax strategies. With proactive planning, we legally minimise tax liabilities while ensuring ATO compliance for companies, trusts, and self-managed super funds.
Business Growth Consulting
Our business growth consulting combines strategic coaching with performance tracking to enhance profitability. We conduct annual general meetings to review progress, set new goals, and optimise financial positioning. Through tailored solutions, we've helped clients transition from $60,000 losses to profitability within months by identifying operational inefficiencies and growth opportunities in sectors like mining and healthcare.
Asset Protection
We implement asset protection strategies to safeguard client wealth through entity structuring and risk limitation. Our services include business structure reviews, segregation of personal/business assets, and tax-efficient ownership arrangements. By legally minimising exposure to litigation and ensuring appropriate asset ownership, we protect clients' hard-earned investments while maintaining compliance with Australian tax legislation.
Audit Insurance
Our audit insurance covers professional fees during ATO investigations, including legal and specialist advisor costs. The policy protects against unexpected expenses from tax audits, reviews, or compliance checks. Coverage applies to salary earners, businesses, and SMSFs, with no excess payable. We assist clients in navigating ATO data-matching programs and regulatory requirements across income tax, GST, and superannuation guarantee obligations.
Bookkeeping
We offer MYOB and Xero-based bookkeeping services with monthly/quarterly reporting for BAS preparation. Our team provides software implementation, training, and cloud-based solutions for transactional bookkeeping. Services include payroll processing, trust account administration, and financial statement preparation. With both office-based and on-site options, we ensure accurate, timely records tailored to clients' operational needs in sectors like liquor and medical services.
People
Jody Nichols
Managing Director
With over 20 years' experience, Jody leads our team as CPA and Institute of Public Accountants member. She advises public/private companies and local governments, holds a Commerce degree in Accounting & Taxation from Curtin University, and contributes to industry committees.
Zelia van Heerden
Accountant
Zelia brings 16 years' expertise in accounting and audit management. A South African commerce graduate, she specialises in compliance for diverse entities including local government organisations and testamentary trusts across Western Australia.
Joseph Giura
Accountant
Joe, a CPA member since 2017, offers practical solutions to complex accounting issues. With a Curtin University Commerce degree and 12 years' experience at Up-To-Date, he serves clients in the mining and medical sectors.
Louisa Bowman
Business Advisor
Louisa combines 14 years' accounting experience with marketing expertise. A dual Commerce graduate from Curtin University, she specialises in business development, coaching, and non-profit financial management for clients in education and research sectors.
Questions
What industries do you specialise in?
We focus on food, liquor, mining, and medical sectors while serving clients from individuals to local government organisations across Western Australia.
How can you help reduce tax liabilities?
Through proactive tax planning, entity restructuring, and compliance strategies tailored to your circumstances, ensuring legal minimisation of tax obligations.
What is audit insurance?
Audit insurance covers professional fees if you're selected for ATO or government audits, including legal and specialist advisor costs with no excess.
Do you offer bookkeeping services?
Yes, we provide MYOB/Xero-based bookkeeping with monthly reporting, software training, and cloud solutions for businesses in East Perth and beyond.
How do you support business growth?
Through strategic coaching, performance tracking, and annual reviews to identify growth opportunities and overcome operational barriers specific to your industry.
What qualifications do your team hold?
Our team includes CPA members, Xero Certified Advisors, and qualified accountants with degrees from Curtin University and South African institutions.
