Sinclair Wilson

A Century of Expertise in Accounting and Wealth Management

Sinclair Wilson, established in 1950, is a leading Accounting and Wealth Management Services firm servicing clients across South-West Victoria and South-East South Australia. With over 70 years of experience, we have established ourselves as one of the 50 largest Accounting practices in Australia.

Who We Are

Our team consists of 21 Principals and over 130 highly skilled professionals, including Accountants, Financial Planners, Specialists, and Support Personnel. We are passionate about delivering tailored solutions to meet the unique needs of our clients.

What We Do

We offer a comprehensive range of services across several key areas:

Taxation & Financial Services

• Business Services
• Tax Planning & Compliance
• Financial Statements & Tax Returns
• Cash Flow Management & Budgeting
• Succession Planning & Wealth Strategies

Business & Advisory

• Accounting & Bookkeeping
• Software & IT Consulting
• Human Resources & Payroll Management
• Business Valuation & Advisory

Financial & Investment Planning

• Wealth Accumulation & Retirement Planning
• Self-Managed Superannuation Funds
• Stockbroking & Managed Investments

Assurance & Compliance

• Assurance & Audit Compliance
• Systems Review & Internal Audits
• Statutory & External Audits

Tailored Solutions, Personalized Advice

We believe in building strong relationships with our clients and providing personalized advice tailored to their individual circumstances. Our team takes the time to understand your goals and objectives, before developing a tailored plan to achieve them.

Our Commitment

Sinclair Wilson is committed to:

• Delivering exceptional client service and proactive communication
• Engaging in open and honest relationships
• Providing value-driven solutions and innovative approaches
• Maintaining the highest ethical standards and integrity

Our Values

Our values guide our actions and interactions:

• Client focus & personal service
• Integrity & transparency
• Professional expertise & innovation
• Teamwork & collaboration
• Community commitment