Business Details
Trusted Chartered Accountants in NSW
Established on the NSW North Coast, we have built a reputation for delivering clear, professional accounting and financial advice across South East Queensland, Northern Rivers, and Sydney. Our team of Chartered Accountants brings decades of experience in taxation, financial planning, and business advisory services, prioritizing personalized solutions for individuals, families, and businesses. We specialize in cloud accounting, SMSF setup and compliance, tax planning, and business structuring, ensuring clients achieve optimal financial outcomes.With a focus on long-term relationships, we guide clients through wealth management, asset protection, and succession planning, combining technical expertise with a commitment to ethical standards. Our approach emphasizes proactive strategies to minimize tax liabilities, enhance cash flow, and support sustainable business growth, positioning us as trusted partners in financial success.
Services
Accounting & Tax
Superannuation
Financial Planning
Business Advice
Personal Insurance
Highlights and features
- We offer 30+ years of localized accounting expertise in NSW and QLD.
- Our team specializes in cloud accounting and SMSF compliance solutions.
- We provide tailored tax planning strategies for individuals and businesses.
- Our advisors hold Chartered Accountant and Financial Planning certifications.
- We combine technical excellence with personalized, ethical financial guidance.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- SMSF Advisers Network Pty Ltd (AFSL No. 430062)
Services
Accounting & Tax
We provide comprehensive accounting and tax solutions, including personal and business tax returns, audit services, and compliance management. Our expertise in tax planning ensures clients minimize liabilities while maintaining adherence to regulatory requirements. With specialized knowledge in cloud accounting systems, we streamline financial processes for businesses of all sizes.
Superannuation
Our superannuation services focus on SMSF setup, compliance, and strategic management. We assist clients in optimizing retirement savings through tailored investment strategies, limited recourse borrowing arrangements, and annual audit coordination. Our goal is to maximize long-term financial security for individuals and families.
Financial Planning
We deliver personalized financial planning services covering wealth creation, estate planning, and insurance strategies. Our certified advisors develop roadmaps for retirement, investment growth, and tax-efficient asset distribution, ensuring clients achieve both short-term and long-term financial objectives with confidence.
Business Advice
Our business advisory services include exit strategy planning, cash flow management, and structural optimization. We help businesses enhance profitability through tax-effective structuring, succession planning, and growth strategies, supported by decades of experience in SME advisory and compliance.
Personal Insurance
We offer tailored personal insurance solutions, including life cover, income protection, and critical illness policies. Our advisors assess individual needs to design coverage that safeguards against financial risks, ensuring clients and their families maintain stability during unforeseen circumstances.
People
Tracy Simpson
Managing Director
Chartered Accountant with 30+ years of experience in tax planning, business structuring, and asset protection. Specializes in strategic business advice for SMEs across Northern NSW.
Tony Marshall
Financial Planner
Director at Quill Group with 16 years of expertise in financial planning, superannuation, and insurance. Holds a Bachelor of Business in Banking & Finance and a diploma in financial planning.
Helen Hutley
Tax Agent
Masters of Taxation qualified professional with 30 years of experience in income tax, superannuation advice, and SMSF compliance. Registered tax agent and Fellow of the Institute of Public Accountants.
Charlotte Cloak
Chartered Accountant
Experienced in financial reporting and tax compliance for individuals and SMEs. Joined WD Nicholls in 2018 after a decade of practice in diverse accounting sectors.
Kirsten Tacey
Business Adviser
CPA qualified accountant with 27 years of advisory experience. Specializes in business analysis, R&D tax incentives, and strategic planning for medium to large entities.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, cloud accounting setup, business structuring, cash flow management, and compliance services tailored to SMEs.
Can you help with SMSF setup and compliance?
Yes, we specialize in SMSF establishment, limited recourse borrowing arrangements, annual audits, and regulatory compliance management.
Do you offer financial planning for retirement?
Our financial planners create personalized retirement strategies, including superannuation optimization and estate planning solutions.
What areas do you service?
We operate across South East Queensland, Northern Rivers, and Sydney, with remote support available nationwide.
How do you handle business exit strategies?
We assist with succession planning, tax-effective exit strategies, and asset protection to maximize business value during transitions.
Are your services available online?
Yes, we offer cloud accounting integration and virtual consultations for clients outside our primary service regions.
