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Your trusted financial partner in all stages of your financial life.

A Trusted Partner in Finance and Business Success

Lister Mason has been serving the Sutherland Shire and wider community since 1989. With over 140 years of combined experience, our dedicated team of professionals are committed to empowering our clients to achieve their financial and business goals.

What We Do

We offer a comprehensive range of services across personal and business finances, including:

Personal Taxation

  • Efficient tax lodgement and planning
  • Capital gains tax advice
  • Negative gearing strategies
  • Superannuation guidance

Business Taxation

  • Proactive compliance and planning services
  • Business structure advice
  • GST and superannuation management
  • Fringe benefits and payroll support

Financial Planning

  • Comprehensive wealth planning and goal setting
  • Investment planning and risk management
  • Retirement planning and budgeting

Business Support

  • Business planning and strategy development
  • Xero advisory and implementation
  • Bookkeeping and payroll services
  • Start-up support and mentoring

Our Approach

We believe in building strong, lasting relationships with our clients. We take the time to understand your individual needs and aspirations, and work collaboratively with you to develop tailored solutions that align with your unique circumstances. We are committed to open communication, transparency, and ongoing support throughout the process.

Our Team

Our team comprises experienced professionals with diverse expertise in finance, accounting, and business. We are passionate about delivering exceptional client service and helping our clients achieve sustainable financial success.

Join Us on a Journey to Success

Whether you need assistance with personal tax planning, business growth strategies, or comprehensive wealth management, Lister Mason is here to support you every step of the way. Contact us today and let us help you reach your full potential!

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