I focus on building strong relationships with my clients and working with them to achieve their business goals.

Stephen is a director of business services specialising in taxation and strategic business advice.

Stephen has significant experience working with clients in a wide variety of industries and stages of the business life cycle. During his career Stephen has gained experience working with businesses in industries such as retail, health, real estate, online business, engineering and consultancy as well as many other small to medium business sectors. Stephen also specialises in business structuring and analysing business performance against relevant performance markers and industry benchmarks.

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Qualifications & Professional Memberships

  • Certified Practising Accountant
  • Registered Tax Agent
  • SMSF Registered Auditor
  • Member of CPA Australia

Specialist Areas

Stephen has specialist expertise in the following service areas:

  • Business establishment and structuring
  • Business Advisory Accounting and Taxation Services
  • Self Managed Superannuation Funds
  • Business Sale and Taxation Planning
  • SMSF and Company Audit
  • Accounting Software

Major Projects

  • Sale of a real estate management business, analysing capital gains tax therefrom and providing strategies for its minimisation as well as strategies for the dissolution of the company.
  • Exchange examining accountant for a second tier Australian Stock Exchange – Providing monthly reports to the board on compliance for all exchange members.
  • Audit of a $60mill+ local charity employing over 750 people ensuring financial reporting compliance.
  • Preparation of a three-way forecast for various businesses to advise on the expected Cash Flow, Profit and Balance Sheet.

Resources and Examples of our Work

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Learn more about Stephen on his LinkedIn Profile