Areas we serve · Elsternwick

Your accountant in Elsternwick

From the Glen Huntly Road strip to the professionals and family businesses that give Elsternwick its character, I'm the local, fixed-fee alternative to a city firm, ten minutes down the road in Brighton East.

Individual returns from $390 · Business tax & advisory from $250/month.

Local, and genuinely nearby

A lot of Elsternwick work is whole-of-family: a business, a trust, a rental or two and the personal returns, spread across advisers who don't talk to each other. I bring it under one roof, explain it in plain English, and meet at my Nepean Hwy office, over Google Meet, or by phone.

  • 443 Nepean Hwy, Brighton East
  • CPA Australia member & Registered Tax Agent
  • Fixed fees, no lock-in contracts

Small business in Elsternwick

Glen Huntly Road anchors the suburb, and it's a genuinely mixed strip: independent retailers, cafes, bakeries and restaurants, beauty and health rooms, and professional suites above and behind the shopfronts. Around the strip sits a quieter second economy of consultants, creatives and professionals working from home, and family businesses that have traded in the area for decades.

That maturity shapes the accounting work. Elsternwick clients are less likely to be starting out and more likely to be managing a structure that has grown up over the years: a trading business, a family trust, investment properties, adult children's returns alongside the parents'. The questions are about distributions, capital gains timing and whether the structure still fits, and they need an accountant who looks at the whole picture rather than one entity at a time.

What that usually means for your tax

  • Whole-of-family tax: the business, the trust and the personal returns handled together so nothing falls between advisers
  • Investment properties, with the capital gains position planned before a sale rather than discovered after it
  • GST coding for mixed retail and hospitality, where taxable and GST-free sales sit side by side in the same till
  • A smooth handover when a long-standing accountant retires, with prior returns, schedules and history carried across

What I do for Elsternwick businesses

Tax & compliance

Business and personal returns, lodged on time.

BAS & GST

Prepared, checked and lodged for you.

Bookkeeping & payroll

Clean books, wages and super done right.

Tax planning

Know your number before 30 June, not after.

Business advisory

A proactive CPA in your corner all year.

Xero setup & support

Set up properly, migrated, and supported year-round.

Questions I hear from Elsternwick

This is common in Elsternwick and it's less risky than it feels. I contact the outgoing accountant for your prior returns, financials, depreciation schedules and any carried-forward positions, and I do it while they're still contactable, which is the part that matters. The one step that has to be yours is nominating me as your agent in ATO Online Services, which takes about ten minutes and I send you the exact screens.

Yes, and it works much better as one job than as three. Trust distributions, rental outcomes and the business's profit all land in the family's personal returns, so decisions in one entity move the tax in another. We plan them together before 30 June instead of adding them up afterwards.

Only if you want to. The office is at 443 Nepean Hwy, Brighton East, about ten minutes away, and plenty of Elsternwick clients prefer it for the bigger planning conversations. Everything else runs over Google Meet, phone and email.

It matters every quarter. Mixed businesses need their point-of-sale and Xero coding set up so taxable and GST-free sales separate themselves, otherwise every BAS becomes a manual sorting exercise with errors in both directions. I set the file up once so the BAS is right by default.

The Summit promise

These promises are in addition to your rights under the Australian Consumer Law.

Ready to stop worrying about your tax and bookkeeping?

In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.

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What can I help you with?

Pick one, I'll point you to the right spot in about 30 seconds.