Frequently Asked Questions

Do you only speak to your accountant when your tax is due? If so, you're missing out on year-round strategic advice. Instead of just looking at historical data, we work with you proactively to plan ahead. We help you make smart decisions about cash flow and business structure now, so there are no shocks at tax time.

We offer tax returns (individual, company, and trust), BAS lodgement, bookkeeping, Xero management, quarterly business advisory sessions, and proactive tax planning. Everything a small business owner needs to stay on top of their finances.

No. We also handle individual tax returns, rental property tax matters, and investment portfolio tax reporting. Whether you're a sole trader, a company, or an individual, we can help.

Yes. We can advise on the right business structure, handle ABN and TFN registration, set up your Xero accounting software, and guide you through your first BAS and tax obligations.

We primarily use Xero. If you're currently using a different platform, we can help you migrate to Xero so everything runs smoothly.

Could you earn more in an hour with a client than doing your own admin? If so, it's time for a change. We handle the financial tasks, so you can focus on what you do best.

Worried that switching accountants will be a hassle? It's actually a simple process that we manage for you from start to finish. Once you give us the go-ahead, we contact your previous accountant and handle the entire handover of your files, so you don't have to do a thing.

No. While we're based in Brighton East, most of our clients work with us remotely via video call and Xero. We serve small business owners across all of Melbourne and beyond.

Video calls, phone, and email. Whatever works best for you. We're flexible and always responsive.

It's a 30-minute conversation about your situation, your goals, and what's not working with your current setup. No obligation, no pressure. Just a clear picture of where you stand and how we can help.

Is your business growing so fast it feels a bit chaotic? Rapid growth is exciting, but it brings complexity. We help you manage that by ensuring your cash flow is strong, your systems can scale, and your structure protects you. We provide the financial clarity needed to navigate your growth with confidence.

October 31 for self-lodgers. If you're with a registered tax agent like us, you may have an extended deadline until mid-May the following year.

Your TFN, prior year tax return, any income statements (such as payment summaries or bank statements), and access to your accounting software. We'll send you a detailed checklist before your appointment.

Absolutely. We regularly help clients catch up on multiple years of overdue tax returns. No judgement. We'll get you back on track as quickly and painlessly as possible.

A bookkeeper records day-to-day transactions like receipts, invoices, and bank reconciliations. An accountant interprets the numbers, prepares tax returns, provides strategic advice, and can represent you with the ATO. At Summit, we do both.

A focused session where we review your financials, track progress against your goals, discuss strategy, and plan ahead. Think of it like having a CFO for an hour. Someone who knows your numbers inside out and can help you make smarter decisions.

Absolutely. That's our specialty. We explain everything simply so you can make informed decisions about your business with confidence.

Very likely. Many business owners miss legitimate deductions or are operating under the wrong business structure. Book a free strategy session (opens in new window) and we'll take a look at your situation to identify any opportunities.