Accounting Services

We make things simple enough that you can keep doing what you do best while knowing that your accounting needs are being taken care of.

My Wealth Solutions offers a full suite of accounting services.

We get it, accounting – regardless of whether you’re an individual or a small business owner – can be confusing enough as it is.

That’s why we’re here to help.

Our accounting experts have over 40 combined years of experience in everything from income tax advice to asset protection strategies.

By having your accounting experts work closely with your team of financial advisors, we are able to provide a complete financial plan that helps you get where you want to go.

  • Not sure whether you’re getting the most out of your tax return?
  • Want to know how you can reduce your corporate tax rate?
  • Need to establish a steadier cash flow for your business?

My Wealth Solutions can help.

Our accounting services include:

  • Income tax advice and tax planning
  • Business setup, structuring and strategy
  • Self-managed superannuation fund advice
  • Getting the most out of your BAS

Our team of accounting experts are all registered tax agents and have over a decade of experience in a variety of industries.

They are here to help and can offer services in everything from creating realistic revenue forecasts for your business to managing your debt.

Together, they draw on a wealth of experience and knowledge to make sure that your accounting is being optimised to meet your financial goals.

In other words, you’re in very safe hands.

Let Us Know How We Can Help

Finding The Right Accountants

Maybe you’re looking for a small business accountant who has hands-on experience running their own business. Or maybe you need a tax advisor who can make sure that you’re meeting all your obligations. We can help.

A financial advisor wants to help you grow your wealth. An accountant makes sure that your tax and business assets are performing as well as they should.

A good accountant looks at a small part of your financial journey. A great accountant should take a holistic approach and work with you to meet every single one of your personal financial and/or business goals.

At My Wealth Solutions, we think big.

We Offer The Complete Package

To truly make sure your financial future is being taken care of, your accountant and financial advisor should be in close communication.

We do things one step better and encourage collaboration between our accounting services team and our financial advisors, so you can rest easy knowing that your accountant is looking at your big picture.

Make your accounting simple with My Wealth Solutions’ full suite of accounting services and make sure you’re getting the most out of your financial future.

To help us get a better picture of your current financial world and accounting needs, we offer an obligation-free initial meeting.

During this meeting, we’ll work with you to create a complete overview of your financial situation and design the perfect plan to fulfil your accounting requirements.

CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.
award winning and highly recommended

We specialise in making accounting simple for you.

Don’t let your accounting needs become overwhelming.