Brighton Tax Accountants & Business Advisers
Why choose our investment strategy services?
At Brighton Accountants, we are proud to offer a unique array of services that offer a level of expertise and dedication you will seldom find elsewhere. Each of our solutions are tailored to your existing portfolio, gaining an insight into your current situation as well as short and long-term visions in order to deliver truly distinctive professional investment management.
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As a trusted name in the industry, we are proud to provide our services to clients throughout Melbourne who desire end-to-end asset and wealth management solutions.
What we can offer you
We specialise in Managed Discretionary Accounts (MDA) for clients in the retail, institutional and wholesale industries, providing professionally managed portfolio solutions across varying currencies and major global equity markets. We also provide MDA services for accountants, family offices and financial planners, ensuring that our solutions cater to businesses of all sizes.
Confidence in your investments
Whether it’s time to plan for the future, grow your investment portfolio or manage your wealth, you need professional and strategic solutions tailored to suit your financial goals.
Strong investment management requires experience and a deep understanding of your entire portfolio. Our expert advisors are continuously researching and analysing investments, strategies and investment opportunities to create bespoke portfolios which offer security, income flows and long term capital growth. We stay on top of the ever-changing economic and legislative landscape to ensure you receive the most up-to-date and reliable advice.
Your financial future is in safe hands
As our markets and economy continue to face unprecedented challenges and fluctuations from national and global issues, it’s becoming increasingly important to safeguard your future with a robust wealth protection plan. From establishing income protection and life insurance to fortifying your superannuation and pension planning, you can enjoy peace of mind that you and your family are financially protected for life.
Managing over $2.7 billion in client funds, Brighton Tax Accountants provides a range of advisory and investment services to help clients protect, manage and grow their wealth.
Accounting
Our services include all aspects of tax accounting and planning, pre-30 June reviews, tax cost minimisation strategies, capital gains tax record keeping, BAS and IAS requirements, and cloud bookkeeping services. We will make sure you comply with all statutory requirements at both state and federal levels – it is our job, not yours, to keep up with all the legislation.
Bookkeeping
Let Brighton Tax Accountants, we take care of your XERO and MYOB bookkeeping needs while you focus on growing your business! We offer bookkeeping services for small businesses in all the major suburbs in Brighton. We will take care of your books while you focus on making more sales for your small business. Check out our accounting solutions and see which suits your needs.
Taxation
We ensure that you are structured in the most tax-effective manner so that you can be confident that you are paying the least amount of tax possible. Legally minimising the amount of tax payable is strongly dependent on having the appropriate structure in place so that you can apply the funds towards growing a sustainable business.
Who can benefit from investment advisory services?
While every client has a unique set of financial goals and objectives, they all typically lack the time to manage their finances and investments. Our advisory services can benefit:
- High net and ultra high wealth individuals
- Small family offices
- Recipients of business sale proceeds
- Small Institutional investors
- Charities
- Benevolent funds
- University funds
Personal Service with a Global Approach
Quite simply, our mission is to assist our clients to invest wisely, to diversify their wealth, and combine leading investments in Australia along with the extraordinary range of global investments that are now open to investors in Australia.
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We combine a rigorous approach to research and timeless investment principles with innovative thinking to develop portfolio strategies that balance the pursuit of return with prudent risk management.
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Our advisory services are personalised and transparent, carefully designed around our clients’ best interests and investment preferences.
Accountants With Simple Easy to Understand Fees
Deep research, intelligent analysis and leading technology power our creative solutions and partnership approach to consulting service delivery.
The fact our advice is free of any product conflicts, means we are aligned with our client’s best interests in tailoring the best investment strategies.
You can be sure that with Brighton Tax Accountants, we’re on your side.
Powered and supported by Brighton Tax Accountants, our specialist advisors can assist with:
- General insurance advice
- Policy reviews
- Risk analysis
- New policy quoting
- Policy creation
- Risk management analysis
Institutional investors can benefit from our comprehensive range of investment management and asset consulting services, including:
- Asset consulting
- Mandate management
- Investment reporting
- Risk analysis
- Single asset and multi-asset portfolio creation
- Asset specific investment management
Our complete advisory services for personal superannuation include:
- Fund choice, including retail, industry super and SMSF
- Contribution advice on key factors such as limits, caps and timing
- Pension planning and management
- Small business concessions
- Investment management services for underlying funds
Our expert advisors undertake deep research into every asset within your portfolio and offer tailored solutions and advice on:
- Portfolio construction
- Asset selection
- Risk profiling
- Mandate creation
- Ongoing management, administration and advisory
Our expert advisors provide in-depth advice on wealth protection and life insurance, including death, TPD and income protection. We can assist with:
- Policy reviews
- Levels of cover
- Provisions of quotes
- Claim management
- Underwriting
- Key person policies
- Buy and sell arrangements
Our comprehensive approach to specialist investing includes a full review of assets, risks and positioning within a specific portfolio. We offer access to specialist wholesale and professional investments, including:
- Private debt
- Private credit
- Private equity
- Venture capital
- Syndicated property debt and equity
Business Advisory
Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.
Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.
Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.
With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.
Financial Advisory
At Hillyer, Richeswe provides comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Brighton Tax Accountants is a Brighton based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.
Accounting Industry specializations
Individuals
Individual accounting services, wealth strategy, insurance, and financial management. Prepare and lodge your tax return with Brighton Tax Accountants, a registered tax agent in Brighton. Let us do the hard work, with professional advice and ensuring maximum refund and paying minimum tax.
Sole Traders
Are you already operating or considering starting a business as a sole trader? Brighton Tax Accountants can help as we are a 'one-stop-shop' for accounting services and tax advice for small businesses and self-employed individuals.
Professional Services
Providing accounting, tax and business advisory to professional services industries comes naturally to Brighton Tax Accountants Tax Accountants in Brighton. We have a wide range of professional services clients who seek advice and knowledge specific to their industry – and we consistently rise to the challenge of delivering solutions.
Retail
Suppliers, importers, large chain stores, changing demographics, and new sales channels all present challenges for the retail industry. We help retailers find solutions to these kinds of challenges. Our industry experience over many years allows us to align with our clients’ strategies and help them improve their bottom line.
Local Businesses
Since its inception, Brighton Tax Accountants has been at the forefront of tax and accounting, providing a broad range of services to local businesses in Brighton. We offer Individual Tax Returns, Business Taxation and Accounting, Financial Planning, Self Managed Superannuation Funds, and Bookkeeping services.
Medical & Healthcare
Brighton Tax Accountants understand Doctors and Healthcare professionals require specialist attention. Our team of experts offer friendly, industry leading advice relating to tax, GST and compliance that will maximise your return, addressing all your financial requirements.
Manufacturing Industry
We have extensive experience in servicing the manufacturing industry, including the provision of accounting, information technology, and audit services, and regular periodic management reporting, which supplemented with more detailed financial analysis, lies at the heart of astute commercial decision making.
Hospitality
Brighton Tax Accountants Tax Accountants in Brighton also specialise in helping small business to achieve great things, so whether you run a bar, cafe, restaurant or coffee cart, our accountants are here to offer an extensive range of accounting support services for your hospitality business.
Tradesmen
We specialise in financial services for medium sized trade businesses. The services we offer are all aimed at doing what really matters: securing your financial growth and freeing up your time so that you can enjoy life.Â
Primary Producers
We understand that primary producers require to effectively manage the finances of their farming operations, and we have been a leading provider of business and financial advice, taxation and accounting services to the rural sector for more than 20 years.
Franchisors & Franchisees
Our experience and relationship with franchise groups gives us real time insight on franchise systems and their performance. We provide franchises with business, taxation and accounting services. We also act as consultants to the head franchisors in setting up cloud accounting & business and structures.
Property
At Brighton Tax Accountants, our specialist property tax accountants in Brighton are renowned for their reliable tax advice and property tax accounting services for property investors. Our property tax accounting and tax advice extends to the various estate planning factors including ownership and control of assets.
