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Taxation & accounting services

Finding tailored taxation and accounting solutions for your personal, business, self-managed superannuation fund, trust and estate needs.

More than just number crunching

We provide a wide range of personal and business accounting services and self-managed super fund administration services. We listen and focus on the detail to help you achieve the right outcomes.

Solutions based on your needs

We want to know who you are so that we understand what’s important to you. Our qualified accountants can help you with a broad range of taxation and accounting services:

Personal taxation

  • tax planning and advice
  • individual income tax returns
  • salary packaging advice
  • gearing strategies
  • investment property advice

Business services

  • tax returns
  • BAS and FBT returns
  • tax planning
  • succession planning
  • payroll
  • financial and management accounting
  • starting up, buying or selling a business
  • business structures
  • business leasing and asset purchase advice
  • business loan structures
  • asset protection

Self-managed superannuation fund administration

  • financial statement preparation
  • tax compliance and advice
  • compliance regulation advice

Estate taxation

  • Estate tax file number application
  • Estate tax returns
  • Financial statements
  • Estate taxation advice
  • Capital gains cost base analysis
  • Provide estate tax clearance

Michael Williams has been our business and personal accountant for almost 20 years.

We are extremely happy with their professionalism and approachability in all aspects of our business model.

Michael's advice has been invaluable over the past years, in particular his knowledge and guidance in assisting the business owners with difficult decisions within our business structure.

We highly recommend them due to the efficient, consistent and reliable service provided by Michael and his team

Tony & Wendy, ACT

Estate taxation complexities

We are specialists in estate taxation, which is a complex area and requires professional advice to ensure that estate assets are protected and not unnecessarily taxed and executors are not held personally liable for mistakes.

We can either provide this specialist advice to help you navigate your way through the taxation obligations or manage the whole process for you.

We also work with executors, other dependents, and beneficiaries, to make the process less difficult during an already challenging time.


This information is provided by Australian Unity Trustees Ltd ABN 55 162 061 556, AFSL 483220. Australian Unity Trustees Ltd is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide and Fee Schedule.

Nothing on this site represents an offer or solicitation by Australian Unity Trustees Ltd in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity Trustees Ltd makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and Australian Unity Trustees Ltd and its related bodies corporate make no representation as to its accuracy or completeness.