Strategic Accounting & Financial Planning Solutions

To realise your personal and professional goals requires a plan
At Accountplan we've been strategically advising clients on how best to achieve their goals for over 35 years and provide a range of financial services to our customers including accounting, tax & BAS, business advisory and mentoring, financial planning and wealth creation, superannuation and investment strategies, risk management and finance advice and broking.

Upcoming Key Dates

Don't forget these important dates
5th & 23rd June 2019 State of Origin

Now entering it's 40th year, this rugby league series between QLD and NSW sends even the most reserved amongst us a little crazy with the passion, rivalry and bragging rights on the line

15th June 2019 Lodgements to Super

Due to the massive processing volumes in the days prior to June 30 we encourage those wishing to deposit to their superannuation to do so by no later than 15th June or risk missing the deadline

21st June 2019 Monthly IAS Lodgements Due

Employers are required to lodge their monthly Instalment Activity Statements for PAYG withholding to the ATO

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Latest Articles

12 Jun. 2019

4 EOFY habits of highly effective small business owners

End of financial year (EOFY) is a stressful time for small business owners and their tax agents alike. Make things easier for you and your accountant by taking up the following four habits.

Recently there have been considerable studies on the habits o[...]

11 Jun. 2019

What Counts as Genuine Savings in a Loan Application?

If you apply for a home loan, particularly if the loan is for more than 80 per cent of a property’s value, you’ll more than likely have to prove to lenders that you have a satisfactory amount of savings. This is to demonstrate your ability to funnel a portio[...]