Our Services
Personalised Taxation & Accounting Services (PTAS) has the knowledge, extensive experience and ability to handle all aspects of both your personal or business requirements
Accounting & Tax Compliance
- Individual, company, trust and SMSF tax returns
- BAS and GST lodgements
- New business set-up
- Business structuring and restructuring
- ASIC compliance
While we do not provide legal services ourselves, we often work closely with clients, their families and their advisers before and after a client’s passing, helping them navigate what can be a difficult and overwhelming time.
Tax Planning, Business Advisory & proactive Consulting, Estate & Succession Support
- Estate and succession planning support
- Superannuation death benefit planning
- Family trust and company succession planning
- Assistance with executors and beneficiaries
- Deceased estate administration and tax compliance
- SMSF succession planning and wind-ups
- Coordination with solicitors and financial advisers
Our Approach
At PTAS Accountants, we believe that great accounting is about more than meeting compliance obligations. Our role is to be a trusted adviser, providing practical guidance and personalised support that helps our clients make informed financial decisions with confidence.
We pride ourselves on being approachable, responsive and client-focused. When you work with PTAS, you deal directly with your accountant, ensuring you receive advice that is tailored to your individual circumstances, goals and challenges. We take the time to understand what matters most to you, because we believe every client deserves more than a one-size-fits-all approach.
Many of our clients have been with us for years, relying on us for advice and support through different stages of life and business. Whether you’re taking your first steps into business ownership or planning for the future, we’re here to help you navigate important financial decisions every step of the way.
How we assist our clients
We regularly assist clients with:
- Starting and growing a business
- Building personal and family wealth
- Managing trusts and companies
- Establishing and managing self-managed super funds
- Planning for and transitioning into retirement
- Navigating aged care decisions
- Estate and succession planning
Our goal is to build lasting relationships and provide the guidance, expertise and support you need to achieve your long-term financial objectives.