Palmer & Associates
is a CPA Practice
An Accounting Firm with a Passion for Professional Care
OUR VISION
Operating in the Mount Waverley area for over 20 years, we provide client-focused taxation and accounting solutions for businesses, Self-Managed Superannuation Funds and individuals.
We have a passion for providing all clients with the highest standard of expertise and professional care. Our team focuses on creating long lasting client relationships through the provision of a friendly, personalised taxation and accounting service, tailor made for our clients.
We aspire to build value for our clients through a hands on approach to tax compliance and business advisory through our offered services and consider all areas of our client’s businesses to ensure they achieve the greatest outcome.
We understand that our clients work extremely hard, and we aim to minimise the many pressures that come with running a business to relieve our clients, so that they have the time they need to focus on what is important to them.
OUR
SERVICES
ACCOUNTING & TAXATION ADVICE
We offer a range of Accounting and Taxation advice customised to our clients’ needs including, but not limited to, Year End Accounts & Tax Returns for Individuals and all other Group Structures, Annual Taxation Planning, Fringe Benefits Tax Returns, and attendance to Business Activity Statements and Instalment Activity Statements. We guide our clients through the taxation system and are here to assist with any queries that may arise.
BUSINESS ADVISORY
​Whether you are just beginning your business journey, have been running your business for many years, considering selling your business, looking to restructure or want to manage your budgeting and cash flow forecasting; we are here to assist you. We are able to do this by providing personalised advice suited to your needs, while also ensuring the most beneficial tax outcome for your situation.
PAYROLL
SERVICES
Let us take the burden out of preparing your payroll with solutions to ensure your employees receive their correct wage and entitlements, ensure the appropriate Single Touch Payroll reports are lodged with the ATO and your superannuation guarantee payments are made on time.
SMSF ACCOUNTING & ADVICE
Managing your own superannuation fund enables you to control your retirement funds in a way that benefits you most. The laws and regulations around Self-Managed Superannuation Funds are complex and regularly changing. We are here to help ensure that your superannuation fund runs smoothly and complies with the SIS Act so that you can enjoy your retirement.
BOOKKEEPING
Let us alleviate your stress by taking care of the day-to-day financial reporting of your business and allow you to do what you do best - running and growing your business. Our team has the expertise to offer a streamline bookkeeping process to ensure your accounts remain orderly and compliant.
CORPORATE SECRETARIAL SERVICES
If you are a director of a company, you would know that navigating the way through ASIC can be quite complex. We offer Corporate Secretarial Services to ensure our clients ASIC register is up to date, to reduce our clients workload so they can focus on what is important to them.
OUR TEAM
CONTACT
PALMER &
ASSOCIATES
OUR ADDRESS
Suites 8 - 10 / 241 Blackburn Road, Mount Waverley VIC 3149
Email: reception@pacpa.com.au
Tel: (03) 9803 8999
For any general inquiries, please fill in the following contact form:
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
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Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
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​The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
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If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Natasha Dawson (Managing Director), Matthew Henshall (Director) or Laura Brouwer (Director) by email.
Your complaint will be investigated by a Director who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process.
If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
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Liability limited by a scheme approved under Professional Standards Legislation
Palmer & Associates operates under the limited liability scheme offered by CPA Australia and carries professional indemnity insurance cover of $2 million in accordance with the scheme. This is the maximum extent of our exposure under this scheme (the actual exposure may be less depending on the fee charged for this advice) and no claims in excess of the coverage provided by this scheme will be recognised by Palmer & Associates or their officers.
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