The firm is built on the foundation of more than thirty years of accounting practices that have come together to form what is now known as Peters & Partners….
Facilitating strategic partners to help grow and protect your wealth. One point of contact to drive outcomes from companies we trust to look after your needs.
We provide tailored personal advice for your accounting, taxation, business structuring, self managed super fund and reporting needs
Tailored, reliable and timely information. Strong budgeting, benchmarking and KPI reporting to support decisions.
Processes and procedures to ensure accuracy of information. Highly qualified and experienced team.
Compliance with Chartered Accountants Code of Conduct. Peace of mind from compliant solutions.
Client centric engagement – human led and technology enabled solutions tailored for your needs.
Collaborative, forward thinking and growing environment. Clear career path with structured training.
Listen to clients and deliver on our promises to provide outcomes that you can rely on. Do what we say.
Self-Managed Superannuation Funds are the fastest growing segment of the Australian super industry and can be a very worthwhile structure for the right individual or family trust.
We offer full SMSF services:
Preparation of annual financial statements
Prepare income tax return
Audit of the SMSF
Prepare member benefits statement
Facilitate investment and insurance reviews
Facilitate obtaining of an actuarial certificate where required
Manage communications and correspondence with the ATO (Australian Tax Office)
The Peters & Partners accounting team have a thorough knowledge of tax and statutory requirements and work closely with other experts on our team to deliver a service tailored to your needs.
For successful businesses, simple business structures may leave you risk exposed, may not be tax effective nor efficient for succession or sale.
Our Peters & Partners Business Advisory team is able to advise you on this critical business decisions, no matter what stage of growth your business is in.
The Peters & Partners accounting team can give you as much or as little financial support as you require, with scalable services tailored to the specific needs of your company. From a part-time bookkeeper to an entire financial and company secretarial department, you can have access to skilled finance professionals as, and when, you need them.
This service includes financial reporting, corporate compliance, board of advice, payroll, accounts payable, sales processing, secretarial and others, as required by the nature of your business.
We aim to provide you with reliable information and strategic insights that will enable you to make decisions on running your business.
Succession planning is a complex process involving many business disciplines. It allows you to be in a position to make an informed choice about your exit and not having that choice imposed on you.
The major issues for business owners is considering their exit options. Those options include retention and extraction of capital and to what level they are extracted from the business. By maximizing the value of your business, you will be in a far better position to choose among the many different exit options.
This will enable you to exit the business when and in the manner you want
Peters & Partners helps small business owners understand the ‘business value gap’.
Business value gap analysis is a process of determining your retirement income and assets, business value (current and future) and strategies to improve business profit and wealth
Peters and Partners helped me understand personal tax through to business and SMSF. I felt in good hands throughout the process and appreciated the benefits of a full service firm. They made life easy.
Michael has provided me sound and measured advice for many years. He has taken the time to understand me, my priorities and lifestyle. Then crafted plans and advice that is appropriate for me. I never feel like I am being put through a cookie cutter. He is very intelligent and very good at his chosen craft. I have no hesitation in recommending him to anyone needing accounting and tax planning services.
Over the past 10 years the attention and prompt response to my accounting needs which I have received from the partners and the staff at Peters and Partners has been excellent and incredibly professional.
Also, I have a very good continuing one to one personal relationship with the partner on my account.
In all a very satisfactory arrangement.
David Shipsey and his team have been looking after our personal and business taxation for over 10 years.
They have consistently provided great advice on complex issues yet making it easy for us to understand in the spirit of keeping it simple mantra.
We are confident that our bookkeeping and taxation matters are always taken care of allowing us to focus on running the business.
Change brings great opportunity, it’s something we’ve all had to embrace recently and we are excited to let you know of the changes we have made to continue to grow and develop our services to you, our valued clients, and provide opportunities for our team members.
WE’VE MOVED – to Level 10, Aurora Place 88 Phillip St, Sydney
WE’VE MERGED – Parallel Financial Planning and Henderson Edelstein Accounting have joined us, bringing together a vast array of subject matter experts, and therefore providing you a greater service offering and more knowledge in house.
WE’VE CHANGED OUR NAME – to better reflect the combined business and our business focus, we have rebranded to People and Partners, because we firmly believe people and partnerships produce the greatest success
We thank you for your continued support and look forward to providing you a great experience.