Empowering Your
Financial Future

Trusted Accounting & Tax Solutions
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The Wealth Creation Vision

In 1994, Stephen Bailey setup an accounting practice at his home with an emphasis on personal attention and ensuring that tax time was stress free. His trademark board shorts and smile meant that doing your tax was more like catching up with an old friend.

Whilst Steve is no longer with us his memory helped us to formulate our vision. We are proud to continue supporting local businesses in providing a quality tax and accounting service for over 30 years
Services

Comprehensive Solutions Tailored to Your Financial Needs

From expert tax services to personalised financial planning, our team offers comprehensive solutions to help you navigate your journey to financial success.

Accounting Services

Comprehensive business and personal accounting solutions, including payroll management and bookkeeping.

Tax Services

Expert guidance for individual and corporate tax returns, planning, and BAS lodgement.

Financial Planning

Personalised strategies for superannuation, retirement planning, and wealth management.

Business Advisory

Tailored business advisory for optimal structure, performance analysis, and financial forecasting.

Self-Managed Super Funds (SMSF)

Complete SMSF solutions, from setup and administration to auditing.

Mortgage Solutions

Customised home loans, refinancing, and debt reduction strategies for financial freedom.

Wealth Creation Business Packages

Adaptable Monthly Packages to suit your business growth

Wealth
Lite

Wealth
Plus

Wealth
Premium

Features
Quarterly Bookkeeping
BAS Preparation & Lodgement
(Quarterly or Annual)
Lodgement of PAYG installments
Preparation and lodgement of the Annual Income Tax Return
Ongoing correspondence via phone/email throughout the year
ATO Liason as required
Payroll Processing
Weekly/Fortnightly
Up to 5 Employees
Weekly/Fortnightly
Up to 10 Employees
2 x in-person Tax Planning & Review meetings
TPAR Lodgement
Preparation and Lodgement of Fringe Benefits Tax (if applicable)
Full Bookkeeping Services including:
Debtor Followups, Wages, ATO Compliance
Provision of documents in support of Loan applications
Testimonials

Real People, Real Results

Hear about our client success stories
"Highly recommend Carol Penstone for anyone looking for an accountant for their business. She has always been quick to respond to any questions asked."
"These guys are great. I've been going there for 10+ years. I get a good tax return through them."
"Best team of accountants you'll find. Really efficient and on te ball."
Our blog

Insights & Resources

Stay Ahead with Expert Advice, Financial Guides & Articles
First Home Guarantee

First Home Guarantee Scheme

The First Home Guarantee (FHBG) is part of the Home Guarantee Scheme (HGS), an Australian Government initiative to support eligible home buyers to buy a home sooner.
Tax

Latest updates from the ATO

Staying informed about the latest updates from the ATO is crucial for individuals and businesses to ensure compliance with tax laws and regulations. By being aware of changes in tax filing deadlines, support measures, deductions and credits, compliance requirements, and technological advancements, taxpayers can make informed decisions and avoid any potential penalties. We hope that this blog post has provided you with valuable insights into the recent updates from the ATO. Remember to regularly check the ATO's official website for the most up-to-date information.
Wealth Management

Secure Your Future: A Comprehensive Guide to Retirement Planning

Explore various retirement strategies and discover how early planning can help secure a comfortable future. Learn about superannuation, investment options, and government benefits.

Contact us

You can reach us anytime via info@wealthcreation.com.au
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