Tax Agent · Practice

Cornerstone Partners

Subiaco, Western Australia

TPB registration: 64212000
Register status: Registered
Registered since: July 1999
Business address: 255 HAY ST SUBIACO Western Australia 6008 Australia
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About

In the practice's own words, from its website

Cornerstone is a team of dedicated professionals offering comprehensive accounting and financial planning services, guiding clients through tailored strategies and proactive advice for every life stage.

Its stated mission is to help individuals, families and businesses achieve their ambitions through strategic advice, honest communication and enduring support — on the belief that financial success is built on strong relationships, trust, and understanding what matters most to a client.

The leadership team is supported by a wider staff of professionals. Whoever picks up the phone, the firm's own undertaking is that you will be speaking with someone who cares about your business.

Registered tax agent since 1999
Accounting, tax and private wealth under one roof
255 Hay Street, Subiaco
Four partners named on the register

Services

Taxation services
How you deal with the various taxes that affect your business ultimately shapes how you accumulate wealth. With experience in direct and indirect taxes, the practice works to keep you informed at every stage of the decision-making process, on compliance matters and on questions as they arise.
Accounting & business consulting
The practice describes itself as proactive rather than reactive. Accurate financial reporting is what informs the strategic decisions you make about your investments and your business, so the reporting is designed around the decisions actually in front of you.
Wealth creation
Starting a wealth creation plan young can support a more comfortable lifestyle later. The firm works on building the habits early and choosing a structure that suits the situation.
Investment management
Portfolio management grounded in high-quality research and a disciplined, evidence-based approach, with investment risk tailored to what a client wants. The firm's stated belief is that patience, discipline and strategic diversification carry long-term investing.
SMSF strategies & advice
Administration, investment, legislative, compliance and taxation matters for a self-managed super fund. An SMSF offers more control and flexibility over retirement savings, and more complexity and responsibility with it — so the advisers start by helping you assess whether one is right for you at all.
Retirement planning
The firm helps you define what retirement looks like for you, then structures superannuation, investments and income strategies to support the lifestyle you want, adapting the advice as life changes. It is never too early to start.
Succession, estate planning & wealth transfer
Guidance and governance for families working through a transfer of wealth, so intentions are preserved and successors are prepared — respecting individual identity while honouring shared family goals.
Aged care
Understanding the financial impact of an aged care arrangement and the funding options available, from government entitlements through to how assets are structured, so the family can make the decision with the numbers in front of them.

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AusTax AI is a directory, not a tax agent, and does not provide tax advice. A listing is not an endorsement. Registration data is sourced from the Tax Practitioners Board public register (data.gov.au, CC BY 4.0) and may lag the live register by up to a month — always verify at tpb.gov.au before engaging a practitioner.

Source: Tax Practitioners Board, TPB Public Register (data.gov.au), CC BY 4.0.