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Tax Agent · Practice

Evolution Road Accountants & Advisers

Port Macquarie, New South Wales

TPB registration
25515338
Register status
Registered
Registered since
November 2016
Business address
Shop 5 16 Clarence Street Port Macquarie New South Wales 2444 Australia
Contact details
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About

In the practice's own words, from its website

Evolution Road Accountants & Advisers works from Clarence House on Clarence Street, Port Macquarie, across four disciplines: accounting, financial advice, self-managed superannuation and lending.

Mark, Reece and Bryce are Port Macquarie and Wauchope locals who grew up in the area, moved to the big city to ply their trades, and returned to where it all began. In their own words they are passionate about financial services and implement the same strategies they recommend to clients, and the work runs from someone just starting out through to running a business, buying the next investment property, or retiring.

The accounting side covers personal taxation, business advisory, cloud accounting and self-managed super fund administration. The advice side covers retirement planning, superannuation, investment and personal insurance. The lending side covers mortgage advice and debt structuring. The fund administration is charged as a fixed dollar annual fee, with customised online investment tracking, a secure reporting platform and support from a chartered accountant.

Financial advice is provided through Evolution Road Wealth Management Pty Ltd, a Corporate Authorised Representative (No. 1249365) of Capstone Financial Planning Pty Ltd, AFSL No. 223135.

  • Port Macquarie and Wauchope locals
  • Accounting, advice, SMSF and lending
  • Fixed dollar annual SMSF administration fee
  • Monday to Friday, 8.30am to 5pm

Services

  • Personal taxation

    Individual tax returns and the personal tax side of the practice's accounting division.

  • Business advisory

    Advisory work for business clients, alongside the accounting and taxation the practice does for them.

  • Cloud accounting

    Cloud accounting set-up and support, listed by the practice as one of its four accounting services.

  • SMSF administration

    Self-managed super fund administration on a fixed dollar annual fee, with customised online investment tracking, a secure reporting platform and support from a chartered accountant.

  • Financial advice

    Retirement planning, superannuation, investment and personal insurance, provided through the practice's Corporate Authorised Representative arrangement with Capstone Financial Planning.

  • Loans

    Mortgage advice and debt structuring, listed by the practice as its lending division.

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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.