Tax Agent · Practice
Shepard Webster & O'Neill Pty Ltd
Frankston, Victoria
- TPB registration
- 26684004
- Register status
- Registered
- Registered since
- December 1987
- Business address
- Level 1 31 Beach Street Frankston Victoria 3199 Australia
- Contact details
- Shown once the practice claims this listing. Use “Send an enquiry” and we'll pass it on. Is this your practice?
About
In the practice's own words, from its website
Shepard Webster & O'Neill — SWON on its own site and its own signage — is a tax agent practice on Beach Street, Frankston. In its own words it takes the time to listen to a client's needs, values and goals, and then helps them achieve them.
The practice publishes five service lines: business services and taxation, SMSF compliance, bookkeeping, individual tax returns and financial planning. Its Our People page lists fifteen people — a consultant, five accountants in business services and tax, two in superannuation, two bookkeepers and five in administration.
The practice says it appreciates the individuality of people and businesses, and is committed to providing timely, accurate solutions tailored to a client's particular situation, working alongside them to solve problems that arise. Whether a business is established, expanding or just starting out, it says it is there to help. Liability limited by a scheme approved under Professional Standards Legislation.
Services
Business Services & Taxation
The practice's accountants prepare annual accounts and periodic management accounts for tax, business appraisal and planning purposes, which the practice says also creates greater capacity internally so a business can grow. It sets out requirements with the client and provides relevant information, and constructive advice, on a regular basis.
SMSF Compliance
The rules governing self-managed superannuation funds are complex and often changing, and the practice's accountants are there to help trustees and keep them fully informed. Two of the fifteen people listed on the Our People page work in superannuation.
Individual Tax Returns
Individual returns prepared by the practice's team of accountants. Late lodgers are welcome, and the practice says it can also assist where an amendment to a return already lodged is required.
Bookkeeping
Bookkeeping queries are handled by the practice's own certified bookkeepers, which the practice says allows a client's accountant to concentrate on more value-added services when the returns are being completed.
Financial Planning
Financial planning is one of the five service lines the practice publishes, and financial planning and wealth creation are named among the areas its Frankston team covers. The page invites an enquiry rather than setting out a scope, so this one starts with a conversation.
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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.