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Tax Agent · Practice

Wealthcrest Pty Ltd

Bella Vista, New South Wales

TPB registration
26092257
Register status
Registered
Registered since
March 2021
Business address
U 201, 33 LEXINGTON DR BELLA VISTA New South Wales 2153 Australia
Contact details
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About

In the practice's own words, from its website

At Wealthcrest Accountants, we provide outstanding financial and professional services with a personal touch. We understand that long-term success for your business requires focusing on both your current situation and planning for the future. With us, you have a partner you can trust to have your best interests at heart.

With over 15 years of experience in accounting for corporate and SME companies, we bring a wealth of expertise. We deliver accounting solutions for SMEs, sole traders, high-income earners, and investors in Sydney's Hills District, Norwest, Bella Vista, and the surrounding areas. We aim to streamline your finances, allowing you to concentrate on building your business.

We offer a no-fuss, hands-on approach, providing direct access to a Sydney accountant. We partner with trusted specialists across accountancy, taxation, finance, law, and insurance, helping you with day-to-day administration and crucial decision-making. We also offer fixed fees agreed upfront, so you know exactly what you are paying.

  • Over 15 years of experience
  • Fixed fees agreed upfront
  • Network of trusted advisors

Services

  • Small Business Accounting & Tax Compliance

    We meet your SME business accounting and tax compliance requirements, providing professional, friendly advice with a hands-on approach. We go above and beyond to help you attain your financial and business goals.

  • Tax Planning Strategies

    We provide expert strategic planning for investors and high-net-income individuals to reduce your tax obligations and protect your assets. We offer bespoke solutions to grow your wealth and free up your time.

  • SMSF Accounting

    Take control of your future with personalised, friendly advice around setting up and managing an SMSF. Our expert team covers all aspects of investing your superannuation so it works for you.

  • Outsourced CFO and Finance Department Services

    Our virtual CFO services offer you a trusted business partner providing expert financial support and advice tailored to fit your business. We replace the need for a finance department, allowing you to concentrate on growing your business.

Questions people ask

What makes Wealthcrest Accountants different?
Accounting can be complex and time-consuming. We take the time to get to know your business and understand what you need, streamlining your finances to free you to do what you do best. Our no-fuss approach means you can ask us anything, and your concerns will always be treated seriously.
How does a virtual CFO service work?
Once you decide to outsource your finance function, we conduct a comprehensive assessment of your current situation. We communicate in simple terms to understand your expectations and identify your business needs. We then provide recommendations to benefit your SME and help it function efficiently, continuously improving your position and growing your wealth.
What is a Self-Managed Super Fund (SMSF)?
An SMSF is a fund set up by an individual or a group of up to four people (trustees) to provide financial stability for retirement or for dependents. A key advantage is control over investments, but it comes with responsibilities and legal obligations regarding taxation and investment rules. We help you navigate these to protect your future.

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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.