Tax Agent · Practice
Wealthvisory Perth Pty Ltd
Mount Lawley, Western Australia
- TPB registration
- 26352454
- Register status
- Registered
- Registered since
- March 2026
- Business address
- U 102, 612 BEAUFORT ST MOUNT LAWLEY Western Australia 6050 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
WealthVisory is a chartered accounting firm in Western Australia, offering personalised and down-to-earth solutions for both personal and business accounting.
The practice works from three offices — Mandurah, Rockingham and Mount Lawley — and describes itself as locally owned and locally staffed: Western Australians who understand the pressures facing other Western Australian businesses. Its stated goal is to build supportive relationships with individuals and local businesses so that the community around them does well.
Many people are surprised to discover that accounting is about more than tax. Alongside the annual return, the firm works on a client's whole financial position — what it looks like now, where it is heading, and what to do next. That applies to anyone with multiple accounts, superannuation, debts or property, not only to high-flyers.
Its experience spans printing, real estate, mining, building and construction, medical practices, dental, IT services, retail, pharmacies, restaurants and catering, and pubs.
- Three offices: Mandurah, Rockingham and Mount Lawley
- Upfront fixed-fee pricing on tax services
- Long-distance and online returns
- Defence force returns from the Rockingham office
Services
Personal tax returns
Individual returns prepared at an upfront fixed fee, with the deductions and offsets that apply to your circumstances worked through as part of the appointment. If you cannot get to an office, the return can be done at a distance — drop your information in or send it through by email.
Business financials & tax returns
Income tax returns for the business, PAYG withholding annual reports, fringe benefits tax returns, GST annual returns and Taxable Payments Annual Reports.
Tax planning
Tax planning and taxation advice for businesses and individuals in Western Australia, taken before the year closes rather than after it.
Capital gains tax
Advice and preparation for capital gains tax events for individuals and businesses, including the records needed to support the position taken.
Business structure & set-up
Advice at the start: choosing a structure, setting up a start-up, and the accounting side of buying or selling a business.
Business advice & planning
Support through the stages of a business lifecycle, with the reporting and forecasting that make the next decision clearer.
Business tax advice
Business tax questions as they arise through the year, alongside the planning work, so the position is settled before it has to be reported.
Superannuation advice
Superannuation advice, including self-managed super funds. The practice has a member of the Chartered Accountants institute who is an SMSF specialist.
Questions people ask
- What if I can't get to a WealthVisory office?
- The practice offers long-distance and online tax returns so the return is still done on time wherever you are working. You can drop your information in to an office or send it through by email.
Is this your practice?
Is this your practice?
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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.