Shared Accounting

We are a small accounting and mortgage advisory firm based in Mulgrave, Victoria.

We service our mortgage clients Australia-wide. We service our accounting clients in the inner, eastern and south eastern suburbs of Melbourne.

We provide accounting and tax services for all your compliance requirements including general accounting for month end and year end, payroll, preparation and lodgement of business activity statements (BAS), payroll tax, fringe benefit tax (FBT) and income tax returns.

With recent advancement in small business accounting softwares, traditional bookkeeping services are close to being obsolete. We focus on assisting our clients with software set up and transactional coding to enable automatic population of transactional data. If you are still using a traditional bookkeeper, please contact us for more information on a cost effective solution.

We are registered tax agents and members of Chartered Accountants ANZ and CPA Australia.

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We provide mortgage advisory services for residential and commercial properties Australia-wide from our selected panel of banks including ANZ, Nab, Bank of Melbourne, ING, Suncorp, Bankwest, Vow Home Loans/Macquarie Bank and Pepper.

As a complementary service to our clients, we also offer insurance products, car loans and equipment finance.

We aggregate through Vow Financial (part of the Yellow Brick Road group), and we are a member the Finance Brokers Association of Australia and Australian Financial Complaints Authority.

            

We are keen to build a referral network for our mortgage advisory business. If you have a large network of family, friends, colleagues and business contacts that have a strong need for mortgage advise, we love to hear from you.

You will benefit through our quality service offering to your network, and also earn commissions on all successful referrals. We will only provide mortgage advisory services to your referrals, giving you the upmost confidence in maintaining your current relationships and avoiding all conflict of interest.

Please get in touch today by using our contact form.