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Talk to our tax advice team

When it comes to tax advice, business structures, family trusts and SMSF options, speak with us.The Utopia team not only understands what the ATO requires – we understand what you need.

Our services

We provide full accounting, business and GST advice, property development advice and tax services for a wide range of clients, including sole traders, high net worth individuals and small enterprises, as well as family businesses, companies, trusts and superannuation funds. We have more than 60 years collective experience in tax, superannuation and business planning. 

  •  Annual financial reports and interim reports on request
  •  Business advice and how to control costs and expand revenue
  •  Moving your bookkeeping to Cloud Technology to access efficiencies, flexibility and cost savings
  •  Interpreting your financial results to grow your business
  •  Cost and management accounting functions, such as budget preparation, forecasts and cash flow analysis
  •  IT assistance with business accounting software, including advice on packages, set-up of data files and year-end alignments
  •  ABN registrations and corporate secretarial services, plus ASIC and land title searches
  •  Redundancies and business restructures
  •  Unit Trusts
  •  Property syndicates and developments
  • Year end tax planning meetings, Division 7A and unpaid present entitlement management

A tailored accounting strategy

As accountants, all of our advisers are ideally qualified to provide tax advice. But the integrated nature of our financial planning firm means that the recommendations we provide take your entire financial situation and long-term goals into account. It’s a holistic approach that means the accounting strategy we create will be as unique as you are.

You can find out more about our approach to tax advice and financial planning right here on our site. Alternatively, contact the Utopia team for more information about how a personalised investing and accounting strategy will do more than simply fulfil your obligations to the ATO – it can help you achieve your financial ambitions.