Registered tax agents and qualified accountants. Based in Newcastle, working with clients across Australia.
There’s a difference between a tax return that gets lodged and a tax return that’s been properly looked at. We do the second kind.
I’ve been an accountant for thirty years and the pattern is almost always the same. A business owner or tradie comes in, we go through the return together, and there’s something that’s been missed. A deduction they didn’t know they could claim. A structure that’s costing them more than it should. A BAS that went in late because nobody was watching the calendar.
Tax and accounting are not exciting. But done properly, they make a real difference to what you keep from every dollar you earn.
We are registered tax agents and qualified accountants. We work with sole traders, tradies, small business owners, and individuals across Newcastle and Australia. And we are Xero Gold Partners.
Tax Returns
Business and personal tax returns for sole traders, companies, trusts, and partnerships. Individual returns for multiple income streams, investment properties, and work-related deductions.
BAS and GST
Prepared and lodged on time. If you are behind on lodgements, we can help you get current without the ATO surprise.
Tax Planning
We look at your numbers before the end of the financial year to find legal ways to reduce what you owe.
Business Structure
We look at whether a company or trust structure would reduce your tax, and if so, when and how to make that change.
Xero — Gold Partner
We set up Xero properly, keep it running, and make sure it talks to your tax position the way it should.
Tradies, small business owners, individuals with multiple income streams, and clients across Australia (remote appointments available).
A thirty-minute conversation is usually enough to work out whether your tax is being done properly, what could be improved, and what it would cost to fix it.
Suite 24, Level 1, OTP House, 10 Bradford Close, Kotara NSW 2289 • Serving clients across Australia
Making sure your financial records are always up-to-date can be costly, stressful and time-consuming. But it doesn’t have to be that way. 123 Financial Group will take care of all your accounting and taxation needs so you can focus on the things that matter to you and your business.
Here at 123 Financial Group, we believe that making decisions about your finances should be as hassle-free for you as possible. This is why our expert team of Charlestown-based accountants and advisers are always on hand to streamline your books and provide you with the knowledge you need to make smart and precise financial decisions.
We stay updated on all current taxation legislation to help you stay compliant while minimising your taxes. Our experts will assist you in navigating complicated tax laws and planning for your taxes. Additionally, we'll take care of your GST requirements, business activity statements, fringe benefits tax, and capital gains tax. At 123 Financial Group, we also offer detailed advice on company structures, rental properties, and more to provide comprehensive support for your financial needs.
Our team covers individual, company, partnership and trust returns so you can focus on what you do best. Our accountants can meet with you face-to-face, complete a phone appointment, or just correspond with you over email to make sure you’re claiming what you can and maximising your returns.
For business owners, we understand that tax season can be one of the busiest and most stressful times of the year. And if you’re rushing to get your tax return done, mistakes can be made. Avoid this by getting a registered tax agent at 123 Financial Group to complete your return.