Our team can help in a wide range of areas including business tax, GST, FBT, payroll tax, companies, trusts, partnership and individual tax.
We can assist with cashflow management, budgeting, monthly reporting and management reporting.
Self-managed superannuation funds, accounting, tax, audit, retirement income streams and associated planning.
We can assist with audits for large and small companies, SMSF, real estate, settlement agents, legal trust account audits, church and charities.
We are proficient in most software solutions including Xero, MYOB, Quickbooks and Agrimaster.
AAA PRIVATE WEALTH ADVISORS
Wealth Management Strategies, Investment of Funds. Specialising in Australian Securities Exchange (ASX) Shares and Managed Funds.
Our service offering is built on a practice of strong integration between disciplines. Our core areas of expertise include:
Shreeve & Carslake Pty Ltd
Tax, Accounting & Superannuation
Financial Management & Administration
Audit and Assurance Services
AAA Private Wealth Advisors Pty Ltd
Investment of Funds
ASX Share Investment and Managed Funds
Self Managed Superannuation
Estate & Succession Strategies
Wealth Management Planning
“I have been a client with Shreeve and Carslake for more than 10 years, accessing both a complete accountancy service as well as investment guidance and assistance. Throughout, their advice has been precise, clearly explained and timely, and I have always been afforded prompt access to senior partner opinion. In ensuring that my best interests are addressed, they have also endeavoured to individualise their services to suit my particular preferences. They are thorough professionals who I trust implicitly.”
Chief Medical Officer, Department of Health
"Shreeve & Carslake have been my accountants for several years, handling both my business and personal accounting/tax requirements. They have been instrumental in helping plan effective tax strategies and have provided valuable advice on matters concerning my business ventures. A truly “first class” team."
"I have been using Shreeve and Carslake for many years and have found them to be efficient, professional and totally reliable and would not hesitate in recommending them to anyone who is looking for an exceptional accountancy practice"
"As a retired Accountant I chose Shreeve & Carslake to handle our accounting, company secretarial and taxation matters. I have found them accurate and thoughtful which is what I needed as we continue to grow our trading business."
HR Products Australia
"I have been a client of Shreeve and Carslake for over 20 years and always been highly satisfied with the professional service and attention received. Their thoroughness, advice and timely responsiveness is exemplary."
"We are pleased to recommend Shreeve and Carslake to anyone requiring investment services about shares, property and superannuation and taxation planning. We have valued the advice of Shreeve and Carslake in each of these areas since 1984."
ROSS GREGORY BSC MIR & EMERITUS PROF JENNY GREGORY AM PHD
Investment and Taxation clients
"My husband and I have been dealing with Shreeve & Carslake for many years and they help me to sleep well at night. All of the staff are friendly, extremely competent and ready to listen and help out with any financial issues, big or small. Since my husband has been in care, I have relied even more on Shreeve & Carslake and I appreciate their continued support and financial advice."