SA Wealth Group offer a full range of taxation services. Our taxation consulting advice is based on proven knowledge and experience. Our proactive approach ensures we deliver consistent service and build solid relationships. Taxation can be a major cost to your business. We will work with you to minimise your tax and help you achieve your key objectives.

Services offered:

  • Preparation of financial statements
  • Management accounting
  • Monthly & quarterly board reporting
  • Cloud accounting
  • Specialised KPI reporting
  • Business & corporate tax returns
  • Personal income tax returns
  • Tax planning & minimisation
  • Advice & set up of tax effective structures
  • Corporate & business tax
  • CGT, GST & FBT
  • International taxation
  • Managing ATO audits or disputes


We offer specialised services and advice when it comes to working with different industries and critical business issues.

Services offered:

  • Profit & cash flow improvement
  • Monthly/quarterly meetings
  • Benchmarking & KPI setting
  • Budgets & forecasts
  • Asset protection
  • Strategic Planning
  • Business sales & purchases
  • Due diligence reviews
  • Business valuations
  • Succession planning
  • Operational reviews
  • CFO services
  • ASIC corporate secretarial service


Cloud bookkeeping is about using the latest technology and efficiencies to streamline your business accounting processes. Benefits are live and up to date information which leads to better advice and decision making. We use Xero/MYOB and add-on partners to deliver end – end solutions from point of sale, invoices, payroll and financial reporting.

  • Xero & MYOB setup & training
  • Cloud integrated solutions
  • Industry specific options
  • Data entry
  • Payroll
  • Entering supplier bills
  • Bank reconciliations
  • Point of sale setup
  • Regular reporting


Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalized planning is required for each individual. SA Wealth Group are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services offered:

  • Establishing an SMSF
  • Ongoing administration & compliance
  • Management of investments
  • Tax effective superannuation strategies
  • Superannuation audits
  • Trustee advice & responsibilities
  • Borrowing arrangements