Beechworth Financial Services.

35 Camp St, Beechworth VIC 3747  |  03 5728 1383

About Us

At Beechworth Financial Services, we have created a unique accounting environment where kindness and empathy are important.  We are looking to work with like minded clients who will be valued and cared for.

Marcus O'Connor, Partner - Beechworth Financial Services

Marcus O’Connor
Partner

Kate Walker, Partner - Beechworth Financial Services

Kate Walker
Partner

Elspeth Mildren
Chartered Accountant

Baxter, Marketing - Beechworth Financial Services

Baxter
Marketing

Sonny Boy

Security

Our Services

Accounting Services

  • Annual financial statements
  • Business advisory
  • Business structuring
  • XERO setup & training

Taxation Services

  • Preparation and lodgement of income tax returns (individual, company, trust, partnership and self managed super funds)
  • BAS, IAS and PAYG instalments

Company Secretarial

  • Annual company returns
  • Minutes / resolutions
  • Lodgement of ASIC forms
  • ASIC compliance

Self Managed Superannuation Funds

  • Preparation of financial statements and tax returns
  • Strategy advice
  • Establishment of an SMSF

Financial Planning

  • Investment advice
  • Future retirement planning
  • Succession and estate planning
  • Personal insurance review

Auditing of SMSF

  • ASIC approved SMSF auditor
  • SMSF compliance advice
  • Auditing of SMSF's for external accounting firms

Accounting Services

  • Annual financial statements
  • Business advisory
  • Business structuring
  • XERO setup & training

Taxation Services

  • Preparation and lodgement of income tax returns (individual, company, trust, partnership and self managed super funds)
  • BAS, IAS and PAYG instalments

Company Secretarial

  • Annual company returns
  • Minutes / resolutions
  • Lodgement of ASIC forms
  • ASIC compliance

Self Managed Superannuation Funds

  • Preparation of financial statements and tax returns
  • Strategy advice
  • Establishment of an SMSF

Financial Planning

  • Investment advice
  • Future retirement planning
  • Succession and estate planning
  • Personal insurance review

Auditing of SMSF

  • ASIC approved SMSF auditor
  • SMSF compliance advice
  • Auditing of SMSF's for external accounting firms

Plans & Pricing

Beechworth Financial Services will tailor a pricing model to fit your needs which can be as extensive or as limited in services as you require. There is no one fit model for everyone so we work with you to create the right plan to allow you to achieve your goals. Schedule a meeting today to see what we can do for you.

Let's Connect

Contact us at Beechworth Financial Services today to find out how we can assist you.

Our Credentials

  • Registered Tax Agent
  • CFP™ Certified Financial Planner
  • ASIC approved SMSF Auditor
  • CA, Chartered Accountant

Address

35 Camp St, Beechworth VIC 3747

Email

admin@beechworthfs.com.au

Phone

(03) 57281383

Our Hours

Monday – Friday, 9am to 5pm

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Authorised Representative of Vision Planning and Finance (Aust) Pty Ltd AFSL No. 492807 | Corporate Authorised Representative. 340720 | Authorised Representative No. 380019.

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