“It’s dark, it’s raining, and you’re driving an unfamiliar dirt road. And your accountant? He’s beside you, working away, head down.”
That’s how most people experience accounting. We do it the other way round — eyes up, watching the road ahead for you.
Read the Dirt Road Story →“We’ve used AIM for over 10 years. They treat you like a person, not just a client — we call them our Guardian Angel.”
— Kate Formosa, client
Our head accountant is both a CPA and a Chartered Accountant with over 25 years in public practice. You’re getting the right advice, and you’re getting it from someone who knows you.
More about AIMBonnells Bay, Brightwaters, Balcolyn, Silverwater and Sunshine sit on the same stretch of lake and share a lot of the same financial picture. We’re the nearest practice to all of them — under ten minutes from most doors.
A good part of the peninsula is retired or getting close to it. The questions that come with that are rarely simple: how much you can draw and for how long, what the age pension assets test does to your plans, whether an SMSF is worth the trouble or more work than it’s worth, what selling the house does to your position, and how to hand things on without leaving a mess behind.
Those questions cross the line between tax advice and financial advice constantly. Most people end up with an accountant on one side and a planner on the other, neither with the full picture. We hold both — CPA and Chartered Accountant, and an Authorised Representative for financial planning — so it’s one conversation.
Plenty of people here are running a business from home, holding a rental, or working part-time around the rest of life. Returns, BAS, bookkeeping and straightforward advice about structure. Nothing gold-plated, just done properly.
104 Bridge Street, Morisset NSW 2264. Monday to Friday, 9am to 5pm.
Call 02 4973 4550 or send us a message and a real person will read it.
Not sure where you fit? The common questions page covers most of it, or just give us a call.
Call us on 02 4973 4550 or get in touch. No jargon, no pressure.