📍 104 Bridge Street, Morisset NSW 2264  ·  Mon–Fri 9am–5pm 📞 02 4973 4550 Get in touch
Mandalong · Lake Macquarie

Accountants for Mandalong who make it actually about you.

“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 →
  • CPA & Chartered Accountant
  • 25+ years in public practice
  • Registered Tax Agent
  • Licensed financial planners
Why people stay with AIM

The right person beside you when it matters

“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 AIM
  • Advice personalised to your situation — never cookie-cutter
  • Plain language, no jargon, no lectures
  • We tell you what to do, not just what the rules say
  • Full ATO and ASIC compliance, always
  • A genuine local relationship, not a processing line
  • One team for tax, accounting and financial planning

Rural returns are their own animal

Mandalong is farms, acreage, horse properties and a scattering of businesses that don’t look like anyone else’s. That makes for returns that a general practice sees a few times a year and gets slightly wrong each time.

Primary production has its own rules and most of them exist to help you: income averaging so a good year doesn’t punish you, Farm Management Deposits, accelerated write-offs on fencing, water facilities and fodder storage, and different treatment for livestock trading stock. They’re only useful if someone applies them.

The threshold question comes first though — is what you’re doing a primary production business in the ATO’s eyes, or is it a lifestyle block with some animals on it? The answer determines everything downstream, and it’s worth settling deliberately rather than by accident.

Succession, land and the long view

Land held a long time raises questions that don’t come up elsewhere: what the capital gains position actually is, what the small business CGT concessions might do, how to pass a property to the next generation without a tax bill landing on someone who can’t pay it. These are slow conversations and they’re better had early.

Everything else as well

Off-farm income, contracting, BAS, fuel tax credits, and super for people whose wealth is mostly in the land rather than in a fund.

Where to find us

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.

What we can help with

Not sure where you fit? The common questions page covers most of it, or just give us a call.

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Want to talk it over?

Call us on 02 4973 4550 or get in touch. No jargon, no pressure.