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

Accountants for Rathmines 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

A quiet lakeside village with a long memory

Rathmines sits on the lake between Morisset and Toronto, about fifteen minutes from our door. It’s one of the older communities on the western shore — from 1939 to 1963 it was home to the RAAF’s flying boat base, the largest in the southern hemisphere at the time, and the parklands and the sense of a settled, close-knit place trace straight back to that history. People who move to Rathmines tend to stay.

That mix shows up in who we work with there: families who’ve chosen it deliberately, tradies running a business from a shed or a ute, and long-time residents who’ve been in the same street for decades and are starting to think about what retirement actually looks like.

Three different sets of questions, one accountant

A young family’s return looks nothing like a tradie’s BAS, and neither looks like a retiree working out how downsizing affects the pension. Most practices are built around one of those. We’re not — because we do tax, business accounting and financial planning under one roof, the same person can see the whole picture instead of answering one part of it and sending you elsewhere for the rest.

For tradies specifically, that usually means getting the structure right from the start — sole trader versus company, what’s actually deductible on a vehicle that does double duty, and BAS that doesn’t turn into a scramble every quarter. For those closer to retirement, it’s super, downsizer contributions and how the family home fits into the picture.

What we handle

Personal returns, small business and BAS, bookkeeping, and super and SMSF advice — one practice, so nothing falls between the gaps.

Where to find us

104 Bridge Street, Morisset NSW 2264, about fifteen minutes from Rathmines. 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.