“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 AIMWangi Wangi juts out into Lake Macquarie about fifteen minutes from our door, and it’s one of the older-skewing suburbs we act for — a lot of our Wangi clients have either retired there or are counting down to it. It’s been a lake lifestyle spot for generations, first as a holiday escape for coalfields families and later as the site of the old Wangi Power Station, and that history still shapes the place: waterfront living, fishing, and a community that’s in less of a hurry than most.
That means a different set of conversations to a lot of our other areas — less about growing a business, more about making sure what’s already been built lasts. Super and pension timing, downsizer contributions when a family home on the water is sold, and how the numbers actually work once the pay cheque stops.
Wangi has always had its share of holiday homes and lake shacks, and increasingly they’re let out through Airbnb or Stayz when the owners aren’t using them. That raises questions a straightforward rental doesn’t: what portion of expenses you can actually claim when a property is part investment, part personal use, how that affects the capital gains position when you eventually sell, and where the line sits before the ATO sees it as a business rather than a passive rental. Get the apportionment wrong and it tends to surface at the worst possible time — when you sell, or when you’re audited.
Personal returns, retirement and pension planning, super and SMSF advice, holiday-let and rental property tax, and small business and BAS for the trades and businesses on the peninsula.
104 Bridge Street, Morisset NSW 2264, about fifteen minutes from Wangi Wangi. 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.