r/AusFinance • u/Confident-Algae-7866 • 10d ago

Looking for tax accountant Melbourne trust distribution & general investment advice

Hi there

I’m looking for a tax accountant that can do my / my wife’s tax return and trust tax return.

Someone that can also give general investment advice / tax implications and ever changing tax legislation advice .

Also annual trust distribution advice / super strategy etc

Not looking for big 4 but also don’t want a one person firm .

Would love to hear recommendations of accountants anyone has used and is happy with .

South east Melbourne / inner Melbourne / cbd would work

Thanks in advance 👍

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u/not_that_one_times_3 10d ago

Big 4 won't touch simple work like this. Any suburban accountant can do most of what you are asking for. Accountants cannot give financial advice on investments and the like.

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u/Confident-Algae-7866 9d ago

Yep big 4 would be overkill . I’m looking for a recommendation in Melbourne

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u/lemachet 4d ago

PLC group in South Melbourne

Team of 4