Accounting & Tax

We have significant experience and expertise in all areas of taxation including Income Tax, Capital Gains Tax, GST, Fringe Benefits Tax, State Taxes and in general taxes and levies impacting SME’s.

Our staff are well qualified to deal with clients’ taxation matters and undertake extensive ongoing professional training to keep on top of the ongoing changes to Taxation Legislation and Tax Office interpretations.

Our Services include:

  • Preparation of Taxation Returns.
  • Preparation of BAS and IAS forms.
  • Tax Planning - Structures and Strategies

Business Advisory

At Casey Partners, we don't just handle tax compliance, we go beyond that by truly understanding your business and providing valuable feedback on the decisions you're making. We believe in open communication with our clients because it not only keeps us updated, but it also allows us to contribute to your decision-making process.

Our goal is to ensure that you make the right choices.

For our clients, Casey B2B  provides comprehensive financial reporting packages on a monthly or quarterly basis. These packages include detailed financial reports, analysis of Key Performance Indicators, and an assessment of business trends.



Establishing a business can be extremely rewarding and provide financial freedom for business owners. It’s important before embarking on the journey of starting a business you get the right advice to ensure you are set up for success. We can assist in addressing all the important aspects of setting up your business. This includes:

  • Pre-Business Planning and addressing the important questions before starting on a new business journey
  • Assisting in documenting and preparing a well structured business plan to uncover and enhance the value of business ventures
  • Assist in selecting the right entity structure to operate your business
  • Addressing asset protection issues to ensure personal assets are protected

Buying & Selling


We continue to be involved in numerous business acquisitions and disposal transactions ranging from relatively small values to tens of millions of dollars.

When looking to buy a business our advice ranges from a review of the financial records of the target and opinion of value to a more comprehensive due diligence process.

Looking to sell your business can be a complex process, filled with numerous challenges and considerations. By taking the time to plan, we can help to ensure that your business is in prime condition to be sold at the highest value possible.

Whether buying or selling we offer our expertise every step of the way, ensuring that you achieve the best possible result.



Cloud Accounting

We can help you implement up to date Cloud based Accounting Software reducing dramatically the time you need to spend “on the bookwork”.

Systems and controls within your business can help monitor the performance of your business and enhance its value as they can reduce the dependency on key employees.  By having these systems and controls in place, this will allow your management, or yourself as the business owner, to be able to make key business decisions with the right information available.

Estate Planning


Planning ahead is crucial when it comes to the future of your business, whether you plan to retire or sell it in 1, 2, 5, or 10 years. The key is to not wait until it's too late - a business with limited succession capabilities is not as valuable as one that is ready to be sold.

Casey Partners can assist you in maximizing the proceeds from the sale of your business. Whether it's implementing your estate planning, providing advice for your Self Managed Superannuation Fund through Super Strategies, or offering financial planning and investment advice through Casey Wealth Advisers, we are here to help. With our expertise, you can relax and enjoy a well-deserved retirement once everything is in order.






Super Strategies Pty Ltd is a member of the Casey Partners Group consisting of a team of professionals dedicated to Self Managed Superannuation Fund (SMSF) management reporting and advice.

Super Strategies will ensure that your SMSF’s reporting is compliant with legislative requirements and provides relevant and up to date reporting of your SMSF’s assets and member benefits.  The information available to you on the overall fund and individual asset performance will allow the Trustees to make decisions based on the most up to date information available.



Corporate ASIC Services



Casey Partners can assist with all ASIC responsibilities of your company acting as the company agent and being responsible for the lodgment and update of your ASIC corporate records and Company Register.

Often clients are not aware of the lodging responsibilities relative to changes in company officers, shareholders, etc and leave the company exposed to significant ASIC penalties. We ensure compliance with ASIC requirements.