As life gets busier and your financial world grows—through property, investments, business ventures, or family trusts—it also becomes more complex. That’s when you need more than just a tax agent. You need someone who can see the bigger picture and help you make smart, strategic decisions.
At RG Partners & Associates, we work with individuals and businesses who want trusted, long-term support—not just once-a-year tax help. Whether you’re managing multiple entities, planning for the future, or just want to make sure everything’s running smoothly, our team is here to simplify the process.
How We Can Help
Tax Returns and Planning (Made Easy)
We do more than just lodge your tax return. We look at your full situation and help you plan ahead—so you’re not caught off guard by a tax bill.
Here’s what we take care of:
- Tax returns for individuals, businesses, trusts, partnerships, and SMSFs
- Advice on GST, capital gains tax, payroll tax, and more
- BAS and IAS lodgements
- Strategies to reduce your tax bill (legally and efficiently)
Setting You Up Right with the Right Structures
If you’re starting a new business, investing, or restructuring, it’s important to get the foundations right. We help you choose the right setup—whether that’s a company, trust, or partnership—to protect your assets, stay compliant, and manage tax properly.
We’ll walk you through:
- Business structuring and restructuring
- Setting up companies or trusts
- Asset protection strategies
- Succession and exit planning
Clear, Accurate Financial Reports
Good financials give you a clear picture of how things are going. Whether it’s for decision-making, compliance, or future planning, we make sure your reports are accurate and easy to understand.
We help with:
- Financial statement preparation
- SMSF reporting and audits
- Private company or trust audits (where required)
Business Support That Goes Beyond the Books
Running a business is hard enough—your numbers shouldn’t be a mystery. We offer practical advice and support, helping you understand your performance and plan for growth.
Our team can assist with:
- Budgeting and forecasting
- Business health checks and performance reviews
- Virtual CFO support if you need high-level guidance without hiring in-house
Valuations & Due Diligence
Thinking of buying a business, selling one, or bringing in a partner? We can give you the insights you need to make informed decisions.
We help with:
- Business valuations
- Financial due diligence
- Strategic advice before big decisions
Help When the ATO Comes Knocking
Getting a letter from the ATO doesn’t have to be stressful. We’ve helped many clients through audits, reviews, and disputes, making the process as smooth and stress-free as possible.
We can:
- Handle ATO audits and objections
- Liaise with the ATO on your behalf
- Help resolve compliance issues quickly and professionally
A Different Kind of Accounting Firm
At RG Partners & Associates, we don’t treat you like a number. You’ll work directly with experienced advisors who take the time to understand your goals, your challenges, and your full financial picture. Our advice is always tailored—not templated.
Let’s Chat
If your financial situation is growing more complex and you want someone who really understands the detail, we’re ready to help. Whether it’s tax planning, business advice, or future-proofing your finances—we’ve got your back.
