Connect. Protect. Prosper.

We are innovative taxation and business advisors,
specialising in business structuring, tax strategy and finance.

We are trusted by clients all over Australia, tailoring our advice
to suit our clients’ individual needs, optimise their operations,
and expand their net asset position.

Our Services

Jeffery & Associates is a boutique chartered accounting firm with over 20 years experience and an emphasis professional development, (significantly more than our peers). Our team of outstanding accountants is positioned at the cutting edge, delivering specialised strategic solutions for our clients.

Business Performance

Opportunities to enhance growth and competitiveness exist within every business. We analyse and identify these improvements and work with you in developing a plan to level up the performance of your business.

Optimal Business Structure and Planning

We specialise in customising business structures to balance between your short and long term objectives, business performance, asset protection and liability requirements, and prevailing taxation laws.

Recovery, Turnarounds and Insolvency

We are highly experienced in assessing the true state of a business's situation and then formulating options and opportunities. We find the path to enable you to move forward by maximising returns and minimising risks and losses.

Taxation Strategy and Compliance

We providing timely, accurate and proactive commercially-focused tax solutions, designed to identify and manage your tax risks, maximise opportunities by considering their tax implications, and ensuring compliance with ATO requirements.

Commercial and Personal Finance

Through high level working relationships with commercial financiers, we achieve best practice finance structuring for our clients. We optimise clients' business finance, debt consolidation, equipment and personal finance (including home and investment lending) everyday.

Superannuation and SMSF

We provide full-service setup and ongoing administration of your SMSF, as well as preparation of Superannuation fund tax returns. We work side by side with senior financial advisors to achieve the optimal approach to your wealth management and cashflow.

Choose Expertise

Jeffery & Associates thrives on ‘old fashioned’ values of authenticity and service.

We do not advertise, and every one of our clients has come as a referral from an existing client.

Our Team

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Troy Kelly

Director

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Paul Tindle

Manager - Commercial Finance

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Jasmine Law

Manager - Business Advisory

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Carly Lee

Senior Accountant and SMSF Specialist

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Michelle Kolovrat

Taxation Accountant

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Loretta Molloy

Administration Manager

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Samantha Park

Accountant

Optimal Business Structuring with Jeffery & Associates

Take a tour of the factors we consider when customising a business structure.

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