We're here to help you with your tax and accounting requirements, giving you time to focus on more important matters.Contact us now
Our financial planners can help you develop strategies to build a comfortable retirement that suits your lifestyle goals.Contact us now
Our expert team can help you take care of many elements of business, giving you time to focus on growing and enjoying your business.Contact us now
We offer quality accounting and taxation services at competitive rates.
We provide you with the most appropriate advice tailored to your situation.
Our accounting and taxation services include and are not limited to:
We listen to your situation and goals to develop a unique plan that suits your lifestyle.
Quality advice for all stages of life.
Our financial planners can assist you with an extensive range of financial services, including:
Acacia Financial Services Pty Ltd, ABN 78 143 374 835 is
Corporate Authorised Representative 458586 of
InterPrac Financial Planning Pty Ltd, ABN 14 076 093 680, AFSL No. 246638
29-33 Palmerston Crescent South Melbourne Vic 3205
Established in 1983, we aim to provide you with quality solutions that work towards your goals.
Expert accountants and financial planners here to help you.
The director of the practice is Geoff Trewarn FCPA who holds a Bachelor of Business degree and a Graduate Diploma in Public Accounting. Geoff is also a Certified Financial Planner and has been providing financial planning services since 1986. For financial planning he is Authorised Representative 235851 of InterPrac Financial Planning Pty Ltd. His specialty areas are in personal taxation, business services and financial planning.
John Couroyannis FCPA holds a Bachelor of Business degree and a Graduate Diploma in Taxation. He joined the firm in June 2010 after gaining extensive experience within both the private and public sectors and at several CPA Accounting firms. John's specialty areas are in personal taxation and business services.
Mrs Reyna Trewarn holds a Bachelor of Education degree and is the Office Manager, managing bookkeeping and administrative support to the practice.
Acacia Financial Services Pty Ltd has the resources to service a wide range of accounting and financial planning needs while retaining the ability to provide a high level of personal attention to our clients. We have a loyal client base, many of whom have been with us for over twenty years, including clients now located interstate and overseas.
Keep up to date and educated with your finances.
Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!
The tax office has further detailed what type of work-related expenses will be in focus this tax time and signalled a particular focus on documentation where “red flags” are automatically triggered in its system.
Where a taxpayer has amounts remaining in superannuation when they die, their death creates a compulsory cashing requirement for the superannuation provider.
Thousands of anonymous reports to the workplace regulator have shown problematic payroll practices and shoddy internal compliance procedures are the leading causes of employee exploitation, particularly of foreign nationals.
Organise your finances to suit your lifestyle goals.
These financial tools give you the ability develop a budget, review your finances plus much more.
Use secure file transfer to quickly and easily transfer files and documents between you and us.
Start building your financial future today.
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