Accounting and mortgage brokering services for the life you want.

Whether you’re running a small business or buying a house, the right choices can make a world of difference. With an Elephant in your corner, you’ll have access to trusted and quality help when you need it the most.We’re here to make your biggest decisions easier.

services - accounting

Our Accounting Services

Tax Compliance

Running a small business is challenging at the best of times, especially when it comes to accounting. Simplifying the numbers is our bread and butter. Our tax specialists will make sure you understand your obligations and help you stay on top of your payments.

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Bookkeeping

Growing your business is difficult when your time is consumed by allocating transactions and balancing the books. Our bookkeeping team will help ease the pressure of admin, allowing you to focus on the important tasks that drive your business growth.

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Business Advice

Growing your business is harder when you’re doing it on your own. Our CPA & Chartered accountants are experienced in growing small businesses in the Australian market. Get expert advice from the right people and take your business to the next level.

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Tax Planning

Tax planning is when our accountants do some of their best work. We’ll work with you to review your financial situation, plan and time your tax instalments, forecast your tax costs and help implement the tailored strategies to minimise your tax bill.

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Business Set Up

Getting your business set up right will save you from having to unsnarl a mess later on down the road. Whether you want to build a business plan or just need quality advice, you’ll have access to accounting experts who specialise in Australian small businesses.

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Business Structure Review

Whether you’re a sole-trader or a company, choosing the right business structure is critical to your growth. No matter your type of business, we’ll make sure that you have the right business structure in place to set you up for success.

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Self-Managed Super Funds (SMSF)

If you are choosing a Self-Managed Super Fund to plan for your retirement, you’ll need the right people to make investing in your future easy. We’ll help set-up your SMSF, perform ongoing administration, ensure tax compliance and help you maximise your return on investments.

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Virtual CFO

We offer Virtual CFO services that deliver expert financial management and analysis. Through regular reviews, we’ll manage your budgeting, forecasting and identify necessary changes, ensuring the continued financial stability of your business.

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Xero Accounting

We use Xero so you can receive real-time insights, reporting and analysis online or over the phone. Whether you’re new to accounting with Xero or not, we’ll get you up to speed and feel empowered to manage your personal or small business finances.

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Our Mortgage Brokering Services

Home Loan Pre-Approval

Keen to understand your borrowing capacity? Or what bank works best for your situation? Then a pre-approval is your best bet. Get help from our brokers to understand your personal home loan circumstances and seek approval so you can make that offer on your dream home.

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Home Loans

First home buyer? Next home buyer? Property investor? You’ve come to the right place. Our home loan brokers have a stellar record for finding the best mortgage rates on the market. Get help with finance and expert advice from specialists in Melbourne lenders and property.

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Refinancing

To make sure you’re getting the best deal on your home loan, our finance brokers will conduct a thorough review of your mortgage and financial situation. You’ll get expert advice on the costs and benefits of financing, keeping you on the best path to becoming debt free.

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Construction Loans

Wanting to build the home you’ve always dreamed of but are scared of the construction costs? We’ll help you find the right construction loan to finance the building process, making sure you don’t run out of funds when you need them most.

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House & Land Packages

Found that dream block of land? We’re to help from the first land deposit to the final construction payment. The journey can be long with complicated bank terms in between, that’s why we’re here to help cut the mess and see you move in faster.

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Property Wealth Planning

A successful property portfolio can set up your retirement, but it’s hard to get there without a plan. Whether you’re a seasoned property investor or just getting started, our experts will build your personalised property roadmap to get you on the path to wealth.

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Melbourne Accountants & Mortgage Brokers | Elephant Advisory