Experienced personal business advisor providing bespoke compliance, advisory and taxation services to clients of all sizes.

Kate has over 30 years of experience providing practical and personalised advice, assisting with streamlining business practices and the multitude of issues that business owners face regularly.  With a background in banking, staffing, marketing, workflow, internal systems and quality management, she understands that all businesses are unique, and her advice is too.

Kate focusses deeply on understanding clients’ needs, goals and pain points, ensuring she provides practical advice that suits their needs across a range of services including tax planning, management accounting, capital gains tax (CGT), systems analysis, tax compliance, self-managed superannuation (SMSF), unit trusts, discretionary trusts, companies, partnerships and individuals.

Kate has worked across a wide range of sectors and has particularly extensive experience with caravan parks, hotels, supermarkets, beef and dairy farming, retail and manufacturing.