Acacia Financial Services Pty Ltd

Accountants & Auditors

Qualified Accountants and Financial Planners

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27 Grey St, Vermont VIC 3133

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27 Grey St, Vermont VIC 3133

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Open Today Today

9:30am - 6:00pm

8:30pm - 10:00pm

Mon

9:30am - 6:00pm

8:30pm - 10:00pm

Tue

9:30am - 6:00pm

8:30pm - 10:00pm

Wed

9:30am - 6:00pm

8:30pm - 10:00pm

Thu

9:30am - 6:00pm

8:30pm - 10:00pm

Fri

9:30am - 6:00pm

8:30pm - 10:00pm

Sat By Appointment

Sun By Appointment

Public Holidays Closed

Weekend Appointments Available

Directions

Accreditations

Certified Member - Financial Planning Association

Bachelor of Business - John Couroyannis

Bachelor of Business - Geoff Trewarn

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About Us
Products and Services
FAQs

About Us

About Acacia Financial Services Pty Ltd

AT A GLANCE

Since 1983
Comprehensive range of financial services
Personal taxation returns
Business accounting and bookkeeping
Superannuation and rollover advice

Certified practicing accountants providing a comprehensive range of financial services to personal and business clients.

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.

The principal of the practice is Geoff Trewarn FCPA who holds a Bachelor of Business degree with a double major in data processing and accounting and a Graduate Diploma in Public Accounting. Geoff is also a certified financial planner and has been providing financial planning services since 1986. His specialty areas are in personal taxation, business services and financial planning.

Products and Services

Services

Budgeting, Financial Reports, Forecasting, Liquidations, Taxation

Offering

Consulting, Financial Analysis, Self-Managed Superannuation Funds, Small Business

Features

CPA, Financial Assistance, Guaranteed, NTAA, Registered

Issues

Cash Flow

Catering To

Business Accountant, Commercial, Family Accountant, Government, Medical, Personal Accountant, Residential, Superannuation, Trusts

Keywords

Business Accounting, Tax Agent, Superannuation Advice, Superannuation, Tax Returns, Accounting, Certified Practicing Accountants, Superannuation And Rollover Advice, Financial Services To Business Clients, Accountant, Personal Taxation, Financial Planning Services, Business Accounting And Bookkeeping, Affordable Financial Services, Accounting And Financial Planning, Comprehensive Range Of Financial Services, Financial Services At Competitive Prices, Competent Accountant, Business Services And Financial Planning, Income & Capital Gain, Financial Reports, Beneficiaries, Personal Taxation Returns, Financial Services To Individual Clients, Financial Services, Bookkeeping, Practicing Accountants, Taxable Income, Qualified Accountants, Unexpected Tax Outcome, Superannuation And Rollover, Rollover Advice, Certified Accountants, Financial Planning, Capital Gain, Personal Taxation And Financial Planning

FAQs

What is income?

Income is money/remuneration received in exchange of goods or services offered. When there are differences between the trust income and taxable income, there may be an unexpected tax outcome. Make sure you can rely on the trust's tax returns and financial reports and that they are being prepared by a competent accountant.
When income or capital gain is distributed to the default beneficiaries?

If a resolution fails, any income or capital gain is distributed to the default beneficiaries (in the deed) and this will avoid the trustee being assessed on the income or capital against at the top marginal rate.
Who are the beneficiaries?

Beneficiaries are the people entitled to get funds or other property under a trust, will, or insurance policy. The important factors to be checked are: Is the proposed beneficiary really a beneficiary? What does the trust deed say? Check out who the excluded beneficiaries are. Has anyone renounced or disclaimed their beneficial interest? Has anyone been removed as a beneficiary? Call us to know more.

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Acacia Financial Services Pty Ltd has been providing accounting, taxation and financial planning services to the community since 1983.

Financial Planning

Our financial planners can assist you with an extensive range of financial services.

Accounting- Taxation

Acacia Financial Services Pty Ltd offers a comprehensive range of accounting and taxation services to help you.

Book Your Appointment

If you believe that your appointment will take longer than normal, please include a comment so that we can allocate sufficient time.

Client Resources

Use our free online tools to create budgets, manage your finances and transfer files through to us.

TRUE LOCAL

HELP & SUPPORT

Acacia Financial Services Pty Ltd

Accountants & Auditors