Whitson Medcraft & Associates

Your Trusted Business & Tax Advisors

40+

YEARS EXPERIENCE

3,000+

CLIENTS SERVICED ANNUALLY

8

TEAM MEMBERS

Our Services

Individual Tax & Advisory

Whether you're lodging your first return or juggling investments, rental properties and a growing family, we make individual tax simple. Our team prepares thousands of returns each year, and because we ask the right questions, we regularly find deductions and offsets people didn't know they could claim. We handle everything from salary and wages to capital gains, rental schedules and work-related expenses. We're not just here in July - a quick chat before you change jobs, buy or sell a property or start investing can save you tax and avoid surprises. With clear, up-front pricing, you'll always know where you stand. And you can meet us however suits you best - in person in Altona, by phone or online.

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Estates, Trusts & Not-for-profits

Whether you're lodging your first return or juggling investments, rental properties and a growing family, we make individual tax simple. Our team prepares thousands of returns each year, and because we ask the right questions, we regularly find deductions and offsets people didn't know they could claim. We handle everything from salary and wages to capital gains, rental schedules and work-related expenses. We're not just here in July - a quick chat before you change jobs, buy or sell a property or start investing can save you tax and avoid surprises. With clear, up-front pricing, you'll always know where you stand. And you can meet us however suits you best - in person in Altona, by phone or online.

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Wealth & Estate Planning

Building wealth is one thing; protecting it and passing it on is another. We help individuals and families see the whole picture, bringing the reporting across your family group and entities together into one clear view. We advise on structuring your wealth across trusts, companies and super to manage tax, protect your assets and give you flexibility. When it comes to succession, we work alongside your legal advisers to plan how your business and wealth pass to the next generation - weighing up tax, control and fairness. For families with shared assets, we can even facilitate regular family board meetings to keep everyone aligned. It's about keeping your legacy - and your family - in good shape for the long term.

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Business Tax & Advisory

Running a business is hard enough without worrying about the ATO, so we take care of the full financial side for you. From income tax, BAS and financial statements to bookkeeping, payroll and choosing the right software, we keep you compliant and your numbers up to date. But we do more than tick the box - each year we look for ways to structure your business more tax-effectively and keep more profit in your pocket. We plan ahead with you before year-end, advise on CGT and the small business concessions when you sell, and help protect the assets you've built. You'll always know your tax and lodgement dates well in advance, so there are no nasty surprises. Think of us as the finance team behind your business, without the overhead.

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SMSF & Superannuation

A self-managed super fund puts you in control of your retirement savings - but it comes with real responsibility and a web of changing rules. We take the complexity off your plate, preparing your fund's financials, tax return and annual audit accurately and on time. If you're starting out, we'll tell you honestly whether an SMSF is right for you and set it up correctly from day one. We can also guide you through borrowing to invest via an LRBA, drawing on our network of SMSF lawyers, brokers and lenders to get the structure right. And when it's time to wind up, we manage the whole process cleanly from start to finish. You stay in control of the decisions; we take care of everything behind them.

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