Services

Phillipsons’ professional team of business consultants has been serving Gippslanders for over forty years, working with a diverse range of enterprises to optimise financial, operational and personnel performance. So, whether you’re starting a business and need some advice, running a mature enterprise that’s looking for further growth or even considering the best time to start winding down, we can give you the support that you need to prosper and enjoy life.

Members of the Agri Group view all elements of business – tax, accounting, finance, production and payroll – through the lens of a farming enterprise. With a mix of backgrounds that include primary production and agri-services, our team has the right mix of skills and knowledge to design and deliver an effective and efficient agri-business strategy.
Family succession planning, budgeting, cashflow, benchmarking, financing – we can establish and coordinate a support network that includes your bank, suppliers and buyers – to leverage your on-farm experience for increased profit and business satisfaction.
And when the time is right, our expertise in retirement planning, superannuation and investment can support your life off the farm.
If you want an accountant that understands and shares your passion for the land, call us for an obligation free chat.

The name says it all.
If you need your bookkeeping to be better … Better able to support your business decision making by providing reliable, up-to-date information that can be accessed in real time from anywhere, then you need the Phillipsons Better Books team.
So much is expected of small business these days – from collecting GST to paying staff, in many cases there is a daily element of compliance that just can’t be ignored.  Add to that keeping pace with matters of financial control, bank managers, risk management, customers, suppliers, promotions, operations – the world of a small business owner is constantly moving and in many ways full of stress. 
Our bookkeeping service aims to alleviate at least some of that stress.  Offering a tailored solution that fills the space that the business owner either doesn’t have time or the inclination for.  
Regardless of what accounting software you use (or don’t use!), we can add value to your business through the timely and cost effective processing of your transactions.
Quotes can be provided at an hourly rate, or costed on an annual basis.
Don’t delay. Activate your business transaction history to guide your future business decisions .

Your superannuation is your all-important income in retirement.
From consolidating multiple Super funds into a single fund to reduce fees, to calculating the optimum before or after tax contribution you should make each year to your chosen fund, we can help you understand your options.
For business owners, Phillipsons will work with owners to ensure that Superannuation is a key strategy in their business and retirement planning  – helping to ensure that when retirement looms, as much as possible has been done to ensure that their lifestyle in retirement is maximised. 
Phillipsons also offers a comprehensive Self Managed Superannuation Administration Service, where we can establish and maintain your own fund – which may be beneficial in certain circumstances – reducing your paperwork and compliance burden and giving you greater flexibility in portfolio construction and management.
Our superannuation specialists work closely with our Future Planning team to ensure that the complete spectrum of your financial needs are considered and addressed.
We know Super – and we want to work with you to help Super work for you.

Our Business Solutions unit can optimise the performance of your enterprise.
With a depth of knowledge and experience that spans industries and business models – sole trader, partnership, company or Trust – we diagnose the health of your enterprise using bespoke business analytics and then customise a solution – taxation, human resources, payroll, cashflow, budgeting, marketing – to increase business efficiency and profit.
So whether you’re starting a business and need some advice, running a mature enterprise that’s looking for further growth or considering the best time to start winding down, we can give you the support that you need.
Speak to one of our team members about your business goals.

While tax planning is a normal consideration for most individuals and businesses, there are certain significant and complex tax events that require specialist skills and knowledge.
Whether it’s the sale of an asset that could trigger a substantial Capital Gains Tax liability; small business tax concessions; Fringe Benefits Tax implications; Estate Planning considerations across multiple family members and entities, or the purchase of a business within a sector that has its own specific tax laws and issues – like primary production or foreign investment opportunities – getting specialist tax advice before you act can save money and heartache.
Our Tax Consulting team will highlight the potential taxation pitfalls and work with you to lawfully minimise your taxation liability.

Making smart decisions about your financial future requires you to be knowledgeable about the factors and issues that could affect you.
Education and confidence building is a key component of our Future Planning service, whether you’re just starting to think about the strategic allocation of your income towards particular lifestyle goals, wanting to protect your hard earned nest egg and assets from future risk, or thinking about how best to fund the frailty years and the legacy you want to leave behind.
We’ll help you cultivate financial habits that support wealth accumulation, debt reduction and risk management, setting short and long term goals as part of a comprehensive financial plan that is tailored to your precise needs.
The bottom line is that no matter what stage you are up to, we all have a future – so why not plan for it. Our Future Planning team has a large number of resources and tools at its disposal to support you.

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PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au

PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au

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