Newcastle Accountants, The Garis Group, are a professional family owned and operated financial services firm that aims to build a strong and continuous relationship with our clients built on our valuable, personal, technical and knowledgeable expertise.
We help create a beautiful financial future for our clients, their families and the people around them so that together we create a huge and lasting impact in our world.
We are experienced individual tax agents and small business accountants with over 25 years of service in Hamilton, Newcastle, the Hunter Valley and beyond.
Our team is committed to building a financial services firm that our friends and family would choose and recommend.
Because personal wealth and financial freedom are important to you, it’s important to us. Whether you’re looking for a stress-free tax return, or you have a complex situation and are planning for what’s next in life, The Garis Group is here to help.
Personal Accountants
Taking control of your superannuation using a Self-Managed Superannuation Fund can be a powerful way to secure your long term financial future. We at The Garis Group are SMSF specialists, providing a comprehensive SMSF accounting, administration and investment service – but not until we make sure that it’s the right thing for you.
In our fixed fee accounting packages, you will know that we are there for you when you need us, all year round – not just at tax time! Our no surprises accounting service packages mean that you can budget better, maintain control of cashflow, and receive high level personalised service throughout the year.
If you want your business to work smarter and faster, while maintaining control of cashflow, then choosing a business advisor who understands your needs is essential. We are a family business ourselves, and our team has real world experience from a broad range of industries. We’d love to help you in your success.
Newcastle and The Hunter is a growing market for businesses servicing Aged Care, NDIS providers and the broader Health and Lifestyle industries.
The Garis Group has a deep understanding of the needs in your industry and can help you to grow and thrive by drawing on our experience, knowledge and access to industry best practices.
If you’re a sole trader, small business or big operator in the building and trades industry, we’ve got your back. With 25 years’ experience helping construction and housing industry businesses, we know what it takes to be successful.
Our team includes Hospitality industry professionals to complement our experienced Advisors, giving you better insight into and overview of your finances, and improving collaboration with your team. Our people are from your industry, so we know what works and we know your pain points.
We’re always happy to help new businesses start their journey towards success. Here’s how we can help:
The total amount of tax that your business must pay will vary depending on the structure and setup of the business. If you’re using a company structure, your business is usually taxed at 25% of all net profit made.
When it comes to individual tax outcomes, this will also vary depending on your income level and where it falls on the progressive income tax scales. This range can fall anywhere between 0% and 47%.
To make sure you’re paying the right amount of tax, it’s important that you seek professional advice about your business structure.
Di from Total Financial Security was an absolute pleasure to deal with and took all the stress out of buying a property. When the first property she found for me fell through she was immediately searching for another. She found a great apartment in Queensland and I’m now the happy owner of an investment property. I can’t recommend Di highly enough.
April Banks
Property Investment Client
The Garis Group have provided and continue to provide excellent advice and support for clients undertaking property investment.
Their experience and expertise combined with their strong ethics means the investment process is less stressful for clients. If you lead a busy life and are looking for great advice and support, give Di a call now.
Glenn Kirkwood
Owner BNI Team
I have been a friend of Jim’s for more than 20 years and Jim has also attended to my income tax affairs in that time. When I decided to proceed with setting up a Self Managed Super Fund, Jim made the process as easy as it could have possibly been. The Garis Group in concert with Politis Investment Strategies outlined the legal responsibilities in a way which made me feel comfortable with the decision I had made. The quality of the personal service I have received was outstanding.
Kim Flower
Self-Managed Super Fund Client
We have been using The Garis Group for our accounting over the past 2 years. During that time they have provided friendly and professional advice to us in relation to both our personal and business dealings. We have been operating a new franchise and have found the information received from John very helpful in the initial set up and ongoing management.
Any queries we have had have been dealt with in a timely and friendly manner.
We would highly recommend The Garis Group to all our friends and business associates.
Bruce & Sue Worthington
Small Business Owners
After using The Garis Group as our personal accountants there was no other choice for us when we bought our business. John helped and guided us every step of the way throughout our purchasing period. Liaising with all other clientele and sending them relevant information on our behalf, made the transition into business owners much smoother.
Introducing and helping train our staff with up to date software has been helpful in putting us on the road to success. The constant analysis of our figures and monitoring our cash flow has guided many of our decisions throughout our first business year. We trust the knowledgeable and very approachable staff at The Garis Group with all of our accounting needs.
Kyle & Leesa Oswald
Individual & Small Business Owners
If you are looking for sound financial planning advice, provided by a warm and genuine family who pride themselves on integrity in business, I have no hesitation in commending The Garis Group to you.
The fees are sensible and were well-explained from the start. We have encountered no hitches or hidden charges, and have been completely delighted with the quality and promptness of the very personal service provided by The Garis Group. It feels much more like speaking to friends than to financial professions when we have our regular meetings.
Lindsay O’Reilly
Individual & Self-Managed Super Fund
Jim provided us with the concepts & the workings of a Self Managed Super Fund & answered all of our questions very clearly. In conjunction with Politis Investment strategies, the benefits & costs of establishing our own super fund were clearly outlined. The Garis Group together with Politis Investment Strategies provided us with a seamless & hassle-free transition from our existing funds to our Self Managed Super Fund. We have been delighted with the service provided and would have no hesitation in recommending The Garis Group if you are considering a Self Managed Super Fund.
Paul & Kaye Olive
Self-Managed Super Fund Clients
When it comes to purchasing property as an investment strategy, Di Garis and her team at TFS Services removed any apprehension. Her knowledge, research and the information provided to me by the TFS team provided constructive and valuable direction in helping to remove the unfamiliar territory I was as a first-time property investor. Di ‘s personable service of answering my questions and keeping me well informed along the property purchase made the experience uncomplicated and manageable. I would certainly recommend Di Garis and the TFS team to any property investor seeking a professional and stress-free service!
Max Mitchell
Property Investment Client
The Garis Group has been looking after my businesses taxation and finance for over 10 years. The knowledge and advice they provide has been instrumental in helping us focus on growing the business while knowing the accounting side of the business is in good hands.
The Garis Group provides excellent accounting and tax services, but also offers valuable business advice. As our business grew, John made is easy for us to change the structure of the business and set up a company. His tax planning advice proved invaluable. John always makes himself available to answer any questions and his sense of humour makes the accounting side of business fun. We look forward to another decade with TGG.
Paul McNamara
Small Business Owner
We love working with The Garis Group. They play an integral part in our business. They are an amazing team of lovely people. We have a working relationship built on trust over many years!
Pratt Projects
Construction Small Business Clients
As a small business owner, I’m required to manage all facets of my business. I rely very strongly on the Garis Group to manage my monthly reporting, tax and compliance matters so that I can focus on my real business in the comfort that these aspects are being managed expertly.
I value and trust their advice, confidentiality and service. I believe using The Garis Group not only makes my life easier, saves me time, keeps me on the straight and narrow but it is excellent value for money and provides me a level of comfort that I really appreciate. Jim, John and the team are always available and approachable. It’s a great pleasure to be able to do business with another small business, and I know very strongly that my business is their business.
Jenny Hawes
Small Business Owner
I have been a client of Jim Garis for longer than I can remember. Jim has always assisted me and my brother with managing not only our personal accounts but also our investment accounts. Recently Jim assisted me in setting up my Self-Managed Super Fund. The process was simple and explained to me in a way that was easily understood. Jim was able to assist me at every stage and with any questions I had as they arose. I would highly recommend The Garis Group to anyone.
Georgina Ross
Individual & Self-Managed Super Fund
We were first introduced to The Garis Group at an industry lunch where they were sponsors. We were keen to work with them as they specialised in our industry (Restaurant and Catering) and Heather helped us to formulate our business plan for a new restaurant venture we were setting up. Being very happy with her service, we moved our entire operation over to The Garis Group for them to take over our accounts. Heather was nominated as our Account Manager and we have always found her extremely helpful and approachable.
When our restaurant closed due to Covid, Heather was on hand and advised us that we would be entitled to receive JobKeeper. She helped us to navigate not just the eligibility process but then gave ongoing support to access this subsidy without charging any extra fees. This not only gave us peace of mind but the ability to focus on rebuilding our hospitality business in the shape of a new catering company which we now run.
Pokolbin Catering Co.
Hospitality Small Business Clients
Call Now 02 4969 4699
