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.
Creating Financial Freedom for Individuals and Businesses
At The Garis Group our mission is to empower clients in Newcastle to achieve lasting financial stability through personalised support. Whether you are navigating personal tax requirements or managing the financial side of a growing business, we offer a wide range of accounting and advisory services to meet your needs. With more than 25 years of local experience, we have become one of the go-to accountants in Newcastle for individuals and organisations alike. Our goal is to help you thrive in the current economic climate while preparing you for the opportunities that lie ahead.
We believe financial freedom looks different for everyone. Some clients seek guidance on purchasing a home or making significant life changes. Others desire clarity on long-term business strategies. Regardless of your starting point, our collaborative approach ensures a transparent process from the initial meeting through to ongoing advice and support. By simplifying complex financial matters, we free you to concentrate on your main objectives. In choosing The Garis Group, you are selecting accountants in Newcastle who deliver both technical proficiency and genuine care.
Personalised Financial Guidance for Life’s Milestones
Life is marked by pivotal events such as buying a home, starting a family or launching a new career path. Each milestone presents fresh financial considerations that may feel overwhelming. The Garis Group is here to offer insights and direction designed specifically for your circumstances. We tailor services to your reality, ensuring no one-size-fits-all approach. Our team helps you make well-informed decisions about savings, tax planning and investments so you can move confidently toward your goals.
Our accountants in Newcastle are dedicated to continuous professional development, keeping up with changing legislation so you do not have to. By staying current, we can recommend the most suitable solutions for your evolving situation. Whether you are in your early career or preparing for retirement, our guidance adapts to your changing needs, safeguarding your financial interests at every stage.
Supporting Newcastle Businesses for Over 25 Years
Local enterprises form a vital part of Newcastle’s economy. At The Garis Group, we pride ourselves on championing the growth and success of family businesses and start-ups that fuel the region’s diverse industries. We understand the complexities of running a business, from managing daily expenses to driving long-term strategy. Our experienced team advises on budgeting, forecasting and financial structuring so you can optimise profitability.
Over the last two decades, we have seen businesses evolve with shifting market conditions. This history positions us to offer invaluable insights on staying resilient. We want to be more than service providers. We aim to act as genuine partners, guiding you toward sustainable success. By choosing our accountants in Newcastle for your business, you benefit from deep local knowledge and an ongoing commitment to your prosperity.
Expert Tax Solutions Tailored to Your Needs
Taxation can be stressful without the right expertise. The Garis Group addresses both personal and commercial tax matters comprehensively, reducing hassle and ensuring accuracy. Our methods focus on thorough research and proactive planning helping, you comply with regulations while minimising liabilities. By trusting our accountants in Newcastle, you can look forward to a streamlined process where deadlines are met and opportunities for tax savings are explored.
We recognise that everyone’s tax circumstances are unique. That is why we begin with an in-depth assessment of your financial profile, identifying key areas that warrant attention. With open communication and clear updates, we keep you informed on the progress of your returns or tax planning strategies. This approach fosters confidence, ensuring you never feel in the dark when it comes to your finances.
Simplifying Complex Personal Tax
For individuals juggling multiple income streams, investments or family obligations, tax matters can quickly turn complicated. We specialise in breaking down these complexities into clear actionable steps. Whether it is capital gains implications, rental income or HECS considerations, we are committed to delivering a hassle-free experience.
Our focus is not just on filing returns. It extends to boosting your overall financial position. By pinpointing ways to maximise available deductions and credits, we ensure you keep more of what you earn. Our role is to decode the nuances of personal taxation so you can approach each financial year with clarity and peace of mind.
Proactive Tax Planning for Businesses
Running a profitable enterprise often hinges on effective tax management. By combining current regulations with forward-thinking strategies, we help you set a course for sustainable success. Strategic planning might involve restructuring your business, making use of relevant incentives or timing transactions to align with your growth trajectory. Our personalised approach means we adapt solutions to your specific sector and size.
As your business evolves, we remain vigilant about spotting potential changes that could affect your tax obligations. Our accountants in Newcastle nurture a proactive mindset, giving you time to adjust your financial framework and avoid any unpleasant surprises down the track. We strive to align tax planning with broader business objectives, ensuring your company remains competitive and primed for long-term gains.
Strategic Self-Managed Super Fund (SMSF) Advice
Superannuation forms a cornerstone of financial security, and some people opt for Self-Managed Superannuation Funds to take greater control. The Garis Group offers thorough support to individuals exploring the SMSF route. We clarify the necessary steps, legal obligations and best practices to guarantee your retirement savings are both protected and nurtured. By helping you devise an effective plan, we aim to empower your retirement ambitions.
We appreciate that SMSFs require dedication and focus. Our team provides easy-to-follow advice on compliance, investment options and administrative tasks. From guiding you through initial setup to handling ongoing reviews, we strive to simplify your role as trustee. Our objective is to lighten the administrative load while safeguarding your fund’s success.
Taking Control of Your Retirement Savings
SMSFs suit those who wish to oversee their super directly, allowing customised investment strategies aligned with personal goals. This control can be advantageous, although it comes with added responsibilities. We help weigh the pros and cons, ensuring you fully understand the obligations. Our reliable support allows you to focus on tailoring your asset portfolio and steadily building your retirement nest egg.
We use thorough reviews of your financial standing to propose strategies designed to increase your retirement benefits. Whether it is property investments or managed funds, our recommendations centre on your risk tolerance and long-term vision. Through structured guidance and ongoing check-ins, we promote the best possible outcome for your superannuation journey.
Experienced Guidance You Can Trust
Our team’s knowledge extends beyond basic compliance. We offer deeper perspectives on future-proofing your SMSF so it continues to serve your retirement plans effectively. By maintaining open communication, we adapt our advice as your circumstances evolve. Should your financial goals or regulatory frameworks shift, we ensure your SMSF remains compliant and aligned with your changing needs.
Because superannuation is a significant component of one’s financial security, we do not take SMSFs lightly. Every piece of guidance is grounded in professional integrity and an unwavering commitment to your welfare. The Garis Group stands ready to simplify complexities, making sure your retirement savings work as hard for you as possible.
Transparent and Flexible Fixed-Fee Accounting
One of the barriers to seeking professional assistance is the worry about unanticipated costs. The Garis Group addresses this by offering fixed-fee packages tailored to each client’s needs. Instead of billing per hour or per phone call, we provide a clear plan that covers our services for a set period. This approach removes guesswork, helping you budget more effectively for essential accounting requirements.
We see our fixed-fee arrangements as an opportunity to build deeper relationships. Instead of waiting for tax season to talk about your challenges, you can reach out any time. If you are looking for accountants in Newcastle who offer transparent billing and consistent support throughout the year, our fixed-fee model is designed to suit you.
Budget-Friendly Accounting Without Surprises
Surprise invoices or hidden surcharges can undermine the trust you place in your advisors. Our aim is to build strong partnerships based on openness and fairness. By charging a fixed fee, we encourage regular communication. When obstacles or opportunities arise you feel free to contact us without fearing extra charges. This open dialogue paves the way for smooth collaboration where you get the insights you need without hesitation.
