At de Beer & Berg, our team of highly-experienced professionals provides top-tier accounting services tailored to meet your specific needs. With our expertise and attention to detail, we deliver premium solutions that ensure financial success and compliance for your business.
Our Services
Tax & Accounting
de Beer & Berg helps individuals, families and businesses meet their tax and accounting obligations with accuracy and minimal stress. Whether you are just getting started or already established, we aim to make the compliance process straightforward and well-organised so you can concentrate on your work and day-to-day operations.
Clients can contact us during the year with questions about their reporting requirements, and we explain the outcomes in plain language so you understand your position and upcoming lodgement dates.
- Individual tax returns, including investments and rental properties
- Partnership, company and trust tax returns
- Preparation of annual financial statements for businesses and entities
- CGT (capital gains tax) calculations
• Tax advice on rental properties and other investment income
Self Managed Super Fund (SMSF)
A Self Managed Super Fund gives you more choice and control over how your super is invested, but it also comes with detailed rules and reporting obligations. de Beer & Berg provides SMSF accounting and tax services for trustees who want the compliance work handled accurately and on time.
We focus on clear guidance around the information we need and the deadlines involved, and we coordinate closely with your SMSF auditor each year so your fund meets its reporting obligations.
- Preparation of annual financial statements and member statements
- SMSF income tax returns and regulatory reporting to the ATO
- Coordination of annual SMSF audits with an independent auditor
- Ongoing administration and compliance support, with timely reminders
Bookkeeping & Cloud Accounting
At de Beer & Berg, we provide structured, technology-driven bookkeeping solutions that give business owners clarity and control over their finances.
We work with modern cloud accounting platforms to ensure your financial records are accurate, compliant, and up to date — allowing you to make informed decisions with confidence. Our focus is not just processing transactions, but building reliable systems that support growth.
As certified Xero and MYOB advisors, we support businesses across Australia with efficient, compliant and well-managed financial systems.
Our Services Include:
- Cloud accounting setup, migration and system implementation
- Ongoing bookkeeping and transaction processing
- Payroll setup, Single Touch Payroll (STP) compliance and payroll management
- BAS and IAS preparation and lodgement
- Bank, payroll and balance sheet reconciliations
- Monthly management reporting and cash flow tracking
- System reviews and process improvements
Business Advisory
Strong businesses don’t grow by accident — they grow with structure, strategy and the right advice.
At de Beer & Berg, we work closely with business owners to provide practical, commercially focused advice at every stage of the business lifecycle. Whether you are starting out, expanding, acquiring, or preparing for succession, we help you make informed decisions with confidence.
Our approach combines tax expertise, financial insight and real-world business understanding to ensure your structure, cash flow and long-term strategy are aligned.
Our Advisory Services Include:
- Business structuring and restructuring
- Company and trust establishment
- Business acquisitions and sales support
- Strategic tax planning
- Performance analysis
Deceased Estates
Administering a deceased estate can be complex, time-consuming, and at times overwhelming — especially if you are acting as an executor for the first time. At de Beer & Berg, we provide practical, compassionate support to help you navigate the tax compliance with clarity and confidence.
From the initial stages of estate administration through to finalisation, we work alongside you to ensure all tax obligations are met accurately and efficiently. Whether you are an individual executor or a professional administrator, our goal is to simplify the process and give you peace of mind during what is often a difficult time.
Our services include:
- Assistance with TFN Application of the deceased estate
- Preparation and lodgement of the final individual tax return for the deceased
- Preparation and lodgement of tax returns for the deceased estate
- Preparation of financial statements for testamentary trusts
- Preparation and lodgement of tax returns for testamentary trusts
- Capital gains tax advice, including guidance on asset treatment
- Liaising with solicitors and financial planners to ensure a coordinated approach