Welcome

Our philosophy at Traverse is to develop and keep relationships with likeminded entrepreneurial people. We work tirelessly for all of our clients who value and trust us and like a Doctor we believe that the best method of advice is preventative. For most, accountants or the accounting function are cost centres. We turn that notion on its head by challenging ourselves to be value creators.

Welcome
It’s tax time

It’s that time of year again.

To take advantage of our taxation services in the current year we recommend that you work with us from early on in the new financial year.

If your 2011 income tax return is yet to be lodged this is a great opportunity for us to learn how you’re currently structured, maximise your position, and start making improvements now!

It’s tax time
Tax returns & advice

Taxation is one of life’s certainties. We make sure that you always know where you stand. The annual income you earn is the result of a year of hard work and stress. It is our job to take the work and stress out of your end of year tax return. By partnering up with you throughout the year using our three tiered approach of advice, structuring and planning we ensure that you maximise your overall position and make corrective decisions throughout each income year before it’s too late.

Tax returns & advice
We believe in you

The sky is the limit. We’re here to help you reach it and Traverse the space in between.

Our advisory team are pro active, lateral thinkers, who don’t stop at tax and accounting. Mentoring and structuring advice is one of specialties and we have a wide ranging accumulation of experiences which help us to guide you and help you reach your potential.

We believe in you
Our philosophy

We focus on high quality, tailored services that support you.

Our philosophy at Traverse is to develop and keep relationships with likeminded entrepreneurial people. We work tirelessly for all of our clients who value and trust us.

For most, accountants or the accounting function are cost centres. We turn that notion on its head by challenging ourselves to be value creators for you.

Our philosophy

Individuals

IndividualsHave you ever been referred to a friend’s accountant, on the proviso that they’re the best, and that they’ll actually help you? Well that’s us.

At Traverse we know that there are lots of questions that you want to ask. Our core offering for individuals is designed to answer all of these and keep you ahead of the curve.

Our Approach

We have a unique approach to individual taxation services. Compliance and tax return lodgement is a very necessary and important part of meeting your annual requirements with the ATO.

It is also the smallest part of our overall approach to individual taxation. Find out about our total tax approach and what you’re missing out on by using other providers or the ATO’s ETax system.

Why You Need Us

Every major financial decision has a very direct tax consequence. As Chartered Accountants we have the privilege of independently advising you of the tax considerations of these opportunities and to be a sounding board to allow you to make a well informed decision. We challenge you to unleash the potential of the trusted advisor.

Compliance Essentials

As an individual your key compliance essential is your personal income tax return. Any Tax Agent can lodge an individual tax return. You can even do it yourself (and the government encourage you to do so).

Tax Advice and Structuring

Traverse focuses on tax planning and proactive advisory throughout the year. We build relationships that ‘stick’ by being accessible, listening to your goals and then working with you to drive toward them.

Your Trusted Advisors

We know that we are in a position of privilege to advise our clients as their Chartered Accountants. At Traverse that privilege is respected and acknowledged through the level of trust that we maintain with all of our clients.

Using Advice Followed by Year End Review

Correctly applying the advice is just as important as getting it in the first place. On every matter that we advice on we follow up later on in the financial year to ensure that there are no negative consequence prior to 30 June.

Contact Traverse now to arrange a no cost initial consultation.