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
Corporate

Companies have multiple regulatory bodies to report to whether they’re listed or unlisted.

The demand for shareholder disclosure and focus on Director responsibility has never been greater than it is now. Our corporate experience and services are focused on corporate compliance, remuneration and governance. Combined with our advisory services you’ll have a full service independent accounting and taxation function for your Company.

Corporate
Your Financial Pivot Point

It is our goal to be your complete Financial Pivot Point. This allows us to work through a range of efficiencies as your complete advisory function for all of your personal, business and SMSF accounting and finance requirements using our expert team and first class network. Our approach to this is an initial compliance focus that quickly evolves into a communication process of planning, management and year round review of your overall position.

Your Financial Pivot Point
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
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

Privacy Policy

Traverse Accountants respects your privacy and protects the personal information we obtain from you from time to time. Our privacy policy outlines how we manage the security of this information.

How we collect your information

We only collect personal information that is necessary for us to provide our service to you and to provide you with information about other services we offer that may be relevant to you.  Often this is information that is required to be disclosed by law to statutory bodies. All information that we collect is voluntarily provided by you, e.g. registering as a client on our website, filling in a form, sending us an email or during a meeting. If you provide us with your email address we may send you email communications of our newsletters or updates.

We usually collect personal information such as your name, business contact details, job title and interests. Where relevant, we may ask you for other information. We also collect some information about your use of our website. Much of this information will not be personal as it will not reveal your personal identity.

How we use the Information

We use the information you provide to deliver the information most suited to your needs and to provide you with accounting, financial or related services. We only use your personal information to respond to your requests or to provide you with further information about Traverse Accountants.

If you would prefer not to receive this information, please let us know and we will respect your decision.

We will hold your personal information for only as long as is required to fulfil the purposes for which it was collected or as statutorily required.

Security of your information

We use a range of physical and electronic procedures to ensure the privacy of your personal information is safeguarded. These include physical access to our offices, a secure database system, and firewalls. The internet is not secure however and we cannot guarantee the security of any information sent to us via the internet.

How you can access your Information

In most cases you can access the personal information we hold about you by contacting the Director who manages your relationship. We also provide a user login functionality that may provide online access to some or all of your client details and files. Otherwise contact [email protected] and access will be arranged.  In some circumstances we may refuse to give you access to personal information and in such circumstances we will explain why.

We reserve the right to make changes to this Privacy Policy as required.