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Our people

Scott O’Neill,  BBus CPA CTA– Director
Scott has been in public practice on the Gold Coast for the last 20 years. This has equipped Scott with a broad knowledge base and the ability to work through various issues whether they are
complex Capital Gains Tax issues, GST or Income Tax. Scott has a strong technical background and specialises in taxation and business accounting services.

James Sullivan,  BCom CPA – Director
Prior to joining the firm in 1996, James worked with a CA firm in Brisbane for 5 years and spent two years as a financial controller at a quarrying and earthmoving company.  He specialises in Taxation (Income Tax, CGT and GST) with a focus on construction, property development and civil contracting.

Michael Lucas, BBus CPA – Consultant
Michael joined Sullivan Rees in 1983, after two years of experience in Audit in Sydney. He became a Director in 1996, and currently specialises in Superannuation and Taxation – Income Tax, CGT and GST.

Stephen Brotherton, BBus CPA – Senior Accountant
Stephen joined Sullivan Rees in 1990. He currently specialises in retirees and individual income tax returns and prepares financial statements and income tax returns for SMSF’s.

Lousie Turner, BBus CPA – Senior Accountant
Louise joined Sullivan Rees in 2010. Louise enjoys assisting clients with their day to day accounting and preparing financial statements, income tax returns and activity statements. Louise is on
maternity leave and will return in October 2018.

Janelle George – Bookkeeper
Janelle joined Sullivan Rees in 2016 and provides assistance to Michael in preparing financial statements, income tax returns and business activity statements.

Joanne Baker – Office Administrator/Corporate Secretarial
Joanne has been with the firm for many years and is responsible for all administrative duties and enjoys managing client accounts.

Cathy Pegg – Reception/Administration/ATO Liaison
Cathy enjoys assisting clients to coordinate their accounting and taxation needs.

Sarah Lowrie – Reception/Administration
Sarah enjoys assisting clients to coordinate their accounting needs.

Kirsten Rayward – Reception/Administration
Kirsten enjoys assisting clients on a day to day basis to find the best outcomes..

 

 

 

Accounting
services

In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters...

Business
services

Thinking strategically about future changes in the marketplace can be the key to running a sustainable business...

company
secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you...

finance
services

We can help you to secure the essential finance for you and your business....

managing your wealth

We can help ensure that your personal wealth is managed as tax-efficiently as possible. ...

tax services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation....

specialist services

In addition to our normal services, we have a developed specialist knowledge and expertise in Self-Managed Superannuation Funds....

firm news

Budget 2018: living stronger

Posted on May 9, 2018 by admin

The Government is focused on encouraging older Australians to better grow and secure their personal retirement funds.

Retirees exempt from work test
An exemption from the work test will be established to allow retired Australians aged between 65-74 who have total super balances below $300,000 in their first year that they do not meet the work test criteria, to make voluntary payments into their superannuation funds.

Retirement income strategy
Superannuation trustees will now be required to produce a retirement income strategy for their superannuation fund members. This is due to new amendments to the Superannuation Industry (Supervision) Act 1993.

The Government is also set to revise the Corporations Act 2001 to ensure providers of retirement income products will supply standardised and simplified reporting to assist with more informed decision making.

Pension Work Bonus
Increase in funding to the Pension Work Bonus will mean that pensioners can now receive up to $300 per fortnight before their pension payments are affected. The Bonus will also cover self-employed individuals, who will be entitled to receive up to $7,800 per year without reducing their pension payments.

Funding for older workers program
Additional funding will be provided over four years to form the Skills Checkpoint for Older Workers program, starting from 2018-19. This measure will focus on supporting employees aged 45 to 70 to remain working for longer.

Improved skills for mature age Australians
Funding will be provided over the next five years to help mature age individuals to remain up to date with changing and new skills needed to remain relevant in their workplace.

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