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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, business accounting services and superannuation.

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 and offers his broad experience to assist with personal & business taxation and accounting functions. Stephen currently specialises in retirees & individual income tax returns, small businesses and prepares financial statements and income tax returns for Self-Managed Superannuation Funds (SMSFs)

Lousie Turner, BBus CPA – Senior Accountant
Louise joined Sullivan Rees in 2010 and enjoys assisting clients with their day to day accounting, preparing financial statements, income tax returns and activity statements. Louise specialises in business accounting services and taxation services.

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

Using your tax return wisely

Posted on July 8, 2019 by admin

Getting your tax refund back is exciting, but as tempting as it is to splurge, consider other ways you can put that money to good use. It is easy to get caught treating your return as extra money when you shouldn’t see it any differently than your regular paycheck. Give the money a purpose by thinking about your personal financial situation and determining your needs.

Emergency fund:
An emergency fund can make all the difference if a difficult financial situation comes up, acting as a backup in the case of an emergency such as losing your job or medical costs. Building an emergency fund with enough money to cover at least three months worth of expenses is a good starting point. Make sure the money is added to a high-interest savings account to utilise compound interest. If you are contributing regularly to this fund, adding money from your tax return can boost it above schedule.

Make debt repayments:
With a bit more money at your disposal, now is the time to make repayments on debts you may have. Start with the higher interest debts and work down, your interest repayments will drop when you lower your outstanding balance. These debts can be things like credit cards, personal loans, outstanding bills or mortgage repayments.

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