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PeterSheldon HS


At Peter Sheldon Accountancy we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation. We work alongside you to solve problems that arise and help you reach your financial goals.

Our Mission is to provide accounting, taxation, management and investment services to individuals, businesses and community organisations in a manner which is efficient, reliable and 'You' focussed, and at all times, built on the foundation stone of integrity.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. 

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! For more information on how our expertise can benefit you, contact ushere.

Audit

At Peter Sheldon Accountancy we view audits not as an overhead or necessary evil, but as a great opportunity to review your business.

Our audit team will work closely with you to get to know your business. We use the latest computerised systems, based around a detailed analytical review of the accounts. This enables us to offer an objective view of your business so we can advise you of any potential problem areas.

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Valuations

Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property. 

We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.

Choose Peter Sheldon Accountancy for a professional, accurate valuation service!

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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation 
  • Attending to the special requirements involved in reporting for trusts 
  • Completing the trust administration:
    • Minute-keeping service 
    • Annual accounts 
    • Taxation 
    • Asset management 
    • Investment monitoring 
    • Income distribution

This email address is being protected from spambots. You need JavaScript enabled to view it. today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. Peter Sheldon Accountancy can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

  • Establishing self-managed superannuation funds*
  • Completing information for the Insurance and Superannuation Commissions
  • Superannuation audits
  • Advice on compliance matters 
  • Advice on taxation benefits
  • Advice on employer obligations

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Accounting Services

Accounting Services

At Peter Sheldon Accountancy we provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results..... 

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FinacialPlanning

Financial Planning

 Wherever you are in your life, we can keep you on track to reach your financial and lifestyle goals.
Advice about starting out, spending and saving, paying off debt, accumulating wealth, pre and post retiring ... 

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