Amy (Buglass) is fantastic. She’s terrific. She has a direct line of communication with our commercial team here. When she needs to gather information for our tax arrangements, she will speak to them directly and she’ll often just send an email with all the items she requires. Amy is always on top of the legislation and will let me know when there are changes in requirements and obligations. She’s very helpful in letting me know of considerations I haven’t thought about in terms of deductions. She will notify me of when deadlines are looming, too.

At that stage, the firm had indicated that I would be moving into the Partner role and Mark and I met. We talked about what that would look like financially. As Partner you’re no longer an employee, so accounting, financial and tax matters are dealt with quite differently. I wanted the expert advice of Wilson Pateras. You came highly recommended

Mark Forte has provided invaluable tax advice in particular to our SMSF about the recent changes to superannuation law. Mark worked with our lawyer who prepared the necessary changes to the SMSF Trust Deed. Wilson Pateras looks after and prepares the tax returns not only for the SMSF but also for me, my wife, and our three kids. The service is very prompt and the advice very practical.