Lawyers, BARRISTERS & partners

Accounting, Tax and Financial Services for Lawyers

Wilson Pateras are Australia’s go-to expert accounting and financial advisory for lawyers, barristers, solicitors and attorneys. With deep insights, specific to the accounting and wealth-building concerns of the legal community, Wilson Pateras creates clear road-maps to help lawyers achieve their financial goals.

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award-winning accounting

Get Lawyer Focused Financial Advice from Experts Who Understand the Law Industry

As a legal professional you should seek financial guidance from accountants and advisors who understand your professional category and take time to appreciate your personal circumstances. Having dual-faceted knowledge is key to creating premium outcomes for lawyers – that’s why we familiarise ourselves with your career goals and financial aspirations. Your legal career path is always unique: any tax or wealth management strategy should match with your professional objectives.

Our accountants and financial advisors in Brighton and Richmond can:

  • Prepare and lodge your tax returns
  • Strategise to minimise the amount of tax you pay
  • Ensure you meet ATO compliance obligations
  • Plan and manage your cash flow
  • Recommend appropriate investment and tax structures
  • Provide advice when you are transitioning into partnership
  • Setup and manage a SMSF (Self-Managed Superannuation Fund)
  • Advise on appropriate insurance

Questions? Book a complimentary meeting with us to get started!

What Our Clients Say About Us

Lawyer's Guide To Building Wealth

Having worked with legal professionals at various stages of their career trajectory, Wilson Pateras know that consulting with expert accountants will only ever be to a lawyer’s benefit. Knowledge means the power of better decision-making, leaving you to progress your career with confidence – the aim of every lawyer!

tax planning

Strategies to help minimise tax

Build effective tax planning strategies to legally minimise the amount of tax you pay. There are numerous ways such as deferring income, super contributions or to accelerate your expense deductions.

Build Your Investment Portfolio

Develop a strategic investment approach and invest in asset classes that suit your risk profile. Having the right structure is just as important as determining the right investment products.

Retirement Planning

Grow Your Super and Plan For Retirement

Whether your superannuation is a self-managed fund or an industry fund, there are many strategies available to boost your super and ensure your funds are invested in a strategic way. 

Plan and manage your cash flow

Cash flow planning provides a detailed projection on money going in and out, removing the element of uncertainty and guesswork. You will have a good insight on what is affordable and plan for the family budget as well.

Ensure you and your family are financially secure

The needs of a lawyer will change over time.  What may commence as a simple annual tax return can swiftly progress into a much more complex undertaking.  We are here to guide you along the way.

Loans That Suit Your Financial Circumstances

Take into consideration your financial circumstances and requirements when selecting the right loan for you, while also considering any tax implications and advantages.

Our Lawyer Focused Accountants and Financial Advisors

Nick Pateras

Director

Nick Street

Principal

Mark Forte

Principal

Maree Pateras

General Legal Counsel

Lasadi Felsinger - CFP
®

Financial Advisor

Get a Complimentary Consultation

Choose whether you prefer to have the consultation in our office or on the phone.

We are offering a complimentary financial strategy session for legal professionals . During this meeting, you have the chance to ask any questions you may have regarding your financial goals. Secure your no-obligation consultation today by simply filling out the form and one of our specialists will get back to you.

Your personal details are safe with us and won't be shared with third parties.

Our Offices

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Brighton Office

196 Bay Street
Brighton
VIC 3186

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Nick Pateras

Director

About

The world of business brings with it many unique opportunities and challenges. The success and rewards enjoyed are achieved through the continual striving to improve upon the hard work of yesterday, to build a better and brighter future for tomorrow.

My journey commenced 18 years ago at an international accounting firm, KPMG, where I established the foundations of my business career. My passion for helping businesses has seen me consult to over 1,000 businesses, with having established over 100 new businesses and helped over 300 business owners either sell or retire.

I have developed a unique insight into what makes certain businesses great.  Over and over, great businesses consistently show the principles of success that determine their greatness that is, Purposes, Focus, and Resilience. I have a passion to show business owners how they can achieve their own stated greatness drawing on extensive experience working with leading small business.

Qualifications & Memberships

  • Member of Institute of Chartered Accountants (CA)
  • Bachelor of Business (Accounting)
  • Registered Tax Agent

Industry Specialisations

Nick Street

Principal

About

I am an extremely client focused individual who strives to provide the best possible advice to my clients. My approach of putting the client first has built considerable trust between myself and my clients. I place great emphasis on building and maintaining client relationships.

I have over 18 years experience in professional practice working on diverse client bases ranging from small, medium and large businesses to high net worth individuals. I am a member of CPA Australia, hold a Bachelor of Science from the University of Melbourne, a Graduate Diploma in Accounting from Monash University and I am a registered tax agent.

My experience is diverse from the preparation of tax returns and financial statements for all types of entities, to tax planning and business structuring strategies, to navigating through ATO audits, assisting clients with family law matters and have experience consulting to international corporations. I also have an interest in accounting software and information technology, and have previously spent a number of years as a part time IT manager.

I joined Wilson Pateras to be part of a dynamic and growing organisation that strives to provide the highest quality of advice to its clients whilst developing its people to their full potential.

Qualifications & Memberships

  • Member of CPA Australia
  • Graduate Diploma in Accounting
  • Bachelor of Science
  • Registered Tax Agent

Industry Specialisations

Mark Forte

Principal

About

With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

Qualifications & Memberships

  • Fellow of the Taxation Institute Accountants (FCA)
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Member of CA Australia

Industry Specialisations

Lasadi Felsinger - CFP
®

Financial Advisor

About

I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.

I specialise in holistic strategic advice as listed below:

  • Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals.
  • Wealth creation: How to build wealth by identifying suitable strategies
  • Wealth protection: Analyse suitable cover and amounts for Life , Total and Permanent Disablement insurance, Trauma & Income protection
  • Retirement planning: Maximising retirement benefits by identifying strategies & investments
  • Investments: Identifying personal investments to help to achieve goals
  • Tax planning: Strategies to minimise tax where possible while creating wealth
  • Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it

Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.

Qualifications & Memberships

  • Certified Financial Planner
  • Bachelor of Commerce- Financial Planning
  • Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Authorised Representative Number

1237903

Credit Representative Number

499184

Amy Buglass

Manager

About

I joined Wilson Pateras with 18 years’ experience in professional practice, specialising in areas of taxation for high net worth individuals as well as trusts, companies and Self Managed Superannuation Funds. I am a Certified Practicing Accountant (CPA) and have a degree in Bachelor of Business – Accountancy.

My main focus is my clients, ensuring that I can assist with the improvement/enhancement of their net worth as well as the facilitation of their daily taxation requirements.  This includes maintaining correct records, teaching the use of accounting software programs and identifying efficient and cost effective ways of doing things.

Over the years, one thing that I have learned from a mentor was to always ensure that clients receive a reply on the same day.  I can proudly say that this approach has allowed me to maintain a professional relationship with my clients who can rely on a great service and that trust that their needs are given importance.

Qualifications & Memberships

  • Member of CPA Australia
  • Bachelor of Business – Accountancy

Industry Specialisations

BEFORE YOU GO…

Free Guide for Lawyers: Avoid Costly Mistakes and Get Maximum Return on Your Finances

As specialised accountants for lawyers, we compiled the 5 most common mistakes legal professionals make. Where can we send your free copy?