Accounting For Lawyers

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!

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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.

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 Lawyer Focused Accountants and Financial Advisors

Amy Buglass

Manager

Lasadi Felsinger

Financial Advisor

Mark Forte

Principal

Maree Pateras

General Legal Counsel

Nick Street

Principal

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