Are you seeking reliable accounting services that are specifically designed to cater for lawyers and law firms? At Wilson Pateras, our qualified accountants and financial advisors have a wealth of experience working closely alongside lawyers, barristers and other senior legal professionals to achieve their financial goals.
We draw on years of expertise and deep industry insight to help lawyers stay on top of their financial records, plan for the future and stay tax compliant. To put it another way, Wilson Pateras offers lawyer-focused financial advice from experts who understand the law industry.
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As a legal professional, it is crucial that you seek financial guidance from accountants and advisors who understand your professional category, and take the time to appreciate your personal circumstances. Having dual-faceted knowledge is key to creating premium outcomes for lawyers and barristers – that is why we familiarise ourselves with your career goals and financial aspirations.
This way, we can deliver personalised financial advice that aligns with your professional objectives, individual wealth management strategy and retirement planning goals. Your legal career path is always unique: any tax or wealth management strategy should match with your professional objectives.
We start with an in-depth consultation to gain a clear understanding of your personal circumstances, and then work closely alongside you to achieve these financial ambitions moving forward.
Questions? Book a complimentary meeting with us to get started!
You will need expert guidance throughout your career from accountants who know and understand you.
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 including elevation to partnership or becoming a barrister, running your own business. We are here to guide you along the way.
Using in depth industry and technical knowledge, we can strategically and legally reduce the amount of tax you have to pay. Your accountant must understand your industry and be up to date with the legislation, ensuring that you comply with ATO guidelines.
Whether your superannuation is an industry or self-managed fund (SMSF), there are many strategies available to boost your super so that you have enough money to comfortably live on when you retire. We also have a financial planning team who can provide financial advice on your superannuation strategies.
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.
You should consider risk insurances such as income protection and life insurance, particularly if you have young children or starting a family, to ensure you and your family are financially secure.
Take into consideration your financial circumstances and requirements when selecting the right loan for you, while also considering any tax implications and advantages.
Whether you are just starting out as a sole practitioner or you represent a multi-partner law firm, Wilson Pateras’ accountants work with clients at varying stages of their career and financial positions. Our lawyer and law firm accounting services can include:
Wilson Pateras is your premier destination for reliable tax accounting, financial planning and lending advice services in Australia. As an award-winning accounting firm based in Melbourne, we have been delivering accessible, professional and trustworthy financial expertise to individuals and organisations in a range of industries for more than 10 years.
General Legal Counsel
Financial Advisor
Senior Manager
If you have any questions about our comprehensive accounting services for lawyers, solicitors and law firms, our team is here to help – simply fill out the form below or contact us.
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Level 1, 678 Victoria Street
Richmond VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Level 1, 678 Victoria Street
Richmond VIC 3121
© 2024 – Wilson Pateras
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information.
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Director
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.
Principal
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.
Principal
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.
Financial Advisor
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:
Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.
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Manager
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.
BEFORE YOU GO…
As specialised accountants for lawyers, we compiled the 5 most common mistakes legal professionals make. Where can we send your free copy?
