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Helping businesses and individuals
manage, grow and pass on their wealth

More than accountants, Wilson Pateras are expert advisors and strategists focused on securing your financial future. Lorem ipsum established in 2009.

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Latest from Wilson Pateras

Accounting Firm of the Year, Australia Wide

In addition to the metrics that measure our work’s success with our clients, we are very proud to have consistently been recognised as a leader in the accounting and financial services industry.
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Case studies

  • Emma Warren

    “Wilson Pateras are always on top of the legislation and will let me know when there are changes in requirements and obligations. They’re very helpful in letting me know about deductions and notify me when deadlines are looming.”

    View Case Study

How can we help you?

Personal Advice Business Advice Wealth Advice

Reach out to our expert team today.

Make an enquiry

Careers

Your success is our success; grow your career with us

When you become part of Wilson Pateras, you’re joining a team that embodies passion and collaboration, dedicated to fostering growth and ambition for both our team members and clients alike.

We’re committed to supporting you in achieving your aspirations because we recognise that your success is integral to ours. Whether you’re a seasoned professional, a recent graduate, or still in the midst of your studies, a position with us offers the opportunity for personal ownership and growth.

Discover Career Opportunities

Areas of Expertise

Legal Professionals Healthcare Property & Construction Manufacturing Charity & Not for Profit Aged Care

Complex made simple

The more you earn, the more complex your finances can become. We specialise in complex tax issues, providing advice, guidance and management regarding:

  • International Tax
  • Capital Gains
  • Restructuring
  • Rental Properties
  • Investment Portfolios
  • Family Trusts
  • Family Wealth (planning and structuring)

Adjusting
for today

Over time, your circumstances can change. Marriage, separation, children and retirement can all have tax implications. By monitoring changes in tax laws and making strategic adjustments appropriate to your circumstances, we can help you maximise your after-tax returns and achieve the financial outcomes you want, year after year.

Protecting
the future

Our expertise can help you provide for future generations, tax-efficiently safeguarding and preserving your wealth while complying with ATO regulations to avoid penalties and audits. Legal structures such as trusts, when ownership is established correctly, can help manage how your wealth is distributed and taxed while providing optimal asset protection.

If you’re looking to join a forward-thinking company where you can make a significant impact, we invite you to explore career opportunities with us. Be a part of a team that’s committed to excellence and innovation in financial services. Apply today to start your journey with Wilson Pateras!

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Award-Winning Tax Advisors

The industry recognition we receive is your assurance that our breadth of experience and depth of knowledge can improve your tax outcomes. Our pro-active approach, coupled with innovative thinking and strategic foresight, is driven by your financial needs.

Committed to your financial success

Strategic and intuitive, Wilson Pateras’ Chris Wilson and Nicholas Pateras lead a team of expert accountants, bookkeepers, financial advisors and SMSF specialists, offering a holistic approach to your successful business and personal finance journey. With a vision that goes well beyond the foundations of accounting and compliance, Chris and Nick understand that engaging in authentic work is the hallmark of a life well-lived.

  • “At Wilson Pateras, we focus on delivering value through our comprehensive financial strategies. Our collaborative environment encourages us to tailor our services to meet each client’s goals, fostering trust and transparency. We aim to empower our clients to make informed decisions for their financial futures.”

    Jane Smith, Senior Accountant, Wilson Pateras

  • “I see a lot of real life in real business. I reflect on the experience of being in a family business myself – the interactions with people, delivery of product and witnessing customer service in action. Much of my core understanding of great business and great leadership came from that first-hand experience in small business.”

    Chris Wilson, Senior Accountant, Wilson Pateras

Our Specialisations

Wilson Pateras specialise in financial advice for high income executives including lawyers and medical professionals and small to medium sized businesses. To unlock potential in our clients’ lives, Wilson Pateras make available a variety of expert services to take care of their immediate financial concerns whilst planning for wealthy, happy futures.

Small to Medium Sized Businesses

High Net Worth Individuals

Accounting for Lawyers

Medical Accounting

Real Estate Accounting

Our accountants provide long-term financial support for lawyers, solicitors and law firms. You will need expert guidance throughout your career from accountants who know and understand you.

Key financial steps when progressing in your career

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.

Plan strategically to minimise the amount of tax you pay

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.

Have more control over your super and retirement planning

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.

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​

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.

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.
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What our clients say about us

  • “At that stage, the firm indicated that I would be moving into the Partner role and Mark and I met. We talked about how that would look 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.”

    Laura Young Partner at HWL Ebsworth

  • “Amy Buglass is fantastic. 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 shell often just send an email with all the items she requires. Amy is always on top of the legislation and wil let me know when there are changes in requirements and obligations.”

    Emma Warren Partner at Allens

  • “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”

    Graeme Johnson Former Partner at Allens

How can we help you?

Personal Advice Business Advice Wealth Advice

Reach out to our expert team today.

Make an enquiry