Lawyers, BARRISTERS & partners

Accounting, Tax and Financial Services for Legal Professionals

Wilson Pateras are Australia’s go-to expert accounting and financial advisory for lawyers. 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.

Get Lawyer Focused Advice from Financial 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 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

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.

Emma WarrenPartner at Allens

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

Laura YoungPartner at HWL Ebsworth

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 Joan and our three kids. The service is very prompt and the advice very practical.

Graeme JohnsonFormer Partner at Allens

Your Long-Term Financial Support

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. We are here to guide you along the way.

Plan Strategically to Minimise the Amount of Tax You Pay

Using variety of techniques, we can strategically reduce the amount of tax you have to pay. Your accountant understands your industry and is 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 live on when you retire.

Get a Complimentary Consultation

You can choose either phone consultation or face-to-face meeting in our offices in Richmond or Brighton.

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.