Palmers Chartered Accountants

Welcome to Palmers Chartered Accountants, your trusted partner in accounting, finance, and business advice. Located at 635 Pittwater Road in Dee Why, Australia, our institution is dedicated to providing Australians with the confidence and knowledge to achieve financial wellbeing and reach their life and business goals.

At Palmers, we believe that finance and accounting don't need to be complicated and stressful. Our mission is to simplify the process and empower you with the tools and expertise to secure your financial future. Whether you require long-term financial planning, business accounting and advice, or a simple annual tax return, our team is committed to delivering down-to-earth, practical, and personalized service.

By taking the time to understand your unique life situation and goals, we apply our expert knowledge to create tailored solutions that ensure your financial security and wellbeing. Through a relationship built on trust and collaboration, we empower and educate you, providing complete peace of mind for both your current concerns and long-term aspirations.

As accounting experts with a friendly approach, we are here to take the stress out of number crunching for your business. A working relationship with an accountant and business advisor you can trust is crucial for sustainable business growth and success. Our services include financial statements, tax returns and compliance, business advice, bookkeeping, cash flow management, and superannuation.

When it comes to business and tax advice, Palmers is your trusted partner. Whether you are an established business or just starting out, our business advisor is dedicated to helping your business thrive. By providing a fresh perspective and opportunities for optimization, we offer services such as business planning, mentorship and coaching, financial advice, advisory boards, business health checks, workshops, and succession planning.

We understand the importance of planning for the future and ensuring your loved ones are looked after. With over four decades of experience, we recognize that every financial and legal decision you make has a significant impact on your family's security. Our estate planning services include wills, powers of attorney, enduring guardianships, testamentary trusts, family business succession, superannuation nominations, estate administration, trust succession review, grants of probate and reseals, and estate property transfers.

Financial planning is essential for creating, building, and protecting your wealth. It's never too early or late to start thinking about your financial future, and partnering with our knowledgeable and experienced financial planners will give you peace of mind. We offer services in superannuation, insurance, investments, wealth solutions, and estate planning.

When it comes to lending and mortgages, Palmers has you covered. We have partnered with trusted financial institutions to access a panel of lending experts, ensuring we can find the best financing option for your situation. Whether you need finance for a new home, investment property, commercial property, or even a vehicle or aircraft, our lending specialists are here to assist you with residential loans, investments, commercial loans, and equipment finance.

Planning for retirement is crucial, and taking control of your superannuation or considering a self-managed superannuation fund (SMSF) can lead to financial freedom and tax minimization. Our retirement planning services include administration, SMSF establishment, fund selection, investments, borrowing, property, and estate planning.

While nobody enjoys paying taxes, we are here to optimize your tax position and implement careful planning for your personal or business needs. Partnering with a Palmers tax advisor ensures personalized and comprehensive tax minimization solutions that put you in the best possible position now and in the future. Our services cover compliance, business taxes, capital gains tax, audit support, and restructures.

At Palmers, we are more than just accountants and financial planners. We are a team of experienced professionals who love using our expertise to provide you with financial security. Your financial decisions are personal decisions, and we prioritize understanding your needs and goals in order to provide the best solutions. Partner with us for proven know-how in accounting, business advice, lending, and financial planning.

Experience plus commitment equals your financial security. Choose Palmers Chartered Accountants for all your accounting, finance, and business needs.