Accounting & Tax
More than compliance — clarity, structure and strategy for your whole financial world.
For business owners, executives and high-net-worth families, accounting and tax aren’t just obligations — they’re essential tools for protecting wealth and managing complexity.
At Independent Wealth Partners, our Melbourne-based Independent Accountants combine technical precision with strategic insight. Whether you’re managing a business, planning for retirement, or navigating intergenerational wealth, we help ensure your tax and accounting decisions support your broader goals.
We work with clients who have more complexity across entities, jurisdictions and asset classes, including:
- Business owners and entrepreneurs
- Executives with equity compensation and global tax needs
- High-net-worth families with trusts, SMSFs and investments
- Clients transitioning to retirement, exit, or legacy planning
Our role is to clarify and coordinate — so all your financial pieces work together.
& Tax services
- Tax returns and financial statements — individuals, companies, trusts, SMSFs
- Tax structuring and forward planning
- Business structuring and restructuring
- Executive tax advice — equity plans, bonuses, expat tax, FBT
- BAS, IAS, CGT and compliance
- Advisory for small business operations — systems, payroll, cash flow
- Team collaboration — working with your lawyers, bankers, advisers
- Transition support — retirement, sale, intergenerational transfer
Why clients
choose us
Everything aligned — We integrate tax with your wealth strategy.
Technically sharp, personally engaged — Insightful, responsive, and real.
Plain English, no judgment — Just smart, straight-talking advice.
Independent and transparent — We work for you. No incentives, no bias.
Book a call
Tax shouldn’t just be paid — it should be planned
Get proactive, strategic advice from Melbourne-based Accountants who see the big picture.
- 03 8393 9371
-
Level 16/530 Collins St,
Melbourne Vic 3000
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