ACCOUNTING AND TAX FIRM
Specialising in accounting, taxation services, superannuation administration and business advice
Preparation of all Australian income tax returns, tax planning
Expert advice for new and established businesses
We are ASIC registered auditors for self-managed super funds
Preparation of financial statements for all business structures
Advice relating to superannuation, investments and life insurance
SELF MANAGED SUPER
Specialising in all matters relating to SMSF advice and compliance
Our Practice was launched in January 1983. We have been providing tax, accounting and financial services for over 30 years.
We are located in Balcatta, Perth, Western Australia.
Wellington Partners are committed to offering new and existing clients a full range of accounting services. With a complete “in-house” accounting, taxation and financial planning service provided by the one firm, clients benefit from a fully integrated and efficient service by professionals who are familiar with them and their businesses.
We have a system and set of processes in place to enable us to communicate with our client base on a regular basis and allow them access to important information from the Australian Taxation Office and other sources of information.
At Wellington Partners, we believe in providing quality Accounting, Taxation and Management Consulting Services to our client base in a timely and efficient manner.
We look forward to meeting you and welcoming you as a client of Wellington Partners.
DANIEL DI JULIO
B.Econ, B.Com, CPA, CA
Daniel has over 35 years experience in public practice and established his own practice Wellington Partners in 1983. Prior to this he worked at Ernst & Young and various other accounting firms.
Daniel is a registered tax agent and ASIC SMSF auditor (no. 100044808).
B.Bus, CPA, CA
Julian holds a Bachelor of Business in Accounting & Finance and is a member of CPA Australia and Chartered Accountants Australia & New Zealand.
He has many years of experience as a manager in public practice specialising in business services, taxation and self-managed superannuation.
B.Bus, Adv Dip FS
Lawry has a degree in Business with a major in Finance and is a RG146 qualified financial planner and authorised representative of Adviserchoice Pty Ltd (no. 276042, AFSL 334657) who heads up our financial planning division.
He has many years of experience in the financial services industry and is specialised to give clients advice regarding their superannuation, investment, gearing strategies and tax effective strategies.