Woodend
Practically neighbours, with the same advisory-led approach.
With our head office just up the road, Woodend business owners get the easiest possible access to their client manager in person, plus the same Xero-based, proactive advisory relationship we offer every client regardless of location.
We work with established family businesses across construction and trades, professional services and real estate throughout the area. Our advice stays independent: no financial products, no lending arm, nothing we recommend is shaped by anything we have to sell.
"*" indicates required fields
Every enquiry gets a reply within one business day. Not every enquiry gets a discovery call, and we’ll tell you honestly which it is.
What we do
Five services, one clear focus
Compliance done properly is the foundation. Advisory-led relationships built for the long term are the point.
Business Advisory
Proactive planning, all year round
Quarterly meetings, KPI monitoring, cashflow forecasting and structuring, so decisions are made ahead of time, not after.
- Dedicated client manager
- Quarterly advisory meetings
- KPI monitoring & reporting
- Cashflow forecasting
- Budget development
- Strategic business planning
- Exit & succession planning
- Business valuations
Business Accounting & Tax Compliance
Stay compliant and ahead of the ATO
Company, trust, partnership and individual returns, BAS, GST and financial statements, managed properly, on time, every year.
- Company, trust & partnership returns
- Individual tax returns
- BAS & GST lodgements
- ASIC compliance
- Financial statements
- IAS & PAYG instalments
- ATO correspondence
- Audit support
Deceased Estate Administration
Clear, compliant administration at a difficult time
Estate tax returns, date of death valuations and executor support, handled properly so your family can focus on what matters.
- Estate tax returns
- Date of death valuations
- Estate financial statements
- Executor accounting support
- CGT on estate assets
- Beneficiary tax returns
- ATO clearance certificates
Self-Managed Superannuation Funds
Set up & administered correctly
Establishment, annual accounts, ATO compliance and audit coordination for business owners building wealth through their own fund.
- SMSF setup & structuring
- Annual accounts & tax return
- ATO compliance & reporting
- SMSF wind-up
- Audit coordination
- Member contribution tracking
- Tax treatment explained
- Estate planning integration
Bookkeeping & Xero Support
Accurate numbers, every single day
Transaction coding, reconciliations, payroll and Xero setup, so your numbers are current enough to actually make decisions from.
- Transaction coding & reconciliation
- Bank reconciliations
- Payroll processing
- Xero setup & configuration
- Staff Xero training
- Ongoing Xero support
- Integration management
How close are Wiseman's accountants to Woodend business owners?
Woodend sits right alongside our Newtown office, so meeting in person is never an inconvenience. Woodend clients get about the easiest access to a client manager we can offer, plus the same Xero based advisory relationship as every other client.
If everything runs through Xero anyway, does being this close actually matter?
It means in-person meetings are simple whenever you want one, without changing how the relationship runs day to day. Whether you drop by or manage things by video call, the advisory led approach and your client manager stay exactly the same.
What do we need to bring to a first discovery call?
Just an honest picture of where your business is at and what you’re trying to achieve. We’ll ask about your current accounting setup, including whether you’re on Xero, so we can work out the scope before anything is agreed.
Will our compliance work be handled properly, or is it simply lodged to meet the deadline?
Yes. Company, trust, partnership and individual returns, BAS, GST and financial statements are managed as the foundation of the relationship, not an afterthought. See business accounting and tax compliance for the full scope.
Do you work with businesses outside construction, trades and real estate in Woodend?
We work with established family businesses across construction and trades, professional services and real estate in Woodend and the surrounding area, though the underlying fit is about business size and stage rather than industry alone.
Are you tied to any financial products or lenders?
No. We don’t sell financial products, lending or property, so our advice to Woodend business owners isn’t shaped by anything we have to sell. Where you need licensed advice, we refer you to a trusted adviser or work alongside the one you already have.