Everything that an accountant should be

And everything an accountant should do, too

Surplus Financial Group offers a range of different services right across the accounting and tax spectrum. The key is allowing us to be in the driver’s seat and steer you in the right direction of both your liabilities and your opportunities when dealing with the ATO (Australian Tax Office).

Serious about numbers

Regular accountants do the bare minimum to save and make you money because the truth is, it’s not easy.

Luckily, Surplus Financial Group are here to do the hard work for you. Only two things matter to us: our clients, and our clients’ numbers. You can be sure that you are being taken care of and we emphasise this through your relationship with your accountant.

We are available for you (and your numbers) at all times – there is never a question or challenge that we will run away from.

View our expertise below:

Our expertise

Income tax

We take care of all your Income Tax needs and personal filings including any deductions or the reporting of investment property income.

Corporate tax

Corporate Tax compliance can be tricky. Our experience tells us that a progressive and systems-based approach works best.

Employment taxes

Our specialist accountants ensure that your business is compliant with the most recent State and Federal employment tax obligations.

Indirect taxes

We optimise your cash flow and reduce your risk through best practice when it comes to taxes such as GST and payroll tax in Victoria.

Business consulting

We provide consulting and structuring for virtually any business to reduce risk, minimise liabilities, and uncover opportunities.

Research & Development

Take advantage of Government and Tax opportunities which can assist innovation and offset costs (through incentives and grants).

Asset management

We are extensively experienced in both Mezzanine financing as well as residential and commercial real estate syndications.

COVID-19 support

During the pandemic, there are many new grants, tax opportunities and some added obligations - let us guide you through COVID-19.

And more

Are you searching for custom tax solutions? Do you have a unique tax issue, challenge or opportunity? Talk to our specialists today!

Ready to talk tax?

Let us handle the numbers for you. Get in touch with us today: