Frequently Asked Questions — Perth Accounting & Advisory

At UHY Haines Norton Perth, we offer a comprehensive range of tax, business and advisory services including tax accounting and planning, SMSF and superannuation, business advisory, succession planning, estate planning, family office, and wealth management. Our team provides personalised, partner-led advice to businesses and individuals across Perth and Western Australia.

Booking an appointment with our Perth team is straightforward. You can contact us by phone at (08) 9322 6280, by email at uhyhn@uhyhnperth.com.au, or through the contact form on our website. We'll connect you with the right director or adviser based on your needs.

UHY Haines Norton Perth was founded in 1979 in Fremantle, Western Australia. Now located in West Perth, we've been supporting WA businesses and individuals for over 40 years — evolving alongside our clients through every stage of business.

Yes. UHY Haines Norton Perth is an independent member firm of the UHY Haines Norton association across Australia and New Zealand, and of UHY International — one of the top 20 accounting networks in the world. This gives our Perth clients access to global expertise with the personal touch of a local firm. Clients should note that we are an independent firm and neither the UHY ANZ association or UHY International provides services to you.

We work with a broad range of clients — from individuals and small businesses to growing mid-market companies, family groups, and high-net-worth individuals. Our partner-led approach means every client receives personalised attention regardless of their size.

Business advisory goes well beyond compliance. At UHY Haines Norton Perth, our advisory team works alongside you to help you understand your financial position, plan for growth, manage risk, and make confident strategic decisions. Whether you're looking to expand, restructure, manage your succession, or protect your family wealth, we bring the experience and perspective to guide you.

A Virtual CFO provides senior financial leadership on a flexible, outsourced basis — without the cost of a full-time hire. At UHY Haines Norton Perth, our Virtual CFO service is ideal for growing businesses that need experienced financial oversight, cashflow management, and strategic input. It's particularly popular with Perth businesses in mining, construction, and professional services.

Absolutely. Succession planning is one of the most important aspects of business ownership. Our Perth advisory team helps business owners plan for the future — whether transitioning to family members, selling to management, or preparing for a third-party sale. We help you structure the transition to protect value, minimise tax, and ensure continuity.

Estate planning ensures your personal and business assets are distributed according to your wishes, with minimum tax and legal complications. At UHY Haines Norton Perth, our team assists with structuring your affairs to protect your estate, plan for superannuation, and coordinate with your legal advisers to ensure a comprehensive plan is in place.

Yes. Our Family Office service is designed for high-net-worth families who need integrated advice across their personal, business, and investment affairs. At UHY Haines Norton Perth, we coordinate tax, superannuation, estate planning, cashflow, and wealth management under one roof — giving families a single point of contact for all their financial needs.

Yes. Our wealth management advisory helps Perth business owners and individuals take a holistic view of their financial position — covering estate planning, SMSF, superannuation planning, asset protection, and risk management. As your accountants, we understand your business structures and family relationships. We can give the right guidance around your business exit, your estate planning, superannuation strategy and asset protection. We can also use our knowledge of your affairs to assist your financial planner when it comes to determining your investment strategies.

Our business services team in Perth helps you manage the fundamentals — from tax compliance and bookkeeping to cloud accounting, financial reporting, and business advisory. We handle the day-to-day so you can focus on growing your business, and we're always on hand to help you navigate compliance requirements and identify new opportunities. And when they arise, we have the business advisory team ready to make the most of them.

Yes. We assist Perth entrepreneurs and business owners with entity formation, effective structuring, and all the compliance requirements that come with starting a new business in Western Australia. We'll help you choose the right structure from day one — whether that's a company, trust, partnership, or sole trader — to protect your assets and set you up for growth.

Yes. Our Perth team is experienced with leading cloud accounting platforms including Xero, MYOB, and QuickBooks. We help businesses transition to the cloud, set up efficient workflows, and get the most out of their accounting software. Cloud accounting gives you real-time visibility of your financials — from anywhere in WA.

Yes. Cashflow is the lifeblood of any business. Our Perth team helps you build realistic cashflow forecasts, identify pressure points before they become problems, and put strategies in place to maintain healthy liquidity. Whether you're a growing startup or an established WA business, we provide practical cashflow guidance tailored to your situation.

Tax compliance covers the preparation of financial statements, income tax returns, BAS lodgements, payroll tax, and other ATO obligations. At UHY Haines Norton Perth, we handle all aspects of compliance so your obligations are met accurately and on time — leaving you free to run your business.

Yes. Our better bookkeeping service helps Perth businesses maintain accurate, up-to-date financial records. Good bookkeeping is the foundation of good financial management — it ensures your compliance obligations are met and gives you the reliable data you need to make informed business decisions.

Our Perth tax team provides a full range of services including income tax compliance, tax planning, BAS preparation, SMSF tax compliance, international tax, transfer pricing, estate planning, and transaction tax advisory. We help individuals and businesses navigate complex ATO obligations while identifying opportunities to legally optimise their tax position.

A qualified tax accountant does far more than lodge your return. At UHY Haines Norton Perth, our tax advisers work proactively with you throughout the year — identifying deductions, structuring your affairs tax-effectively, planning for major transactions, and ensuring you're not paying more tax than necessary. All while keeping you fully compliant with the ATO.

An SMSF (Self-Managed Super Fund) accountant specialises in the setup, compliance, and ongoing management of self-managed superannuation funds. At UHY Haines Norton Perth, our SMSF team handles fund administration, financial statement preparation, tax return lodgement, and coordination with your auditor — helping trustees meet all ATO obligations with confidence.

Yes. If your business or personal affairs cross borders — whether you're expanding overseas, receiving foreign income, managing transfer pricing, or dealing with expat tax — our international tax team can help. We also assist overseas businesses looking to operate in Australia. In addition, through our UHY International network, we have access to tax advisers in approximately 100 countries.

A registered tax agent is licensed by the Tax Practitioners Board to prepare and lodge tax returns on behalf of clients. At UHY Haines Norton Perth, our team includes registered tax agents who handle all aspects of your tax compliance, as well as experienced advisers who go beyond compliance to provide proactive tax planning and strategy.

Estate planning has significant tax implications — from capital gains tax on asset transfers to superannuation death benefits and testamentary trusts. Our Perth tax team works alongside your legal advisers to ensure your estate is structured as tax-effectively as possible, protecting your wealth for future generations.