Accounting & Taxation
Services

Accountants

 

At David Dwyer and Associates we are leading providers of tax, accounting and advisory services, helping individuals and small business organisations identify and manage their organisation and performance in an ever changing and challenging economic environment.

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Tax

We provide Tax services to help clients across a wide range of tax areas, applying technical knowledge and understanding of the broader implications of tax issues and how they apply to the overall business picture.

  • Taxation Specialists – Individuals and Business
  • Accountancy and Financial
  • Business Tax Planning & Establishment
  • Business Activity Statements (BAS)
  • Goods & Services Tax (GST)
  • Fringe Benefits
  • Building Services Authority (BSA) Licence Renewals
  • Assistance during Tax Audits
  • Accounting for Self-Managed Super Funds (SMSF)
  • Business Consulting & Management Accounting
  • Bookkeeping Services

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Accounting

 

  • Preparation of Financial Statements
  • Management Reporting / GST Returns
  • Budget Preparation & Monitoring
  • Annual Company Reviews

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Succession, Asset Protection and Estate Planning

 

  • Advice on Structures
  • Asset Protection Strategies
  • Succession Planning – Personal and Business
  • Planning “Your Best Life”

 

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

Financial Planning,
Investment & Loans

We use independent preferred professional partners to assist clients in the areas of financial planning , insurance and personal financial advice relating to investments ,borrowings, retirement and succession matters. 

Superannuation consolidation , choice of super and levels of insurance cover can be discussed with our professional partners as well as investment and retirement strategies. 

 

Our professional mortgage broker partners can offer a wide range of financing options for house, car , boat and investment property loans.

 

 

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

Health Insurance Costs Hitting Your Hip – Pocket?

 

If you haven’t reviewed your health insurance for a few years, you’re probably paying for benefits you no longer need and you might not have the best cover for the benefits you use or need most. Even if you have the right health cover, you could simply be paying too much for it.

Health funds regularly review and change the packages they offer, so why not exercise your power as a consumer and do the same? After all, we all look around for the best deal when our mobile phone or electricity contract is up for renewal!

Simply click on the link and  provide a few details and a health insurance specialist partner * engaged by David Dwyer & Associates will call you to review your circumstances and provide you with recommendations. There’s no cost, no obligation and it’s completely confidential.

If you’ve got the right policy at the right price for your situation, they’ll tell you. If there’s a more suitable policy for you or a lower cost option available, they’ll make a recommendation. And if you’re new to health insurance, they’ll find a policy to meet your needs and budget. If you purchase a policy or swap funds, they’ll even handle all the paperwork. It’s that easy!

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

Other Services

Health Insurance Costs Hitting Your Hip – Pocket?

If you haven’t reviewed your health insurance for a few years, you’re probably paying for benefits you no longer need and you might not have the best cover for the benefits you use or need most. Even if you have the right health cover, you could simply be paying too much for it.

Health funds regularly review and change the packages they offer, so why not exercise your power as a consumer and do the same? After all, we all look around for the best deal when our mobile phone or electricity contract is up for renewal!

Simply click here, provide a few details and a health insurance specialist* engaged by David Dwyer & Associates will call you to review your circumstances and provide you with recommendations. There’s no cost, no obligation and it’s completely confidential.

If you’ve got the right policy at the right price for your situation, they’ll tell you. If there’s a more suitable policy for you or a lower cost option available, they’ll make a recommendation. And if you’re new to health insurance, they’ll find a policy to meet your needs and budget. If you purchase a policy or swap funds, they’ll even handle all the paperwork. It’s that easy!

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

About Us

We are a financial services firm specialising in accounting, business and asset protection  with networking links to a major financial planner, mortgage broker and business structuring network.

«The Winning Combination» is our main theme. We believe that our expertise, in partnership with your ambition to succeed in everything you do financially, will provide the platform for achieving your goals.

Conveniently located in Jimboomba, and easily accessible via Email, phone and facsimile means we are equipped to handle your business wherever it is located – locally, Australia-wide or worldwide.

David Dwyer (Principal)

David is the Principal  at our firm. It is David’s responsibility to make sure clients’ requirements are dealt with in an efficient and professional manner. David has over  40 years  experience as a  Certified Practising Accountant (CPA) and Tax Agent  and  years of experience dealing with accounting and other financial matters. David is also a member of the National Tax & Accountants Association (NTAA) , has been a Commissioner for Declarations for over twenty years and is a founding member of SAPEPAA (Succession, Asset Protection and Estate Planning Advisers Association)

David’s practice has been in its current location since 2018 after being in the  Jimboomba Junction Shopping Centre since it was was opened in December, 1999 where he established a one stop shop where clients can go with confidence for their taxation, financial services, loans, and business advice and talk to someone who understands their requirements. 

 

David is committed to providing the very best in financial advice, taxation and proactive strategies to assist clients in achieving their business and personal goals. David has the knowledge and strategies to assist clients in their everyday and not-so everyday endeavours.

Location

unit 2 /2-6 Paul Court, Jimboomba QLD 4280

Our hours

09:00 AM – 5.00 PM
Monday – Friday

Contact us

Phone: 07 5546 9019


Email: support1@dwyercpa.com.au