Link Accounting | Financial Services Perth
Do you need help managing your financial affairs and aligning them with your life goals? Link Accounting & Business Solutions offers more than just tax and accounting - we provide comprehensive financial services in Perth to help you secure your future and build wealth.
Our holistic approach means we look at the big picture of your finances. By combining our in-house expertise with our network of professional affiliates, we cover all aspects of financial planning and advisory. This integrated service ensures that every financial decision you make is tax-smart, strategically sound, and tailored to your personal situation.
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- Comprehensive Financial Services Perth | From Budgeting To Investments
Our Integrated Financial Solutions
When you partner with Link Accounting for financial services, you gain access to a broad range of advice and support, including:
With over two decades in the industry, our team brings extensive experience across industries and business life stages. We’ve coached start-ups, growing enterprises, and established companies, so we can tailor our expertise to your situation. Our accountants are Chartered Accountants and registered tax agents, ensuring you receive the highest standard of advice and compliance.
Budgeting and Cash Flow Management ▼
We’ll help you create (and stick to) a realistic budget so that you’re living within your means and saving for your goals. Our advisors can analyze your income and expenses to find opportunities to save more or pay down debt faster. Proper cash flow management is the foundation of any solid financial plan.
Investment Advice and Wealth Creation ▼
Ready to make your money work for you? We can advise on investment strategies tailored to your risk appetite and objectives. Through our licensed financial advisor affiliates, you’ll get guidance on investing in shares, managed funds, property, or other assets. We ensure any investment advice is aligned with your tax strategy - for example, considering franked dividends (for tax credits) or negative gearing benefits on property.
We believe in building long-lasting relationships. You’ll get a dedicated client manager who truly understands your business. We take the time to get to know you and tailor solutions – because no two businesses are the same. Whether you’re a solo tradie or manage a growing team, our advice is aligned to your goals.
Retirement Planning ▼
It’s never too early (or too late) to plan for retirement. We assess how your superannuation is tracking and explore ways to boost it - whether through salary sacrifice, personal contributions, or consolidating funds. If you’re nearing retirement, we’ll map out a strategy to convert your super into a tax-effective income stream (pension) and maximize any Centrelink age pension entitlements if applicable. Our aim is to give you confidence that you’ll have enough to retire comfortably.
Forget only seeing your accountant at tax time. We partner with you year-round, providing proactive tax planning, regular check-ins, and strategies to improve performance. Our clients often tell us they “sleep better at night” knowing we’ve got their compliance and planning covered – before issues arise. We’re not just number-crunchers; we’re business advisors who help you forecast, plan, and grow.
Insurance and Risk Management ▼
Protecting your wealth is just as important as building it. We perform a risk assessment to identify any gaps in your protection. Through our affiliates, we can arrange life insurance, total & permanent disability cover, income protection, and trauma insurance to safeguard you and your family against the unexpected. Business owners may also need key person insurance or business expense cover - we’ve got you covered there too. We’ll ensure the policies are structured correctly (often insurance can be owned or funded through superannuation for cost efficiency).
Tired of paperwork? So are we. Link Accounting will set up seamless cloud-based accounting systems (like Xero or MYOB) to streamline your bookkeeping and reporting. Enjoy real-time financial data and automated processes that save you time and reduce errors. We’ll train and support you in using these tools, so you have clarity and control over your numbers anywhere, anytime.
Estate Planning ▼
A solid financial plan includes preparing for the transfer of your wealth according to your wishes. We work closely with estate planning lawyers (like our affiliate Danielle Bechelet) to help you establish or update your Will, power of attorney, and any trusts needed. Our involvement ensures the estate plan is tax-effective - for example, using testamentary trusts to provide for children or minimize tax on inheritance. The result is peace of mind that your loved ones will be taken care of and that your legacy is structured properly.
We welcome you to the firm with a complimentary first consultation*. This no-obligation meeting lets us discuss your needs and show how we can add value – a risk-free way for you to get to know us. (Book yours now at (08) 9455 7022)
Business Financial Advice ▼
If you’re a business owner, your personal finances are often intertwined with your business. Our financial advisory extends to business growth consulting - analyzing new investments or expansion plans, assessing financing options, and planning exit strategies or succession. We essentially act as your external CFO, providing insight on profitability improvements, valuation of your business, and preparation for eventual sale or retirement. (See also our Financial Advisor Perth - Fees page for details on how we charge transparently for advisory services.)
Based in Victoria Park, we are proud locals. Our team understands Western Australia’s business landscape, state tax requirements, and local market conditions. When you work with us, you get big-firm expertise delivered with small-firm friendliness and the practicality of a fellow WA business. Expect a professional yet approachable tone in all our interactions – we explain accounting in plain English and are always just a phone call away for quick questions.
Why Choose Link Accounting for Financial Advice?
Truly Independent Advice ▼
As accountants and advisors, we are not affiliated with any banks or product providers. This means our financial advice is 100% in your best interest, not influenced by commissions or sales targets. We value our independence and transparency (you can read about our fee structure on our Financial Advisor Fees page). When we recommend an investment or insurance product, it’s because we genuinely believe it’s the best fit for you.
Accurate financial bookkeeping, preparation of financial statements, and ensuring you meet all compliance obligations. We handle GST/BAS preparation and lodgement, payroll processing, superannuation compliance, and PAYG reporting. All your routine accounting tasks are managed efficiently so you stay compliant with the ATO and avoid any penalties. (You didn’t go into business to do bookkeeping and admin paperwork – so leave it to us! We’ll put systems in place to handle it
Qualified and Experienced Team ▼
Our financial advisory services are delivered by licensed professionals with decades of experience in wealth management and financial planning. They work hand-in-hand with our accounting team. This collaboration is powerful - for example, before you make an investment, our tax experts weigh in on the tax implications. Few firms offer this level of integrated expertise under one roof.
Strategic tax planning to minimize your tax liability and maximize your after-tax profit. Our tax accountants prepare annual company tax returns, sole trader and partnership returns, and offer guidance on deductions and incentives relevant to your industry. We stay up-to-date on tax law changes and proactively advise you on the best tax-effective structure and strategies (for example, whether to use a company, trust, or sole trader setup). Before EOFY, we’ll meet for annual tax planning to implement strategies that legally reduce taxes and avoid surprises.
Holistic, Ongoing Support ▼
Life changes - and when it does, your financial plan may need to change too. We establish long-term relationships and typically meet at least annually (if not quarterly) to review your financial progress. Did you get a new job or pay rise? We’ll adjust your plan. Planning to start a family? We’ll factor in school fee savings or insurance needs. Nearing retirement? We’ll refine your super drawdown strategy. Our advice isn’t one-and-done; it evolves with you.
Expert advice on choosing and setting up the right business structure. Whether you are starting a new venture or looking to restructure an existing one, we’ll evaluate the options – sole trader, partnership, company, trust – and recommend the optimal structure. Our focus is on both efficiency and asset protection: safeguarding your personal and family assets from business risks. We can also review your current structure and suggest changes if it’s not providing adequate protection or tax efficiency.
Convenience ▼
Because we handle your tax and accounting as well as financial planning, you save time and avoid the run-around. There’s no need to explain your situation multiple times to different advisors - we already have a complete picture. For you, that means more cohesive advice and fewer administrative hassles (for instance, we can directly implement investment recommendations and then account for them at tax time seamlessly).
“Cash is king” in any small business. We will help you prepare realistic cash flow forecasts and budgets, so you can plan for seasonal fluctuations and growth. By monitoring cash flow and comparing actuals to forecasts, we identify potential shortfalls in advance and craft solutions (like adjusting expenses or seeking finance). Our aim is to improve your business’s cash position, ensuring you can meet obligations and invest in opportunities.
Think of us as your external CFO. We provide business advisory services ranging from financial analysis of new opportunities to guidance on improving profitability. Are you looking to grow or scale up? We’ll analyze your financials and KPIs to pinpoint areas for improvement (cost control, pricing strategy, margin enhancement) and help set achievable goals. Considering a major decision like purchasing a new asset or expanding premises? We conduct feasibility studies and scenario planning so you can make informed choices.
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Take Charge of Your Financial Future
No matter what stage of life or business you’re in, having a solid financial plan will give you confidence and clarity. Imagine knowing exactly how much you need to save for that home deposit or your children’s education – and having a month-by-month roadmap to get there. Or feeling secure that if something happened to you, your family would be financially okay. These outcomes are possible with the right advice and planning.
Ready to get started? Here’s how to take the next step:
- Book a Free Discovery Meeting: We offer a no-obligation initial consultation where we discuss your needs, answer your questions, and outline how we can assist. Call us at (08) 9455 7022 or email enquiries@linkacct.net.au to set up a meeting.
- Receive Your Personal Financial Roadmap: After gathering information on your current situation, we’ll prepare a tailored plan (covering budgeting, investing, retirement, etc. as relevant). We’ll walk you through it and, with your input, finalize a strategy that you’re comfortable with.
- Implementation and Monitoring: We’ll help put the plan into action – whether it’s setting up investment accounts, purchasing insurance, or adjusting your business structures. Then, we’ll track progress together. You’ll receive regular updates and can contact us anytime with questions. At least annually, we’ll meet to ensure everything is on track and make tweaks if needed.
Achieve your goals with confidence – with Link Accounting’s comprehensive financial services, you have a dedicated partner to guide you through every financial decision. Let’s work together to build the prosperous future you deserve.
What to Expect When You Work with Us
We offer a comprehensive suite of accounting, tax, and advisory services to cover every aspect of your small business’s financial needs. When you partner with Link Accounting, you effectively gain a virtual CFO and finance department that you can dial in as needed. Our business solution services include:
Initial Review & Personalized Plan ▼
Our first step with any new client is a complete review of your current operations and business structure. We want to understand how you’re set up, what’s working, and what needs improvement. From this review, we’ll provide you with actionable recommendations – whether it’s a better accounting system, a tax strategy you haven’t utilized, or an asset protection measure to put in place. Together, we develop a road map tailored to your business.
Smooth Onboarding and System Setup ▼
Next, we’ll get you set up on our systems with minimal disruption. If you require a cloud accounting platform (like Xero), we handle the setup and training. We also liaise with your previous accountant or bookkeeper (if applicable) to transfer information seamlessly. Our team will ensure all ATO registrations, accounting files, and records are in order. You’ll meet the key team members who will be looking after you, so you know exactly who to contact for what.
Ongoing Support & Meetings ▼
Throughout the year, count on us as an extension of your team. We’ll schedule regular check-ins – for some clients that’s quarterly strategy meetings (included in many packages), for others it might be a quick monthly call. Need advice out of the blue? Just ring or email us – we encourage questions and are happy to be your sounding board on financial decisions. And when those inevitable urgent issues pop up (say, a looming BAS deadline or a finance application needing statements), we prioritize getting you sorted fast.
Comprehensive Year-End Process ▼
Come end of financial year, we really roll up our sleeves. We’ll do a thorough tax planning session before June 30 to implement any last-minute strategies. After year-end, we prepare your financial statements and tax returns promptly. Then we sit down with you for an annual review meeting – to not only go over the past year’s results, but also plan for the year ahead. We’ll discuss tax-saving outcomes, business performance, and set goals for the new year. This annual cycle ensures continuous improvement and no surprises at tax time.
Access to Resources & Referrals ▼
As a Link Accounting client, you also gain access to our network and resources. We have affiliates in financial planning, insurance, and lending (finance brokers) – so if you need help beyond accounting, we can refer trusted professionals. Check out our blog for free tips and our client resources library for handy guides on topics like record-keeping or cash flow. We want to empower you with knowledge, not keep you in the dark.
Succession Planning & Exit Strategies ▼
Planning to eventually sell or hand over your business? It’s never too early to start succession planning. Link Accounting guides you through preparing your business for sale or transition – from valuing your business and tidying financial records to advising on tax-effective exit strategies (like small business CGT concessions). Our goal is to help you maximize the value you’ve built when the time comes to exit or retire.
Coaching & Mentoring ▼
We’re not just accountants; we’re partners in your success. Many of our small business clients benefit from regular coaching-style meetings. In these sessions, we review your financial performance, discuss challenges, and keep you accountable to your business goals. It’s like having a knowledgeable business mentor who can interpret the numbers and guide you on strategy. Our clients love that we explain financial concepts in plain language and help them become more confident business owners.
Your Local Perth Accounting Team
Here When You Need Us
Not sure which package fits you? Don’t worry – during our free initial consultation, we’ll learn about your business and recommend the ideal package. And as your business evolves, we can smoothly transition you to the next level of service.
Phone:
Hours:
Monday to Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 3:30 PM
Closed on weekends & public holidays
Parking:
Free parking is available in our building
When you visit our office, you’ll be greeted with a smile (and probably an offer of coffee or tea!). We strive to create a welcoming, family-friendly atmosphere.
In fact, many clients tell us they actually enjoy coming to see their accountant now – a sentiment we consider the highest compliment!
