Tax Compliance & Planning
Lodgement support and planning conversations grounded in your circumstances.
Learn more →Based in Port Macquarie. Supporting business and SMSF clients Australia-wide.
Decades of accounting experience, delivered by a local team that takes the time to understand what success looks like for you.
From everyday compliance to the decisions that shape your next chapter, we are here with clear advice, practical support and a relationship you can rely on.
What we do
From regular reporting and lodgements to structure and planning conversations, the work starts with understanding your goals, records and responsibilities.
Lodgement support and planning conversations grounded in your circumstances.
Learn more →Timely accounts and reporting that make business conversations easier.
Learn more →Annual accounts, tax returns and audit coordination for self-managed super funds.
Learn more →Practical review of cash flow, performance and the decisions in front of you.
Learn more →Entity setup coordination, registrations and ongoing company secretarial support.
Learn more →Dependable processing and reporting to keep everyday obligations on track.
Learn more →How new enquiries work
We start with a phone call so our team can understand what you need, gather the right details and make the first meeting useful rather than rushed.
Tell our team what has prompted the enquiry and the type of entity involved.
We confirm what information is needed and whether O&S Advisory is the right fit.
If a meeting is the right next step, we arrange a time and make sure the right people are in the room.
We explain any identification, records or documents required before work begins.
Business accounting & reporting
Reliable accounts are more than a year-end requirement. They give you and your accountant a shared view of performance, obligations and the issues worth discussing face to face.
Owner-managed businesses seeking ongoing accounting, compliance and a practical sounding board.
Trustees who need orderly annual accounting, tax return preparation and audit coordination.
Scope matters. O&S Advisory does not provide financial planning, lending, personal insurance or investment advice.
Clear onboarding
Professional obligations can add steps at the beginning of an engagement. We explain what is needed, why it is required and how to provide it securely, so the relationship starts clearly.
Contact O&S Advisory
For a new enquiry, call our Port Macquarie office. You can also request a meeting time and our team will follow up to confirm it.