Navigating Your Finances with Precision
Where Your Business Matters
Coastal Accounting Group offers a diverse range of services, from handling individual tax returns to providing sophisticated advice for multi-entity businesses.
We recognise that every client’s needs are unique, and we take pride in delivering customised solutions to address your specific challenges. Our flexibility and adaptability ensure that we help you achieve the best possible outcomes.
Expert Accounting, Personalised for You
At Coastal Accounting Group, your business is at the heart of everything we do. Our expertise extends beyond traditional accounting and taxation; we’re here to provide tailored tax minimisation plans and strategic advice that align with the unique needs of your business.
Why Choose Coastal Accounting Group?
Where Your Business Matters
Experience You Can Trust
With years of expertise in accounting, taxation, and financial services, Coastal Accounting Group brings a wealth of knowledge to the table. Our seasoned professionals are committed to providing you with accurate, reliable advice tailored to your specific needs.
Comprehensive Solutions
We offer a full suite of services, from traditional accounting and tax preparation to strategic financial planning and business advisory. Whether you’re a small business owner or an individual looking to optimise your financial position, we have the expertise to help you succeed.
Commitment to Your Success
Your success is our priority. We work closely with you to ensure your financial strategies are aligned with your long-term goals, providing you with the tools and insights to grow and prosper.
Meet the Team at Coastal Accounting Group
Scott Gresham
Scott is not just a Certified Practising Accountant; he’s a multi-talented financial expert with a passion for helping businesses thrive. A registered tax agent, SMSF auditor, and a proud member of the NTAA, Scott brings over 15 years of experience in accounting and tax to the table.
After completing his commerce degree at the University of Newcastle, Scott dove into the world of finance, gaining hands-on experience across various industries. His expertise with self-managed superannuation funds (SMSF) spans over a decade, making him a trusted adviser for clients navigating the complexities of SMSF. But Scott’s experience doesn’t stop at accounting.
For nearly two decades, he has been deeply involved in small business ventures, from crafting business plans and launching start-ups to owning and operating restaurants, personal service businesses, service stations, and workshops. This diverse background gives him a unique perspective and invaluable insights that he shares with clients. When he’s not crunching numbers or strategising for business success, Scott loves spending quality time with his family. An avid cyclist and golfer, he finds balance and inspiration in the great outdoors.
Kylie Callinan
Kylie has been a vital part of our team for over 15 years, bringing a wealth of experience and a warm, welcoming presence to our clients. Having successfully completed her Certificate III in Business Administration, she’s the friendly face and voice that often greets you first—our very own ‘Director of First Impressions!’
Outside of work, Kylie is a dedicated mother of two teenagers and has been happily married to Glenn for 20 years. She’s always on the go, cheering from the sidelines at her children’s various sporting events, and keeping active herself with walking, tennis, and softball. Kylie’s energy and enthusiasm shine through in everything she does, both in the office and beyond.
Coastal Accounting Group
Our Services
Your financial needs, whether personal or business-related, are met with our bespoke solutions.
Business Services
- Benchmarking: Compare your business performance against industry standards to identify areas for improvement and avoid the risk of an audit.
- Bookkeeping/Accounting: Keep your financial records accurate and up-to-date for tax, business appraisal, and planning purposes.
- Budgeting: Create effective budgets that set financial targets and improve your chances of securing finance.
- Business Start-up: Get expert help with setting up your new venture, from choosing the right structure to handling legal and financial details.
- Cash Flow Forecasting: Plan ahead for cash requirements, ensuring you have the funds needed to meet future commitments.
- Software Solutions: We can recommend and help implement the best accounting software for your business, specialising in MYOB, Reckon, and Xero.
- Strategic Planning: Develop long-term strategies that align with your business goals and drive growth.
Specialist Services
- Company Secretary: Let us handle your company’s administrative tasks, from filing annual returns to maintaining statutory records.
- Rental Property: Get expert advice on purchasing, funding, tax minimisation, and maximising returns on your property investments.
- Selling a Business: Receive guidance through every stage of selling your business, ensuring you achieve the best possible outcome.
- Superannuation: We specialise in superannuation, offering services from SMSF setup to compliance advice and audits.
- Trusts: Protect your assets with a trust, and let us assist you with formation, administration, and meeting statutory obligations.
Taxation Services
- GST: Navigate the complexities of the Goods and Services Tax with our expert advice and assistance.
- Taxation: Minimise your tax liability with our comprehensive tax services, including income tax returns, activity statements, and fringe benefits tax returns.
- Personal Returns: Ensure you receive the maximum refund with our personalised tax return services.
- Business Returns: Optimise your business’s tax position with strategic advice and accurate tax filings.
Superannuation
As more Australians take control of their retirement savings through Self Managed Superannuation Funds (SMSFs), Coastal Accounting Group is here to guide you through the process. Our services include:
- Establishing SMSFs
- Completing information for the Insurance and Superannuation Commissions
- Conducting superannuation audits
- Providing compliance advice
- Offering tax benefit strategies
- Advising on employer obligations
Speak to your CAG Financial Adviser or submit an enquiry and get your accounting needs sorted!
What are you waiting for?
Contact usWe offer award-winning financial advice solutions to help Australians live a life of possibility.
It would be great to hear from you!
If you have any questions, please do not hesitate to send us a message.
Navigating Your Finances with Precision
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