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Your Success starts here

BT Wealthwise is a Melbourne-based accounting firm providing a full suite of accounting and taxation services for both individuals and businesses of all sizes. We offer tailored strategies and practical solutions, proudly serving clients across Australia and internationally.

Accountants

ABOUT US


Our team is detail-oriented, efficient, and highly experienced across a wide range of industries. By leveraging cloud-based systems and modern software, we streamline our processes and ensure your accounts stay accurate and up to date. With cloud accounting technology, you can access your financial data anytime, anywhere—whether you're at the office, at home, or on the move.

WHY CHOOSE US

Qualified and experienced accountants

Our team consists of highly qualified and experienced accountants who bring extensive knowledge and practical expertise to every client engagement. With recognised certifications, years of industry experience, and a commitment to ongoing professional development, we are equipped to provide accurate, reliable, and tailored financial solutions for individuals and businesses alike.

Transparent and competitive pricing

We maintain a transparent and competitive pricing structure, ensuring clarity and value for our clients without any hidden costs.

Tailored solutions for every stage of your business

We provide tailored solutions designed to support your business at every stage—from startup and growth to maturity and transition—ensuring your financial strategies evolve with your needs.

Reliable support and fast response

We are committed to providing reliable support and fast response times, ensuring that our clients receive timely, accurate assistance whenever they need it. Whether it's a simple enquiry or a complex issue, our team is readily available to offer professional guidance and keep your operations running smoothly.

We speak your language – English, Mandarin, Cantonese

We speak your language—English, Mandarin, and Cantonese—to ensure clear communication and a deeper understanding of your needs, making it easier for you to navigate complex financial matters with confidence.

services

OUR SERVICES

Tax & Compliance

  • Individual Tax Returns – preparation & lodgement (online or inperson), with max refunds and ATO audit handling.

  • Business Services & BAS/IAS – GST, PAYG, and BAS reporting for sole traders, partnerships, trusts & companies, including ATO correspondence.

  • ATO Audit Support – guidance through audits or ATO queries, handling reviews and appeals.

Tax Structure Planning

  • Entity Selection – analysis of suitability (sole trader, trust, company, SMSF), with case-based examples.

  • Tax Efficiency & Asset Protection – tax reduction strategies, ATO compliance, personal asset insulation.

  • Restructuring – shifting entities to optimise tax; e.g., moving Melbourne tradies from sole trader to trust.

SMSF Compliance

  • SMSF Setup & Structuring – assistance with trust deed setup, corporate trustee options.

  • Annual Compliance – financial statement prep, tax return lodgement, ASIC & ATO compliance, audit liaison.

  • Audit Coordination – liaising with independent SMSF auditors, organising audit documentation.

  • Troubleshooting / Late Lodgements – handling ATO inquiries, penalty management, back-year filings

CONTACT US

Ph 0433215448

 

© 2025 bt wealthwise all rights reserved

 

Office

154 Leila Road Carnegie VIC 3163

Postal address

P.O. Box 116, Carnegie Vic 3163

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