At The Garis Group, we understand that personal wealth and financial freedom are paramount for small to medium sized business leaders. Whether you require a stress-free tax return or need guidance through a complex financial landscape, we’re here to support you at every stage of your journey.
We are committed to helping you create a beautiful financial future that extends well beyond simple tax filings.
Since 1993, Newcastle business owners have turned to us for more than a tax return. We are a family-owned firm built on the belief that your personal wealth and financial freedom matter just as much as your company’s bottom line, whether that means a straightforward annual return or guidance through a genuinely complex financial position.
Property investors make up a large part of our Newcastle client base, so we spend real time on the details that affect them: reviewing financial statements to identify allowable deductions, structuring portfolios for stronger cash flow, and mapping out capital gains tax exposure well before a sale is on the table. Superannuation strategy and retirement planning get the same forward-looking treatment.
Award-winning service and three decades in the Newcastle community mean our advice comes with local context, not a generic playbook. Clients often ask us how to build wealth outside their business or when they will be ready to retire; we treat those questions as the actual point of the relationship, not a side conversation to the compliance work.
Reactive tax planning leads to surprises. We help Newcastle business owners plan ahead, covering annual and personal tax returns, and everything in between, so nothing catches you out before June 30.
Running a growing business means bigger decisions and more complexity. Our business advisory support helps you read the numbers behind those decisions and build a business plan you can actually execute.
Daily bookkeeping and record keeping are where good financial management starts. We handle the accounting tasks that eat into your week, keeping your cash flow visible so you always know where your business stands.
Whether you’re a sole trader weighing up a company structure or a medium-sized business planning ahead, getting your business structure right protects your assets and sets you up for growth.
For business owners thinking beyond today’s profits, we support self-managed super funds as part of a wider strategy for your financial future, working alongside trusted financial planners where it makes sense.
From your business activity statement to annual tax returns, we keep your tax requirements and business compliance on track, so tax time stays hassle-free.
Why Choose Us
Newcastle business owners choose us for our extensive experience and a firm that still feels personal, not a call centre
We’ve supported clients across Newcastle, the Hunter Valley and beyond for more than 30 years
We’re a dedicated team of chartered accountants and registered tax agents, family-owned and operated, not a franchise
We provide strategies for tax planning and business growth throughout the year, not just at tax time
Our team stays current on tax laws and business compliance, so you don’t have to chase updates yourself
Convenient access from our Newcastle office, with phone or video consultations available whenever an in-person visit isn’t practical.
Testimonials
Frequently Asked Questions
Do you have any further questions about our accounting services? Please don’t hesitate to get in contact with our friendly team.
No. While we’re based in Hamilton, Newcastle, we work with clients across Sydney and right around Australia. Geography hasn’t been a barrier for a long time. We use Teams and other tools to stay close to clients wherever they’re located.
Our ideal client has a turnover of $1M or more, though we also work with high-net-worth individuals, property investors, and crypto holders who don’t run a traditional business. If you’re serious about building wealth and want an adviser who thinks strategically, we’re worth talking to.
A few things stand out with our team:
We start with a free business consultation to understand your situation and where you want to go. From there, we’ll recommend the right mix of services for you and set it out as a fixed-price agreement, so you’re hearing from us regularly throughout the year, not just at EOFY.
Our clients tell us the biggest shift is going from reactive to proactive. It changes how you think about your business.
We do. Rather than a set menu of packages, we scope the right combination of services for your business during your free consultation, then agree on a fixed price agreement. You’ll know exactly what you’re paying and have consistent access to your adviser throughout the year, with no hourly clock running in the background.
Yes, and we’d encourage you to start that conversation earlier than you think you need to. Succession planning involves tax, structure, business valuation and family dynamics, and the earlier we understand your goals, the more options you’ll have when the time comes. We work with business owners across the Hunter and Australia-wide to improve succession and exit-readiness.
We work with a wide range of high-net-worth clients outside the traditional business owner profile, including property investors managing multiple assets, SMSF holders navigating Division 296, and individuals with cryptocurrency holdings. If your financial position has grown to the point where you need coordinated, strategic advice across all of it, we’re well placed to help.
We offer personal tax advice that is consistently up-to-date and relevant to your unique circumstances. This personalised approach has made us a pillar of the Newcastle community for nearly thirty years and has earned us several local awards for customer service.
To learn more about our services and begin your journey with The Garis Group, please contact us. You can also reach us at (02) 4969 4699 for immediate tax advice—no matter how you connect with us, we’re here to help.
Mon-Fri: 8:45 am – 5:15 pm
Sat-Sun: Closed
