Welcome to Pinnacle Accounting Solutions

Pinnacle Accounting Solutions is the dedicated accounting division of Pinnacle Wealth Management. Established under the guidance of Principal Gary Matheson in conjunction with Pinnacle Wealth Management, it aims to deliver positive fiscal outcomes for individuals and businesses, while maintaining a firm focus on regulatory compliance.

No financial planning strategy can be considered in isolation of specialist tax and accounting knowledge and, to this end, the work of Pinnacle Accounting Solutions dovetails synergistically with that of Pinnacle Wealth Management. Pinnacle Accounting Solutions offers expert advice in the following areas.

Taxation advice

  • Personal income tax return preparation and IAS returns
  • Business entity taxation, including tax returns, BAS returns, PAYG returns, PAYG reporting and ATO debt management
  • Business start-up registrations including ABN and Tax File Number applications
  • Capital Gains Tax determinations
  • Fringe Benefits Tax assessment and reporting
  • Estates and Trust reporting obligations
  • Self-Managed Super Funds management and reporting

Accounting services

  • Assistance with record-keeping for business, personal and taxation needs
  • Preparation of statutory financial accounts for financiers and other third parties
  • Cashflow, budget and internal management financial reporting
  • Reporting to assist in the sale or purchase of a business
  • Gearing/financing analysis – leasing, hire purchase and other finance options

Strategic business planning

  • Structuring: partnerships, companies, trusts and superannuation funds
  • Business start-up registrations and financing analysis
  • Risk-profiling and asset allocation review
  • Personnel remuneration and packaging advice
  • Business development and growth considerations

Strategic retirement planning

  • Analysis of personal financial position and projection against future needs
  • Business exit strategies – including use of the Small Business Capital Gains Tax concessions
  • Succession planning and funding requirements


To find out how Pinnacle Accounting Solutions can assist you contact us today.