You should contact your accountant whenever there is a significant change in your circumstances, such as business growth, new investments, changes to income or major personal events. Early contact also allows time for planning before key deadlines, including the end of the financial year.

Yes. We work with a broad range of clients, from individuals and small businesses through to more complex business structures. Our services are tailored to suit each client’s needs and stage of development.

In Australia, business records are generally required to be kept for at least five years. This includes records relating to income, expenses, assets, liabilities and employee obligations. Maintaining accurate records supports compliance and efficient reporting.

The information required will depend on your circumstances, but generally includes income details, expense records, bank statements, investment information and details of any assets bought or sold during the year. We will provide guidance on what is required once we understand your situation.

If you’re interested in working with us, please email onboarding@ahjackson.com. Our onboarding team will guide you through the next steps, including completing a new client information form and verifying your identity electronically in line with regulatory requirements. Once that’s done, we can commence work.