Your trusted advisors.
We are a team of experienced accountants specializing in taxation and business consulting services to help our clients achieve their financial goals.
Spiegel & Spiegel Accountants and Consultants was established in 2013 by David and Michael Spiegel.
Together with our network of quality partners, we specialise in taxation and business consulting services; bringing a wide range of accounting skills, knowledge and expertise to your business based in Melbourne, Victoria.
SERVICES
Accounting & Taxation
We provide accounting and taxation services to private family businesses, small to medium domestic & international enterprises, high net worth individuals & families, and new businesses.
Corporate Secretarial Services
We offer maintenance of company secretarial files on behalf of our clients – including acting as the registered office and the preparation of annual documentation for lodgement with ASIC for a fixed fee of $250 (incl GST) per annum. Other services include preparation of resolutions and ASIC forms.
Tax Strategy & Advice
Implementing structure is highly important. Tax is just one factor to consider. We believe it is more important to consider succession, family dynamics, benevolent intentions, and asset protection. We assist clients in building their wealth while reducing risk.
Succession Planning
At a family level, we assist individuals with setting up appropriate wills, powers of attorney, family agreements, and binding death benefit notices and agreements. We work in collaboration with lawyers, financial planners, and other advisors to ensure optimum outcomes.
At a business level, we assist with succession. Services include selling businesses, taking on new partners, in-house promotions, and liquidation & dispersing assets.
Superannuation
We prepare financial statements and associated reports for self-managed superannuation funds and arrange annual audits. We service funds that are in both accumulation and pension modes.
Whilst we are not investment advisors, we assist our clients with understanding the objective implications of bringing self-managed funds into their family structure.
For investment advice, we work in collaboration with reputable financial planners and wealth management advisors.
Business Advisory
We help our clients navigate through the complexities of a range of accounting specialities including income tax, GST, state taxes, company laws, requirements relating to trusts, partnerships and superannuation.
The business environment is complex, and we endeavour to simplify it. We also assist our clients with budgets and forecasting, submissions for finance, costing analysis, matrimonials, deceased estates, and more.
NEWSLETTERS
Discover our latest newsletters here to ensure you never miss any information.