Established 2008 · Sydney CBD

Keep More of What You Earn. Grow What You've Built.

Proactive tax planning, business advisory, and bookkeeping from CPA-qualified partners in Sydney CBD.

200+ Businesses
Trust Us
$50M+ Tax Saved
for Clients
98% Client
Retention
How We Help

Save More Tax. Spend Less Time on Admin.

Every service is tailored to your industry, business structure, and growth stage.

01

Tax Planning & Compliance

Save thousands each year with proactive strategies that have put over $50M back in our clients’ pockets. Individual, company, trust, and SMSF returns lodged on time, every time.

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02

Business Advisory

From structuring and succession planning to cash flow forecasting, we’ve helped 200+ Sydney businesses scale profitably with clear financial data behind every decision.

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03

Bookkeeping & Payroll

Get your weekends back and never miss a compliance deadline. Accurate bookkeeping and payroll by Xero, MYOB, and QuickBooks certified professionals — from $499/month.

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04

Self-Managed Super Funds

Build retirement wealth on your terms. We handle SMSF setup, annual administration, and ATO compliance end-to-end — so you can focus on your investment strategy.

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Trusted by leading Sydney businesses

Harbour Construction Meridian Property Coastal Dining Co TechBridge Solutions Greenfield Medical
Testimonials

Hear It from Business Owners Like You

“Whitfield & Associates restructured our business and saved us $82,000 in tax in the first year alone. Their proactive approach means we never miss a deduction or a deadline.”

RC

Rebecca Chen

Director, Lumina Design Studio

“We’ve worked with three Sydney firms before finding Whitfield. They set up a trust structure that saves us $45,000 annually — and they actually understand construction cash flow.”

MD

Mark Davidson

CEO, Davidson Construction Group

“Setting up our $1.8M SMSF felt overwhelming until we spoke with Catherine’s team. They handled everything from ATO compliance to investment strategy — saved us 20+ hours.”

PS

Dr. Priya Sharma

Orthopaedic Surgeon, Sydney CBD

From Our Blog

Latest Insights

View All
Financial charts and data analysis Tax

5 Tax Deductions Most Sydney Businesses Miss

The average business owner leaves $8,000–$15,000 in legitimate deductions unclaimed each year.

12 Feb 2026 4 min
Read
Business professionals in meeting Business

Sole Trader, Company, or Trust?

The wrong structure could cost you $20,000+ a year in unnecessary tax.

28 Jan 2026 6 min
Read
Modern office building Super

SMSF Property Rules in 2026

Updated ATO compliance rules every NSW fund holder needs to know.

15 Jan 2026 5 min
Read
Get Started

Find Out How Much You Could Be Saving

Book a free 30-minute consultation with a senior partner. No obligation, no jargon — just clear, actionable advice tailored to your situation.

Free 30-minute session · No credit card · Speak directly with a partner

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