Accounting | Lighthouse Financial

Accounting services

At Lighthouse, we provide personalised accounting services for individuals and businesses.
Our experienced team is dedicated to making your financial journey easier with reliable and efficient support

Get In Touch

Why work with us?

Property & business specialists

Property and business accounting come with unique challenges, from tax deductions to trust structures. Our experts ensure you get the right advice and avoid costly mistakes.

All your financial services in one place

With accounting, mortgages, property, and wealth services under one roof, our team works together to give you seamless support. No need to juggle advisers — we handle it all.

We help you stay compliant

Our team ensures your financials are in order, so you meet all tax obligations while maximising legitimate deductions. Less stress, more confidence in your finances.

Always available with dedicated support

Your dedicated Accountant is always available via phone or email with expert guidance and proactive support.

Here's what to expect

1
You Get In Touch

You fill out the form below to get some help with your accounting needs

15 Minutes

3
Onboarding

We'll send you a quick form to onboard you as a client and make sure we have all the information we need to complete your work.

When Scheduled

5
We Complete Your Work

Your dedicated Accountant will complete your requested work and let you know once it's drafted. We do this well ahead of any return dates or deadlines to allow time for changes.

30 Minutes

2
Accounting Call

One of our expert Accountants will get in touch to understand your situation and how we can help

30 Minutes

4
Full Discovery

Our Customer Success Manager will get in touch to see if there's anything else we can help with, this is what makes us different from other Accountants

When Scheduled

6
Review & Filing

Once your work is processed, we update you on any refunds or payments due and provide advice to optimise your tax position for the future.

Our prices

PROPERTY ACCOUNTING

TRUSTS

BUSINESS ACCOUNTING

INDIVIDUALLY OWNED

From

$750

+GST per year

Fixed fee includes:

  • 1 individual IR3 income tax return
  • Annual income statement (profit & loss)
  • Tax reminders and assessments

JOINTLY OWNED

From

$900

+GST per year

Fixed fee includes:

  • 2 individual IR3 income tax returns
  • Annual income statement (profit & loss)
  • Tax reminders and assessments

CLOSED COMPANY

From

$1,600

+GST per year

Fixed fee includes:

  • Full financial statements
  • 1 IR4 company income tax return
  • Up to 2 individual IR3 income tax returns
  • Tax reminders and assessments

LOOK THROUGH COMPANY

From

$1,600

+GST per year

Fixed fee includes:

  • Full financial statements
  • 1 IR4 company income tax return
  • Up to 2 individual IR3 income tax returns
  • Tax reminders and assessments

TRUST

From

$1,800

+GST per year

Fixed fee includes:

  • Full Financial Statements
  • 1 IR6 Trust Income Tax Return
  • Two individual IR3 Income Tax returns for the Beneficiaries
  • Tax reminders and assessments

Trust Set Up

From

$1,850

+GST

Fixed fee includes:

  • Consultation and requirements Identified
  • Trust deed created
  • Initial trustee minute
  • Letter of wishes
  • IRD number application

Corporate trustee set up

From

$650

+GST

Fixed fee includes:

  • Requirements identified
  • Corporate trustee appointed
  • Corporate trustee set up with companies office
  • Apply for IRD number

Trust Changes

From

$350

+GST

Fixed fee includes:

  • Any individual trust change
  • Add beneficiary to trust structure
  • Add trustee to trust structure

Sole Trader

From

$1,500

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Sole trader IR3 and IR10 income tax return
  • Tax assessments and reminders
  • Tax planning assistance

Small Business

From

$2,000

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

Medium Business

From

$3,500

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

Large Business

From

$5,000

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

FAQs

How accessible are you for questions and queries?

We're always available for a quick phone call or email to answer any simple questions. If there is a query that requires more thinking or work, we'll provide appropriate quotes beforehand so you can confirm you're happy for us to do the work.

How can I ensure compliance with the latest tax regulations and minimise my tax liabilities?

We keep up with the latest tax rules to help you follow them and pay the least tax possible. Our tax planning service finds smart ways to manage your taxes while following the law.

How can you help me streamline my financial processes and improve efficiency?

We employ modern accounting technology and best practices to streamline your financial processes. From implementing efficient accounting systems to automating routine tasks, we help you optimise your workflows and improve overall efficiency.

What are the benefits of outsourcing my company's bookkeeping and accounting?

Let us handle your day-to-day finances. Outsourcing to us saves you time and ensures accuracy. You can focus on your business while we take care of the numbers.

How can you optimise my property investments?

Our firm helps you identify opportunities to increase your rental income and reduce unnecessary expenses associated with your property investments.

What tax implications do I need to consider for my rental properties?

When you're involved in property transactions like buying, selling, or renting out properties, there are tax implications to consider. We provide guidance on how these transactions may impact your tax obligations, including any applicable taxes such as capital gains tax or rental income tax.

I can't keep up with all the latest property tax changes, can you help?

Our team specialises in staying updated on all the latest property tax rules and updates. We'll explain how these changes affect you and make sure you're doing everything right, so you can focus on your properties.

I haven't got a big property portfolio, do I still need an accountant?

Having an accountant can still be really helpful. They can save you time and stress by handling all the financial stuff for your properties. Plus, our team can can give you advice on things like strategies to grow or optimise your portfolio.

Accounting Services

Our Team

We use our expertise to guide the way to wealth and prosperity through business, investing and property

Amanda Quill

Accounting Director

+64 9 320 4948

James Christianson

Senior Accountant

Lily Park

Accountant

Jaimie McGee

Bookkeeper

Talk to us

Simply fill out your details below, and we’ll be in touch. From there, you can expect:

1. A Lighthouse team member will reach out to see which of our mortgage, property, wealth, or accounting services best suits your needs.

2. You’ll be matched with a specialist who best understands your situation.

3. With their guidance, you’ll take the next steps toward securing the right financial solution for you.

Over 200 5-star Google reviews

Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.

Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.

We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.

After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!

The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.