- Suite 22, 3-9 Terminus Street, Castle Hill NSW 2154
- (02) 8311 9425
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Alpha Consulting Groupwill help you grow your wealth -
We aim to protectwhat is most important to you
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Let our taxation specialistshandle all your returns
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Tailored financial adviceto help guide the way
Alpha Consulting Group has specialist advisers who will work together to provide you with a range of services and strategies to increase your investments, grow your business and create wealth.
Welcome to Alpha Consulting Group
The Alpha Consulting Group philosophy is that we provide clients with proactive, practical and timely advice, tailored to the clients' specific needs, which enables our clients to better create, manage and protect their wealth.
ACG Sydney is a dynamic firm of accountants and financial planners in Castle Hill NSW with over 20 years of experience helping clients achieve their financial and personal goals. We add value to each of our clients businesses through creating and managing their wealth.
We achieve this by providing clients with proactive, practical and timely advice based upon our specialist knowledge and experience in assisting business owners over a diverse range of industries. We understand that each business is unique and tailor our advice to meet your specific requirements.
If you are looking for a reliable and trustworthy team of accountants and advisers - we have a dedicated team of highly trained and experienced advisers who can help you achieve your goals.
Whether you need help in minimising the amount of tax you pay, advice on how to grow and manage your business or the best advice on how to protect your assets - we have the knowledge and experience to help you achieve your goals.
If you are considering a change in accountants and want to know how we can add value - contact us today to arrange an obligation free
What differentiates us from other Accountants and Advisers?
Communication
Communication is also one of the fundamental building blocks of the relationship. We pride ourselves on maintaining regular face to face contact with our clients throughout the year and understand the importance of timing and getting back to you quickly.
We also understand from speaking to our clients that they don't like changes and want to have access to the people with the knowledge and experience to answer their questions. At ACG Sydney - you will always have access to the Director to answer your questions.
Value
To help our clients reach their personal and financial goals, we understand that we must add value as part of the relationship and help clients create, manage, and protect their wealth.
We do this by looking at the "big picture" and not just focussing on financial statements and tax returns but rather focussing on how can we save you tax by implementing better business structures, how to plan for retirement and maximising your earnings via Superannuation and ensuring your assets are adequately protected from the uncertainties of life.
Wayne Clark – Director
BFinAdmin, GradDipFinPlan, ADip.Bus, DipFMBM, CTA, FIPA, IFAC, CAPA
Wayne has over 25 years' experience in the Accounting and Financial Services industry. He first joined the accounting and taxation industry in 1998, after leaving his position as Business Lending Manager with a major Bank. Since then, for the past 20 years, he has assisted numerous businesses with taxation planning and financial advice.
There are not too many industries sectors that Wayne has not worked with in the small emerging markets, to name a few for the sake of space:
- Retail and wholesale
- Manufacturing
- Motor Vehicle retail/wholesale
- Medical Practitioners
- Legal Practitioners
- Real Estate
- IT Professionals
- Building and Construction
Throughout Wayne's career he has obtained an array of academic credentials including;
- Bachelor of Financial Administration (BFinAdmin)
- Graduate Diploma of Financial Planning
- Diploma in Business (ADip. Bus)
- Diploma of Finance and Mortgage Broking Management (DipFMBM)
- Chartered Taxation Accountant (CTA)
Latest News
Keep up to date with the latest Accounting & Financial Planning news updates.
Accounting News
Budget breakdown – Federal Government Analysis
The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
Four main components of this year's Federal Budget can be seen by using the following links.
Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.
2024 Year End Tax Planning Guide (Part 1)
In May and June, we will add two articles to our website that help you plan and take action before the end of the 2023-24 financial year. Both Part 1 and 2 will cover the following, though Part I focuses on key strategies to manage your tax bill. All are worth dedicating time to review and think about how your business can organize your affairs in these ways.
Medicare levy surcharge OR basic health insurance ?
Do the sums for your circumstances
ATO warns of ‘serious penalties’ for unlawful tax scheme promoters
The ATO is targeting unlawful tax and super scheme promoters, citing “serious” penalties and reputational risk.
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
Employees taking more sick days - and it's getting worse
Recent data shows an increase in the average sick leave days to 13.8 per employee per year.
Foreign residents selling property in Australia
Foreign resident capital gains withholding (FRCGW) of 12.5% applies for all property sales of $750,000 or more.
Financial Planning News
Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.
Budget breakdown – Federal Government Analysis
The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
Four main components of this year's Federal Budget can be seen by using the following links.
Getting to a higher level of financial literacy in Australia
The practical benefits of improving financial literacy.
What is the future of advice and how far off is superannuation 2.0?
Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.
Investment and economic outlook, April 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Australia’s debt service ratio ‘extraordinary’: CBA
The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers.
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
Accounting Videos
Watch our video series to learn more about the value of accounting, how it applies to common life events and how we can help you.
Why Choose an Accountant?
Understanding Estate Planning
Reducing Your Capital Gains Liability
Interest Rates Affect Everyone Differently
Cup of Advice Caring For Aged Parents
How Franking Credits Work
Tools & Resources
We feature a number of FREE tools and interactive services for visitors of our website to enjoy.
Get in Touch
We'd love for you to get in touch and we welcome any enquiry that you may have.
Contact Details
Alpha Consulting Group welcomes your enquiry. Get in touch with us today using the contact details below.
- Suite 22, 3-9 Terminus Street, Castle Hill NSW 2154
- PO Box 140, Castle Hill NSW 1765
- (02) 8311 9425
Alpha Consulting Group (FP) Pty Ltd (ABN 88 106 799 599) offers financial advice as an Authorised Representative of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Number 227232 ("Count") using Count's Approved Product List. Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company ABN 11 126 990 832.
Fill in the form below and we will get back to you. For a more immediate response, please refer to our Contact Details.
Taxation Returns
Time to lodge your income tax return? We're able to assist you with the preparation of your tax return, along with lodging the tax return and communicating with the ATO where possible. We can also help you with identifying relevant expenses and options which you could claim. Depending on your situation, this potentially reduces the amount of tax payable or could increase what you receive from your tax return.
Compliance is of the utmost importance but we also believe in offering quality management advice and support. We are committed to offering the highest level of friendly and professional service and welcome the opportunity to work with you.
We offer a broad range of accounting and taxation services to sole traders, businesses, organisations and individuals:
- Income Tax Return preparation and lodgement
- Tax Planning & Structuring
- GST, BAS, IAS, PAYG Statements
- Capital Gains Tax
- Fringe Benefits Tax
- Land Tax
- Payroll Tax & Workers Compensation
- Superannuation & SMSF
- Late and multiple year tax returns
- Tax office objections and appeals
- Dealing with ATO on behalf of clients
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au
Preparation of Financial Statements
Preparation of Financial Statements
If you’re looking for an experienced accounting firm to assist you with the preparation of financial statements, you can count on the team at Alpha Consulting to deliver efficient and comprehensive documents. We can help you to prepare comprehensive financial statements for a wide range of readers and an equally wide range of purposes. Whether your statements relate to your business or your personal financial standing, we can accommodate your needs.
What is Financial Statement Preparation?
Financial statement preparation is a vital part of the accounting cycle. It involves the preparation and collation of essential general purpose financial statements that enable the process of financial accounting to take place. These statements include the:
- Balance sheet
- Income statement
- Statement of retained earnings
- Statement of cash flows
Without these, any necessary accounting processes for your business will not be able to proceed.
The skilled and knowledgeable accountants at Alpha Consulting will work with you to produce statements that are easy to understand and user-friendly.
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au
SMSF Auditing
Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax-effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.
It must be noted though, that you will have increased responsibilities as a trustee of the fund. As an SMSF trustee, you need to keep up to date with all required regulations and keep up with the fast-paced financial markets.
All Self Managed Superannuation Funds (SMSF) are required to be audited. The methodology behind this is to ensure that the health and integrity of your super fund is maintained. All our registered SMSF auditors are fully qualified practising accountants and will assist you above and beyond your expectations. Essentially, maintaining the integrity of your fund and naturally adding value to the audit by ensuring that your fund is being utilised to its fullest capacity.
Most trustees of funds leave it up to their accountants to pick the auditor. As the trustee of a fund, you have the option of having your fund audited by someone you can trust. We are always happy to liaise with you and your accountant to ensure you receive value from the audit, not just an audit report and a bill.
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au
Bookkeeping
Many small and medium-sized businesses spend more time on bookkeeping than they should. The aim of minimising costs is a good one but not when a bigger return can be generated if you spend that time developing and growing your business. We won't let your paperwork fall behind and we often find efficiencies that business owners miss.
Let us do your bookkeeping while you focus on your business.
Benefits of outsourcing your bookkeeping to Alpha Consulting:
- Save time
By letting us take care of your paperwork, you can focus on what you do best: running your business. - Save money
We’ll find cost efficiencies in your business while reducing expensive accounting fees. - Know your numbers
We’ll report to you regularly on cash flow, expenses and capital, so you always know how healthy your business is, financially speaking. - Bring your BAS under control
Your BAS lodgements will be accurate, up to date and on time, every time. - On-site or off-site
We can come to your office, or work remotely using the latest cloud-based accounting software.
We help you through our comprehensive range of bookkeeping services that include:
- Cash flow management
- Training and support in MYOB, QuickBooks and Xero software
- Set up and maintenance of accounting and office systems
- Graphical financial reporting and analysis
- Preparation of financial budgets
- End of financial year processes
- GST and BAS requirements
- General bookkeeping and compliance work
- Payroll, PAYE and superannuation
- Profit and loss statements
- Sales reports
- Accounts payable and receivable
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au
Lending Advice
Loan funding transactions are some of the most important financial transactions that you or your business will ever make and include loans for commercial property investments, developments, buying a home or residential investment property, or business borrowings for working capital, expansion and acquisition.
At Alpha Consulting, we believe in the importance of relationship development as part of these transactions, in order to properly understand your business and personal core drivers and goals, to ensure that you obtain the best and most effectively structured funding arrangements.
We have the resources to partner with you initially and over the long term, and work closely with a comprehensive range of major and specialist lenders to implement your finance requirements, ensuring that you benefit from our market expertise and gain a satisfactory funding outcome.
In the majority of cases, we do not charge you for this service, our income is generated from the lenders.
Specifically, we can assist you with:
- Commercial/Business loans, including working capital, trade and invoice financing
- Property Construction and development funding
- Home Loans, principal place of residence and investment
- Refinance and loan reviews
- Equipment and motor vehicle finance
- Transactional and Payment processes and logistics
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au
Financial & Investment Advice
A financial plan will help you clarify your financial goals and aspirations, whilst taking into account potential milestones along the way, such as children, education, lifestyle and retirement.
We take the time to gain a full understanding of your current situation and determine your short, medium and long-term financial and lifestyle goals. Next, we assess the challenges that might slow things down and your attitude to risk.
Finally, we map out a detailed plan from first steps through to long-term strategies to achieve your objectives and work with you to optimise and manage your plan.
Alpha Consulting can assist you with:
- Confirm your goals and aspirations
- Assess your individual risk profile
- Develop an effective financial plan
- Select suitable investments
- Regularly review your investment performance
Contact us today to discuss how we can work together: (02) 8311 9425 or email us at wayne@alphacg.com.au