Addept

Addept is an Adelaide firm that brings accounting, wealth advice and finance broking together under one team. It has been working with businesses and individuals for more than 25 years and helps clients set up and run their financial affairs step by step.

What Addept offers

• Accounting and compliance — chartered accountants preparing financial and management reports, structuring advice, corporate compliance, PAYG and superannuation reporting.
• Tax advice — income and business tax, property investment portfolios, research and development claims, capital gains tax and tax structures.
• Business advisory — start-up support, profitability and operational advice, and succession and estate planning.
• Bookkeeping and payroll — day-to-day record keeping and staff pay.
• Wealth services — cash flow and debt management, investment and superannuation advice, self-managed super funds, personal insurance, retirement and estate planning.
• Finance broking — mortgage advice and broking, commercial and business lending, and vehicle finance and leasing.

Who it works with

The firm serves business owners, property investors and individuals planning for retirement.

Key facts

• Based in: Adelaide, Australia
• Experience: more than 25 years
• Qualifications: chartered accountants