Imagine Accounting

Operating from Chatswood, New South Wales, Imagine Accounting combines tax work with wider financial management. It serves small businesses, startups and wealthier families, and its work combines tax accounting with wider financial management. The firm presents itself as a practice of chartered accountants and describes its role as a trusted business partner for tax and financial planning.

Tax and structure reviews for business owners

In a tax and structure review the practice looks at whether an owner is paying more tax than the law requires, and whether the way the business is set up guards its assets. The firm aims to ensure that the right structures are in place to protect assets, reduce tax and raise the capital value of the business. It also advises on the steps needed before a business owner steps back or sells, since an exit plan has to be set up in advance.

Startups and small business support

Imagine Accounting guides new businesses through the startup phase, helping owners put good habits in place early so that profits can grow faster. Its services extend beyond tax into the wider running of a small company, and it outsources bookkeeping so that owners can spend their time on the business itself. Complex compliance rules are not what owners want to spend their time on, which is why the practice takes them off their hands.

Wealth planning for families and retirees

For high-income clients, high net worth individuals and retirees, the practice provides asset protection, retirement and estate planning, self-managed superannuation fund advice and general financial management. Superannuation planning helps clients plan their retirement income, and family support is built into the advice so that loved ones are provided for. These services are offered alongside the business work for owners who also hold personal assets.

Values and working style

The firm lists five values that guide its work: working smarter rather than longer, going beyond what is expected, acting when a problem is seen, being honest even when that means challenging an idea, and thinking differently. The firm aims to be genuinely interested in its clients and to build long-term relationships with them. Its published insights include a piece on fringe benefits tax and electric cars, reflecting the practical tax questions its clients face.