EPA Group Melbourne Balwyn - tax and accounting experts specialising in self managed super funds, business advisory and personal wealth creation
About EPA Group Balwyn - Serving Surrey Hills

The EPA Group is a tax and accounting specialist in Balwyn, Melbourne, serving the Surrey Hills area. We provide a suite of services to help you develop and manage your self-managed superannuation fund, grow your personal wealth and maximise your business profitability.

We were founded in 1999 to provide small- to medium-sized business with a range of services such as business structuring, compliance, specialist taxation advice and consulting. Since then, we’ve added more specialists to our team.

Tax and Accounting Experts for Surrey Hills

We’re located at 285 Whitehorse Road, Balwyn Vic 3103. Our service area includes Balwyn, Balwyn North, Deepdene, Kew East, Surrey Hills and Camberwell.

  • Balwyn
  • Balwyn North
  • Deepdene
  • Kew East
  • Surrey Hills
  • Camberwell
What we do:

We are your accounting and tax specialist in Balwyn. Our suite of services are designed to help you develop and manage your self-managed superannuation fund, grow personal wealth and maximise your business profitability.

No matter your financial aspirations, our wealth creation services are designed so we can help you reach them.

Specialist Business health check and Advisory Services - EPA Group Balwyn Melbourne
Specialist Business Advice and Strategy Service

EPA Group are your tax and accounting specialists in Balwyn. Experts in managing businesses between Australia and New Zealand.

Analysing your business and providing expert advice on profitability strategy – it’s what we do. Having an EPA Group business health check helps identify strengths and weaknesses in specific areas of your business and therefore improve performance.

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grow your SMSF (self managed superannuation fund) with specialist advice from EPA Group - tax, SMSF and accounting specialists in Balwyn, Melbourne
Self Managed Superannuation Funds

Managing your own super fund can be a great way to manage your wealth, but can be difficult to structure. At EPA Group, we provide everything you need to get your Self Managed Super Fund up and running. This includes creating the structure, attending to accounting and audit requirements, developing an SMSF portfolio that’s perfect for you.

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personal wealth and tax experts in Balwyn - EPA Group accuntants
Personal Wealth Creation and Tax Advice

Reach your personal financial goals. We’ll help you turn your money into more money with advice on wealth strategies, salary packaging, retirement planning and more.

Whatever financial goals you’re aiming for, we can help.

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Make your BAS reporting easier with accounting experts EPA Group in Balwyn Melbourne
BAS - Business Activity Statements

EPA Group Accountants in Balwyn offer fixed price accounting and taxation service. We’re experts in the Xero Online Accounting System. Once set up, the monthly fee removes the need for a large end of year accounting bill resulting in much easier cashflow management.

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epa group melbourne balwyn self managed superannuation fund specialists and property investment experts
Property Development

Looking to buy land or develop property? Look no further than the EPA Group, Balwyn. Specialists in accountancy, tax and compliance, we will prepare an expert statement of advice. This will help you make the most out of your investment.

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Tax and divorce settlement experts EPA Group - specialists in Balwyn
Tax and Divorce Settlements

The process of separating from a partner is complex. In addition, you’re likely to have joint assets to review. These may include investments, bank accounts, superannuation funds, personal and private health insurance, and more.

Therefore, it can be extremely beneficial to speak with an expert. EPA Group in Balwyn are specialists in preparing tax arrangements in the event of separation or divorce. Be prepared for your next chapter with our expert advice.

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Balwyn accounting and tax specialists - helping you restructure trusts and maximise personal wealth
Restructuring Trusts

A trust can be created for a host of reasons. These could include provision of assets or income for beneficiaries of the trust, asset management or tax savings.

The benefit of using a trust structure is limited liability for beneficiaries and trustees, and flexibility in when and how income is distributed. However, there are complex legal and compliance requirements to be met. Engaging an expert such as EPA Group, Balwyn ensures you meet your obligations and gets the most out of your trust setup.

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Get in Touch with Us and Reach your Financial Aspirations