Personal Services
No matter what your circumstances in life, achieving your goals relies on having your personal wealth goals clear and appropriate strategies in place to help you achieve them.
Bates Cosgrave works with our clients on personal and business matters to ensure that your financial position is aligned with your life and family goals.
Personal Services
Bates Cosgrave works closely with our customers to guarantee that their clients’ financial conditions are in accordance with their life and family goals when it comes to personal and professional issues.
read moreFamily Office
Most family money is eared in one generation and lost in three. Transfer of capital with no structure can create conflict and complacency. The family office is there to provide the framework to protect and grow the family wealth.
read moreSuperannuation
Whether you’re an employee, a business owner or about to retire, it’s important to get your super structures right to ensure you’re able to maintain your quality and standard of life in retirement.
read moreTESTIMONIALS
Before I depart Macquarie, I want to say thank you to Better Bookkeep It for looking after our accounts. Especially, Koko has done an outstanding job, ensuring that nothing has fallen through the cracks. Her diligence and attention to detail has made the process seamless. All work was turned around quickly and it was a pleasure to work with her.
Kim Masters
Thank you for your help with getting our temporary residency needs sorted – your prompt help and efficiency with LAFHA will make a big difference for myself and my fiance.
David Howard
It is so refreshing to deal with people who are caring, helpful and keep their promises. Bates Cosgrave’s extensive knowledge in tax and accounting for medical practitioners was incredibly valuable and timely for us, especially, Mr Zhou’s professional Tax and Accounting consultancy and excellent service to my company has impressed me very much!
Jia Li
Actelion has experienced and enjoyed a great working relationship with Bates Cosgrave. They have advised on and processed all our employment related taxes for many years with ease and the utmost professionalism. This includes a commendable holistic service on the recent employee share scheme changes. I would personally recommend Bates Cosgrave.
Allen Pickering
Bates Cosgrave came highly recommended before I decided to move back to Australia, as they have the capacity to understand complex issues beyond the Australian border. From my perspective, my choice of advisor must be technically strong, personal and professional, responsive, prudent, practical, transparent and trustworthy. I am pleased that Bates Cosgrave delivers all of these as part of my relationship with them.
Steve Bellotti
LATEST NEWS
Click on the links below for our latest news and if we can assist you, please contact the Bates Cosgrave team on 02 9957 4033.
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The 2024-25 Federal Budget aims to cut inflation by 0.75%, lower energy costs, boost rent assistance, and keep PBS co-payments unchanged.
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Budget 2024-25: Tax cuts for incomes under $150K, $300 energy relief, increased Medicare thresholds, HELP debt indexation changes, and more.
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Learn about expanded CGT rules for foreign residents, including new asset classifications and ATO notification requirements, starting July 1, 2025.