Our Network

 

At AP Taxation we understand the benefit of developing professional networks and actively pursue opportunities to do so.

Below is a selection of professionals and businesses that we have worked with and recommend to our clients.

Bookkeeping

 

  • Bridget Evans, Small b Accounts

    Bridget is a registered BAS Agent and a qualified bookkeeper who specialises in Xero. She is a member of the AAT (the professional body for bookkeepers). As well as becoming the one-stop-bookkeeping shop for her clients, Bridget wants to make sure she puts a smile on every face!

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  • Bridget Evans

  • Julian Isaacs, Jim’s Bookkeeping (Bentleigh)

    Julian is a qualified accountant and bookkeeper and has over 25 years’ experience in a diverse range of industries. Extensive hands-on experience in the small to medium business environment has provided Julian with valuable business knowledge and bookkeeping skills.

    Julian specialises in MYOB and Quickbooks, and as a registered BAS Agent he can provide you with all the services needed to get your BAS completed and lodged.

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  • Julian Isaacs bookkeeper

Financial Planning

  • Christopher Heppingstone, Heppingstone Financial Services

    Christopher Heppingstone is the Principal of HFS and has had 22 years experience being a Senior Financial Planner & Investment Manager. HFS believes in transparency and Christopher is a respected adviser within the financial planning industry.

    Christopher is a SMSF Specialist, Equities Specialist & Registered Tax Adviser. He is an Affiliate member of the FPA and SMSF Association of Australia – the peak membership body for financial planners, accountants and lawyers offering specialised advice in the Self-Managed Superannuation Fund sector.

    Also, Christopher is accredited in the field of Aged Care advice, Gearing and Direct Equities. HFS supports their clients with investment, full stock broking service, tax minimisation strategies, super, social security, Estate Planning and insurance advice.

    Christopher Heppingstone is the Responsible Manager of an AFSL – Melbourne Advisory and Partners and recently appointed an Investment Manager for MAP Asset Management Pty Ltd.

  • Christopher Heppingstone

Mortgage Services

  • Tony Stiles, MLC Mortgage Solutions

    Tony is a lending consultant and registered mortgage broker specialising in finance and loan structuring, with over 30 years’ experience in the banking sector, including commercial and residential lending, Tony works in line with advice given by your accountant and financial planner to ensure you achieve an optimum outcome.

    Tony and Angelo worked together at NAB between 2007 and 2009 and have maintained a strong working relationship since then.

Superannuation Specialist

 

  • Robert Paganin, Foundation Advisory

    Foundation Advisory is available to consult on all matters associated with Self Managed Superannuation Funds.  The principal, Robert Paganin, has worked in the Self-Managed Superannuation Industry for nearly 20 years and the business holds an AFSL to provide SMSF advice.

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Research & Development Specialist

  • Damian Smyth, Swanson Reed

    Damian is CEO of Swanson Reed, an independent R&D tax advisory firm specialising in incentive eligibility assessments and claim preparation.

    With more than 10 years’ experience, Damian has a special interest in forward tax planning and claim substantiation advice, as well as assisting companies to receive debtor financing through R&D tax refund financing services.

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  • Damian Smyth

Legal Advice

  • Ronen Atzmon, Atzmon & Co Solicitors

    Atzmon & Co Solicitors is a boutique law firm that specialises in commercial and business law as well as financial services.

    We can advise you on contracts, licensing, compliance, policies, government liaison, employment, disputes, buying and selling businesses, expansion (whether through joint ventures or capital raising), and so much more.

    We are large in experience and small enough to care.

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  • Ronen Atzmon solicitor

  • Legal Vision

    LegalVision provides a high-quality, cost-effective solution for Australian businesses seeking legal assistance, advice or documentation. You reach out with your needs, they contact you straight away to discuss the details and then provide you with a no surprises, fixed-fee quote. Once you’ve accepted your quote one of our high-quality lawyers will get to work immediately and deliver quality work in a quick time-frame.

    The LegalVision team is made up of both experienced business lawyers and a dedicated back office team that manages marketing, sales, customer service and administration.

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Business Systems & Support

  • Yuri Miloslavsky, YMtech

    YMtech is an Australian IT consulting group providing IT solutions and consulting services for small to medium businesses. They strongly believe that with the right IT approach and user training, support can be minimized and substituted with maintenance procedures which will happen outside your business’s operating hours.

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  • Yuri

  • Tahlia Meredith, The Melbourne Freelancer

    Tahlia provides virtual business support for solo and small business owners so they can focus on doing what they love. More than an admin expert, she also provides support for her clients’ online presence through social media scheduling, website maintenance, marketing support, and online course administration.

    Her clients are passionate about the work they do and she’s passionate about ensuring they get the time to do more of it, instead of getting bogged down in the day to day.

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