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Communicate.
Collaborate. Succeed.

Our commitment is to accurate and timely communication with clients. Making the complex simple. 

Cloud Accounting

Tax Minimisation

Business Advice

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Welcome to Shoreline.  Partner to Small Businesses and Family Groups

Welcome to Shoreline Advisory, your partner for comprehensive financial solutions. At Shoreline, we specialise in offering expert accounting, taxation, and business advice tailored to meet the unique needs of small business. Our dedicated team is committed to simplifying the complexities of financial management, providing clarity and strategic insights to empower your business.

At the heart of our approach is a strong commitment to communication with our clients. We believe that open and regular communication is the key to building lasting partnerships. Our team takes the time to understand your specific goals, challenges, and aspirations, ensuring that our services are aligned with your vision for success.

Product

What We Offer

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Real-time Cloud Accounting & Bookkeeping

Real-time advice requires real-time accounting.  At Shoreline we're experts in cloud based accounting software.  Let us help you get started so we can provide advice when it's useful and not when it's too late.

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ATO Compliance & Tax Minimisation

Preparation of Financial Statements, Business Activity Statements and Tax Returns. Never miss another deadline. Dealing with the ATO is our bread and butter and while we're at it, are you paying too much tax?  Our team are tax minimisation experts and will make sure you're not missing opportunities. 

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Business Advice & Virtual CFO

Great at what you do but feeling like you don't have your arms wrapped around the finances?

Budgeting & Cashflow, Payroll, Business Structuring, Asset Financing, Business Valuation.  Lets talk about how we can help. 

We'll always be on the lookout for opportunities to add value to our existing engagements.

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Self Managed Superannuation

Not for everyone but a great opportunity for some, particularly those looking to finance a business premises.  We'll discuss the tax benefits and our network of financial advisors are on hand to determine if it's right for you.  Already have a SMSF?  let us take care of the compliance for you. 

Our Director

Meet Adam, our Director at Shoreline.

A Graduate of Monash University with a Batchelor of Business and Commerce and a Graduate Diploma of Chartered Accounting, Adam is a member of the Institute of Chartered Accountants Australia and New Zealand and a Tax Agent.

Adam built his experience in the industry working at a large client focused firm on the Mornington Peninsula and has a passion for developing long standing trusted relationships with clients.   

Away from the accounting world you'll find him in the kitchen with a glass of wine entertaining family and friends.  

Who we work with

Our team have a wide range of experience working with clients large and small and can provide specialist advice across a number of industries

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Something to think about

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Infographic Small Business CGT Concessions
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