Welcome to Perry Egan Partners and PEP Wealth

We’re a close-knit team of experts in accounting, taxation, business consulting and financial planning. Our dedication to our craft is matched only by our dedication to our clients, a commitment that has served them well since 1979.
Whether you’re an individual or a 100-strong corporation we make you the same promise – the most relevant, down-to-earth and dependable advice to help you structure, protect and grow your assets.

Focused specialists working as one

We offer focused specialists in a number of key areas and seamlessly combine their capabilities when our clients require it. Perry Egan Partners delivers unrivalled expertise in accounting, taxation and business consulting, while the PEP Wealth team is dedicated to financial planning and wealth creation. We work as one to make your money work harder.

OUR SERVICES

ACCOUNTING &
TAXATION 

Accounting & Taxation

  • Tax and compliance

  • Financial reporting

  • Tax return preparation

SMSF Audit & Compliance
Business Advisory
  • SMSF establishment

  • Bare/custodian trust establishment

  • Annual accounts and tax returns

  • SMSF audits

  • Pension strategy advice

  • Portfolio management

Mortgage & Finance
  • Residential loans

  • Commercial loans

  • Business finance

  • Equipment finance

Financial Planning 
  • Wealth creation

  • Superannuation

  • Income and asset protection

  • Goal setting and budgeting

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TESTIMONIALS

I am extremely fortunate to have had Eddie as my accountant for more than 20 years. With his characteristic calm, patience and clear mind, he has provided me with excellent advice in running a small business, taking on the challenges of employees and contractors and setting up a SMSF. Not only is he thorough, reliable and readily available but is abreast of the many changes in taxation. I highly recommend Eddie as a highly experienced and approachable accountant.

 

Jill B (Client )