Our Team

 

Michael Egan, Partner, Perry Egan Partners

 

Michael spent 9 years working in the Australian tax office, before moving into public practice over 30 years ago. He brings a wealth of expertise in strategic planning and compliance, and a real passion for business structuring and asset protection. Michael is keen to help our clients establish the most effective trading entity on which to operate their business, in order to minimise taxation obligations and safeguard assets in the event of difficult trading conditions.

 

Expertise

 

  • Taxation compliance for all types of entities including individuals, companies, trusts and superannuation funds

  • GST Compliance

  • Fringe benefits calculations and compliance

  • Strategic business planning

  • Asset Protection Planning

  • Finalising estate matters for trustees

  • Estate and generational transfer of assets

  • Financial reports to managers and lenders

  • Accounting software setup and maintenance

  • Assistance with cloud-based business solutions

  • Accounting software setup and maintenance

  • Particular skills in the Hospitality industry

Professional qualifications and memberships

 

  • Member, Tax Institute of Australia

  • Registered Tax Agent

  • Registered BAS Agent

 

 

Edward (Eddie) Hoe (B.Comm, CPA, CTA), Partner, Perry Egan Partners

 

With a career in accounting and taxation spanning over 30 years, Eddie offers significant experience and know-how. He started his career as a Management Accountant for General Electric, before moving to AMP as a Superannuation Fund account manager for a number of industry super funds. Today his broad skillset and leadership is invaluable to Perry Egan Partners and its diverse client base.

 

 Expertise

 

  • Taxation law (including income tax, capital gains tax and GST)

  • Taxation planning, advice and minimisation strategies

  • Taxation returns and advice to medical professionals

  • Advice on set up of trusts and taxation of trusts

  • Superannuation fund and bare trust set up (including limited recourse borrowing arrangements)

  • Advice on business sale and acquisition

  • Structuring entities for business and investments

  • Structuring advice for investment properties

Professional qualifications and memberships

 

  • Bachelor of Commerce

  • CPA

  • Fellow of Taxation and Management Accountants

  • Chartered Tax Advisor (Tax Institute of Australia)

  • Registered Tax Agent

  • Registered SMSF Auditor

 

 

Adam Murphy (CTA, MIPA), Partner, Perry Egan Partners

 

A big believer in a strategic approach to business performance, Adam has an eye for making businesses more efficient through advice, support, technology and streamlining processes. It is this approach that helps business owners with better reporting, business management, and real-time decision making processes.

 

Expertise

 

  • Financial and management reporting

  • Taxation compliance for small / medium size businesses and individuals

  • GST Compliance for small / medium size businesses

  • Taxation planning and consulting

  • Business and strategic planning

  • Extensive accounting software knowledge and solutions 

  • Cloud based accounting and taxation solutions

Professional qualifications and memberships

 

  • Chartered Tax Advisor (Tax Institute of Australia)

  • Registered SMSF Auditor

  • Justice of the Peace

  • Registered Tax Agent

  • MYOB Advisor

  • Xero

 Andrew Zbik, Director, PEP Wealth

 

Andrew has been working with clients to envision and evolve their wealth journeys since 2007. He sees his role as personal coach, helping individuals align their investments to their life goals, better understand what is happening with their investments and ensuring that they are confident in their chosen strategy.

 

Expertise

 

  • Wealth Creation

  • Superannuation

  • Income and asset protection

  • Goal setting and budgeting

 

Professional qualifications and memberships

 

  • Bachelor of Business Administration from Macquarie University

  • Bachelor of Laws from Macquarie University

  • Graduate Diploma of Legal Practice

  • Diploma of Financial Services

  • SMSF Specialist Advisor (SSA) Accreditation

  • Registered Tax (Financial) Adviser

  • Justice of the Peace