Frequently Asked Questions — Busselton & Dunsborough Accounting & Advisory

At UHY Haines Norton PRT, we offer a comprehensive range of tax, business and advisory services including tax accounting and compliance, business advisory, SMSF and superannuation, Virtual CFO, cloud accounting, bookkeeping, succession planning, estate planning, and wealth management. With offices in Busselton and Dunsborough, we serve individuals, businesses, and organisations across the South-West of Western Australia.

We have two convenient offices in the South-West of Western Australia. Our primary office is at Suite 3, 46-48 Albert Street, Busselton WA 6280. Our Dunsborough office is at Suite 2, 33 Dunn Bay Road, Dunsborough WA 6281. Both offices serve clients across the region — contact us at (08) 9752 3222 or admin@uhyhnprt.com.au.

UHY Haines Norton PRT has proudly served the South-West of Western Australia since 1983, making us one of the region's most experienced and established accounting firms. With over 40 years of local knowledge, we understand the unique opportunities and challenges that businesses and individuals in the Busselton and Dunsborough area face.

Yes. UHY Haines Norton PRT is an independent member of UHY Haines Norton, an association of accounting firms across Australia and New Zealand ranked among Australia's top 30 accounting groups. We are also part of the UHY International network — spanning over 330 offices in 96 countries — which gives our clients access to global expertise while benefiting from our deep local knowledge of the South-West. Clients should note that we are an independent firm and neither the UHY ANZ association or UHY International provides services to you.

You can reach our team by phone at (08) 9752 3222, by email at admin@uhyhnprt.com.au, or through the contact form on our website. Whether you're based in Busselton, Dunsborough, or anywhere else in the South-West, we'll connect you with the right adviser for your needs.

We work with a broad range of clients — from individuals and small businesses to growing mid-market companies, family groups, self-managed super fund trustees, and not-for-profit organisations across the South-West of Western Australia. As one of the largest and most qualified local teams in the region, we have the depth to support clients at every stage of their journey.

Our advisory team works alongside businesses in Busselton and Dunsborough to help you understand your financial position, plan for growth, manage risk, and make confident decisions. We offer KPI development, cashflow and budget management, strategy planning, management reporting, Virtual CFO support, succession planning, and family office services — all delivered by experienced, partner-led teams.

A Virtual CFO provides senior financial leadership on a flexible, outsourced basis — without the cost of a full-time hire. At UHY Haines Norton PRT, our Virtual CFO service is ideal for growing businesses in Busselton and Dunsborough that need experienced financial oversight, cashflow management, and strategic direction but aren't yet at the stage of hiring a full-time CFO.

Yes. Succession planning is one of the most important aspects of business ownership. Our advisory team helps business owners in Busselton and Dunsborough plan for the future — covering ownership transition, business valuation, management handover, estate planning, and tax-effective structuring. Whether you're transitioning to family members, selling to management, or preparing for an external sale, we help you protect value and ensure continuity.

Yes. Our SMSF specialists help trustees in Busselton, Dunsborough, and the broader South-West manage their self-managed super funds effectively. We handle fund compliance, financial statement preparation, tax return lodgement, and coordination with your auditor — helping you meet your ATO obligations with confidence while making the most of your retirement savings strategy.

Yes. Our wealth management advisory helps individuals and business owners across the South-West take a holistic view of their financial position — covering estate planning, SMSF, superannuation planning, asset protection, and risk management. We work alongside your financial planner to ensure your personal and business wealth is structured effectively for the long term.

Yes. Our advisory team provides independent share and business valuations, due diligence, buy-sell mandates, and M&A support for businesses across the South-West. Whether you are buying, selling, or restructuring, we provide experienced, independent guidance throughout the process.

Our business services team helps Busselton and Dunsborough businesses manage the fundamentals — from financial statement preparation and accounting review through to BAS lodgement, tax compliance, entity formation, and cloud accounting. We handle the essentials accurately and on time, giving you the reliable financial information you need to run and grow your business.

Yes. We assist entrepreneurs and business owners across Busselton, Dunsborough, and the South-West with entity formation and effective structuring from day one. Choosing the right structure — whether that's a company, trust, partnership, or sole trader — has significant implications for tax, liability, and growth. Our team provides practical advice to help you start on the right foundation.

Yes. Our team works with all major cloud accounting platforms including Xero, MYOB, and QuickBooks. We help businesses transition to the cloud, set up efficient workflows, and get the most from their software — giving you real-time visibility of your financials from anywhere in the South-West.

Yes. Cashflow management is a core part of our business advisory service. Our team helps you build realistic budgets and cashflow forecasts, identify pressure points before they become problems, and maintain healthy liquidity — whether you're a growing Busselton startup or an established Dunsborough business.

Tax compliance for a Busselton or Dunsborough business covers financial statement preparation, income tax returns, BAS lodgements, payroll tax, and other ATO obligations. At UHY Haines Norton PRT, we manage all aspects of your compliance obligations accurately and on time — ensuring you meet your ATO requirements while identifying any opportunities to improve your tax position.

Yes. Our bookkeeping service helps businesses across Busselton and Dunsborough maintain accurate, up-to-date financial records. Sound bookkeeping is the foundation of good financial management — it ensures your compliance obligations are met and gives you the reliable data you need to make informed business decisions.

Our tax team provides a comprehensive range of services including income tax compliance, BAS preparation, tax planning, effective structuring, SMSF tax compliance, estate planning, international tax, and transaction tax advisory. We help individuals and businesses across the South-West meet their ATO obligations accurately while identifying lawful opportunities to optimise their tax position.

A qualified tax accountant does far more than lodge your return. At UHY Haines Norton PRT, our tax advisers work proactively with you throughout the year — reviewing your structure, identifying deductions, planning for major transactions, and ensuring you're not paying more tax than legally necessary. All while keeping you fully compliant with the ATO.

A registered tax agent is licensed by the Tax Practitioners Board to prepare and lodge tax returns and provide tax advice on behalf of clients. At UHY Haines Norton PRT, our team includes registered tax agents who handle all aspects of your tax compliance, as well as experienced advisers who go beyond compliance to provide proactive tax planning and structuring advice.

Yes. Our SMSF team handles all aspects of self-managed super fund compliance including fund administration, financial statement preparation, income tax return lodgement, and coordination with your auditor. We help SMSF trustees across Busselton and Dunsborough meet their ATO obligations with confidence and make the most of their retirement savings strategy.

Yes. Estate planning ensures your personal and business assets are distributed according to your wishes, with minimum tax and legal complications. Our tax and advisory team assists with structuring your affairs to protect your estate, plan for superannuation death benefits, and coordinate with your legal advisers to ensure a comprehensive plan is in place.

Yes. If your business or personal affairs cross borders — whether you're expanding overseas, receiving foreign income, or managing transfer pricing obligations — our international tax team can help. As part of the UHY International network spanning 96 countries, we can connect you with experienced advisers in virtually any jurisdiction.