Tax, BAS, advisory and SMSF services for individuals and businesses across Milperra, Bankstown, Revesby and greater Sydney. We turn compliance into clarity.
From annual tax returns to complex business structuring — every engagement is tailored, not templated.
Individual, sole trader, partnership, company and trust returns. We maximise legitimate deductions and lodge on time — every time.
Quarterly and monthly BAS preparation and lodgement. We reconcile, review and submit — keeping you compliant with the ATO.
Entity structuring, cash flow forecasting, budgeting and strategic planning for SMEs. Advice that moves the needle, not just ticks the box.
Setup, annual compliance, audit coordination and investment strategy reviews for self-managed super funds up to $10M+.
Xero, MYOB and QuickBooks setup, training and ongoing management. Clean books mean better decisions and faster tax prep.
Negative gearing strategies, capital gains calculations, depreciation schedules and property investment structuring.
ABN registration, business name setup, entity selection, initial compliance and cloud accounting onboarding for new ventures.
Single Touch Payroll setup, award compliance, superannuation processing and PAYG withholding — accurate to the cent.
Southgate Advisory was founded in 2008 with a clear premise: accounting should create certainty, not confusion.
Based in Milperra in Sydney's south-west, we serve over 1,200 individuals, families and businesses across Bankstown, Revesby, Padstow, Panania and greater Sydney. Our clients range from sole traders and tradies to property investors and established SMEs turning over $20M+.
Every client is assigned a dedicated accountant — not a call centre. We answer our phones, respond within 24 hours, and explain everything in plain language.
Real feedback from business owners and individuals across south-west Sydney.
Switched from a big-name firm and the difference is night and day. My accountant actually knows my business and calls me before deadlines — not after.
They restructured our family trust and saved us $38K in the first year. The fixed fees mean I never worry about the bill — just the results.
Started my café two years ago with zero business knowledge. Southgate set up everything — ABN, Xero, BAS — and still checks in monthly. Worth every cent.
Never miss a deadline. Key ATO dates for individuals and businesses.
Quarterly BAS for Oct–Dec 2025 period. Lodge and pay by this date to avoid penalties.
Final deadline for prior-year returns lodged through a registered tax agent.
Quarterly BAS for Jan–Mar 2026. Ensure reconciliation is complete before lodgement.
Last day to action super contributions, prepay expenses, and finalise asset purchases for FY26 deductions.
Final quarterly BAS and SG super contributions for Apr–Jun 2026.
Self-lodged individual returns for FY26. Use a tax agent for an extended deadline.
Free resources to help you stay informed and make better financial decisions.
47-point checklist covering every common deduction for individuals, sole traders and companies. Updated for FY26.
Download PDF →Step-by-step guide covering ABN, GST registration, entity selection, insurance and compliance obligations.
Read Guide →Estimate your tax liability under different structures. Factors in Medicare levy, franking credits and GST thresholds.
Open Calculator →12-month cash flow projection spreadsheet pre-built for Australian SMEs. Works with Xero and Excel.
Download Template →Quick answers to the questions we hear most.
Individual returns start from $190 (inc. GST) for straightforward PAYG employees. Sole traders, rental properties and investment portfolios are quoted upfront after an initial review — no surprises.
Absolutely. We handle the entire transfer process including retrieving your records from your current agent and notifying the ATO. There's no penalty or disruption — we do this every week.
Not at all. Most clients work with us entirely online via Zoom, email and our secure portal. We also offer in-person meetings at our Milperra office for those who prefer face-to-face.
We're a Xero Platinum Partner and also work with MYOB, QuickBooks and Reckon. If you're starting fresh, we'll recommend and set up the best fit for your business at no extra charge.
We're based in Milperra and serve clients across Bankstown, Revesby, Padstow, Panania, East Hills, Picnic Point, Condell Park and greater Sydney. Remote clients Australia-wide are also welcome.
Existing clients receive a secure login via email. The portal lets you upload documents, view your lodgement status, download returns and message your accountant directly. Contact us if you need access reset.
Tax tips, regulatory updates and business advice — written in plain English.
The $20K instant asset write-off, updated SG rates, and stage 3 tax cut implications — what they mean for your bottom line.
The revenue threshold where company structure starts saving you real money — and the hidden costs most people miss.
Updated modelling on property investment returns post-rate cuts. Includes depreciation strategies for new vs established properties.
Suite 4, 12 Milperra Road
Milperra NSW 2214
Mon–Fri: 8:30am – 5:30pm
Sat: 9:00am – 1:00pm (by appointment)
Sun: Closed