Hills District · NSW 2153
Accountant & Mortgage Broker — Bella Vista
A Chartered Accountant and Credit Representative serving Bella Vista from a nearby Cherrybrook office. Pty Ltd company returns, BAS, virtual CFO, director home loans, refinances and investment property loans for Bella Vista professionals and business owners — same practitioner across both sides.
- Cherrybrook office · ~12–15 minutes from Bella Vista
- Chartered Accountant + Tax Agent + Credit Representative
- Founder-led Pty Ltd specialists across Bella Vista
- By appointment — phone, video, in-person or on-site
Bella Vista context
A practice built around the Bella Vista founder profile.
Bella Vista is the newer commercial corridor adjacent to Norwest. The client profile here skews towards technology, software, financial services and professional-services founders, often relatively early in the founder journey, and frequently with both a growing company and an active personal property decision in front of them at once.
Bella Vista itself runs along the precincts off Norwest Boulevard and Lexington Drive, with newer office buildings, the Bella Vista station and a residential mix surrounding the commercial core. The dominant business profile is founder-operated Pty Ltd — technology and software, financial services, advisory, allied health and adjacent professional industries. Annual revenue typically sits in the $300k–$20m band, with founders frequently also living in Bella Vista, Norwest, Cherrybrook or the wider Hills.
The engagement profile we see most often combines three things: a Pty Ltd company on Xero with a defined BAS / payroll rhythm; a founder personal income shape mixing salary, distributions and (where applicable) equity / vesting / ESS events; and an active personal property decision — first home, upgrade or investment property — where the lender's read of the founder income drives the shortlist.
The reason a combined accountant-and-broker practice fits Bella Vista specifically: founder income is one of the trickier shapes for a lender to read, and the same person running the year-end tax return is best placed to read it the same way at the lender. Same practitioner across the company tax position and the personal lending application removes most of the coordination friction.
Most-asked services in Bella Vista
Common Bella Vista engagement shapes.
Founder Pty Ltd + personal home
Founder-operated Pty Ltd with a personal home or investment-loan decision running in parallel. Company tax and director-pay structure scoped against the personal lending application; lender shortlist built around the realistic income shape.
Tech / software founder return
Founder personal return handling lumpy income, equity vesting / ESS / ESOP events, share issues and any R&D incentive consequences. Structured to align with the company position and any planned lending.
Virtual CFO retainer
Growing Bella Vista businesses where the founder wants a finance lead — monthly or quarterly advisory, management reporting, cashflow forecasting, banker / financier preparation and strategic scenario modelling.
Year-end tax planning
April–June structured conversation for Bella Vista founders: prepayments, super contributions, asset purchases, director-pay, distribution decisions and any equity-event positioning.
Lender-packaging for founders
Self-employed lender shortlist tuned to founder income shape — add-back appetite, multi-year averaging policy, treatment of business debt, shading of secondary income. Pre-assessment before any credit-file enquiry.
Pty Ltd compliance rhythm
Quarterly BAS, monthly Xero discipline (where retained), STP, the annual CTR and family-trust return where applicable. The operational layer that makes year-end planning a confirmation, not a rescue.
Practice details
Office details for Bella Vista clients.
Office
15 Forest Close, Cherrybrook NSW 2126
By appointment. Around 12–15 minutes from Bella Vista via Old Castle Hill Road and the M2. On-site visits by arrangement.
Tax Agent Registration
25523469
Registered with the Tax Practitioners Board. Chartered Accountants Australia and New Zealand (CA ANZ) member 266544.
Phone
Where information on this page combines tax and lending considerations, tax-related statements are general only and depend on individual circumstances. Eternity Group Accountants is a registered tax agent (TPB 25523469). Mr Rohan Manokaran (Credit Representative 565110) is authorised under Australian Credit Licence 561324. Seek personal tax and credit advice based on your situation.
Frequently asked questions
Bella Vista — common questions.
The Cherrybrook office is around 12–15 minutes from Bella Vista via Old Castle Hill Road and the M2. Bella Vista engagements typically run as a mix of in-person meetings at the Cherrybrook office, phone, video and secure document upload. On-site visits to Bella Vista premises are available by arrangement where appropriate.
Explore
Browse services from this office
Same practitioner, same office, both sides of your finances scoped together. Pick the entry point that fits where you are.
- Local
Norwest
The adjacent business corridor — for context on the broader Norwest / Bella Vista business park profile and engagement shapes.
- Local
Business Accountant — Hills District
The corridor-wide business engagement — covers Norwest, Bella Vista, Castle Hill and Baulkham Hills together.
- Property Investors
Business Owner Accounting & Lending
The cross-cluster engagement — pairs the company tax decisions with the personal lending decisions for Pty Ltd directors.
- Tax & Accounting
Company tax return
The underlying service page — financial statements, the CTR, franking, Div 7A and base-rate-entity treatment.
- Business Services
Virtual CFO & advisory
Monthly management reporting, cashflow forecasting and strategic review for growing Bella Vista businesses.
- Mortgage Broking
Self-employed home loans
The product-side service page for the personal home loan that a Bella Vista founder will usually need.
- Local
Hills District (regional pillar)
The combined accountant-and-broker hub for the Hills corridor.