Eternity Group

Hills District · Tax accounting

Tax Accountant for the Hills District — Castle Hill, Norwest & Beyond

A Cherrybrook-based Chartered Accountant and registered Tax Agent (TPB 25523469) serving the wider Hills District — Castle Hill, Norwest, Baulkham Hills, Bella Vista, West Pennant Hills, Pennant Hills and Dural. Individual, company, trust and SMSF returns, BAS, tax planning and ATO correspondence.

Book a Hills District Tax AppointmentSee Fees

Eternity Group Accountants is a registered tax agent (TPB 25523469). Information on this page is general in nature and does not constitute personal tax advice. Before acting, consider whether the information is appropriate to your circumstances and seek advice from a qualified tax professional.

Hills District tax context

A tax practice shaped by the local client mix.

The Hills District corridor sits across two distinct client profiles. The practice is organised around both — the engagement shape, the cadence, the workpapers and the year-end planning conversation all reflect what the local mix actually needs.

On the residential side — Cherrybrook, West Pennant Hills, Pennant Hills, Castle Hill, Dural, Baulkham Hills — the dominant engagement is the family return. Two-income PAYG households with one or two investment properties, a share portfolio, and occasionally a small ABN side business. Most of the work is in clean reconciliation of income statements, rental schedules, dividend / franking statements and share-trading reports — and in catching the year-end positions (CGT events, super contributions, prepayments) before they cost more than they should.

On the business side — Norwest, Bella Vista, parts of Castle Hill and Baulkham Hills — the dominant engagement is the Pty Ltd company return alongside director tax planning. The work runs annually: financial statements, the CTR, franking and Div 7A discipline, plus a structured pre-30-June planning conversation. Many of these businesses pair a Pty Ltd trading company with a family discretionary trust for asset-protection and distribution reasons; both sides of the structure sit inside the engagement.

Where the two profiles cross — and they cross often — is the most useful place to sit. A Norwest business owner is also a Cherrybrook home-owner with an investment property; a Castle Hill PAYG family is also building out an ABN side business. The combined accountant-and-broker model is designed for exactly that overlap.

Most-asked Hills District tax work

The engagement shapes we see most.

Pty Ltd company returns

Annual financial statements, the CTR, franking treatment, Div 7A discipline, director loan reconciliation and base-rate-entity testing. Norwest, Bella Vista and Castle Hill business owners dominate.

Family discretionary trust returns

Trustee resolutions, beneficiary statements, streaming decisions and distribution paperwork. Often paired with a trading Pty Ltd to round out the structure.

Year-end tax planning

A structured April–June conversation for business owners: prepayments, super contributions, asset purchases, director-pay, distribution decisions. Locked-in before 30 June rather than reverse-engineered after.

Investment property returns

Rental schedules with depreciation, repair-vs-improvement decisions, CGT positioning. Multi-property portfolios across the Hills, Sydney metro and interstate handled inside the same engagement.

Also common

BAS & lodgement programme

Quarterly BAS lodgement programme for Pty Ltd and trust clients. PAYG withholding, GST reconciliation and instalment management — coordinated against the year-end position.

ATO review & correspondence

Data-matching letters, position papers, objections and engagement with ATO review teams — handled under the registered-tax-agent obligations rather than escalated to a separate firm.

Practice details

Office details for Hills District clients.

Office

15 Forest Close, Cherrybrook NSW 2126

By appointment. Around 10–15 minutes from Castle Hill, Norwest, Baulkham Hills, Bella Vista and West Pennant Hills.

Tax Agent Registration

25523469

Registered with the Tax Practitioners Board. Chartered Accountants Australia and New Zealand (CA ANZ) member 266544.

Phone

0414 825 388

Email

rohan@egaamb.com.au

Coverage is genuinely district-wide rather than tied to one suburb. Cherrybrook is the base, but the working pattern is identical whether a client sits in Castle Hill, Norwest, Bella Vista, Baulkham Hills, West Pennant Hills, Pennant Hills or Dural — and adjacent growth suburbs such as Kellyville, Glenhaven and Rouse Hill fall inside the same catchment without any change to the service.

Most engagements blend two modes: an in-person scoping meeting where the structure conversation warrants it, then a remote rhythm of secure document upload, electronic signing and a phone or video review call before lodgement through the agent portal. Clients who relocate interstate routinely stay with the practice on the same footing.

Eternity Group Accountants is a registered tax agent (TPB 25523469). Information on this page is general in nature and does not constitute personal tax advice. Before acting, consider whether the information is appropriate to your circumstances and seek advice from a qualified tax professional.

Frequently asked questions

Hills District tax — common questions.

Common questions

How is a Hills District tax engagement different from a generic suburb tax page?

The Hills District client mix is unusually concentrated in two profiles: established PAYG families with an investment property or two, and Pty Ltd small-business owners along the Norwest / Bella Vista / Castle Hill commercial corridor. Most of the work falls into one of those shapes, and the practice is organised around them rather than around volume PAYG-only returns.

Where is the office and do Hills clients come in?

The office is at 15 Forest Close, Cherrybrook NSW 2126 — central to the Hills corridor with around 10–15 minutes drive from Castle Hill, Norwest, Bella Vista, Baulkham Hills and West Pennant Hills. Many Hills clients prefer at least one in-person scoping meeting; thereafter most engagements settle into phone-and-video with secure document upload.

Do you do Pty Ltd company returns for Hills District businesses?

Yes. Pty Ltd company returns — particularly for Norwest, Bella Vista, Castle Hill and Baulkham Hills small businesses — are a core part of the practice. Engagement covers the financial statements, the CTR itself, franking, base-rate-entity treatment, Div 7A discipline, director loan reconciliation and the pre-30-June planning conversation. Indicative fee: from $2,200 incl. GST, quoted in writing after scoping.

Do you handle family discretionary trusts?

Yes. Family discretionary trusts are common in the Hills District for both asset protection and income-streaming reasons. The trust return, trustee resolution, beneficiary statements and distribution paperwork are prepared inside the engagement. We also flag any deed-amendment considerations that need a separate legal step.

Can you handle BAS and bookkeeping alongside the year-end return?

Yes. BAS lodgement (from $440 quarterly) and Xero bookkeeping retainers are available alongside the year-end company / trust return. Most Hills District small businesses run on Xero; the practice is comfortable with Xero as the system of record. ATO Online Services for Agents portal handling is included.

Do you prepare SMSF annual returns for Hills District trustees?

Yes. SMSF annual returns are prepared within the practice — financial statements, member statements, the SAR itself and the contribution and pension reconciliations. The annual independent audit that every SMSF must have is coordinated with an external auditor, as the law requires the auditor to be separate from the accountant who prepares the fund accounts. Hills District trustees holding property in the fund are a recurring profile, particularly where an LRBA is in place.

Which Hills District suburbs do you cover — and do I have to come into the office?

The engagement is district-wide: Cherrybrook, Castle Hill, Norwest, Bella Vista, Baulkham Hills, West Pennant Hills, Pennant Hills and Dural are the core corridor, and adjacent suburbs such as Kellyville, Glenhaven and Rouse Hill are equally well served. No visit is required — returns can run entirely by phone, video and secure document upload, with electronic signing throughout.

When should I switch tax agents?

The most common Hills District triggers are: a business has outgrown a personal tax-return-only agent and now needs proper company-and-director work, a property investor portfolio has grown and the existing agent is missing CGT or depreciation detail, or the client wants the tax position scoped alongside lending decisions rather than separately. A short scoping call clarifies whether a switch is worth the effort before any engagement letter is signed.

Related

Where this fits in the bigger picture

Hills District tax engagements often run alongside business advisory and lending. Each link enters the underlying service from the same Cherrybrook-based practice.