Hills District · Tax accounting

Tax Accountant — Hills District

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.

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.

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.

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.

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.