Hills District · NSW 2153

Accountant & Mortgage Broker — Norwest

A Chartered Accountant and Credit Representative serving the Norwest business park from a nearby Cherrybrook office. Pty Ltd company returns, BAS, virtual CFO, director tax planning, commercial lending and director home loans — same practitioner across both sides.

  • Cherrybrook office · ~12–15 minutes from Norwest
  • Chartered Accountant + Tax Agent + Credit Representative
  • Pty Ltd company specialists across the Norwest corridor
  • By appointment — phone, video, in-person or on-site

Norwest context

A practice built around the Norwest Pty Ltd director.

Norwest is the dominant commercial business park of the Hills District. The client profile here is overwhelmingly the Pty Ltd company owner — founder-operator, often paired with a family trust, with both a year-round compliance rhythm and a year-end tax-planning conversation that has weight.

The Norwest business park itself runs along Norwest Boulevard, Solent Circuit and the surrounding office precincts adjacent to Bella Vista. The dominant business types are professional services, IT and software, allied health, engineering, advisory, financial services and adjacent trades — almost all in leased suites or smaller standalone buildings. Founder-operated Pty Ltd companies dominate; the majority sit in the $300k–$20m revenue band.

The engagement profile we see most often pairs three things: a Pty Ltd company on Xero with quarterly BAS, STP and annual financial statements; a family discretionary trust holding the company shares (or sitting alongside as a distribution vehicle); and a director-level personal income position that interacts with home, refinance or investment-property lending decisions. Year-end planning has real weight for this client base — distribution decisions, director-pay, prepayments, asset purchases and franking strategy lock in the position before 30 June rather than reverse-engineering after.

The reason a combined accountant-and-broker practice fits Norwest specifically: the same conversation that decides director pay and distribution timing also affects the personal serviceability picture for any home or investment-property lending decision the director has in front of them. Scoping both sides together removes a layer of friction that otherwise sits between two firms.

Most-asked services in Norwest

Common Norwest engagement shapes.

Pty Ltd + family trust

Trading Pty Ltd paired with a family discretionary trust — the dominant Norwest structure. Distribution decisions, trustee resolutions and beneficiary streaming all prepared inside one engagement.

Year-end tax planning

April–June structured conversation for Norwest directors: prepayments, super contributions, asset purchases, director-pay and distribution decisions. Locked in before 30 June, not after.

Virtual CFO retainer

Monthly or quarterly advisory with management reporting, cashflow forecasting, KPI tracking and strategic conversations. Suited to growing $1m–$20m Norwest businesses where a salaried CFO would be premature.

Director home loan

Norwest director buying or refinancing the family home. Personal serviceability scoped against the realistic director-pay position, not a hypothetical one. Lender shortlist built around the actual income shape.

Commercial lending

Owner-occupied premises, commercial investment, equipment finance and refinances for Norwest businesses. Scoped against business cashflow, with the company tax position visible alongside.

Restructure / rollover

Where the existing structure has drifted — for example, business income flowing through an outgrown sole-trader ABN — a rollover into a Pty Ltd or company-trust pair is scoped with CGT, stamp-duty and GST consequences quantified up front.

Practice details

Office details for Norwest clients.

Office

15 Forest Close, Cherrybrook NSW 2126

By appointment. Around 12–15 minutes from Norwest via Old Castle Hill Road and the M2. On-site visits to Norwest premises by arrangement.

Tax Agent Registration

25523469

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

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

Norwest — common questions.

The Cherrybrook office is around 12–15 minutes from the Norwest business park via Old Castle Hill Road and the M2. Norwest engagements typically run as a mix of in-person meetings at the Cherrybrook office, on-site visits at the client's Norwest premises (where appropriate), phone, video and secure document upload.