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.
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
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.
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
Accountant & mortgage broker — Norwest
The combined proposition for Norwest business owners — company tax and the director's personal or commercial lending scoped together in one engagement.
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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 page — 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.
- Tax & Accounting
Tax planning & strategy
Year-end planning conversation — high-weight for Norwest directors deciding on director pay before 30 June.
- Business Services
Virtual CFO & advisory
Tier above standard compliance: monthly management reporting, cashflow forecasting and quarterly strategic review.
- Mortgage Broking
Commercial lending
Owner-occupied premises, commercial investment and equipment finance for Norwest businesses.
- Local
Hills District (regional pillar)
The combined accountant-and-broker hub for the Hills corridor.