| Call us on 07 3715 8711 |
| Call us on 07 3715 8711 |
We are a long established Brisbane based Public Accounting firm that specialises in servicing the needs of Small Business owners and Individuals.
Our aim is to provide you with the best Business Advice, Accounting & Taxation solutions to help your business grow & prosper. This goes way beyond simply ensuring you meet your Monthly or Quarterly Business Activity Statement (BAS) obligations or lodge your Annual Tax Returns.
In this day of modern communications, it is not surprising that our client base not only covers Brisbane but also extends as far afield as Western Australia & South Australia. In fact, we have clients in all States & Territories in Australia.
We cater for Small Businesses who operate under Company, Trust, Partnership or Sole Trader structures. In fact, we can advise on the best structure to suit your particular needs.
With Individuals & Families, we not only help them meet their obligations by preparing their annual Tax Returns, but we also help them understand the tax implications of owning Investment Property or Investing in Shares. Getting to know them helps us give them the appropriate advice should they be considering starting a Small Business.
Young families are very precious, and it is very satisfying for us to see them go through their lifecycle phases and improve their financial well-being in the process.
We also assist our clients through our well established approved contact base which can assist with anything from Business Finance / Home Loan needs to Insurance, to Financial Planning.
We operate out of modern offices at Seventeen Mile Rocks in Brisbane’s West. You can meet with us at our offices or, if more convenient, we can come to you.
For a free no-obligation initial meeting to discuss your needs, please call us on 07 3715 8711
John R D Tate & Partners was established by John Tate in South Australia in 1986.
As the firm’s sole initial Partner, the firm initially operated as John R D Tate & Associates.
Due to John’s success in establishing a well earned reputation, the number of clients that the firm serviced grew consistently over the years.
John moved his firm to Brisbane in 2000 and operated out of offices in Sherwood in Brisbane’s West. In 2012 the opportunity to acquire newly built offices in Seventeen Mile Rocks, also in Brisbane’s West, arose and the firm moved its operations there.
One pleasing aspect of this move, apart from being one’s own landlord, is that it provided additional office space to cater for future expansion.
In 2010 a sister book-keeping service was established to meet the clients’ growing demands for hands-on book-keeping services. Bookkeeping Qld was established and can be found on www.bookkeepingqld.com.au
With the addition of new Partners to this firm, John R D Tate & Partners is set to undergo strong growth with expanded capability and services.
Should you wish to learn more about us or discuss your needs, don’t hesitate to contact us on 07 3715 8711
John Tate FTIA FNTAA
Principal & Founder
John is a highly experienced and professional accountant with more than 30 years in the industry.
After gaining his qualifications, John developed his career in the Adelaide offices of the Taxation Department (now known as the Australian Taxation Office, or ATO for short). This was invaluable experience and convinced John that his future lay in Public Accounting & Taxation work.
John has built a strong Public Accounting practice and has developed a well earned reputation as a problem solver for his many clients. He is particularly adept at thinking outside the box to find creative (but always legal & ethical) solutions to clients’ needs. John is also very down to earth and is comfortable with people from all walks of life.
Our clients find John very easy to talk to and say that he “speaks our language” without jargon or complicated concepts.
When John moved to Brisbane, he joined Business Network International (BNI) and through the Ipswich branch has gained many valuable contacts over the last 10 years. These contacts are referred to clients as appropriate.
John’s specific knowledge base includes:-
John is married with (almost) adult children. His major hobby is the collection of die-cast models. In fact, John has one of the largest collections in Australia. John is also an avid reader of all things historical when time permits.
If you want to have a discussion with John to see how his expertise can be of benefit to you, simply arrange a free no-obligation meeting by calling us on 07 3715 8711
Newman Borg BCom GCPA MIPA
Partner
Newman has had an interesting and varied career over the last 40 years.
Having gained his Commerce degree from the University of Queensland, Newman joined the then fledgling Credit Union Australia Ltd (CUA) as their Accountant in 1982.
Over the next ten years Newman grew with CUA and reached the position of General Manager before in 1992 accepting an overseas posting with a Financial Institution.
On his return in 1996, Newman took the position of Chief Financial Officer of the Endeavour Foundation before deciding on a total change in 2002 and entering the hospitality industry as a business owner.
Newman exited that industry in 2014 and undertook further studies to prepare him for re-entry into the accounting world, this time as a Public Accountant. He also joined and became a qualified Member of the Institute of Public Accountants.
Newman joined John Tate’s team in mid 2015 and was formally admitted as a Partner on 1 July 2016.
Unusually, Newman has gained career experience in both very large organisations as well as in Small Business. He has first hand understanding and appreciation of the difficulties and challenges faced by Small Business.
Given his background in Financial Institutions and his own investment portfolio, Newman has very good knowledge of the benefits & pitfalls of investing in Shares and Investment Property.
Newman’s specific knowledge base includes:-
Family life is important to Newman who has been married for 38 years and is currently enjoying watching his two young grand-daughters aged 4 & 2 growing up. He is a keen runner and an avid reader of anything science related. Being an ex-Victorian means he is an Aussie Rules supporter and having gone to St Kilda Park Primary School makes it easy to guess who he passionately supports.
If you would like to find out more about Newman’s particular expertise and how it can benefit you, please don’t hesitate to arrange a free no-obligation meeting by calling him on 07 3715 8711
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