Casey Partners Pty Ltd

Casey Partners Pty Ltd Berwick-based accounting and business advisory firm helping established businesses take control of their finances. Casey Partners Pty Ltd is a CPA Practice.

Casey Partners are a professional team of accounting and business consultants located in Berwick, Victoria. The team at Casey Partners aims to work closely with their clients to give them the support needed to develop the best opportunities to be successful. From the simplest Taxation matters to the more advanced Merger and Acquisition Consulting and everything in between, you can trust your busin

ess with us. With many strategic business alliances, including our partner in financial planning -Casey Wealth Advisers, Casey B2B our business advisory, and Super Strategies our superannuation specialists, we have all your business needs covered. If you have any questions or would like to discuss your potential financial growth, please feel free to contact us.

If your business runs through a trust, there's one document that must be signed before 30 June - every single year.A tru...
31/05/2026

If your business runs through a trust, there's one document that must be signed before 30 June - every single year.

A trust distribution minute determines who receives the income from your trust for the financial year. Without it, the ATO may not recognise your intended distributions - and the trustee could end up taxed on the full amount instead. It's one of the most important EOFY steps for anyone with a trust structure, and easy to miss if nobody flags it.

Not sure if this applies to you? Give our team a call well before 30 June - we'll sort it out together.

Call us on 9707 2788.

Thinking about upgrading your equipment or investing in new tools before 30 June? Here's why now is still the right time...
28/05/2026

Thinking about upgrading your equipment or investing in new tools before 30 June? Here's why now is still the right time to act.

If your business turns over less than $10 million, you may be eligible to immediately write off the cost of assets under $20,000. It applies to new and second-hand assets, and you can claim multiple assets as long as each one is under the threshold.

The good news: the 2026-27 Federal Budget proposes making this write-off permanent from 1 July 2026. But that doesn't mean you should wait. The current rules are already locked in for this financial year - so if you have a purchase you've been putting off, structuring it before 30 June means you can claim the deduction now and get the cash flow benefit sooner.

Not sure if you're eligible or what qualifies? Give our team a call on 9707 2788 - we'll help you work it out before the end of financial year.

This post contains general information only and does not constitute financial or tax advice. Please speak with your client manager before making any decisions.

Does calling your accountant fill you with dread?You're not alone - and honestly, it shouldn't be that way. At Casey Par...
26/05/2026

Does calling your accountant fill you with dread?

You're not alone - and honestly, it shouldn't be that way. At Casey Partners, we believe good accounting is about more than numbers. It's about building a relationship where you actually understand what's going on with your finances, and feel confident asking questions.

We don't just send you a tax bill. We walk you through how we got there, what it means for your business, and what you can do differently next time.

That's the kind of support small business owners deserve.

Give our office a call on 9707 2788 or send us an email - we'd love to chat.

24/05/2026

You don't have to wait until things go wrong to reach out. 👋

We welcome clients at any stage of the year - whether you're feeling confident, a little lost, or somewhere in between.

If you've ever thought "I need help, but I don't know where to start" - that's exactly the kind of conversation we're here for.

We'd much rather you come to us early so we can work through things together, than try to untangle it all after the fact.

Whether it's your tax position, cash flow, or just figuring out better processes - there's always something we can do to help.

Every business has a story. Here's ours.Casey Partners was founded with a simple idea: that accounting should feel less ...
21/05/2026

Every business has a story. Here's ours.

Casey Partners was founded with a simple idea: that accounting should feel less like a chore and more like a partnership.

What started as a small practice in Berwick has grown into a team of specialists - helping established businesses across the Casey region manage their finances, plan for growth, and make smarter decisions.

The mission hasn't changed. We're still here to make your financial life simpler, clearer, and less stressful.

📍 Berwick, VIC | 📞 9707 2788 | 🌐 www.caseypartners.com.au

The 2026-27 Federal Budget is in - and there's a lot to unpack. Here's what actually matters for small business owners. ...
21/05/2026

The 2026-27 Federal Budget is in - and there's a lot to unpack. Here's what actually matters for small business owners. 👇

💸 $20,000 Instant Asset Write-Off is now permanent from 1 July 2026. No more end-of-financial-year panic buying. Purchase what your business needs, when it needs it.

📉 Loss Carry Back becomes permanent too. Had a tough year after a good one? Eligible companies can use current losses to offset tax paid in the previous two years - that could mean a real cash refund.

⚠️ Trust structures - heads up. A minimum 30% tax rate on discretionary trust distributions is proposed from 2028. Rollover relief is planned to help businesses restructure before then. Now is the time to have that conversation with your client manager.

📅 From 2027, businesses can opt in to monthly PAYG payments. Your tax keeps pace with how your business is actually performing - better for cash flow, fewer surprises at year end.

👤 Sole traders - this one's for you. The new $250 Working Australians Tax Offset (from 2027-28) applies to you too. Small, but it's a direct reduction in your personal tax bill.

📊 Capital Gains Tax could be changing too. From 1 July 2027, the 50% CGT discount is proposed to be replaced with an inflation-based discount, and a minimum 30% tax on capital gains will apply to individuals, trusts and partnerships. The good news - existing small business CGT concessions are being maintained. If you're planning to sell a business asset or thinking about succession, now is a good time to talk it through.

🚨 One thing worth knowing: none of this is law yet. Budget announcements still need to pass through Parliament before they take effect. Don't make major decisions based on headlines alone.

Not sure what any of this means for your business? That's exactly what we're here for. Give us a call on 9707 2788 or send us a DM.

This post contains general information only and does not constitute financial or tax advice. Please speak with your client manager before making any decisions based on the above.

14/05/2026

Another unexpected BAS bill?

You're not alone. It's one of the most common things we see - a profitable business with no cash left when the bill arrives, because the money was never set aside to begin with.

We can walk you through exactly where it went and how to make sure it doesn't happen again.

Still haven't booked your tax planning appointment? It's not too late - there's still time to make a real difference bef...
12/05/2026

Still haven't booked your tax planning appointment? It's not too late - there's still time to make a real difference before 30 June.

Tax planning is about more than just your tax bill. It's about understanding what you'll owe, setting money aside, and making smart decisions while you still can.

💬 Call us or get in touch via our website - we'd love to help you get sorted before the end of the financial year.

📞 9707 2788 | 🌐 www.caseypartners.com.au

A quick reminder for this week - 15 May is the final due date for 2024-25 tax return lodgements for clients on a tax age...
10/05/2026

A quick reminder for this week - 15 May is the final due date for 2024-25 tax return lodgements for clients on a tax agent extension.

If you're unsure whether your return has been lodged or you have any outstanding obligations, reach out today. Staying on top of your lodgements avoids penalties and keeps everything in good standing with the ATO.

Give our office a call if you have any questions or concerns.

Address

67-69 High Street
Berwick, VIC
3806

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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