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Lift Accounting & Advisory

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Umina Beach, NSW
Lift Accounting & Advisory

📈Helping Biz Owners Navigate Growth & Profit
🔍Direction, Clarity & Honest Advice
🔥Helped 1,000+ Biz Owners
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02/09/2026

Six months ago, Tara joined the Lift team.

Since then, one of the loveliest things has been seeing how many people who already knew and trusted her have sought her out here.

This review from Kat captures exactly why:

“Not often do I leave meetings with accountants feeling relaxed!”

Kat came to Tara as a new business owner, feeling overwhelmed by everything she didn’t yet know. She left with clear steps, renewed confidence and the feeling that she could handle what came next.

That’s Tara.

Warm, patient and exceptionally good at explaining numbers without making anyone feel silly for asking.

If you’re starting a business and wondering how on earth you’re supposed to manage the financial side, Tara would love to help.

Thank you for the wonderful review, Kat.

31/08/2026

If you’re trading through a family or discretionary trust, you might be wondering what the proposed tax changes mean for you.

The important message right now? **Don’t panic.**

The changes discussed in this video aren’t due to take effect until 1 July 2028, and there’s still detail to come.

For now, understand what’s being proposed, keep the conversation going with your accountant, and avoid making major changes based on headlines alone.

There’s time to plan properly. And that’s exactly what we’ll be doing with our clients.

28/08/2026

I used to lie awake worrying about work.

The endless to-do list. Missing time with my kids. Feeling like if I switched off, everything would fall behind.

These days, things are different.

Not because business is perfect, but because I've built a team I trust and systems that don't rely on me doing everything.

If you're a business owner whose business is keeping you awake at night, it might be time to look at what needs to change.

Sometimes, one conversation can make all the difference.

Reach out via DM or contact us over at liftaccounting.au

26/08/2026

A Self-Managed Super Fund (SMSF) isn't for everyone.

But for the right person, it can be a powerful way to take greater control of your retirement.

An SMSF gives you the ability to make decisions about how your super is invested, while also opening the door to strategies that may not be available through a traditional super fund.

That said, more control also comes with more responsibility. There are strict rules around what an SMSF can and can't do, and it's important to have the right advice before making any decisions.

For many business owners, an SMSF can form part of a broader wealth strategy, particularly when it comes to commercial property, retirement planning and long-term tax outcomes.

The key isn't asking, "Should I have an SMSF?"

It's asking, "Is an SMSF the right fit for my goals?"

Plenty more SMSF info for you right here: https://liftaccounting.au/self-managed-super-fund-for-you

24/08/2026

The clients we worry about most...
..are usually the ones we haven't heard from in months.

Their business has changed.

They've bought equipment.

Hired staff.

Taken out finance.

Signed a lease.

But we only find out once everything's already happened.

The earlier we're involved, the more opportunities we have to help.

Good accounting isn't about looking backwards.

It's about helping you make better decisions before they become expensive ones.

21/08/2026

Your tax bill shouldn't be a surprise.

If you're finding out what you owe after the financial year has finished, you've missed one of the biggest opportunities your accountant can provide.

The best business owners don't just look backwards.

They look ahead.

Knowing your expected tax position throughout the year helps you make better decisions around cash flow, investments, super contributions and business growth.

It also means you can stop worrying about what might be coming.

Good accounting isn't about reacting.

It's about planning.

19/08/2026

Most business owners overestimate what they can achieve in a year...
..and underestimate what they can achieve in five.

Real growth rarely comes from one big breakthrough. More often, it's the result of hundreds of small decisions made consistently over time.

The phone call you finally make.

The process you improve.

The mentor you ask for advice.

The habit you commit to.

The uncomfortable conversation you've been putting off.

None of them change your business overnight. But together, they can completely change where you end up.

Keep moving forward. Celebrate your progress. And when you're making decisions today, ask yourself one question:

**Is this helping build the business I want five years from now?**

17/08/2026

Your accountant should know more than your tax return

This is a nice positioning piece.

If the only time you hear from your accountant is when your tax return is due...

you're probably missing opportunities.

Great accounting isn't just about lodging returns.

It's about helping business owners make better decisions throughout the year.

14/08/2026

Hiring can be one of the biggest growth opportunities in your business... or one of the biggest setbacks.

The goal isn't to hire quickly.

It's to hire well.

Take the time to check references, test skills and, most importantly, look for people whose values align with your business. Skills can be developed. Integrity is much harder to teach.

And if someone isn't performing, don't jump straight to blame. Ask whether they've been set up for success. Clear expectations, good training and solid systems all play a part.

Building a strong team isn't about finding perfect people.

It's about creating an environment where the right people can do their best work.

12/08/2026

You don't need to wait until 30 June to change accountants.

In fact, many businesses move during the year.

A good accountant will:

-contact your previous accountant
-organise the handover
-obtain your records
-keep everything moving

It should be far easier than most people expect.

And if you're looking for some exceptional accountants who have your back and want the very best outcomes for your business... We know someone: https://liftaccounting.au/

Address

5/206 West Street
Umina Beach, NSW
2257

Opening Hours

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

Telephone

(02) 4344 2460

Website

https://liftaccounting.au/

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