Sunrise Advisory Group

Sunrise Advisory Group is based in Chatswood and works with individuals, families and businesses across accounting, taxation, commercial advisory and wealth-related matters. Its work starts with recurring compliance but extends to the financial decisions that sit behind a business or household, including structure, cash flow, reporting and longer-term planning. Clients can keep tax, accounting and advisory conversations within one continuing relationship rather than coordinating separate providers for each issue.

Core accounting and tax work includes individual and company returns, BAS and GST obligations, tax planning, financial statements and ongoing accounting support. The practice also assists with company setup, family trusts and related structures when clients are starting a business, reorganising ownership or arranging family assets. The aim is to explain how a structure affects tax, administration and future compliance, not simply complete a form at the end of the year.

Beyond routine compliance, Sunrise Advisory Group provides business consulting, SMSF-related support and access to broader wealth services. Engagements can begin with a review of the client's income, assets, business structure and objectives, followed by a practical work plan. Business clients can use the practice for annual accounts, tax matters and commercial discussions, while individuals and families can consider investment, retirement and tax decisions in a wider financial context.