Why do we specialise?
Because we know what we do best. For many years, we practised as generalist accountants. More and more, we found we were attracting property investors, builders, developers and trades. That meant we knew stuff regular accountants didn’t.
With each new client, our industry expertise grew. The building trades are unique and complex. The layers of compliance and regulation don’t exist elsewhere.
Here … vanilla, generic business
advice just doesn’t cut it!
In 2013, we turned our focus specifically to our professional sweet spot: property investors, builders and tradies. Our professional development and research targets the same industry segments, making us expert advisors who are both proactive and practical in how we help you.
We understand that you have a wide range of accounting needs. Not all your money matters relate to being an investor, property developer, builder or tradie. So we provide a full range of accounting services, meaning you don’t need to engage two accountants. We can do your personal tax or business tax, as well as the more complex company tax work, making sure that you get the best outcomes across them all.
Accounting and taxation for SMEs
Financial statements, tax returns, BAS statements and bookkeeping; advice on PAYG compliance, Capital Tax Gains, Fringe Benefits Tax, and Payroll Tax; business advisory including KPIs, industry benchmarking, asset protection, profit & loss, cash flow, budgeting, risk management and business valuation
Accounting and taxation for individuals
Tax returns and advice on tax minimisation, deductions, tax planning, finance, insurance and investment options
Advice on the most effective structure for your business/entity
Advice on superannuation, SMSFs, property investment, investment finance (via broker)
Accounting for property investors
Property Information Sessions; Numbers Hotline; help sourcing the right property; tax minimisation; depreciation schedules; network referrals for advice on finance, insurance, conveyancing and more
Director, Owner, CPAContact Me
“It’s a privilege to head up a team of like-minded accounting professionals who are truly passionate about what we do. Nothing beats performing as specialist CPAs to make a real difference for our clients. Targeting our services into the building, construction, property development and property investing niches is close to my heart. I’m an avid property investor myself and have cultivated a long-term professional involvement in related industries. I know we’re doing it right when so many of our clients consider us an integral part of their team.”
Brett is founder and director of Bell Group Accounting (BGA), a Certified Practising Accountant, Public Practitioner, Registered Tax Agent and Geelong local. Since 1990 he’s delivered specialised accounting, taxation and property investing services and strategic advice to national construction businesses, building developers and related businesses and individuals. He sits on the board of several business clients and works closely to understand and anticipate their needs.
Brett’s personal passion for property (he has purchased nine investment properties) drives BGA’s specialisation in services for property investors. Since 1997 Brett has been involved in more than 500 investment property transactions, coordinating the many elements that make each a success. He’s assembled a network of contacts who provide the benefit of buying power and access to the right people in finance, real estate, conveyancing, insurance and more. Brett shares his experience and knowledge through monthly property investment information sessions for clients.
Manager, CPAContact Me
“I believe in a holistic approach to accounting. I look beyond the tax return for ways to help each client get into the best possible overall financial position. That means taking the time to ask questions that others might not, listening carefully and using my experience and know-how to pinpoint opportunities. The ‘big picture’ approach gets real results, whether I’m advising a sizeable business planning for growth or a property investor navigating the purchase-to-settlement-to-lease process.”
Michael has been in public practice since 2002. As a CPA, he’s helped a solid roster of clients including small to medium business, property investors, high wealth individuals and tradesmen/contractors.
His capabilities span the spectrum of full-service accounting: business planning, property investment, taxation, business and personal consulting matters. Michael has a knack for translating complex business and taxation matters into plain English and providing friendly, easy-to-grasp advice.
Michael often uses his own experiences as a property investor as an example for clients and is a big believer in the benefits, tax and otherwise, of investing in property.
Senior Accountant, CPAContact Me
“Working in big accounting firms exposed me to an incredible variety of clients and casework. I learnt how to keep up with ever-changing tax and regulatory requirements, and how to go the extra mile and apply them for the best benefit of my clients. I love bringing that experience to my clients at Bell Group Accounting, using what I know to get them great outcomes. Our focus on the building and construction trades matches my own interests. I get an absolute buzz out of helping a tradie minimise his tax or plan how to set up or grow his business.”
Bek is Geelong born and bred, a CPA whose accounting career stretches back to 2005 and covers experience with large Melbourne and Geelong accounting partnerships. Much of that work focussed on small and medium businesses, including significant property developer clients.
She has honed her professional accounting know-how on SMSFs, tax accounting, business planning, business structuring and property investing. Bek has a keen personal interest in property investing and renovating, and always keeps an eagle eye out on the local market.
Senior AccountantContact Me
Jake moved to Geelong at the end of 2013 after completing a Bachelor of Commerce degree at Deakin University in Warrnambool. Currently finalising his CPA studies, Jake brings a wealth of knowledge previously working with small to medium businesses for local accountants.
Jake’s portfolio involves working with our Small Business clients and Individuals to maximise returns. Jake is interested in researching specialised areas of taxation and keeping up with current and future changes.
Jake has a keen interest in the property market and looks to specialise in this area working with Bell Group. He is a member of the Geelong Football Umpires and enjoys umpiring local footy on the weekends.
Jack is a Graduate Accountant who has just completed his Bachelor’s Degree in Commerce, majoring in accounting and finance at Deakin University Geelong.
Jack completed this degree with outstanding results in both accounting and finance and is currently working towards his chartered accounting course.
Jack is an excellent graduate who has a wealth of knowledge well above his years of experience and is a welcome addition to Bell Group. He is responsible for running our individual client meetings and BAS returns.
Jack is an avid Share Trader in his spare time and plays footy on the weekends. He looks forward to investing in the property market as he is mentored by Brett.
Finance ManagerContact Me
Kristy has been an integral member of our team for several years.
She is responsible for ensuring our clients obtain the best finance deals possible from our referral partners including banks and finance brokers.
Kristy, Brett’s wife is working in the family business more, assisting with accounts, administration and reception.
She regularly volunteers for Geelong Mums, a local charity and arranges staff volunteer days.
Office ManagerContact Me
Lisa joined Bell Group as Office Manager in 2016 after leaving an Executive Assistant role at Barwon Health. Prior to this she worked in Melbourne and Geelong in high level administrative roles in professional environments.
Lisa is a friendly person with a strong customer focus. She is computer savvy and her previous experience and knowledge is an asset to Bell Group. Always welcoming progression and change Lisa has been integral to our XERO conversion and the Bell Group Accounting Phone App.
You can expect a call from Lisa if you have an outstanding invoice as she is our astute debt collector!
Also Brett’s sister, Lisa keeps the team motivated and arranges the many social occasions they enjoy.
Office AdministratorContact Me
Lisa Page is the newest team member here at Bell Group Accounting, with 12 years’ experience in the Finance Dept at Cotton On.
You will find Lisa Page at Reception, where she is busy answering the phones and welcoming clients to appointments as our star barista! She is quickly learning the ropes and assisting at Reception. Lisa will be managing our Bell Group Accounting phone App and liaises with the ATO daily ensuring our clients are up to date with their ATO correspondence by uploading documents to the App. Lisa looks forward to getting to know all of our existing and new clients.
Lisa Page loves mountain bike riding, cooking and walks on the beach.
We quote fees payable for any of our services upfront, so you know exactly what you’re paying before we start the work. We will provide you itemised costs and you can choose the level of work we do for you.
You’ll know how much you’re paying, what you’re paying for and what to expect. Our fees are fixed, so there are no surprises, whether we’re preparing a simple tax return or helping you with a complex business re-structure.