Firm Profile

We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

Our enthusiasm for our work means you are provided with a friendly team of professionals who are eager to use their expertise to help you succeed.


Peter Rule – Director

For more than 20 years, Peter has advised a broad range of clients in a wide range of industries. He has a wealth of experience in providing innovative solutions for individual and business clients in particular.

Industry Experience

Peter is a qualified Chartered Accountant with over 20 years experience in advising individual and corporate clients. Peter focuses mainly on innovative taxation solutions, estate/succession planning issues and asset protection mechanisms. Peter has spoken at numerous client updates and has presented papers at various industry forums.

Peter has particular knowledge in the following areas:

  • Superannuation
  • Taxation including Income Tax, Capital Gains Tax and GST
  • Business Planning and Valuations
  • Budgeting, Cashflow Preparation and Ongoing Analysis including KPI Reporting
  • Asset Protection strategies
  • Succession Planning including Governance Agreements
  • Estate Planning


  • Bachelor of Business, University of Southern Queensland
  • Graduate Diploma of Advanced Accounting (Distinction), Queensland University of Technology
  • Masters of Commerce, Queensland University of Technology
  • Chartered Accountant (CA)
  • Certified Practicing Accountant (CPA)
  • SMSF Specialist Adviser (SSA)
  • SMSF Specialist Auditor (SSAud)
  • Registered Tax Agent
  • Justice of the Peace QLD (Qualified)

Professional Affiliations

  • Member of the Self Managed Super Fund Professionals' Association of Australia



Chris Burns - Director

Chris advises small and medium enterprises (SME's) in all areas of business, in technology, taxation, accounting, reporting and business issues affecting their day to day activities and operations.

Industry Experience

Chris is a qualified Chartered Accountant with over 20 years experience in advising SME's in Sydney, more recently Queensland, and across Australia, in financial and management accounting, taxation, budgeting, and business systems. He can provide systems needs analysis, onsite or classroom training, monthly management and system reviews, and extended software and accounting support. Chris has experience in numerous industries and has particular expertise in the Retirement Village industry, wholesaling, automotive, retailing and entertainment industries. Chris has been instrumental in the recommendation and installation of numerous accounting systems for clients and providing ongoing business management support.


  • Bachelor of Commerce with Merit, University of Wollongong NSW.
  • Chartered Accountant (CA)
  • Registered Tax Agent
  • Accredited Mortgage Consultant
  • Justice of the Peace - NSW

Professional Affiliations

  • Exonet6 - Business Partner
  • MYOB "Certified Consultant"
  • Accredited Attache Software Consultant
  • Professional Partner - Intuit (Quicken & Quickbooks)
  • Consultant - Sage Accounting
  • Various General Business Software

General Expertise

  • Financial Accounting
  • Management Accounting
  • Income Taxation
  • Business Planning
  • Budgeting and cashflow preparation and ongoing analysis
  • General taxation matters including income tax compliances and indirect taxes
  • Reporting obligations of various entities and structuring
  • Business Lending, Asset Finance and Development Project Lending

Information Technology Expertise

  • Systems needs analysis and recommendations
  • Integration and implementation of business software packages.
  • General systems and IT training
  • Software training and support
  • Technology troubleshooting
  • Systems upgrades and ongoing support
  • Qualified consultant for numerous software packages



And Team!

Dedicated Client Managers & teams.

Our dedicated client teams are an invaluable part of our client service delivery. Our teams are provided with ongoing development and training in both technical accounting and taxation and also technology functions.

If you'd be interested in joining a quality proactive and innovative team with the "client interest" as the main focus please send us your resume via email only.



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