We provide personalised accounting, tax and advisory services. We have set up many different tax structures, including bare trust structures where borrowings are required in self-managed superfunds.
Legal structures for small fund managers and smaller legal firms and medical professionals.
Our range of services include but is not limited to:
- Preparation and lodgement of Income Tax returns,
- Income Tax advice,
- Estate Planning,
- Fringe Benefit Tax advice,
- GST advice and BAS returns,
- Payroll Tax,
- Capital Gains Tax,
- Rental Property and Superannuation advice.
Business Advisory
We help our clients minimise their yearly tax obligations & protect their assets.
We specialise in Tax Advice for high net worth clients.
Tax & Accounting
Portfolio Services
We provide Portfolio Reporting systems for SMSF and Equity portfolios online.
We have experience in different types of audits for all types of businesses.
Audit & Assurance
Virtual CFO
We provide Virtual CFO Services tailored to your request provided by qualified experienced accountants.
Business Advisory
Business Consulting
We offer tax and wealth management support to boost personal wealth for high net worth individuals. We work with our clients to realise financial outcomes – from tax and investment strategies to techniques for using profits as income to maximize family wealth outside of their businesses.
Minimise yearly tax obligations, protect and preserve your family wealth, asset protection, design growth-oriented tax strategies & accelerate debt reduction and elimination & maximise returns on investments. Implement retirement planning strategies by working with our financial advisors.
Audit & Assurance
Our audit approach emphasis is on understanding the business, the owner and the balance sheet.
We conduct various audits from Financial Reports to Self-Managed Super Funds.
Audits and Reviews of financial reports.
Provision of statutory audit services for clients requiring an audit under the Corporations Act 2001, or other relevant legislation. Our industry experience and exposure to different entity structures is very broad.
Internal Audits.
Provision of an internal audit function, either on a one-off or recurring basis, for organisations of all types.
Systems and controls reviews
Reviews of an entity’s financial and operating systems and controls, providing an independent assessment of the internal systems and controls. These reviews assist in risk management and corporate governance.
Agreed upon procedure reports.
Conducting procedures on specified financial information for a particular special purpose and then preparing a report based on these procedures.
Self-Managed Superannuation Funds.
Auditing self-managed superannuation funds in accordance with Australian Auditing Standards and superannuation legislation.
Other types of audits.
- Trust accounts (solicitors and real estate agents)
- Grant aquittals
- Turnover audits
- Outgoings audits
- Strata plan audits
Taxation & Accounting
Taxation Services
Have you reached a savings or investment plateau, with little to no disposable income left to use as you please? Are you starting to feel like too much of your income and revenue goes towards taxes – on personal, business or investment income, on capital gains, on your superannuation, on goods and services – and a little more?
Our priority is to provide you with an outcome that best suits your individual business needs. Whilst it is important to deliver practical business solutions, we also understand that the most meaningful advice is tailored to the environment in which you operate.
Accounting Services
Are you missing out on valuable tax deductions that are costing you thousands of dollars in tax return refunds each year?
Making a mistake on your tax return could be costly. You could end up paying more tax than you have to and there are big penalties for lodging incorrect tax returns. Save yourself the time, stress and money.
Book-keeping Services
With extensive experience in preparing company accounts, we take care of your bookkeeping needs and also prepare your year-end accounts.
This negates the need to have a separate bookkeeper and accountant. This means your year-end financials are completed promptly and by someone who is very hands-on and understands your business.
Superfunds Online
"Class Super"
Take advantage of our specialist online reporting system for SMSF's. You can view individual member balances, investment values, cash accounts, contribution cap limits, pension withdrawal limits, asset allocation, asset strategy, and much more.
Virtual CFO
"CFO Support"
Our Virtual CFO Service supports your business by providing management insights, management reporting, analysis, budgeting & forecasting to enhance your decision-making ability.
Our clients are involved in the following industries:-
- Banking & financial services
- Cybersecurity
- Food industry
- Legal professionals
- Medical professionals & businesses
- Transport & logistics
BG Financial is a firm situated in the heart of the city with a diverse personal and business client base. We have several high profile clients covering most industry sectors. Our clients are situated throughout NSW and some are interstate and overseas.
The staff are of a high calibre and are senior qualified professional accountants with several years’ experience. The size of our firm enables us to provide personalised Director attention to meet our clients’ needs. We are proactive in our approach and focus on providing value added services. We also work together with a network of specialist experts (tax lawyers, stockbrokers and other specialists) to assist our clients with more complex issues if required.
Most of our clients are long standing ones and our relationship with them is a trusted one.
Contact Us
local_post_office
Suite 59, Level 11
88 Pitt Street,
Sydney NSW 2000
Felicia Jamieson | Director
CA, BBus & Dip Financial Planning
Felicia is an experienced Chartered Accountant with over 25 years of extensive experience in the financial services industry. Prior to her current role, she held senior positions at mid-tier accounting firms and a major ASX-listed company. Her expertise spans complex taxation issues for corporate listed funds, high-net-worth individuals, deceased estates, and Self-Managed Super Funds (SMSFs).
Felicia is recognised for her hands-on, personal approach. She works closely with clients to navigate compliance obligations while actively supporting their broader business ambitions. A specialist in due diligence, she frequently serves as a lead tax advisor on business divestments, collaborating with private equity firms and "Big 4" accounting firms.
Beyond compliance, Felicia partners with legal experts to design robust structures for inter-generational wealth transfer and asset protection. Her deep technical knowledge in SMSF borrowing and bare trusts ensures her clients are not only compliant but empowered to manage their financial future with confidence.
Stephen Kim | Associate Director
CA, B.Com
Stephen is a Chartered Accountant with over 20 years of experience and serves as a key leader within BG Financial Group. He specialises in strategic administration and technical management of Self-Managed Superannuation Funds (SMSFs). His rigorous attention to detail ensures that clients remain fully compliant with the complex requirements of the SIS Act.
Throughout his career, Stephen has developed a reputation for navigating intricate taxation strategies and optimising business performance. His technical repertoire includes specialised advice on Income Tax, GST, and Payroll Tax. He is particularly adept at identifying potential taxation obstacles and implementing protective asset structures.
Stephen’s approach is defined by integrity and a commitment to adding tangible value. As Associate Director, he provides an unbiased perspective on financial alternatives, maintaining strict quality assurance while identifying and mitigating risks for his clients.
Railesh (Raj) Chand | Senior Tax Manager
CA
Raj is a seasoned Chartered Accountant with over 20 years of experience in the accounting and investment sectors. He spent a decade within the specialist tax team of a leading investment fund manager, where he led high-level tax projects for unlisted managed funds and oversaw complex unit trust administrations.
Known for exceeding stakeholder expectations, Raj brings a wealth of practical knowledge to the delivery of year-end tax statements and value-added advisory. His core specialties include:
- Fund Management: High-level tax reviews for HNW unlisted Managed Investment Trusts (MITs).
- Trusts & Estates: Management of Testamentary, Discretionary, and Hybrid Unit Trusts, including Estate and DOD compliance.
- Specialized Implementation: Lead advisor for Native (Indigenous) Title Trusts.
- Technical Compliance: Non-resident withholding tax controls and EOFY program delivery.
Peter Li | Tax Manager
CA, BCom, Dip Financial Planning
Peter is a Chartered Accountant with more than 15 years of experience across prominent accounting firms. His career is built on a foundation of comprehensive tax advisory, business strategy, and the management of Self-Managed Superannuation Funds (SMSFs).
Peter manages a diverse portfolio, providing solutions-based advice to small-to-medium enterprises (SMEs), ultra-high-net-worth individuals, and medical and legal professionals. He is an expert in designing tax-effective structures and performance-tracking strategies for large family groups.
A graduate of the University of Sydney, Peter holds a Bachelor of Commerce (Accounting and Finance) and a Diploma of Financial Planning. His technical proficiency and practical experience allow him to simplify complex financial landscapes into actionable tax-minimization strategies.