Clients for life

Relationships underpin our business. We share a mutual understanding with our clients. We get close to the problem, close to the task, and close to the person.

Some things in business are complex

Draw on a depth of knowledge and expertise to assist you. Depth doesn’t just happen, it is built on a foundation of experience.

It's the company we keep that makes all the difference

We've set ourselves to network and collaborate across our extensive network of specialists and thought leaders

Our Services

Management Accounting

Facilitating strategic growth by removing confusion from our clients’ businesses to enable focused management decision making through a spherical reporting structure.

Tax Advisory

Delivering better, lasting outcomes for stakeholders with high quality standards to ensure smooth and efficient structuring whether your business is starting, growing, expanding or excelling.

Transaction Advisory

Objective assessment of business opportunies from all aspects including financial, legal and technical. Quality, responsive advice that provides you with the ability to make confident decisions in the context of your business strategy and capital agenda.

Edge Bookkeeping

To reduce distractions and noise in our client businesses, allowing them to focus on front end value creating, through providing best practice processes, enabled by best leading technology and automation, and delivered through a cost effective operating model.

Superannuation & Estate Planning

Providing you and your family with specialist services to help you plan, accumulate and protect your wealth to ensure your short term decisions are aligned with your long term goals.

Business Recovery

Supporting business owners in times of financial pressure and distress

Tax Compliance

Structured management of all your tax affairs, we get it right for you the first time

Testimonials

"We are very thankful for the help of UBTA. UBTA demonstrated competence at a very high level and we would recommend their services unhesitatingly"

"We were with an accountant well-recognized in the industry. They undertook no basic cross-check on reconciliations or process. The result was the reports provided to management were unverified. UBTA has assisted us in bringing us up to date with all our regulatory & compliance matters"

"The whole UBT accounting team have been delightful people to work with and added considerable value to our business. I have no hesitation in recommending them to anyone who wants to move their business from good to great!"

“We go to UBT Accountants for specialist advice because they are progressively focused people; they understand our needs and are in touch with resources that can bring forward the long term solutions we are looking for.”

UBT Accountants Pty Ltd, ABN 76 117 200 594, is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Phil McNaughton is Limited Authorised Representative 388552 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Sarah Davie is Limited Authorised Representative 1249128 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Stephen Henderson is Limited Authorised Representative 391190 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Website: www.meritwealth.com.au | Privacy Statement. | Link: FSG