Crispin & Jeffery

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About Us
Crispin & Jeffery is a boutique accounting firm located in Sydney’s CBD. We boast a wide and diverse client base from multiple niche industries, giving us a broad spectrum of knowledge, which we tailor to meet the customised needs of our clients.
Established in 1981 in Neutral Bay, the firm provides exceptional professional accounting services in a diligent, personal and proactive manner. We actively seek out opportunities for wealth growth by offering a bespoke, holistic accounting service beyond basic compliance work. Crucial to this process is a genuine understanding of our clients.
As a leading firm of experienced and professional chartered accountants and business advisers, Crispin & Jeffery is able to offer practical and meaningful advice on how to improve your bottom line and net wealth. No client is too small for our dedicated approach to tax planning, and our personalised strategies will help you minimise tax, build wealth and protect your assets.
Crispin & Jeffery’s partners are involved with all client matters, adding to the consistent points of contact and offering the highest level of accounting advice. We also offer integrated advice and have long-standing affiliations with other client professional advisers. As a result, clients receive consultancy and planning to complement the traditional accounting, tax and financial services you expect from an accounting firm.
Our flexible approach to working with you as you move through the various phases of your financial life will result in outstanding personal, business and retirement solutions for you, your family and your business.
Service
- Preparation of activity statements and advice on payment of tax
- Preparation of business and personal income tax returns
- GST obligations
- Tax compliance
- FBT optimisation
- Payroll Management
- Advice on and implementation of tax effective trust structures for asset protection and tax minimisation
- Tax litigation support and management of any ATO audits or disputes
- Accounting systems implementation including adoption of cloud based programs
- Mergers & Acquisitions, Corporate restructures
- Preparation of Annual Statutory Financial Statement & Reports
- Audit Reports for Financial Statement & Reports
- Internal Audits
- Due diligence reviews
- Financial Planning
- Financing
- Management Consulting
- Risk Management
- Strategic Planning
- Taxation Consultancy
- Benchmarking
- Bookkeeping/Accounting
- Budgeting
- Business Start-up
- Cashflow Forecasting
- Business Advice
- Establishment of your Self-Managed Super Fund
- Specialist knowledge and expertise
- Superannuation audits
- Advice concerning compliance matters
- Administration of annual reporting requirements
- Advice concerning taxation benefits
- Advice on employer obligations
- Commencing pensions in your Self Managed Super Fund
- Advice on borrowing arrangements including the Limited Recourse Borrowing Agreement
- Management of your SMSF through the C&J SMSF Dashboard, our online web administration portal
- Superannuation review/ comparison
- SMSF establishment
- Pension establishment and review
- Investment strategy review
- Superannuation insurance review
- Superannuation death benefit review
- Cash options for your SMSF – access to wholesale term deposits and at call accounts
- A range of Superannuation and SMSF investment choices in Defensive Income, Australian Shares, International Shares and Property with flexible options
- Superannuation
- Investment Advice
- Retirement Planning
- Estate Planning
- Personal Protection & Insurance
- Budgeting, Personal Finance & Lending
- Refinancing
- Owner Occupied Commercial Property Mortgages
- Investment Commercial Property Mortgages
- Business Loans
- Debt Consolidation
- Owner Occupied Residential Mortgages
- Residential Investment Mortgages
- Equity Mortgages for Investment Purposes
- First Home Buyers
- Construction Mortgages
Get In Touch
Working Hours
- Monday 8:30 AM - 5:00 PM
- Tuesday 8:30 AM - 5:00 PM
- Wednesday 8:30 AM - 5:00 PM
- Thursday 8:30 AM - 5:00 PM
- Friday 8:30 AM - 5:00 PM
- Saturday Day Off
- Sunday Day Off
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