hero banner

I strive to build trust with clients so they are confident we understand their needs and can help them navigate complexities in the accounting environment to achieve their goals in meaningful and actionable ways.

Director – Private Business Tax & Advisory

Stephen specialises in self-managed superannuation funds (SMSFs), Queensland construction, Agribusiness and other small business entities. He has worked in these fields for over 15 years and generates meaningful and actionable advice to clients in an everchanging environment.

Stephen builds strong connections with clients to ensure they understand their goals and how they can be achieved through careful planning. Within SMSFs he has advised on how to setup and provided advice on investment structures and meeting obligations and goals within retirement planning.

He helps clients meet all regulatory requirements under the Queensland Building and Construction Commission and prepare for growth in these industries. For small businesses he provides statutory and management accounting assistance including periodic accounts preparation as well as compliance with year-end statutory accounting and taxation requirements and advisory services.

Experience

  • Establishment of SMSFs involving a review of previous structures to ensure maximum long-term benefits
  • Retirement & estate planningincluding a deep understanding of a client’s personal retirement goals
  • QBCC regulatory requirements
  • Small business advisory
Qualifications
  • Bachelor of Commerce (Accounting)
  • Member of the Institute of Chartered Accountants Australia New Zealand (CAANZ)
Read more
Stephen Borgna
Get in touch
Director
Stephen Borgna
Meet our People