Cooper & Lockhart

Public Accountants & Registered Tax Agents

Who We Are

Cooper & Lockhart is a small family run company with a dedicated team. We have the essential skills and level of industry knowledge to deliver valuable guidance to our clients.

Our team stays up to date with the latest accounting principles, small business issues and tax law through continuing education and related industry seminars.

We specialise in working with individuals and small to medium-sized businesses. We provide a high level of expertise and a wide range of accountancy services to ensure our clients reach their financial goals.

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Meet our directors

12+ Years

Experience Services

Ben Cooper

Ben is a Certified Practicing Accountant and holds a Bachelor of Business in Accountancy. Ben has extensive working knowledge of capital gains tax and is able to guide his clients through the complexities of property transactions. With over 15 years experience in public practice, he can provide a tailored accounting solution to meet your requirements.

Sarah Lockhart

Sarah is a Certified Practicing Accountant and holds a Bachelor of Business in Accountancy & Marketing. Sarah has 15 years public practice experience and has gained a broad knowledge of accounting & taxation issues that impact on most small to medium-sized businesses and an extensive understanding of Self Managed Superannuation Funds and the complex environment they operate within.

Services

Cooper & Lockhart provide friendly, efficient and professional accounting and taxation advice to individuals and businesses.

Taxation services

Taxation services are available for our individual clients as well as our small to medium-sized business clients.

For individuals
Cooper & Lockhart will proactively prepare and lodge your personal tax return to achieve the legally payable tax outcome. We can also assist you if you have fallen behind in your tax return lodgements.

For businesses
Our highly-trained staff can advise you on all areas of business tax. We will assist you with the preparation and lodgement of tax returns, Business Activity Statements (BAS) and Instalment Activity Statements (IAS). We will advise you on payroll tax, PAYG withholding, GST planning and compliance and fringe benefits. We can also help you to legally minimise your tax.

Business Services

Business services are available for all of our small to medium-sized business clients. Cooper & Lockhart can help you to

manage your accounting records and offer professional advice about understanding your business in order for it to grow.

We are happy to arrange a consultation at your premises or ours.

We can assist your business in the following areas:
Financial statement preparation for all entities.
ASIC compliance maintenance for corporate entities.
Bookkeeping assistance including MYOB.
Asset protection and management.
Business structure establishment and structure advice.
Employer advice and assistance with superannuation and WorkCover.

Accounting System Set Ups

Our team caters to both manual and software accountancy systems including MYOB, Quicken and Cashflow Manager.

Whether you are just starting out or have an established business, we can advise which system will work best for you.

Other Services

There are many other services we can help you with. Our team can:

Liaise with financial advisors, bank managers, solicitors and tax officers on your behalf.
Assist with business plan preparation.
Develop a succession plan for your business to support your retirement.
Prepare cash flow forecasts, budget comparatives and profit and loss projections.
Provide financial guidance on matters such as property investment and leasing.

Looking for a premium accounting for your business ?

Our Clients

We enjoy building strong relationships with our clients and we are proactive in our approach in order to successfully meet their financial needs. Our clients include individuals and a diverse range of small to
medium-sized businesses.

Cooper & Lockhart has extensive experience with businesses and industries including:

  • Service
  • Retail
  • Mechanical
  • Trade
  • Manufacturing
  • Contractors
  • Building & Construction
  • Tourism

Useful Links

CPA Australia

This website has a number of fact sheets relating to small to medium-sized businesses.

Australian Government

This website is a great resource for anyone starting their own business.

Family Assistance Office

This website offers online services including claims, family assistance and child care.

Australian Taxation Office

This website provides valuable information on any matters relating to tax.

Contact Us

Telephone:

(03) 9800 5557

Fax:

(03) 9800 3996

Email:

admin@cooperlockhart.com.au

Street address:

Suite 10, 249 Stud Road, Wantirna South Vic 3152

Postal address:

PO BOX 5789, Wantirna South Vic 3152

Business Hours

Monday to Friday:
9:00am – 5:00pm