T & E Accounting - Specializing in special disability trust and deceased estate taxation

T&E Accounting

is a specialised trust and estate accounting firm delivering taxation services for special disability trusts and deceased estates.

We deliver the right services at the right time for the right reasons for the benefit of all involved.

Special Disability Trusts

A Special Disability Trust can provide for the future care and accommodation needs, while providing lifestyle choices for your family member.

T&E Accounting supports our clients in all areas of Special Disability Trust taxation and preparation of financial reports for Centrelink compliance.

Your questions will be answered and a wealth of information shared… to see how a Special Disability Trust could be of benefit to you and your family…

Client Reviews

“Thank you, Mel, Shane and team for your amazing support, always with a smile and laugh!!!

We are truly grateful to you both for your amazing support, service, empathy and personalised and prompt communication. Love learning about all the new IT tools to keep us all on track and appreciate your patience teaching me how they work! Already have recommended you and will continue to!!”

The Sullivan Family

“Hi Shane and Melanie, you have been very supportive in helping us get the Special Disability Trust set up for Thomas Sanders. Now that the trust is up & running, we look forward to having your company’s ongoing support to manage the day to day running of the trust on our behalf.”

Michael Sanders & Greg Birch - Trustees

“I am very happy with the service that you both provide. You are knowledgeable and professional. I haven’t given high ratings because I am nice. I genuinely say that you both are very good. Obviously, you are in a niche business and you operate differently to other accounting firms. The technology is good once you get used to it. I don’t think you need to change anything.”

The Phillis Family

“Shane and Mel at T & E accounting are very supportive and very knowledgeable about Disability Trusts, Services and managing the accounts. They have truly made things much easier for us and their ongoing advice and support has been truly valuable. We highly recommend them.”

The McFarlane Family

“Thanks Shane. We are so grateful that we found you and your team to help us with the Special Disability Trust and the Centrelink requirements.”

The Dailey Family

“Once again, I am so very thankful for the excellent work you have done, and most importantly, thank you for your patience, kindness, and understanding of how life goes on.”

The McKenzie Family

“Thank you for all your assistance to date, much appreciated!”

The Hughes Family

“Thank you for all the assistance you have given me this year, it’s been a great experience since getting in touch with you and feeling the strong support that you give. I truly appreciate it and may all the love and support you give out be returned to you many fold. Cheers.”

Jane

“We were really pleased with simple, direct and honest approach taken by Shane to take our family through the special disability trust maze. Easily the best advice, I have received on the topic. It is good to feel that Shane is on our side at all times. A competent and caring partner is a rare find, I’m glad we were recommended to him.”

The Jacquart Family

“We are very pleased with T&E Accounting excellent service. Special Disability Trusts are very complex and we are fortunate to have T&E Accounting actively supporting us.”

The Ware Family

Tribunal Reporting

As an Administrator it is your responsibility to make financial decisions on behalf of another individual.

This role comes with substantial responsibilities for you and comprehensive oversight by the appointing Tribunal.

To obtain a better understanding of your role, responsibilities and how T&E Accounting can simplify and reduce the burden of your reporting requirements…

Testamentary Trusts

While a testamentary trust is established under a valid will, it is not the same as the deceased estate trust and this is where the confusion usually kicks in…

T&E Accounting will provide you with the clarity and the support needed to navigate the finalisation of the estate tax and the ongoing management of your testamentary trust.

Understanding testamentary trusts and the benefits they provide is the key to your future.

To learn more about testamentary trusts advantages and how to avoid some of the pitfalls…

Deceased Estates

For The Executor

Don’t Panic…
Like most of our clients you probably find yourself an executor of a will for a family member or friend and this can be quite overwhelming.

So where do you start?

Deceased Estates

For the Lawyer

The key for a timely resolution of tax issues for an estate is a specialist in deceased estate taxation.

We ensure all taxation matters are dealt with efficiently allowing for a timely administration of the estate.

For the Executor

Don’t Panic…
Like most of our clients you probably find yourself an executor of a will for a family member or friend and this can be quite overwhelming.

So where do you start?