T & E Accounting

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T&E Accounting

We deliver specialised accounting services and financial reporting to meet the needs of some of the most vulnerable members of our community and their families.

We deliver specialised accounting services and financial reporting to meet the needs of some of the most vulnerable members of our community and their families.

We specialise in four key areas:

  • Special Disability Trusts
  • Tribunal Reporting
  • Deceased Estates
  • Testamentary Trust

What we deliver:

  • Peace of mind and
  • Protection

Our role is to ensure compliance and to remove the burden of financial reporting from our clients. The families we look after are truly grateful for our services and appreciate being freed up to get on with their lives and focus on what matters most.

Our role is to ensure compliance and to remove the burden of financial reporting from our clients. The families we look after are truly grateful for our services and appreciate being freed up to get on with their lives and focus on what matters most.

T&E Accounting ...Our Speciality

By specialising in Special Disability Trust, Deceased Estate Taxation, Testamentary Trusts and Tribunal Reporting, we have been able to keep up with the unique and complex taxation rules and deliver peace of mind for both executors, trustees and families of individuals with special needs now and into the future.

We 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.

We support our clients in all areas of Special Disability Trust taxation and preparation of financial reports for Centrelink compliance.

And we remove the ongoing burden of Tribunal Reporting for the Administrators.

T&E Accounting has one rule:

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

While our area of specialisation is narrow the needs and circumstances of the families we look after are infinite. Getting to know you and identifying your needs is the key to the successful delivery of our services.

For each of the four key areas that we specialise in, we offer a free initial consultation. During the consultation, we will gain a clearer understanding of your needs and how we could be of service. We will share with you our knowledge and experience and we will be able to identify what your next steps need to be.

Getting started with T&E Accounting… Initial consultation.

Please use one of the links below to book in a time that is suitable for us to give you a call for the initial consultation service you require:

Special Disability Trust (SDT)

Suitability, eligibility, establishment, compliance, pros, cons and how it can be best utilised to meet the future needs of you and your family.

Deceased Estate

Understanding estate administration and taxation, your role and responsibilities as executor for the deceased and their estate.

Testamentary Trust

Your role and responsibility as Trustee, taxation, compliance, reporting and how it can be best utilised to meet the needs of the beneficiaries, you and your family.

Tribunal Reporting – Financial

Understanding your requirements, strategies for planning, finance management and tracking, while reducing the burden of compliance.

Melanie Costin

Director - T&E Accounting

Our Team

Melanie Costin has over 25 years of experience and is a specialist in taxation and compliance for deceased estate administration, special disability trusts, testamentary trusts and tribunal reporting.

Melanie has presented seminars to the Society of Trust and Estate Practitioners, The College of Law, The Tax Institute and CPA Australia, providing training on taxation and compliance as a specialist in these areas

Shane Clarke has over 30 years of experience in business and is the driving force within T&E Accounting. Specialising in system development and account management, Shane maintains the continuity of our services.

Through consultation Shane is able to identify the client’s needs and coordinate the required services. Utilising his extensive experience and professional network, Shane is able to support our clients to deliver the successful resolution of any core issues and ensure that the clients are able to remain on the right track.

Shane Clarke

Operations - T&E Accounting