Tax & Business Advisory

Experienced, trusted tax and financial business advisors – for businesses large or small

Lister Mason pride ourselves on our long reputation of working with small to medium sized businesses. For over 20 years, we have worked with businesses ranging from sole traders to those companies turning over in excess of $30 million across a variety of industries including wholesale FMCG, manufacturing, professional services, retail, and trades and more.

We are your outsourced CFO, anytime you need us

We understand that businesses often do not have an internal financial manager or financial staff, so we partner with you to become your trusted advisors for all your financial needs. Whether it be the preparation of financial statements, general financial administration or bigger picture financial advice, including keeping you up to date with the latest legislation, Lister Mason work closely with you to help reach your financial goals and grow your business.

Our business services are split into to two main areas:

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We have been using Lister Mason for over 10 years and while we have always valued their quality service regarding accounting, we have recently started to collaborate with them on business planning as well. The advice we receive is fast, to the point and thorough, allowing us to get on with our business knowing we are making the right decisions. Lister Mason ensure they get back to us promptly and the assistance we received with a recent tax audit was second to none, making a potentially painful situation quite routine.

Daniel Wilton
Transport Refrigeration Services

We have had Kevin as our accountant since we commenced business in 1976. He is a trusted friend and we always refer our business issues to him knowing that we will get the right response.

Bernard & Frances Checko
Dwella Pty Ltd

At Ravenswood we have been Lister Mason’s clients for over 10 years and have always found Kevin Dick and his team to be very knowledgeable. They are approachable and we find it easy to discuss any matters concerning our accounts and tax related issues. Their support and advice has been invaluable in helping us establish our business and they have been our accountants since setting up the company. We have no hesitation in recommending Lister Mason to other small or medium sized businesses.

Paul Williamson
Ravenswood Consulting

“Recently our business was hit with a major cash flow problem. Stephen came up with the solution that by utilising our superannuation funds, we were able to retain all our assets and inject the necessary capital into our business.

“We have used the services of Lister Mason (& Customised Financial Planning) for over 20 years for all our business, taxation, superannuation, finance and insurance needs. I thoroughly recommend their knowledge, professionalism and personal service.”

Paul Jordan

A one-stop shop for us to handle all our business and taxation needs as well as financial planning needs through Customised Financial Planning. We have been with Lister Mason for well over 20 years and have trusted them to always look after our best interest. They helped us transition from running a successful business to a very enjoyable and financially comfortable retirement.

John & Eva Black

Lister Mason has partnered with us for over 20 years and has helped us along our growth path with relevant and understandable advice. We are now embarking on a new exciting chapter in our relationship with Stephen now attending our directors’ meetings as a management consultant. We have always found Lister Mason to be thorough, reliable and responsive.