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BWA Advisors

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Thorough and responsive, great service.

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About BWA Advisors

BWA Accountants + Business Advisors is a prominent boutique accounting and business advisory firm located in inner-city Melbourne, Australia. Established in 1998 by Bernard Woodland, the firm has cultivated a strong reputation for delivering high-quality accounting and taxation services. The dedicated team at BWA aims to partner closely with clients throughout their personal and business lifecycles, assisting them in achieving their financial goals while upholding the highest ethical standards.

With a collective experience exceeding 50 years within its leadership, BWA prides itself on providing proactive advice, informed by an in-depth understanding of ongoing legislative changes. The firm caters to a diverse clientele, including businesses of varying sizes, individuals, and high-net-worth family groups, with a particular focus on small to medium-sized enterprises (SMEs). BWA’s client-centric approach is highlighted by its commitment to fostering lasting relationships, a testament to which is their engagement with some clients for over two decades.

In 2016, BWA expanded its leadership, with Adrian Grilli and Daniel Correale becoming partners. Adrian, who began his career at BWA as a graduate in 2003, now oversees the firm's Self-Managed Superannuation Fund services, ensuring compliance and administration in an evolving legislative landscape. Daniel, also joining public practice in 2003, brings extensive experience in accounting and taxation compliance, specialising in business advisory for SMEs, asset protection, taxation structuring, and succession planning. He also possesses valuable expertise in corporate advisory and transaction services, including business sales and acquisitions. Bernard Woodland, the founder, continues to specialise in business advisory and business transaction services.

What sets BWA apart is its holistic approach. Beyond traditional accounting, the firm offers comprehensive business advisory services, encompassing everything from startup guidance and growth strategies to maturity stage advice and business exit planning. They are adept at handling complex transaction services, having successfully assisted in business sales exceeding $80 million. To ensure all client needs are met, BWA leverages a select network of specialised providers, including mortgage brokers, lawyers, risk consultants, and financial planners. The firm's commitment to quality client service and a dedicated professional team forms the cornerstone of its operations, ensuring efficient and accurate financial management tailored to individual and business requirements.

BWA Advisors at a glance

Services
Taxation servicesTaxation planning and structuringBusiness advisorySelf-Managed Super Fund (SMSF) administration and complianceAccounting and bookkeepingPreparation of financial statements (monthly, quarterly, annual)Budgets and cashflow planningCorporate secretarial requirements and ASIC compliancePayroll services (superannuation guarantee, Payroll Tax, Workcover, payment summaries)GST compliance (Business Activity Statement (BAS) preparation and lodgement)Accounts Receivables and PayablesBusiness valuationsTransaction services (sale/purchase of business, due diligence, vendor assistance)Family Law tax advisoryGovernment innovation grants assistanceIncome TaxCapital Gains TaxGoods and Services TaxFringe Benefits TaxDivision 7A Tax complianceResearch & Development (R&D) Tax incentivesProfessional Sportspersons Tax rulesIndirect Taxes
Industries
Small to Medium Businesses (SMEs)Large companiesIndividualsHigh Net Worth Family groupsProfessional sportspersons
Software stack
XeroMYOBQuicken
Specialisations
Business AdvisoryTaxation Planning & StructuringSelf-Managed Super Fund Administration and complianceCorporate Advisory – Transaction ServicesAsset ProtectionEffective Tax PlanningSuccession PlanningFamily Law Tax AdvisoryGovernment Innovation Grants assistanceResearch & Development (R&D) Tax incentivesProfessional Sportspersons Tax

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