Accountant

Graystone Private logo

Graystone Private

regulatory compliance, responsive advisory, bespoke solutions, tax compliance, taxation services

Sydney, Australia9graystoneprivate.com
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Location
Sydney, Australia
Team size
9
Focus
Accounting
Reviews
1 verified
5.0
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from 1 verified founder
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What Founders Think of Graystone Private (1)

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re: Jonathan Yeo
Robyn Coote, Practice Leader Alternative Funds @ PMC Legal - Met them

Jonathan is so helpful and practical for fund managers who are setting up or operating a business and/ or a fund. From tax compliance, fund accounting and general account he's very experienced and nice to deal with.

About Graystone Private

Graystone Private is a full-service accounting, taxation, and business advisory firm based in Sydney, Australia. The firm holds a strong reputation as specialists catering to funds and family offices, providing bespoke solutions and responsive advisory services to their clientele. Established on 6 July 2022, the entity, registered as GRAYSTONE PRIVATE PTY LIMITED, quickly positioned itself within the competitive financial landscape of Sydney by focusing on niche markets that require tailored and comprehensive financial management.

The core of Graystone Private's offering revolves around essential accounting and taxation compliance, coupled with strategic business advisory. Their accounting services encompass the compilation of annual financial statements and the meticulous preparation or review of periodic activity statements. For taxation, they handle distribution reviews, various tax returns including Annual Tax Statements, AIIRs, and Fringe Benefits Tax Returns, as well as Goods and Services Tax (GST) compliance. Furthermore, the firm provides robust business advisory services such as transaction support, outsourced finance functions, and assistance with inbound entity establishment and operational support, demonstrating a holistic approach to client financial health.

A key differentiator for Graystone Private is its client-centric philosophy, built on fostering enduring interpersonal relationships. The firm prides itself on a partner-led service delivery model, ensuring that clients receive high-quality service that is both pragmatic and commercially sound. This approach is underpinned by an experienced senior leadership team, possessing a depth of varied and broad industry expertise. This collective skill set allows Graystone Private to offer responsive and high-quality business advisory and compliance services that are precisely tailored to the unique requirements of each client.

While specific individual achievements are not publicly detailed, the firm's focus on private capital, managed funds, and family offices highlights its expertise in complex financial structures and high-net-worth individual and entity requirements. Their commitment to regulatory compliance and the provision of bespoke solutions are central to their operational ethos, reinforcing their standing as a trusted financial partner. The firm's continuous dedication to supporting the success of its clients through expert advice and personalised service remains a cornerstone of its practice in the Australian financial sector.

Graystone Private at a glance

Services
Compilation of annual financial statementsPreparation and/or review of periodic activity statementsDistribution ReviewsTax ReturnsAnnual Tax StatementsAIIRsFringe Benefits Tax ReturnsGSTTransaction SupportOutsourced Finance FunctionInbound Entity Establishment and Operational Support
Industries
Private CapitalManaged FundsFamily Office
Specialisations
Funds and Family Office SpecialistsPrivate CapitalManaged Funds

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