Cleary & Bentley

Welcome to Cleary & Bentley, a leading accounting and finance institution located in the beautiful Currumbin Valley of Australia. As a trusted establishment in the field, we specialize in providing high-level tax advisory and dispute resolution services to accountants in public practice.

At Cleary & Bentley, we understand the complexities that come with managing clients who have intricate business or investment structures. That's why we offer the expertise of our esteemed Director, Dr Jo Cleary, who has a wealth of experience in resolving complex taxation and superannuation issues with various regulatory bodies such as the Australian Taxation Office (ATO) and the Australian Prudential Regulation Authority (APRA).

Dr Cleary's approach is characterized by her precision and clarity in providing advice, ensuring that both accountants and clients can easily understand the issues at hand. Her down to earth demeanor, combined with her use of plain English and a wonderful sense of humor, creates an environment where everyone feels comfortable and at ease.

When it comes to tax queries, Dr Cleary carefully analyzes and presents the information in a way that accommodates the technical understanding of advisors and their clients. This enables all parties to make confident and informed decisions regarding their tax matters.

One of Dr Cleary's key strengths lies in her ability to negotiate and settle highly complicated tax disputes, even those with significant historical issues. Her deep understanding of tax legislation, coupled with her belief in the principle of the law as a great equalizer, allows her to seek equitable outcomes for her clients.

At Cleary & Bentley, we take a collaborative approach to working with tax advisors and their clients, always respecting the needs and desires of all parties involved. We understand that public practice accountants have busy schedules, which is why we strive to make the process of engaging with Dr Cleary simple and structured to suit your needs.

To get started, simply fill out our form to request a free, no-obligation 20-minute phone call at a time that works for you. After the initial discussion, Dr Cleary will provide you with a checklist detailing the information required to progress your matter. For structuring and restructuring advice, she will prepare a work schedule and provide an estimate of fees. For ATO audit and dispute resolutions, the work schedule and fee estimate will depend on the ATO's agenda.

Choose Cleary & Bentley for all your accounting and finance needs. Trust in our expertise and experience to guide you through even the most complex tax matters, and let us help you achieve equitable solutions with regulatory bodies.