O'Brien Accountants & Advisors

We love getting out of the office on-site visiting our clients especially when their "office" is as stunning as the Speciality Trees property. The perfect backdrop to film a client story. Great to be working with Elite Media again in production of our upcoming client testimonial series. Here's a sneak peek in stills, look out for the final video in a few short weeks.

Career Development

A career at O'Brien's means an opportunity to work for a dynamic organisation with genuine long-term prospects for the future. We support our team with:

✍️ Training and professional development
👣 Career pathway opportunities
📣 Industry insight session to stay on top of latest updates
🤝 Work with interesting clients
📚 Study leave
💲 Financial contribution to role related qualifications

Career Development at O'Brien's A career at O'Brien's means an opportunity to work for a dynamic organisation with genuine long-term prospects for the future. We provide training and career...

Looking for new opportunities?

Our tag line "Your Future is Our Focus", applies to not only our clients but also our employees. We make sure every team member has access to the right training and opportunities to further their careers whilst working with interesting clients and supportive team members.

A career at O'Brien's includes a diverse range of benefits to ensure you can achieve your ideal lifestyle.
✔️ Professional Development
✔️ Technical training
✔️ Flexibility
✔️ Reward & Recognition
✔️ Social Activities
✔️ Community Engagement

If you are looking for the opportunity to work for a dynamic organisation with genuine long-term prospects for the future, we look forward to hearing from you.

Benefits at O'Brien's A career at O'Brien's includes a diverse range of benefits to ensure you can achieve your ideal lifestyle.Professional DevelopmentTechnical trainingFlexibili...

COMMUNITY

Our team had a fabulous night out on Friday evening in support of the Rotary Club of Ivanhoe at their Trivia extravaganza.

We tested our memories with challenging questions and enjoyed lots of games, music, food and fun with a lively crowd of 100+ guests.

A highly successful event organised by dedicated Rotary volunteers in support of local community organisations Olympic Adult Education and 3081 Angels to which O'Brien's was proud to donate $2,000.

The work done by Rotary is incredibly important to small, local organisations such as these and we acknowledge and congratulate the volunteers on their dedication.

Image: O'Brien's team presenting the cheque to Rotary Club of Ivanhoe President, Rebekah (left).

We love to help people build the life they want to live; and that means for our clients AND OUR TEAM.

Join us at O'Brien's and discover the incredible benefits that will help you not only progress your career but also achieve your ideal lifestyle.

✔️ Professional Development
✔️ Technical training
✔️ Flexibility
✔️ Reward & Recognition
✔️ Social Activities
✔️ Community Engagement

Benefits at O'Brien's A career at O'Brien's includes a diverse range of benefits to ensure you can achieve your ideal lifestyle.Professional DevelopmentTechnical trainingFlexibili...

We acknowledge our team's committment and dedication to the firm with a monthly celebration of work anniversaries.

This month we recognise Anshul, Brad and Lisa for their valuable contribution to the firm and our clients.

Significantly, Lisa is celebrating ten years overseeing our marketing and communications. Lisa's expertise and knowledge have played a vital role in our firm's growth and in strengthening our brand presence in the North-East corridor in Melbourne.

Anshul celebrates five years and is to be commended on his impressive journey from a Graduate to Senior Accountant during that time. Anshul has shown his ability to effectively engage with clients, excel in complex tasks, and lead a team to deliver exceptional service and positive outcomes for our clients.

Brad joined us three years ago whilst studying and proved himself quickly securing a Graduate role on completion of his Bachelor. Brad has now progressed to Intermediate Accountant and, as part of the Tax & Accounting team, Brad has shown dedication to delivering excellent client service with a high level of technical expertise.

Thank you Lisa, Anshul and Brad for your service and dedication to our firm, clients and team.

Ending the week with feel good vibes after getting out and about in the community providing education to members of U3A Banyule about minimising estate tax to amplify their legacy and provide for future generations.

Many thanks to Kevin of Rotary Club of Ivanhoe for inviting our Financial Planning Director Nellie Fung to speak. A highly engaged audience and valuable conversation.

What it means to our people to be part of our team.

https://hubs.ly/Q02jqytD0

Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

We are a dynamic organisation offering genuine long-term prospects for the future. The opportunity to be part of a converged firm delivering holistic financial and accounting advice to our clients also comes with a diverse range of benefits, extensive training program, active social committee and a workplace conscious of its environmental and community footprint.

O'Brien's employee value proposition Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifesty...

Having originated as a family-owned business ourselves, we always ensure family comes first for our team and for our clients. With a deep understanding of the complexities of a family unit, especially those with serious financial commitments like education, mortgage and insurance, we will help you put in place solid strategies that protect your family and help you plan for the future.

There is a lot to consider... property, shares, businesses, risk planning, estate planning, insurance, superannuation, capital transition and more. With our tailored family advice, we help you ensure all your family’s financial affairs are organised, giving you security and peace of mind.

https://hubs.li/Q02jqtyb0

🌟 Opportunities 🌟

We are a full-service business advisory, accounting and financial planning firm of dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability and, respect play a crucial role in how we maintain our strong team culture and balanced lifestyle. We are looking for passionate people to join our team.

📌 Operations Coordinator
Our continued business growth has resulted in the creation of a new role for a dynamic and experienced Office Manager / Operations Coordinator who will oversee daily operations and assist with projects. As an integral part of the team, the ideal candidate will have a background in professional services, a passion for exceptional customer service, and a drive for operational excellence.

📌 Client Support Administrator
This busy, hands-on role supports a team of accountants with the preparation and compilation of client documents, electronic files, and email allocated tasks. This role will suit a proactive, people person with good problem-solving skills. With full on the job training, the successful candidate does not need previous experience in a similar role, just a good attitude and work ethic.

📌 Accountant
We are looking for an experienced public practice accountant with a passion for reviewing work and coaching others. The ideal candidate will have strong technical knowledge which they use to identify areas for employee development and to add value to each client engagement. This role will be key in ensuring the quality of the work meets our high standards and work turnaround timeframes are being achieved.

For more details about each role and our employee value proposition visit our website.

https://hubs.li/Q02jqmLt0

Reminder, our office reopens Wednesday 10th January 2024.

Delighted to deliver our reverse advent calendars, food boxes, to CareNet Ltd this week. We packed these recently as part of a community team engagement activity. CareNet is a local food relief charity and introduced the reverse advent calendar initiative this festive season as a creative way for the broader community to provide donations.

On delivery, we toured the facility and learnt that in just the past week, CareNet has experienced a 30% increase in demand for their food relief program. With rising cost of living and additional pressure the festive season brings to families, needs are increasing.

As such, it was wonderful to be able to present a cheque for an additional donation to CareNet from Count Charitable Foundation which dollar matched our contributions as a firm, bringing our combined impact to a total of $6,500.

Thank you all involved.

Image: Brihony Copperwaite and Lisa Sweeting from O'Brien's presenting the CCF cheque to Kellie Wishart, CEO and Ron Reinten, Treasurer of CareNet.

As community financial pressures continue, food insecurity keeps escalating. Our community partner CareNet Ltd has seen a 60% increase in demand for food in this financial year alone, just a few months.

That’s why we spent a morning this week doing our bit to help ease this pressure on families feeling the pinch this Christmas. In teams we shopped for and packed reverse advent calendars, i.e. food hampers, to help ensure that everyone in our community has food this Christmas.

CareNet's reverse advent calendar concept encourages the community to add an item to a box each day for 20 days rather than taking something out.

We have also made a cash donation so CareNet can pack additional hampers. In total we have contributed over 25 hampers towards CareNet’s goal of 500 this year.

Do you ever think about the legacy you will leave behind? Both through the life you have lived and the wealth you pass onto your family.

Amplify the financial legacy you pass on by minimising death tax and maximising your wealth with a financial plan.

In this client case study, we outline how our clients were able to increase their tax-free income and save significant estate tax therefore increasing the inheritance they will leave for their adult children.

https://hubs.li/Q0293Yvh0

If this is a concern for you, join us at our "Demystifying Superannuation and Death Taxes" seminar next week and we'll help you understand how you can structure your retirement tax effectively.

Complimentary registration here https://hubs.li/Q0293Wfn0

Demystifying Superannuation and Death Taxes Seminar We unravel the complexities of superannuation and estate (death) tax and demonstrate how to structure retirement assets tax effectively.

The saying goes, there's only two things certain in life... death and taxes. And unfortunately, the first can trigger the latter.

Death tax.

You have worked hard for your money but do you know where it will go when you go and how much tax you will pay on the way?

In our next seminar, "Demystifying Superannuation and Death Taxes", our specialists will help you understand what you can do now to ensure your wealth is left with your intended beneficiaries and not the ATO. We will discuss structuring your retirement tax effectively so your savings last longer and you maximise the legacy you leave for your family or charitable organisation.

Thurs 30th November, 5.30pm at our suites.
Register for your complimentary ticket here https://hubs.li/Q0293VP10

Demystifying Superannuation and Death Taxes Seminar We unravel the complexities of superannuation and estate (death) tax and demonstrate how to structure retirement assets tax effectively.

COMMUNITY

This year we've been delighted to host the local U3A book club on a Friday afternoon as part of our community engagement activities.

The group recently finished up for the year and invited Director, Nellie Fung, to present certificates and share afternoon tea.

Connecting with our local community groups such as Rotary, Ivanhoe and U3A is an important part of our community pillar. We enjoy learning about the contributions they make to our society and positive impact on people's lives.

📣 Myth: Financial planning is just for the wealthy.

🔍 Did you know that even if you earn less than $120,000 annually, seeking financial planning advice can make a significant difference in your life?

Recent research by the Financial Planning Standards Board Ltd. shows that those who have a financial plan enjoy a higher quality of life, greater financial confidence, and overall satisfaction compared to those without guidance.

Contact our team to discover how we can help you achieve your goals with a financial plan tailored to your personal situation.

https://hubs.li/Q024ftpH0

🌟 Myth: Financial Planning is just for retirement.

✅ Did you know that financial planning is not only important for your golden years? It has a significant impact on your quality of life, financial confidence, and overall satisfaction at every age.

💰 Many people believe that financial planning is only necessary when retirement is on the horizon. But the truth is, taking charge of your finances early on can pave the way for a brighter future and help you achieve your goals sooner.

📚 By embracing financial advice and planning, you can:

🔹 Gain peace of mind: Knowing that you have a solid financial plan in place can alleviate stress and provide you with a sense of security, regardless of your age.

🔹 Improve your quality of life: Financial planning allows you to prioritise your spending, save for important milestones, and enjoy the present while still planning for the future.

🔹 Boost financial confidence: Understanding your financial situation and having a well-thought-out plan empowers you to make informed decisions and confidently navigate any unexpected financial challenges that come your way.

🔹 Increase financial satisfaction: When you have control over your finances, you can set achievable goals, work towards them, and witness the progress you make, leading to greater satisfaction and fulfillment.

💡 So, don't fall for the myth that financial planning is only for retirement. Start taking control of your financial journey today, regardless of your age or life stage.

https://hubs.li/Q024fssN0

Today is World Financial Planning Day. Recent research commissioned by Financial Planning Standards Board Ltd. highlights the value of financial planning.

People working with a financial planner reported:
* Better financial decision-making confidence
* Improved financial wellbeing and peace of mind
* Saves time and effort organising finances
* Help to explain and simplify financial matters
* Feel more satisfied with their wealth

If you would like to feel more confident about your financial future and have a clear plan in place to guide you towards achieving your goals, our Financial Planners can help you. Contact us for a complimentary, initial conversation and read more about the research findings below.

Live your today. Plan your tomorrow. - O'Brien Accountants & Advisors To celebrate World Financial Planning Day on Wednesday 4 October 2023, the Financial Planning Standards Board (FPSB) has commissioned the ...Read more

FINANCIAL WELLBEING

Did you know that improving your finances can actually enhance other areas of your life?

Recent research by Financial Planning Standards Board Ltd. found that over 40% of financial planning clients experienced positive impacts on their family life and mental health after seeking help from a financial planner.

By establishing a solid financial plan, you not only reduce stress and anxiety but also have the opportunity to prioritise what truly matters – spending quality time with loved ones and nurturing your mental well-being.

Building good financial well-being can be the key to unlocking a more fulfilling life. Invest in your financial health today for a happier, calmer tomorrow.

https://hubs.li/Q02447mT0

SMALL BUSINESS

Have you applied for the Xero Beautiful Business Fund yet? Applications close 6th October so it's time to act now.

There are four different categories that Xero’s customers can apply for and over NZ$750,000 in funding available. So if you are...

💡 innovating for sustainability
🤝 strengthening community connection
📌 trailblazing with technology or
🎓 upskilling for the future. it's time to submit your 90 second video application now.

Apply now for the Xero Beautiful Business Fund! - O'Brien Accountants & Advisors Xero Beautiful Business Fund applications are now open! Xero recently announced the launch of the Xero Beautiful Business Fund. Itʼs ...Read more

OUR COMMUNITY

In less than a month, our team will be supporting the Olivia Newton John Wellness Centre, by participating in and volunteering at Olivia's Walk for Wellness.

This is the key event on our community initiatives calendar as we committ to taking action to make a positive contribution to the community in which we live and work. The ONJ Wellness Centre, located just 2km up the road, provides wellness therapies to bring comfort and support to people at a time when they need it most.

All funds raised go towards evidence-based programs that reduce the side effects of cancer treatment and help people with cancer to thrive.

If you would like to support the ONJ Wellness Centre and O'Brien team, donations are gratefully being received below.

O'Brien Accountants & Advisors - Olivia's Walk For Wellness Olivia's Walk For Wellness : Make a donation today to support Olivia's Walk For Wellness

OUR PEOPLE

With two important mental health days on the calendar this week, World Su***de Prevention Australia Day and R U OK?Day, it is a timely reminder to check in on our own mental health and that of our colleagues.

This morning our team joined the Count community for an educational webinar by TAL Australia "Five ways to Wellbeing".

👣 Stay Active
👨‍👩‍👧‍👦 Connect Socially
💙 Give Back To Others
📚 Continue Learning
🌻 Take Notice

Glenn Baird, Head of Mental Health at TAL, talked about each tip, guided us through the positive benefits and explored how just one small change can improve our mental health state. Post event, this generated discussion amongst the team about personal connection. A valuable conversation.