About Us

David Stephens

Partner

Qualifications:

  • Bachelor of Commerce
  • Certificate in the Theory of Accounting
  • Chartered Accountant
  • Registered Tax Agent
  • CA SMSF Specialist

David is the founding partner of Stephens & Co Chartered Accounts. With more than 30 years’ experience in the accounting industry, he has extensive knowledge in all areas of accounting, taxation and business generally. He also has a special interest in self-managed superannuation funds and assisting clients in meeting their financial aspirations.

Having owned several businesses in diverse industries, and worked with clients across the business spectrum, this has given him a hands-on understanding of the challenges and opportunities facing owner-managed and family businesses. David always has a personal approach with clients and enjoys providing tailored advice to small and medium businesses and family groups.

When not in his office he can be found working with our cattle herd, sailing his Hobie 16 catamaran, playing tennis or looking after his menagerie of pets.

Gillian Stephens

Office Manager

Qualifications:

  • Bachelor of Arts (Maj in Economics & Psychology)

Gillian has been working with David for over 30 years providing support services for our clients as well as running the practice. She has a real affection for our clients and is a self-confessed people-person. She has great attention to detail and knowledge in various accounting software packages. She handles the bookkeeping, activity statements and statutory compliance requirements of our clients and prepares monthly and quarterly management accounts for them.

When not in the office she may also be found working the cattle as well as crewing for Dave on his Hobie 16 catamaran.



Stephens Tax logo

Stephens & Co
Chartered Accountants

Upcoming Lodgement Dates

Wednesday, 28 April 2021
  • Activity Statements

    Quarter 3 BAS & IAS Return lodgement

  • Quarterly Instalment notice

    Quarterly instalment notice - form R,S, T for Quarter 3 - lodgement only required if varying the instalment amount

  • Superannuation

    Quarterly Superannuation Guarantee Contributions for Quarter 3 to be paid by this date

Friday, 30 April 2021
  • Trusts

    Quarterly TFN report for closely held trusts for TFN\'s quoted to trustees by beneficiaries in Quarter 3

Saturday, 15 May 2021
  • Income Tax Return

    Income Tax return for all other entities not required earlier, and not eligible for the 5 June Concession. Companies and superfund to pay if required. Individuals and trusts in this category to pay as advised on their notice of assessment.

Friday, 21 May 2021
  • FBT Return

    Fringe Benefit tax annual return - due date for lodgement (if lodging via paper)


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