- 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.
- 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 & Co
Upcoming Lodgement Dates
Annual PAYG Instalment due date for payment. Lodgement of notice (form N) only required if you vary the instalment amount or use the rate method to calculate the instalment
Annual TFN Witholding
Annual activity statement for TFN withholding for closely held trusts - due date for lodging and paying where a trustee of a closely held trust withheld amounts from payments to beneficiaries during the previous income year
If tax agent prepares your income tax, tax return for all entities if one or more prior year returns were outstanding at 30 June
Final date to appoint a tax agent to the income tax role for any new client.
Individual, partnership and trust income tax returns final lodgement date
PAYG Withholding annual report no ABN withholding - due date for lodgement. Also PAYGW for interest, unfranked dividend payments paid to Non Residents annual report
Annual GST Return lodgement and payment
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