BUSINESS ADVISORY • SUPERANNUATION • TAXATION •
Decades of Dedicated
Business Accountancy
ABOUT OUR FIRM
Geilings Grimwood is a professional accounting firm located in Heidelberg and has been operating since 1985. The firm comprises two Directors and seven staff. Our small staff numbers allow for efficient work flow and closer client relations.
Our Services
Business Advisory
As accountants we offer a valuable service to our clients, assisting with their financial reporting for internal & external purposes.
We also provide advice assisting clients with the management of their business.
Our services include:
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Preparation of financial statements
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Analysis of financial statements
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Preparation of trading & cash flow forecasts
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Tax Planning
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Succession Planning
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Estate Planning
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Business/Investment structure advice
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Review of Industry benchmarks
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Assistance in completion of applications for government grants & registrations
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Advice re financing alternatives
Superannuation
Superannuation is a growth industry and more and more clients want to control their retirement savings by establishing a Self Managed Superannuation Fund (SMSF).
Geilings Grimwood provide advice & assistance to clients to ensure they satisfy the legislative requirements of operating a SMSF and maximise tax & retirement savings within their SMSF.
Our services include:
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Assistance establishing a SMSF
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Preparation of financial statements of SMSF and arrange independent audit service
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Preparation of SMSF taxation return
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Calculation of member balances
We provide advice surrounding:
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Tax benefits of concessional and non-concessional superannuation contributions
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Tax benefits of commencing a Transition to Retirement Income Stream or Allocate Pension
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Strategies to increase the tax-free component of superannuation balances
Our Team
A dedicated group of financial experts committed to your business success, bringing decades of combined experience to every partnership.
Sam Geilings
Director
Michael Grimwood
Director
Sam is a Chartered Accountant with over 15 years experience in the accounting and taxation industry.
He works closely with a diverse client base, including private businesses, professionals, tradespeople, and self-managed superannuation funds (SMSFs), providing practical and tailored advice to support their financial success.
Sam’s areas of expertise include income tax, GST, capital gains tax, Division 7A loans, personal services income, small business concessions, and estate planning. He is known for his clear communication style and his ability to simplify complex matters, helping clients make informed decisions with confidence.
Outside the office, Sam enjoys spending time with family and friends. He is a passionate sports fan and a loyal supporter of the Geelong Cats, rarely missing a game.
Michael is a Chartered Accountant with over 20 years’ experience in the accounting and taxation industry. He advises a broad range of clients, including private businesses, professionals, tradespeople, and self-managed superannuation funds (SMSFs), delivering practical, tailored solutions to support their financial and business goals.
Michael’s expertise includes income tax, GST, capital gains tax, Division 7A loans, personal services income, small business concessions, corporate structuring, and asset protection. He is recognised for his strategic approach and strong technical knowledge, as well as his commitment to developing high-performing teams through mentoring and overseeing the professional growth of staff.
Judy King
Accountant
Megan Culph
Administration Assistant
Martin Zoccali
Accountant
Debbie King
Office Administrator
Kerriann Ross
Accountant
Kath Llagan
Accountant
Secure Your Professional Consultation
Our expert team is ready to provide precise financial guidance for your small business. Reach out today to discuss how our friendly and personalized services can streamline your bookkeeping, tax compliance, and payroll needs.
Office
Phone
530 Upper Heidelberg Road,
Heidelberg
Victoria 3084 Australia