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Icon Financial Management

Business Services

Starting a business? Looking to grow, or planning to sell?
Let us help your business achieve maximum success.

  • Maintenance of accounts and records;
  • Accounting and support for your bookkeeper (MYOB, Xero, QuickBooks), CFO or internal accountant;
  • Budgeting and cash flow projections;
  • Breakeven analysis and profit target analysis;
  • Estate planning.

Chartered Accountants

Accounting & Taxation Services

Keeping up with the changes and complexity of the Australian taxation system can pose a challenge to any business.

We understand how important it is to keep updated with the latest legislative developments to ensure you make the most of all available opportunities for your business, including maximised tax benefits.

  • Tax planning and advice;
  • Fringe Benefits Tax (FBT);
  • Goods and services tax & activity statements;
  • Capital Gains Tax (CGT);
  • Salary sacrificing.

Icon Financial Management


In recent years, growth in the superannuation sector has been phenomenal. Retirement assets are increasingly becoming a substantial proportion of wealth and many people decide to establish a Self-Managed Superannuation Fund to gain greater control over their investment decisions.

Icon have established a specialised and independent Superannuation team offering expertise in the following areas:

  • Self-Managed Superannuation Fund (‘SMSF’) financial statements preparation;
  • Preparation of Annual tax returns;
  • Audit of SMSF’s;
  • CGT small business retirement concessions;
  • SMSF borrowing;
  • Trustee assistance;
  • Assistance with establishing a SMSF.

Chartered Accountants

Corporate Services and Structuring

In any industry, corporate compliance encompasses a significant and diverse range of responsibilities and obligations, from board of director attendances to share registry management and annual reporting requirements.

At Icon, we understand that administrative and secretarial duties to provide and maintain such information can take up critical time better spent on the running of your business. Our firm offers a wide variety of cost-effective corporate secretarial solutions to our clients, including:

  • Business structuring, including the formation of:
    • Companies
    • Trusts
    • Partnerships
    • Self-Managed Superannuation Funds
  • Business Name registrations and renewals
  • Assistance with Constitution and/or Trust Deed amendments
  • Tax Office registrations and applications including:
    • Australian Business Number (ABN)
    • Tax File Number (TFN)
    • Goods & Services Tax (GST)
    • Pay As You Go Withholding (PAYGW)
  • Attending to statutory requirements issued by the Australian Securities & Investments Commission (ASIC), such as:
    • Annual Company Statements
    • Maintenance of Company Registers such as director appointments/resignations, member registers and address changes
    • Filing statutory compliance documents
    • Preparation of Resolutions and/or Directors Minutes
    • Provision of Registered Office
    • Provision of Registered Agent services for Australian companies
  • Company de-registrations and vesting trusts.


Taxation for sports persons and special professionals

The Australian Tax Office has recognised that significant fluctuations can occur during the career of a professional sportsperson or a special professional such as an Author, Artist, Musician, Inventor, Performing Artist or a Production Associate.

To lessen the impact of these fluctuations, the ATO has allowed special tax provisions to apply which, in effect, will smooth the rate of tax applied.

Our experience is that almost all of our new ‘special professional’ clients have not had their prior year tax returns prepared in accordance with the provisions of the Income Tax Act and therefore have not taken advantage of the ‘Averaging for special professionals’ and therefore, in most cases, have missed out on thousands of dollars of tax refunds.

Sportax, a division of Icon Financial Management, offer a free tax review service – The Icon Promise:

“Let us review your prior year income tax returns and if we find that the prior year returns have been prepared accurately, then we will give all of the information back to you and the costs will be borne by us.”

However…If we find that the prior year returns were not originally prepared accurately, then you may be entitled to an additional tax refund of previously overpaid tax (and interest on that sum!). In that case we will amend the prior year tax returns lodged and charge a normal professional fee.

Are you entitled to an additional tax refund?

What our clients say

Azure Luxury Homes
Broome Bolt Supplies
Dean Kemp
Jason Chatfield
Icon Financial Management
Princi Smallgoods
Pullella Earthmoving Pty Ltd
Quickaway Excavations Pty Ltd
Icon Financial Management
O’Regan Group Insurance brokers
  • As a new business in a highly competitive industry, we understood the importance in seeking the services of a reputable & professional firm to assist in our company set-up & provide advice in certain areas required.

    We initially engaged the services of Icon Financial Management prior to our inception (in 2011) as Azure Luxury Homes, to assist in business structure / set-up, planning, tax advice, superannuation, etc… & we continue with their services today.

    We have always found David & his team to be very professional & knowledgeable in all aspects, always responding to any queries in a prompt & timely manner. This has allowed us to focus on the things we need, knowing that we have the right people looking after this part of our business.

    We would have no hesitation in recommending Icon Financial Management for anyone seeking the services of a knowledgeable, professional firm.

    Robert Del Paggio
    Azure Luxury Homes
  • We have been dealing with Icon for about a year now and are impressed at the fantastic service and knowledge that has been provided.

    David and his staff don’t just prepare a tax return or do your BAS but work with you to achieve better financial management and ultimately financial freedom by providing advice and education.

    When we first looked at dealing with them they took the time out of the business to fly to Broome and meet us personally as well as view our business and get to know exactly what we do and how we operate and I strongly believe this has aided us both in the service and advice they provide.

    David also has contacts to other businesses such as lawyers etc that can help in need to rearrange business structure to better aid what we are trying to achieve.

    I couldn’t speak more highly of Icon Financial Management and would highly recommend them to anyone. Our motto this year is to work smarter not harder and I believe they are an integral part of our plan.

    Nick & Sherrie Howat
    Broome Bolt Supplies WA Pty Ltd
  • I have been a client of Icon Financial Management since 2002, they have handled all of my private and business affairs since then and their service is first class.

    Their honesty and professionalism could not be questioned, always very competitive with their pricing and no hidden costs.

    I would without doubt recommend Icon Financial Management to anyone who is looking for advice or service on all Business and personal needs. These guys are straight up and will not let you down and will save you money.

    Dean Kemp
    Down South Wholesale,
    Former West Coast Eagles Legend
    and Norm Smith Medalist
  • I don’t tend to be great with numbers; that’s why i draw pictures. David managed to elucidate some of the most complicated taxation law in a way that even I could understand.

    Not only did he assist in the transition from moving my business from Melbourne to New York but he managed to actually get me a massive refund on analysing previous returns.

    I’d highly recommend his services to everyone.

    Jason Chatfield
    Ginger Meggs Cartoonist and
    Stand-up Comedian
  • I have had all my tax accounting and much of my financial management attended by Icon Financial Management over the past 10 years and have always been impressed by their professionalism and friendliness.

    Icon is on top of all current laws and legislation in regards to finances and this gives me a great deal of confidence. They are also extremely diligent and committed to ensuring all work done complies with the relevant legislation and this level of integrity is what I have always expected.

    John Worsfold
    AFL Senior Coach - Essendon F.C.
  • Princi Smallgoods has been dealing with Tony Donatelli from Icon Financial Management for several years.

    Tony is always available and contactable, extremely professional, efficient and always happy!

    Having an Accountant that you feel comfortable with and trust is extremely important and we have this with Tony. He is always able to provide the latest information and advice. Nothing is ever too much trouble.

    Management and Accounts at Princi Smallgoods highly recommend the team at Icon Financial Management.

    Cecilia Princi
    Princi Smallgoods
  • Icon Financial Management and, in particular Tony Donatelli, have been our accountants and business advisors for many, many years.  Collectively, all personnel within the firm have a wealth of financial expertise over many different scopes of business and, have never faltered in their commitment to delivering accurate and superior financial advice of which we are always very appreciative of.

    Trish Pullella
    Pullella Earthmoving Pty Ltd
  • Icon Financial management has provided us with an exceptional level of service over the past 8 years. They conscientiously see to our accounting and superannuation needs. I have always found my dealings with Icon to be both professional and punctual. Their knowledge of the industry is second to none and always current. I recommend Icon Financial Management to any business.

    Pat Mullins
    Quickaway Excavations Pty Ltd


    Icon Financial Management ably supported by Tony Donatelli and David Calcei have served our business well for the past 8 years. Tony handles our accounting and day to day business queries in an engaging and knowledgeable way, while David provides our Superannuation support. Icon Financial Management has an understanding of business and the ongoing changes occurring in the financial environment. They accommodate our accounting / business needs and keep us current with our tax obligations and business requirements. I recommend Icon Financial Management to anyone. They provide the total financial services package under one roof.

    Paula Mullins
    Quickaway Excavations Pty Ltd

  • Since 2005 I have been using the services of Icon Financial Management. They have handled both my personal tax and my SMSF which they established. Their in depth knowledge of the tax system, especially in relation to the SMSFs, has been of considerable benefit. They recommended strategies for my SMSF to minimize my taxable income that enabled me to retire early.

    During my recent divorce they provided me with guidance in the process ensuring that all monies were accounted for and transfer of funds between the various super funds were completed without a hitch.

    I have found them to be highly professional and they strive to ensure the best outcome.

    Gregory L Smith
  • I have had dealings with Icon Financial management for well over 15 years. In that time I have found them to be courteous, efficient and extremely professional. Recently we undertook a major expansion in our business to which we could not have achieved, without the knowledge and skill of Icon.

    Icon has assisted us in our journey and we recognise and greatly value there continued input in our business.

    I would not hesitate in recommending them to any potential clients.

    Geoff O’Regan
    O’Regan Group Insurance brokers

Our Services Offered by Icon

  • Business Services
  • Corporate Services
  • Accounting & Taxation Services
  • Self Managed Superannuation
  • SMSF Audit
  • Averaging for sports persons & special professionals