Investment Accounting & Tax Services

★★★★★ — Nicole Sedgwick

Congratulations Munro’s on reaching this significant milestone!

Our family business has been with Munro’s since its establishment 50 years ago. They have supported our business through 3 generations and we are confident that our relationship will continue to grow for many years to come. They are professional, reliable and understanding and we think of them like an extension of our family. We would highly recommend them to anyone!

★★★★★ — Tom

Drew @ Munro’s was very professional and they did a great job!

★★★★★ — Doreen Wilkinson

Have been using Munro’s for over 30 years and have been completely satisfied with the friendliness and expert knowledge they provide. I would fully recommend anybody needing an accounting firm to use Munro’s. Well done Simon and the team.

★★★★★ — Luke Bpob

I’m a recent sign up who brought with me a backlog of work. Drew and team delivered on their promises and then some. Personalized service, responsive, thorough, up to date. Highly recommended.

★★★★★ — Shiny Sheep

5 Stars from Don. I can’t thank Drew and Brian enough for dealing with my very complex history across multiple years of cryptocurrency trading. This has been across many exchanges, wallets, and my Dash Masternode history also. Drew and Brian have been flawless when fielding my various questions across the months it has taken to work through my complex case load.
Based in Sydney, I got into cryptocurrency in 2013, and it lead me down a trajectory in life I could never have foreseen. Getting this tax aspect of it up to date will take a layer of stress off my back.

I highly recommend Munro’s, Perth.

★★★★★ — Philip Maguire

Our dealings with Drew Pflaum of Munros were a revelation to my wife and I. Never before had we encountered a business accountant with such dedicated commitment to his clients. Drew’s work ethic is outstanding. When we found Drew online we were in desperate circumstances, faced with the loss of our two properties.

His empathy, hard work, patience and breadth of knowledge was incomparable and took us from despair to hope very quickly. He worked out strategies that bought us time and helped us immensely.

Without Drew’s input our future prospects were bleak. We’re delighted to have had the opportunity to review our very positive experience.

★★★★★ — Jeffrey Chen

Had run into troubles with my personal tax return and immediately appointed Munro’s to act on this matter. Drew and Adam immediately handled my case and was sorted at God speed. Communication was great with all of them and it was easy to provide them with all the requested information.

Highly recommend them for all your accounting and taxation matter, including complicated cryptocurrency matters.

★★★★★ — Ben Soules

Excellent advice with very skilled accountants. Not too expensive, for such a specialized and sophisticated service. Committed to the customer, always very professional and helpful. Highly recommended!

★★★★★ — Suzanne Wyatt

Thank you to Mike and Munro’s for your expertise, professionalism and patience.

★★★★★ — Jason Park

I’m glad my sister introduced me to Carl, he has a wealth of knowledge, great at complex problem solving, always helpful and very attentive. Would give 10 stars if I could.

★★★★★ — Tom Mackie

Great first experience at Munro’s.

Thanks Rama!

★★★★★ — Julie Snooke

Mike assisted with our farm succession planning. Thanks to Mike’s in depth knowledge on this subject, this process has been smooth and amicable. We highly recommend Mike and his team for family business succession.

★★★★★ — Julie Snooke

Mike assisted with our farm succession planning. Thanks to Mike’s in depth knowledge on this subject, this process has been smooth and amicable. We highly recommend Mike and his team for family business succession.

★★★★★ — Shelly Forrester

At HiscoNFE we use Munro’s for all of our tax and accounting advice and we are always impressed with the quality of their service. The team at Munro’s is extremely knowledgeable, professional, helpful and affordable and Drew in particular is a guru when it comes to anything that involves tax. On the rare occasion where Simon has suggested we get a second opinion for a complex tax matter, the Munro’s advice has always been proven to be spot on! We highly recommend the team at Munro’s and we are very grateful for their support over the last 10 years. Sincere thanks from the owners at HiscoNFE!

★★★★★ — Bren Croll

As soon as I saw that Munro’s were recommended by the cryptocurrency tracking app CoinTracking for tax advice, I knew they must be absolute pros.

Munro’s will be my accountants for life now. Nothing was too much trouble and everything has gone so smoothly.

Here’s what Carl fixed for me for my latest tax return:

reconciled complex history from various crypto exchanges, some of which are now defunct, which I had spent several days trying to get various AI models to assist with to no avail

fixed my balance issue in CoinTracking to accurately reflect my position

Corrected purchase and sales history for employee shares scheme

Adjust various mistakes from my previous accountants and carry forward the adjustments

Scrutinised previous tax returns to adjust missed capital losses from a kitchen renovation completed over a decade ago on an investment property that can now be used to offset future capital gains.

Provide clear advice on every single thing I asked with no hesitation. It’s so obvious that these guys have seen it all and done it all.

Because I’m with Munro’s now, I feel SO much more confident about some big financial moves where the nightmarish tax implications would otherwise boggle the mind.

Thank you so much!

By the way, I wasn’t asked to do this review or sent one of those “please review us on Google” emails. I am posting this because I’m so happy with the service I was provided, it sells itself and I suppose a perfect 5 star rating with 140+ reviews is a testament to the fact that all of Munro’s customers have a similar experience to me. If you have complex tax affairs I don’t think you’ll find anyone better.

★★★★★ — Michael Page

Accountant Drew was very helpful with a detailed insight to capital gains tax and reset period shall we sell our property. Drew contacted five minutes after I enquired to the office and followed up with this assessment

The tax tribunal has said that a common-sense assessment applies when considering the varying number of factors and even conflicting circumstances when determining if a house is someone’s main residence. In your case, the Bunbury house may have become your main residence for that short eight week stay if you moved a great deal of personal belonging there. However, a common-sense assessment likely suggests it did not become your main residence (at least on the facts that I know). If it didn’t become your main residence, then the maximum period you can claim the property as your main residence for the period since 2018 is 6 years. I.e. 2018-2014. For the period 2024 onwards, the main residence exemption cannot apply. You could, however, move back in and re-establish it as your main residence and then move out and rent again, which would restart the absentee rule. However, you still would not get the main residence exemption for the period 2024 to the time you moved back in because the maximum 6 years has expired for this current period of absence.

★★★★★ — Jeff Hoffard

From QLD was searching for a accounting firm that could easily handle all my tax dealings including crypto transactions and Carl has been very helpful always just an email away to sort out any concerns I might have.

★★★★★ — Robert Elliott

Brilliant accounting firm I have trusted for almost 30 years with all of my business and personal accounting. Their service is second to none.

★★★★★ — Paul Davis

Very professional and communicative, will use again next year. Thank you.

★★★★★ — Moree Grazing Co, Tambellup WA

We have been clients of Munro’s (and Donald F Munro & Assoc. before that) for more than 50 years and have always found them to be right on point with their advice and work. Nothing is too much trouble to research and the responses always given in easy-to-understand language. We love that the K.I.S.S principle is used (keep-it-simple-stupid!) We can’t thank Simon and Carl enough for the great service that they provide. I have also, in community roles, worked with Barry Virgo and Ian Arblaster over the years on Co-operative business and their knowledge was second to none.

Thank you and congratulations Munro’s on 50 years + in business.

★★★★★ — Nicole Smith

My husband and I were looking for some advice on a short time frame with regards to purchasing a piece of farmland. We had an offer in hand and a peculiar clause that we needed advice on. Adam Carter was prompt, detailed and courteous in all dealings with us. He helped us meet our deadline, understand the consequences of each available option and now establish our small farming enterprise. We cannot thank him and the team at Munro’s enough. Highly recommend their services.

★★★★★ — Donovon Shaw

Thanks very much Rama & Christine! … and Drew 🙂 Although I’m based in Sydney I have been using Munros’ for my SMSF and other accounting matters for many years now and they have always been exceptionally professional, friendly and knowledgeable. I have great peace of mind knowing they have my back especially with some of my more complicated crypto matters. They are up to date with new regulations, always polite and I feel genuinely care about my circumstances. Being in Perth is actually an advantage for me as I’ve often communicated by email and phone after my normal busy working hours which has proved very convenient. Highly recommended!

★★★★★ — Kevin Connor

When I first discovered Munro’s and spoke to Drew, it was clear that they would be the perfect solution to my accounting issues. Owing to the nascent nature of crypto, I struggled to find a firm knowledgable and confident enough to handle my vast transaction history, across many networks and numerous wallets.

Working closely with Rama, I have experienced nothing but prompt and clear communication at all times. I continue to be impressed with the accuracy, clarity and professional services I receive.

In my experience, I have found Munro’s services are always provided with courteous and bespoke correspondence.

Many thanks and congratulations to 50 years.

★★★★★ — Esteban Aguilar

Thanks Mike and the team for making it easy to process my personal tax and for answering all my questions and concerns around CGT.

★★★★★ — Esteban Aguilar

Thanks Mike and the team for making it easy to process my personal tax and for answering all my questions and concerns around CGT.

★★★★★ — Steve Nunn

Mike and the team at Munro’s have managed our personal and business affairs for over 20 years consistently achieving excellent results. Now in retirement we continue to be totally confident with Mikes advice. Congratulations Munro’s on 50 wonderful Years.

★★★★★ — Jenny Bourke

We followed Mike Beer when he joined Munros and have been with them ever since. Mike has been a huge help over many years. He is always available to answer even the most basic/ extraordinarily naive questions, and always with a generous and helpful attitude.

★★★★★ — Mike Eames

Drew and the team at Munros have managed our tax for the past 4-5 years. Drew has the expertise to resolve all our queries and always provides excellent service. We would highly recommend Drew and team.

★★★★★ — Kevin Yuen

Recently when I approached Saul and Drew at Munro’s regarding a tricky cryptocurrency investment situation they were very helpful in assisting. They are very knowledgeable about the area and their insights and recommendations were very much appreciated.

★★★★★ — T K

I highly recommend Drew and the team at Munros for their excellent accounting services, particularly with investment income as well as their crypto expertise. Thanks Drew.

★★★★★ — Adrian van Bart

I came over to Australia with a highly complicated cryptocurrency investing and trading portfolio. I never realised that I had to declare this in my tax returns as I had never cashed out into my bank account. I soon discovered that every transaction is taxable irrespective of whether or not you cash out. I contacted Munro’s in an outright panic and was put through to Cherie and explained everything to her. She immediately put me at ease and took control of my situation. From the start it was evident that I was in the care of a real professional tax consultant. I handed her a nightmare on a plate (3 years of highly complicated transactions) and she seamlessly worked through it. Cherie has incredible knowledge and experience and through this, Munro’s saved us thousands of dollars. I will remain at Munro’s until the very end. Thank you Cherie, you are the most knowledgeable and professional tax consultant that I have ever dealt with.

★★★★★ — Robert Klein

Real pleasure dealing with Munro’s. Drew Pflaum in particular was very helpful in providing tailored advice promptly and professionally.

★★★★★ — Joe and Wendy McKinley

Thank you to all the Staff members of Munro’s who have cared for our business over the last 50 years.
Always competent and friendly.

Best wishes for the future.

★★★★★ — Chris Johnston

Drew Pflaum and Munro’s have been Fantastic with my crypto portfolio and their advise on my taxation requirements regarding this. I am also very impressed with their promptness, expertise and dedication in all my accounting matters. I would recommend their services to anyone who wants a professional and up to date accounting firm.

★★★★★ — E M

Rama and the team at Munro’s provided prompt and thorough crypto tax advice. They are very professional and I highly recommend their services.