Investment Accounting & Tax Services

★★★★★ — Robynne Richards

Munro’s are an honest, reliable, on the ball, and personable business. The family feel engendered has been highly regarded by our family for over 40 years.

Congratulations on a significant and well deserved creditable milestone, with best wishes for what we are sure will be a successful future.

★★★★★ — Stephen Vella

We first met Mike Beer 25 years ago, when he was assigned to our account by his employer at the time. When Mike moved to Munro’s, we decided to transfer our business to follow him as we were so impressed with both his professionalism and his character.

We have never regretted our decision to keep our business with Munro’s and Mike, who we think of as a good friend first and a total professional second for the excellent service he and his company have provided.

Congratulations Munro’s on your anniversary!

★★★★★ — Brad Johnson

Thanks Drew, your guidance into my situation was very helpful. I’m sure your knowledge and expertise will be required in the future for ongoing decisions. Highly recommended!!

★★★★★ — Klaye Morrison

I’ve used Munro’s for my past 3 tax returns. They are always very responsive to my enquiries and provide excellent advice when questioned. I now have a much better understanding of the tax obligations within my field of work and my investments thanks to them. It’s definitely worth paying for an accountant who knows what they’re doing! Cheers.

★★★★★ — 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.

★★★★★ — Paul Davis

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

★★★★★ — D C

Munro’s is delivering excellent results for me. My initial engagement was a complex situation comprising of many years of outstanding returns in both the traditional and cryptocurrency space. Drew, Sanjay and Saul were able to rise to the challenge and managed the whole process including preparation, lodgement and dealing directly with the ATO. They have always been friendly, responsive, diligent and provide actionable advice based on observations they have made from my data and by also understanding my personal goals and objectives.

I am confident I have the right team by my side with Munro’s and I highly recommend Munro’s to anyone looking for top quality service and advice.

★★★★★ — Dianne Hall

Drew was fantastic to talk to. He answered all my questions in an easy to understand way. He helped me gain a greater understanding of how Cryptocurrency is treated by the tax department and what my obligations around record keeping are. I would recommend contacting Drew if you are new to Cryptocurrencies before investing, to get a handle on how things work, what your obligations are and how to keep good records.

★★★★★ — Kurt Courtney

Drew provided great tax advice tailored to our circumstances. His guidance was clear, easy to understand and is expected to save us thousands. Munro’s accountants are fantastic, highly recommend.

★★★★★ — Frances Morrell

Munros have been a wonderful support over the last 50 years. Christine , Simon and previously Barry, have taken tremendous care of all my accounts and have even managed not to laugh at the state of my annual paperwork, that is, when I eventually submit it.

★★★★★ — Tom

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

★★★★★ — 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.

★★★★★ — 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.

★★★★★ — J T

Drew provided clear and detailed advice on my crypto and personal tax matters, making everything easy to understand. Highly recommend!

★★★★★ — 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.

★★★★★ — 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.

★★★★★ — Max Smith

Congratulations on 50 years of accounting. We transitioned from Wesfarmers to Munros and have been extremely happy with the professional, efficient, courteous and friendly service provided by Barry, Simon, Ted, Christine and Noelene during that time

Looking forward to continuing the association for many years to come

★★★★★ — Nick & Katy Formica

We wish to thank Mike & his team @ Munros for their professional help & service over the past 20 years . Having just recently sold our franchise business after 14 years, Mike has guided us through those times with success & helped us to achieve our family goals within our business. Congratulations on your 50th Anniversary. Looking forward to continue to work with Mike & the team in the near future.

★★★★★ — Cynthia Johnston

This is such a great team! I was behind in my crypto accounting and I received clear instructions and assistance to bring all of my accounting up to date this year. I recommend Munro’s to everyone, especially people using crypto currency. This team are experts in this field!

★★★★★ — Allison Beck

Super grateful to Drew and the team at Munro’s for their quick response and helpfulness! I reached out via their website to see about getting a referral for a comparable crypto tax advisor in the United States, as Munro’s seemed to be the best firm I came across in my research. Drew got back to me within hours and was kind enough to reach out to his network for a reputable contact. He directed me to a great firm and was quick, kind, and communicative throughout. Wish we were based in Australia so we could work with Drew and his team for all our tax advisory needs! Highly recommend.

★★★★★ — Greg Hill

Congratulation on achieving 50 years in business! We made the move to Munro’s in 2015 and have since received sound professional advice & services for all accounting, taxation, business development and succession planning needs, to us personally, to our family and to our group of companies. We have found your services to be efficient, effective and of the highest caliber. Many thanks from the Hill Group.

★★★★★ — Jaxius

Drew and Cherie are the best accountants that I’ve had so far with their lightning quick responses to my trivial questions. They actually take the time to explain what they are doing and why. Highly trusted and recommended.

★★★★★ — Gary Lambe

The Munros Team have exceeded my wildest expectations, with delivering the most competent, friendly and fruitful service. Thanks to their patience, great lines of communication and willingness to take on difficult challenges- they have turned my headaches into happiness. I’d recommend Munros to any Trader using complex or new systems, and maybe feel like their tax situation is an unholy mess. Munros worked hard to really understand the nascent Kinesis Monetary System, with its nuanced trading complexities. Purely due to painstaking efforts to “nut it all out”. Thanks heaps… Absolute Legends!

★★★★★ — Arky Abbott

Fantastic work. Professional accountants with incredible response times and excellent advice.
Perfect service

★★★★★ — Arky Abbott

Fantastic work. Professional accountants with incredible response times and excellent advice.
Perfect service

★★★★★ — Will S

The team at Munro’s has been of great assistance to me over the years, with a particular special mention to Drew Pflaum. They’ve helped me navigate some complex tax matters with proactive, insightful, and pragmatic advice. I highly recommend them for anyone seeking expertise in this area. Thank you again to the whole team and especially to Drew.

★★★★★ — Justis Blackwell

Drew and the team at Munros have made my cryptocurrency accounting a breeze primarily for tax purposes and to ensure all previous years were reconciled correctly given my previous tax agents literally had no idea despite their knowledge of my crypto holdings for the past 2 tax years. Well done Drew, well done Munros for specialising in this space. Great job!!

★★★★★ — 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.

★★★★★ — 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.

★★★★★ — 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!

★★★★★ — 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!

★★★★★ — Cris Yanez

Extremely professional, attention to detail and a knowledgeable team. Working with Drew and the team at Munro’s was a pleasure.

★★★★★ — 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.

★★★★★ — FK aus

Munro’s provided me with the exact accounting and tax advice I needed. I highly recommend Munro’s to anyone who is searching for a professional accounting firm that goes the extra mile to help their clients.

★★★★★ — Byron McDonald

I have been a Munro’s client for the past few years and they have professionally and patiently assisted me with complicated crypto tax returns. Everyone on their team is extremely friendly and I highly recommend Munros to anyone.