Belefonte

OUR STORY

"We help our clients navigate the complexities of business, so they can make decisions with confidence."

Belefonte was built around a simple idea: the best outcomes come from truly knowing your client — their business, their family, their history, and the legacy they want to build. Our team brings decades of experience helping businesses grow, from first-generation start-ups through to multi-generational enterprises, and we bring that same level of expertise to everyone we work with.

Based in Sydney, with the ability to serve clients across Australia, we bring together accounting, tax, structuring, financial analysis, family and business advisory, working as a strategic partner and trusted advisor at every stage of your business and family journey.

People are at the centre of everything we do, and it's why our best relationships are measured in decades, not years.

CONNECTED AND COMPREHENSIVE

Our capabilities

As an all-in-one financial team, we have the expertise and insight to guide you through every stage of your business and family's financial life.

Business Services Founders & Family Advisory & Growth

Accounting and business services team at work

Accounting & Tax Services

Complete accounting and tax compliance for your business — BAS, GST, income tax returns, financial statements and payroll, all lodged accurately and on time. We keep your books reconciled and ATO-ready year-round, not just at tax time.

Finance Function

We take care of your numbers so you can focus on running your business. Accurate, up-to-date and reconciled, with the peace of mind that comes from knowing exactly where you stand.

Reporting & Governance

Operate at a higher level with board-ready reporting: structured reviews, dashboards and accountability frameworks that keep everyone aligned and moving in the same direction.

Family Advisory

Protect and build your family's wealth through tax, structuring, family office, dispute resolution and estate services, all coordinated by one team who knows your full picture.

Succession

We build and execute a succession plan for your business, family and yourselves as owners. Succession is a process, not an event, and we're with you every step of the way.

Family Office

We build and maintain your family office, from structuring and estate planning to education and governance, unique to your family's goals and the way you want to work together.

Wealth Concierge

A single point of contact to organise your financial life, coordinating paperwork, deadlines and your other professionals so you get back time and headspace.

Advisory team presenting business strategy

Tax Advisory

Optimise your tax position while staying safe and compliant, with proactive planning throughout the year, not just at tax time.

Business Consulting

Hands-on advice on strategy, profitability and operations, drawing on decades of experience helping businesses grow to the next stage.

Business Sale, Mergers & Acquisitions

We help you get ready for sale, or expand through mergers and acquisitions, guiding you through due diligence, negotiation and transition.

Financial Planning & Analysis

We turn your numbers into decisions, through dashboard reporting, KPI measures, scenario analysis, cashflow forecasting and budgeting.

CFO Advisory

When you need it, on-demand advice on strategy, profitability and business operations, without the cost of a full-time hire.

EXPERTS IN

We're experts in helping businesses, and the people who build them, prosper.

Family Business

We understand the unique nature of family business, and help you navigate every stage, from start-up to succession and everything in between.

Privately-Held Business

Whatever your vision, our all-in-one offering can take you from start-up to sale. We're for whatever matters most to you.

High Net Wealth Individuals & Family Groups

Through smart structuring and tax strategies, we help protect and grow your wealth, including building and managing your family office.

A PARTNERSHIP BUILT ON TRUST

We understand that business owners and their families put a lot of trust in their accountant and advisors, and we take that trust seriously. We only hire people who share our values and build genuine, trusting relationships. Delivering on what we promise.

And when you need specialist support beyond our walls, whether that's legal, wealth management, finance or IT, we help find the best advice, tailored to your needs, from a trusted network we know and rate.

HOW WE WORK WITH YOU

A considered start to a long-term partnership.

Introductory Conversation

An unhurried first conversation to understand your goals, your circumstances, and what matters most to you.

Discovery

We build a full picture of your business, family and financial position. Nothing assumed, nothing rushed.

Strategy & Recommendations

Clear, tailored recommendations, explained plainly, so every decision is yours to make with confidence.

Onboarding

A considered transition onto our systems and team, handled with the same care as everything that follows.

Ongoing Partnership

Proactive advice as your circumstances evolve. You'll always know who to call, and they'll already know you.

CAREERS AT BELEFONTE

Build your career with a team that's in it for decades, not years.

We're growing, and looking for advisors at every stage of their career who share our approach: know the client, bring genuine expertise, and stay for the long term.

FULL-TIME · SYDNEY

Senior Advisor

Lead client relationships across accounting, tax and advisory, mentor junior team members, and help shape how we serve our most complex clients.

Apply now

FULL-TIME · SYDNEY

Intermediate Advisor

Take on a growing portfolio of clients with support from senior team members, building toward more autonomy and more complex advisory work.

Apply now

FULL-TIME · SYDNEY

Junior Advisor

Start your career with hands-on training across accounting, tax and advisory, working closely with experienced advisors from day one.

Apply now

Don't see the right fit but think you'd be a good match anyway? Send your CV to admin@belefonte.com.au — we'd still like to hear from you.

Navigate with confidence.

"We help our clients navigate the complexities of business, so they can make decisions with confidence."

Our capabilities

Accounting & Tax Services

Finance Function

Reporting & Governance

Family Advisory

Succession

Family Office

Wealth Concierge

Tax Advisory

Business Consulting

Business Sale, Mergers & Acquisitions

Financial Planning & Analysis

CFO Advisory

We're experts in helping businesses, and the people who build them, prosper.

Family Business

Privately-Held Business

High Net Wealth Individuals & Family Groups

We're with you through every stage of your business, family and ownership journey.

Start-up

Business Growth & Expansion

Business Maturity

Wealth Accumulation

Succession & Estate Planning

Lifestyle Planning & Protection

Advisors you won't outgrow.

Vision & Mission

Strategy

Performance

Reporting

Data Integrity

A considered start to a long-term partnership.

Introductory Conversation

Discovery

Strategy & Recommendations

Onboarding

Ongoing Partnership

Trusted by ambitious families and private groups.

Our people make it possible

Careers at Belefonte

Build your career with a team that's in it for decades, not years.

Senior Advisor

Intermediate Advisor

Junior Advisor

Let's start the conversation.

Drop us a line.

Phone

Email