Chi Berkowitz Partners is a boutique tax, accounting and business advisory practice located in the heart of South Melbourne.

The firm was established in 2014 with a key focus on providing exceptional customer service and value-adding solutions to our clients.

We cater to the accounting and tax requirements of individuals, businesses, high net worth family groups, corporate executives, sophisticated investors and retirees. Since inception, the firm has grown to cater to a wide range of professional and industry sectors, including medical, construction, financial services, legal services, hospitality, investors and start-ups, both domestic and internationally.

We strive to provide practical and technically sound solutions, while at the same time maintaining good old fashion values. Our directors believe in a face-to-face approach and maintaining a strong understanding of our clients’ circumstances and their needs in order to provide a tailored solution.

Our strong experiences gained in Big 4 accounting firms, public practice and banking allow us to provide appropriate advice and services to meet our clients’ tax, accounting and business needs.

Chi Berkowitz Partners是一家位于South Melbourne的会计事务所, 我们提供税务,财务和咨询等服务。我们成立于2014年,致力于为客户创造价值,为客户提供合理有效的解决方案。

我们根据客户需求为客户提供量身定制的服务,客户群体包括个人,中小生意,高净值家族企业,集团高管,以及投资者和退休人员。客户领域涉及医疗,建筑,金融,法律,餐饮和投资等。

为客户创造价值是我们的宗旨,在为客户提供有效建议的同时,我们也保持传统的价值理念。我们相信充分了解客户是提供卓越服务的基础,丰富的专业背景和经验使我们有能力应对不同客户的独特情况。

Our Directors

Kee Woon Chi|CA

Feel free to contact Kee on kwc@chiberkowitz.com.au

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Kee has over 20 years’ experience in the profession. Over the course of her professional career, Kee has served senior positions in a Big 4 accounting firm and one of the major Australian banks in the area of tax.

Her experience covers general accounting, corporate tax consulting, business management consulting and taxation risk management. She has also spent considerable time working in Hong Kong and China and is equally proficient working in Mandarin and English.

Kee is passionate about working closely with businesses to help them achieve their strategic goals, utilising her Asian work experience and command of the Mandarin language to assist Mandarin-speaking investors and businesses in Australia and ensuring family groups identify opportunities for tax efficiency.

Kee is particularly skilled at looking outside of the box and often comes up with advisory solutions to help benefit her clients. Kee likes to take an umbrella approach and become extremely well versed in her clients’ businesses which often leads to her finding appropriate solutions for them.

Kee is a facilitator and exam marker for the Institute of Chartered Accountants of Australia & New Zealand (ICAANZ) and is actively involved in mentoring young professionals through this program.

When she is not at work, Kee loves to explore the Melbourne restaurant scene and is always on the lookout for Melbourne’s best coffee. She is an active bushwalker and hiker and travels the world to go on hiking adventures.

Feel free to contact Kee on kwc@chiberkowitz.com.au

Kee是一名澳新皇家特许会计师,她在财务和税务领域上有超过20年的经验。Kee的经验背景包括财务,企业税务咨询,企业管理咨询,和税务风险管理等领域。在成立 Chi Berkowitz Partners之前, Kee曾在四大会计事务所从事客户总监以及在四大银行任职税务高级经理。 在Kee的职业生涯中,她曾远赴中国大陆以及香港任职。Kee热衷于帮助客户实现他们的战略目标,而她的多元化背景成为她帮助外国企业和个人在澳洲发展的有效助力。Kee同时是澳新皇家特许会计师机构的教员及改考官,她积极指导并帮助许多年轻的会计成为皇家特许会计师。

如果有任何需要,欢迎通过邮件联系Kee kwc@chiberkowitz.com.au

Benny Berkowitz|CPA

Feel free to contact Benny on bb@chiberkowitz.com.au

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Benny has over 15 years of professional experience in accounting, tax and superannuation. He has spent time working in public practice and two of the Big 4 accounting firms. His experience includes general accounting and tax consulting for private family groups, self-managed superannuation fund (SMSF) trustees, business executives and young start-up businesses.

Benny’s passion lies predominately within tax consulting and super and working with start-up companies from their infancy.

Benny works closely with his clients to help deliver value-adding advice and apply his extensive network to help introduce his clients to others where synergies may be achieved.

Benny regularly writes articles on personal tax, estate planning and superannuation that are published nationally, both online and print media.

Benny has a keen sense of community and is an active board member and director of the Melbourne Jewish Community Charity Fund. Benny is also a registered volunteer mentor in the RMIT undergraduate program and regularly volunteers his time to meet with young undergraduates providing them with professional mentoring advice.

When he is not at work, Benny collects contemporary Australian artwork, is a keen fisherman but doesn’t seem to catch too many fish, enjoys cooking and can be found most nights at the gym. He is married to the lovely Tamara and has two beautiful children, Millie & Nivi.

Feel free to contact Benny on bb@chiberkowitz.com.au

Benny是一名澳洲注册会计师,他在财务,税务和养老金领域有超过15年的经验。Benny的经验背景包括家族企业,自营养老金帐户, 上市公司执行经理以及创业者的财务和税务咨询。在成立Chi Berkowitz Partners之前,Benny曾任职于四大会计事务所并从事以上领域。 Benny热衷于税务以及养老金咨询,尤其是帮助年轻的创业者成长并创建合理的结构体系从而达到税务筹划以及资产保护的目的。在工作之余Benny时常在杂志和报纸发表关于个人税务和养老金的文章,Benny同样热爱奉献,他是墨尔本犹太慈善机构的董事,同时作为志愿者在墨尔本皇家理工大学帮助学生辅导。

如果有任何需要,欢迎通过邮件联系Benny bb@chiberkowitz.com.au

Our services

Accounting and tax compliance

Financial reports and income tax returns

Activity statements

Fringe benefits tax (FBT) & payroll tax returns

Bookkeeping

Virtual CFO services

Back office support

Cash flow planning, forecasting and budgeting

Corporate secretarial services

Tax agent services

Family office board member

Limited assurance audits and reviews

Tax

Consulting on a broad range of topics that include:

Superannuation

Tax structuring

Estate planning

Asset protection

Retirement planning

Retirement planning

Capital Gains Tax (CGT) and small business CGT concessions

Fringe benefits tax (FBT)

Goods and Services Tax (GST)

Division 7A

Trust loss elections

Corporate loss utilisation

Genuine redundancies

Employment taxes (Australian based)

Australian tax residency

Private ruling applications

International tax (Australian implications only)

Sale of business

Self Managed Superannuation Funds (SMSF)

Preparation of statutory accounts and income tax returns

Estate planning

SMSF health checks

Tax advisory on generally all matters concerning a SMSF

Cloud-based accounting

We work with a number of external bookkeepers and are happy to help arrange the set-up of a cloud based bookkeeping system through Xero.

We also provide Xero training and are happy to arrange a member of the firm to provide you with personalized training using Xero.

Contact us

For any new enquiries, please email admin@chiberkowitz.com.au