About Us

Chi Berkowitz Partners is a modern and dynamic accounting practice located in South Melbourne that aims to provide a holistic and value-adding service to our clients.

 

We cater to the accounting and tax requirements of individuals, businesses, family groups, Self Managed Superannuation Funds (SMSF) and retirees.

 

Our goal is to provide a technically sound service, 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 and their accounting needs.

 

We pride our service on its personalised approach to ensure that all of our clients questions are answered and their accounting and tax obligations are achieved in a timely manner.

 

Our strong experience in public practice, Big 4 and industry allows us to provide appropriate advice and service to meet our clients needs.

 

[Liability limited by a scheme approved under Professional Standards Legislation]

 

Chi Berkowitz Partners是一家位于South Melbourne的现代多元化会 计事务所。我们致力于为客户提供全方位的增值服务。创造价值是我 们的主旨,给予客户有价值的建议是我们的核心目标。丰富的专业背 景和经验使我们能够根据客户的独特情况提供最合理有效的服务。 我们为个人,企业和自营养老金账户提供量身制作的财务以及税务服 务。我们以客户为中心,我们相信了解客户是提供增值服务的基础。

Meet Our Partners

Kee Woon Chi, CA

 

Feel free to contact Kee on

kwc@chiberkowitz.com.au

Linkedin

Kee has over 18 years experience in accounting and tax. Over the course of her professional career, Kee has worked in public practice, including a Big-4 accounting firm where she served in the position of Client Director, and in financial services as Tax Senior Manager with one of the major Australian banks.

 

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.

 

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

 

Kee is a facilitator and exam marker for the Institute of Chartered Accountants Australia New Zealand (ICAANZ) and runs client group workshops both in English and in Mandarin. In addition to this work, Kee spends a considerable amount of time mentoring aspiring Chartered Accountants.

 

When she is not at work, Kee loves to explore the Melbourne restaurant scene, hike around rural Victoria and is always on the lookout for Melbourne’s best coffee.

 

 

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18 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。

Benny Berkowitz, CPA

 

Feel free to contact Benny on

bb@chiberkowitz.com.au

Linkedin

Benny has over 14 years of professional experience in general accounting, tax and superannuation and has spent time working in public practice and Big 4. His experience includes general accounting and tax consulting for private family groups, self managed superannuation fund (SMSF) trustees, business executives of listed Australian companies and young entrepreneurs.

 

Benny’s passion lies predominately in personal taxation including structuring for tax efficiency and asset protection.

 

Benny regularly writes articles on various topics relating to personal taxation and accounting that are published nationally in print media and online e-magazines.

 

Benny has a keen sense of community and is a director and board member of the Melbourne Jewish Community Charity Fund and is an active volunteer student mentor for RMIT University business undergraduates.

 

Benny is married to the lovely Tamara and they have a gorgeous daughter Millie. When he is not at work he collects contemporary Australian artwork (which is displayed beautifully on our office walls), is a keen fisherman but doesn’t seem to catch too many fish, enjoys cooking and can be found most nights at the gym.

 

 

Benny是一名澳洲注册会计师,他在财务,税务和养老金领域有长达 14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热衷于个人税务,尤其是创建结构体系而达到税务筹划以及资 产保护的目的。Benny时常在杂志和报纸发表关于个人税务的文章。

Services

Compliance

  • Financial statements and income tax returns
  • Activity statements
  • Fringe benefits tax (FBT) & payroll tax returns
  • Bookkeeping
  • Back office support
  • Cash flow planning, forecasting and budgeting
  • Corporate secretarial services
  • Tax agent services

Tax consulting

  • Personal tax structuring
  • Corporate taxation, including loss utilisation and Division 7A
  • Business succession planning
  • Structuring for asset protection
  • Capital Gains Tax (CGT) including small business CGT concessions
  • Goods and Services Tax (GST)
  • Employment taxes (Australian based) and genuine redundancies
  • Australian tax residency
  • Private ruling applications
  • R&D tax incentive applications

Business consulting

  • Business consulting
  • Business and risk management
  • Review of business performance and strategy (excluding financial audits)
  • Virtual CFO

Superannuation

  • Self Managed Super Funds (SMSF) tax compliance
  • Preparation of statutory accounts, income tax returns and activity statements
  • Minimum pension calculations
  • Superannuation tax advice

Office Location

351 Moray Street South

Melbourne VIC 3205

 

T. +61 3 9690 1668

E. admin@chiberkowitz.com.au

© 2019 Chi Berkowitz Partners

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