Capital Gains Tax Accountant Firm Merger Now Celebrating Two Years In Operation

October 18 21:36 2021
WealthVisory was launched in 2019, thanks to the merger of two experienced accounting firms in Mandurah. The agency is a chartered accounting firm that offers personalised and down-to-earth solutions for business and personal accounting.

WealthVisory and Aaron Colley, Director, are pleased to announce that the capital gains tax accountant firm was formed in 2019 by the merger between two of Mandurah’s trusted business accountants. The owners of RCP Accountants and Dolphin Tax took the opportunity to join forces and take personalised accounting to the next level. The goal of the merger was to provide a better and more relevant business accountancy service than those previously on the market. The firm caters to Mandurah’s locals and customers across the Peel region who find the quality of the accounting services worth the drive. 

A capital gain is acquired when the sale of a capital asset, such as investments, shares, or real estate, brings more than the original purchase price. Conversely, a capital loss occurs when the sale of the capital asset brings less than the original price of the purchase. A capital gains tax is levied on the gain or loss of all capital assets purchased or sold. The importance of maintaining accurate records cannot be overstated. 

Additional information is available at

The team at WealthVisory can assist with determining which assets could come under the definition of capital gains tax. Proper record-keeping for accurate tax payment, exemptions, and calculations are important to avoid under or over-paying the taxes. WealthVisory capital gains tax Perth professional team assists with business capital gains tax, tax concessions, and capital gains tax rollover. 

The WealthVisory team strives to be the best accountancy service, building supportive relationships with businesses and individuals to see the community thrive. The team members help businesses and individuals in their quest to understand, manage and expand their wealth, replacing confusion with certainty and clarity. Relationships with clients are always based on honesty, trust, and integrity. The company works hard to ensure the financial success of its customers. 

About the Company: 

WealthVisory was formed in 2019 from the merger of two local experienced accounting firms. Tracking of capital assets for tax purposes is a key component of the agency’s business. The expansion of the firm is based on expertise in the industry and positive customer relations.

Media Contact
Company Name: WealthVisory
Contact Person: Aaron Colley, Director
Email: Send Email
Phone: +61 8 9583 5563
Address:Unit 5/53 Sholl St
City: Mandurah
State: WA 6210
Country: Australia