Enhance Your Wealth is a family-owned business that has been in operation since 2011.
Previously known as EJM Financial Group Pty Ltd we now also trade as Enhance Your Wealth. Our team combined have over 80 years experience in tax and business advisory services.
Our Vision is to create a world class organization that assists you with all your financial and business needs.
Led by Marco Iacobaccio, CPA, we are dedicated to meeting our clients’ needs and expectations. |
| Our core clients are family owned and run businesses including tradespeople, professionals and those in the medical industry. We specialize in structuring our clients’ businesses correctly from the start to give it the best chance of success. We also plan strategies for businesses to transition from one generation to another or get them into the best possible position for sale. Whatever your needs are, we have the knowledge to help you move in the right direction. Our business coaching/advisory service is what excites us the most. Many people dream about running their own business. We find that many small business owners are technically brilliant in their field or they have a great business idea. But, being in business is not all fun and games. To have a successful business you need the right formula and the right people coaching you through it. | Small business owners often find themselves wearing many hats. One minute they’re the HR person, the next they’re bookkeeping, cleaning, working as a technician, sales rep, and building client relationships. The list of responsibilities for a business owner is endless. They’re often in survival mode, battling with cashflow issues and the tax office. Business owners also often feel there isn’t enough time in the day to keep up with everything in business and their personal lives and it’s hard to stay on top of things. If you can relate, we can coach you and your business to overcome these issues. Instead of working for your business, we can flip it around so the business works for you. That’s right, we’ll help you build and design your business so that it provides you and your family with the financial rewards you deserve and the work/life balance you need. |
Our values:
Innovation, Communication, Leadership, Accountability, Passion, and Ethical
Qualifications, Awards & MembershipsCertified Practising Accountants (CPA’s), Tax Agents, MYOB Partners, Xero Partners, QBO Partners. | EYW PersonnelThe Team is lead by Marco Iacobaccio CPA and Adam Bezzina CPA, and consists of a number of Senior Tax Accountants, Business Coaches / Advisors and Bookkeepers. |
Information we are required to Disclose to You
As a Tax Agent our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Marco Iacobaccio the [Director] by email. Your complaint will be investigated by [the Director / a staff member who is not involved in the subject matter of the dispute where possible]. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
4. You may also consider making a complaint to CPA Australia if you feel the complaint is about breaches of:
You can find out more at:
