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BG Private BG Private (formerly Banks Group) is an AFR Top 100 firm. For Today, Tomorrow & Beyond.

Our services include: Accounting & Business Advisory, Audit, Tax, Financial Planning, SMSF Management, Corporate Advisory, Private Equity and Property Advisory. BG Private (formerly Banks Group) is an AFR Top 100 accounting, audit and advisory firm making us one of Melbourne and Sydney’s leading practices. We don’t just deliver a service, we partner with you to help you achieve your personal and business goals. Our team of 100+ people have the technical knowledge and practical experience to give you holistic, tailored and impactful advice. For Today, Tomorrow & Beyond.

8 SERVICES UNDER ONE ROOF:

β€’ Accounting & Business Advisory
β€’ Audit & Assurance
β€’ Tax Advisory
β€’ Financial Planning
β€’ SMSF Management
β€’ Corporate Advisory
β€’ Private Equity
β€’ Property Advisory

Contact us: [email protected] or visit www.bgprivate.com.au

See our general disclaimer in the footer of our website: www.bgprivate.com.au

Rising costs, rising claims - is your safety net still fit for purpose?Over the past 12 months, BG Private has seen a 66...
21/10/2026

Rising costs, rising claims - is your safety net still fit for purpose?

Over the past 12 months, BG Private has seen a 66% rise in trauma insurance claims among our clients, mainly driven by cancer diagnoses. In his latest article, our Financial Advisor John explains why the type of cover you hold can make a real difference to how quickly support arrives - and why income protection and TPD (total and permanent disability) alone may not fill the gap at the point of diagnosis.

Worth a read if you have a mortgage, dependants, or haven't reviewed your cover in a while.

Read John's full article at https://bgprivate.com.au/insights/articles/rising-costs-rising-claims-is-your-safety-net-still-fit-for-purpose/ or contact our team to find out how your cover would respond.

Small business CGT concessions are still alive and kicking!The 50% CGT discount may be on its way out, but the concessio...
20/10/2026

Small business CGT concessions are still alive and kicking!

The 50% CGT discount may be on its way out, but the concessions that can reduce or even eliminate a capital gain on business assets remain firmly in place - and the turnover threshold for the active asset reduction is increasing from $2 million to $10 million. In his latest article, our Tax Partner Tim explains how the four Small Business CGT concessions work, who can use them, and why timing your sale matters.

Worth a read if you own business assets or are planning a sale, succession or retirement.

Read Tim's full article at https://bgprivate.com.au/insights/articles/small-business-cgt-concessions-still-alive-and-kicking/ or contact our team to find out what these concessions could mean for your situation.

Congratulations, Maz! πŸŽ“Our Financial Planning Partner Maz has celebrated his graduation with a Master of Business Admini...
19/10/2026

Congratulations, Maz! πŸŽ“

Our Financial Planning Partner Maz has celebrated his graduation with a Master of Business Administration (MBA) from Melbourne Business School - the result of many late nights and weekends of study, all while balancing work and family.

From strategy and leadership to negotiation, M&A and the practical use of AI, Maz is bringing a broader commercial perspective to the way he supports our clients, particularly business owners.

We're so proud of you, Maz - and a special shout-out to his wife and family for their support along the way!

Fore! β›³πŸŽ‰Our BG Connect crew hit What The Putt in Brunswick on Friday night for food, drinks and 18 holes of mini golf, w...
05/10/2026

Fore! β›³πŸŽ‰

Our BG Connect crew hit What The Putt in Brunswick on Friday night for food, drinks and 18 holes of mini golf, with the 19th hole at the bar, of course.

We had a fantastic turnout, some familiar faces spinning the DJ decks, and plenty of friendly competition on both the golf course and the pool table. Most of all, it was a great chance to relax, have a laugh and enjoy each other's company.

Thanks to everyone who came along!

Finishing uni and wondering what's next? πŸŽ“ BG Private's Graduate Program is a 12-month, full-time role where you'll get ...
22/09/2026

Finishing uni and wondering what's next? πŸŽ“

BG Private's Graduate Program is a 12-month, full-time role where you'll get involved in real client work from day one - no sitting on the sidelines. You'll be paired with a buddy, placed in a small supportive team, and backed (financially and with study leave) as you work towards your CA or CPA.

We're currently recruiting graduates across our Accounting & Business Advisory, Audit & Assurance and Financial Planning teams.

Find out more and apply at https://au.seek.com/job/94794654?ref=cm-ui

Ever wondered if financial advice is really worth it? Turns out, the numbers say yes - and not just in returns. New rese...
21/09/2026

Ever wondered if financial advice is really worth it? Turns out, the numbers say yes - and not just in returns.

New research shows advised clients report far greater confidence in reaching their financial goals, feel less stressed about money, and even get hours of their week back. Our Financial Planning Partner, Maz, breaks down what the latest studies reveal about the real value financial advice delivers - well beyond investment performance alone.

Read the full article at https://bgprivate.com.au/insights/articles/the-real-value-of-financial-advice-goes-way-beyond-returns/ or reach out to our team to chat about your financial goals.

If your trust nominated a beneficiary for land tax purposes back in 2006, it might be worth another look. Nominating a b...
16/09/2026

If your trust nominated a beneficiary for land tax purposes back in 2006, it might be worth another look.

Nominating a beneficiary let trusts avoid the land tax surcharge on their existing holdings - but it also ties the beneficiary's own land tax to the trust's landholdings. That's fine if nothing's changed since 2006. But if the nominated beneficiary has since bought property in their own name, the numbers can flip: what used to save tax can end up costing more than doing nothing at all.

Our Tax Partner Tim Olynyk explains how it works and what your options are.

Read the full article at https://bgprivate.com.au/insights/articles/land-tax-your-nominated-beneficiary-election-might-be-working-against-you-now/ or contact our team to review whether your election still makes sense.

10/09/2026

It's R U OK Day! πŸ’›

This week the BG Private team took some time out – our own Jo Crisp led a mindfulness session, and we came together over a morning tea to chat about mental health and the supports available to our people. It ties in with the Psychosocial survey we ran recently across the team, because checking in on each other is something we want to keep building on, not just talk about once a year.

A simple "are you OK?" can make a real difference. Today's a great reminder to ask - and to keep asking, any day of the year.
Learn more at https://www.ruok.org.au/

The Government has released its first draft of legislation on the proposed 30% minimum tax for discretionary trusts - an...
08/09/2026

The Government has released its first draft of legislation on the proposed 30% minimum tax for discretionary trusts - and there's a new way to avoid it.

The headline change: trusts can now nominate their beneficiaries and lock in fixed distribution percentages to sidestep the 30% tax altogether.

Our Tax Partner Tim explains the three pathways available to discretionary trusts: do nothing, nominate beneficiaries, or restructure.

Read Tim's full breakdown at https://bgprivate.com.au/insights/articles/the-discretionary-trust-tax-rules-have-changed/ or contact our team to find out what these changes mean for your situation.

We want to hear from you! Our 2026 Client Satisfaction Survey is now live, and we'd love a few minutes of your time to t...
01/09/2026

We want to hear from you!

Our 2026 Client Satisfaction Survey is now live, and we'd love a few minutes of your time to tell us how we're doing.

What's working? What could be better? Your honest feedback helps us keep improving the way we support you - because at the end of the day, this business is built around getting it right for our clients.

βœ… Takes just 5–10 minutes
βœ… Every response helps shape real change
βœ… Go in the draw to WIN a $500 David Jones Gift Voucher

πŸ‘‰ Check your inbox now for your survey link!

Survey closes Friday 25th September - we'd love to hear from you before then!

Address

801 Glenferrie Road
Melbourne, VIC
3122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61398100700

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