Welcome to the fam

Whether you come to us once a year for your individual tax return or you have an honorary desk in our office because we’re the virtual CFO for your multimillion dollar business, we’re hyper-invested in your financial happiness.

We don’t just do things the way they’ve always been done

Our motto is “question everything”

So whether we’re working on our own internal processes or the complexities of your business’s tax return, you can be sure we’re using best practice combined with smart strategies and modern solutions to make your money work smarter for you.

If you rummage around in our Google reviews, you’ll find a recurring theme. Once you become a Neill Family Group friend (whoops, we mean client), you’ll always have a seat at our table.

Our clients come back to us time and time again because we genuinely care about them, their lives and their families.

Our passion is people. And our mission is to take the hard yakka out of tax and finance.

For accountants, we’re not that boring.

Mate, we know tax is boring and complicated. It’s basically a paint drying exhibition at a yawn festival 🥱

But we’re not. We’re fun (do fun people say that?), we’re likeable and we're the underdogs who’ve been doing this forever while keeping things fresh.

What we’re trying to say is that we’re more than your average bunch of number crunchers. Our goal is your financial success. Our family is your family. And our superpower is simplifying your tax and finances so you can get on with way more exciting stuff.

Stuart Neill

Director & Chartered Accountant

I love the relationships and connections that I have made and continue to make with my clients and work colleagues. I love working with like minded clients and thoroughly enjoy the journey that we are on together.

Commenced at King & Whittle Accountants in 1994 and was appointed Director in 2009. Founded The Neill Family Group 2022.

A member of the Institute of Chartered Accountants Australia and New Zealand, Registered Tax Agent, Registered Chartered Advisor, Bachelor of Business.

Actively involved in the community as a Committee Member of many local boards.

Joanne Poyser

Senior Associate

My clients appreciate that I explain difficult taxation concepts in an easy to grasp manner and provide practical, honest and transparent solutions to a range of their everyday business issues.

Xero Advisor Certified
MYOB Certified Consultant
Reckon Certified Consultant

I commenced my accounting career in 1989 and today I pride myself on being an experienced and trusted advisor to business owners and professionals in the Macedon Ranges.

I am passionate about helping my community and enjoy being an active member of many local sporting clubs.

Erica Buckley

Client Relationships Manager

My role is to ensure our clients receive the outstanding service we are known for in a timely manner. I love anything business improvement related – whether that be helping our clients implement new software, gain better insight through more accurate reporting, or finding more efficient ways to run their business.

Bachelor of Commerce (Hons) at Monash University.

Expertise & business interests:
Management Reporting
New Systems & Procedures
HR & compliance.

Extensive management experience: Medical Clinics. Management Consulting firms, Not for Profits. Local community involvement in local sporting, school and charity organisations.

Katrina Wheeler

Managed Service Specialist

As the Managed Services Specialist for the team, my primary responsibility is to ensure seamless operations across all areas of our clients businesses. Commenced at King & Whittle 2014 and TNFG 2022.

Qualifications

Cert III in Business Administration

Expertise

Being organised and proactive.

Experienced in

Construction
Manufacturing
Bankruptcy and insolvency specialist
Law firms
Consulting

I love assisting the accountants and our clients. The lunches are quite good too.

Jeff Calanao

Senior Accountant

I am committed to bringing clarity to business owners through accurate and timely financial information. With years of experience, I understand the importance of financial data and how it impacts a business's bottom line.

Commenced at TNFG in 2023.

Qualifications

Bachelor of Business - Accounting

Expertise

Small-medium businesses
Hospitality
Investments
Trades

A love of helping clients migrate their bookkeeping to the Cloud and make their business run more efficiently. I embrace new technologies and best practices to deliver cutting-edge solutions that meet the ever-evolving needs of our clients.

Kerry Ranieri

ASIC Compliance Specialist

As TNFG's dedicated ASIC resource, you can rest assured that your operations are running in accordance with the latest ASIC legislation.

I'm committed to staying up-to-date on all relevant regulations, and I enjoy using my professional expertise to explain ASIC's complex rules in a easy to comprehend way.

Commenced at King & Whittle in 2011 and TNFG in 2022.

Regular specialist training in ASIC Corporate Secretarial areas to ensure I remain informed in any changes.

Actively involved in the community as a local sports manager and Committee Member of various netball and football teams.

Louisse Montiel

SMSF Accountant

I’ve been working in the SMSF industry since 2017, helping clients manage their superannuation with ease. My focus is on ensuring compliance with regulations while finding ways to improve their financial outcomes.

Commenced at TNFG in 2024.

Qualifications

Bachelor of Business - Accounting

Specialist in

Self-Managed Superannuation Fund (SMSF) setup, administration, and compliance
In-depth knowledge of superannuation laws, tax strategies, and ATO regulations

I'm passionate about helping clients optimise their SMSFs for long-term financial success