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Theona Morgan

Business Services Manager

Email: theona.morgan@srjww.com.au

Theona begun her career in banking followed by finance before moving to public practice. She has now been in public practice for over 25 years, working a part time career balanced with her family life.

Whilst the prioritisation of the needs of her clients and team can be challenging at times, the overall enjoyment of nurturing her clients/team is the ultimate reward. Being present whilst over the change of the lifecycle of her clients business or her teams career, provides the satisfaction of her own career goals.

Specialist Areas & Industries:

  • Tax advisory, accounting & tax compliance
  • Family owned businesses

Professional Qualifications:

  • Bachelor of Business (Accounting)
  • Chartered Accountant.


Where you will find him on a Saturday?

Walking her dog or enjoying a coffee along Kedron Brook or volunteering in the community.

INDUSTRY INSIGHTS

Imagine better knowledge

Superannuation Contribution Caps to Increase from 1 July 2026

Following the recent release of the December 2025 quarter average weekly ordinary times earnings (AWOTE) the annual concessional contribution (CC) cap will increase from $30,000 ...

Fringe Benefits Tax and Family Businesses: What You Need to Review Now

As Fringe Benefits Tax (FBT) lodgement season approaches, family businesses should carefully review the perks they provide to working directors and family members. A high-profile ...

Practical Help for Businesses Impacted by Fuel Disruptions

With global fuel supply chains still under strain from conflict in the Middle East, many Australian businesses are feeling the impact through higher operating costs, ...

A Wake-Up Call for Business Owners on Personal Tax Risks

Running a successful business is hard work and sometimes, despite best intentions, tax obligations slip. If the business is being operated through a company structure, ...