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you can actually trust.

That’s us.

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

Small Business Superannuation Clearing House: What Small Businesses Need to Know

Many Australian small businesses have relied on the Australian Taxation Office (ATO) Small Business Superannuation Clearing House (SBSCH) to manage employee superannuation payments in one ...

Super on Payday: Fundamental Changes for Employers

If you run a business, you already know the juggling act that comes with managing the payroll process — paying staff on time, managing cash ...

Super Tax Shake-Up: Big Balances Beware

If your super balance is comfortably below $3 million, you can probably relax, as the proposed changes to the super rules shouldn’t adversely affect you ...

Business Growth Fund Program – Round 7

Helping high-growth Queensland small businesses scale with funding for specialised equipment The Business Growth Fund (BGF) is a competitive grant scheme from the Queensland Government ...