We are Taxation and Business Advisors in Sydney.

Services include: 

  • Business Taxation advice

  • Personal Income Tax Returns

  • Super and SMSF advice

  • Finance and Mortgages

  • Accounting and Bookkeeping

 

Professional Standing

  • Member: ICAA

  • Licenced Auditors

  • Registered Business Agents

  • Registered Tax Agents

 

Lockwood and Ward • Taxation and Business Advisors • Level 9, 50 Clarence St Sydney NSW 2000

Quick Contact

arrow&v

About Us

Our Attributes

Integrity  

We are free of internal interest or bias; our objectivity enables us to better identify critical problems and to suggest proper priorities.

Expertise

We bring to the situation vast knowledge and experience acquired through solving similar business problems.

Timely manner

Our results are usually in a timely manner, since we have no day-to-day responsibilities in the organisation.

Proactive

We can more easily play "devil's advocate" and challenge current operating methods.

Cost effective

We are often more cost effective than hiring permanent personnel with the needed specialised knowledge. Further because our fees represent additional costs to the client there is an incentive to obtain maximum value for those costs.

Partnership

We can function as independent sounding boards for business owners and executives who frequently feel isolated.

Our Mission

Our philosophy of client service which influences everything we do is to apply our expertise and imagination to the development of our clients' businesses. 

Quality service is our goal. Quality is judged by our clients and therefore we continually seek to provide the level and type of service our clients require.

Partners

 

Libertas Wealth Consulting

For our clients seeking independent financial advice our firm partners with Libertas Wealth Consulting with meetings held on our premises or from their Brookvale office. A profile of its principal, Michael Rees-Evans, is outlined below.

Qualifications & Affiliations:

  • CERTIFIED FINANCIAL PLANNER®

  • SMSF Specialist Advisor™

  • Fellow of The Tax Institute

  • Registered Tax Agent – Financial Services & Superannuation

  • Master of Business Administration from MGSM

  • Master of Management from MGSM

  • BSc (Hons) from University College London

Professional Background

Michael Rees-Evans began his career in 1993, training as a chartered accountant with Price Waterhouse, London, where he spent 3 years in Audit and 1 year in Management Consulting Services before transferring to the Johannesburg office for 2 years.

 

Michael then moved to Australia and joined Accenture in 1999, where he was a manager, before going into partnership in a financial planning practice in late 2002.  In addition to advising clients on a fee for service basis, with a focus on self-managed super fund clients, he also applied his consulting skills to running a small business for 6 years.

 

In late 2008 Michael sold out of his practice to become General Manager at The Trust Company where he led the Private Clients team for nearly 4 years, until leaving to establish an independent financial advice practice, Libertas Wealth Consulting  with its own own Australian Financial Services Licence (AFSL number 422763).

Michael now focuses on providing independent personal advice, especially to small business owners, employees and SMSF trustees and members, aiming to help our clients deal with financial uncertainty and achieve their personal goals and objectives.

 

In addition, he is able to combine his hands on management experience, from both small business and listed company roles, with his management consulting skills and academic studies to help small business owners achieve their business objectives.

 

Clients using this service for independent financial advice from a close working relationship between our two firms with meetings usually being held on our premises.

Steve Lockwood

Qualifications & Affiliations:

  • Member of Institute of Chartered Accountants Australia (ICAA) since 1981

  • Registered Company Auditor

  • Licensed Business Agent NSW

  • Registered Franchise Advisor

  • Licensed Mortgage Broker

  • Law Society of New South Wales

Professional Background

Steve Lockwood commenced his career with Arthur Young (now Ernst & Young), spending 2 years in audit and then 6 years in taxation. Steve then moved to Bird Cameron where he became a partner in 1984. In 1989 Steve left Bird Cameron to commence his own practice, and in July 2009 celebrated 20 years running the practice.

In 2006, Steve was presented with a Certificate of Recognition for achieving 25 years as a Member of the Institute of Chartered Accountants in Australia. He has served as a Group Leader in the CA Program training young accountants, was on the ICAA Education Committee for 6 years and also set the ICAA Taxation Module Exam during this time.

 

Steve specialises in taxation advice to businesses and individuals, however he is also well experienced in small business management having provided services in this area for over 35 years. In his role as a Business Broker he regularly provides valuations and appraisals of small businesses and advises on purchase and sale negotiations.

 

In 2007 Steve started the business, Clarence Street Mortgages which now holds a full Australian credit license and deals in Mortgage Broking.

Peter Ward

Qualifications & Affiliations:

  • Registered Tax Agent – Public Accountant

Professional Background

Peter Ward joined Bowes & Craig, Chartered Accountants, and for eight years worked mainly with audit teams auditing large public companies and specialised in company taxation and personal taxation matters.

Peter later joined a large publicly listed British owned group of companies as Company Secretary and Financial Controller of Australasia. The business owned and operated plant and property in the hospitality and tourism industry both in Australia and in Fiji.

 

After four years, Peter joined a private family operated Australian based group of companies as Finance Director and subsequently as shareholder. This group of companies was involved in various industries such as Commercial Real Estate, Travel Agencies, Inbound and Wholesale Tourism, Duty Free Shops, Restaurants, Hotels and Incentive Consulting Programs. He was responsible for the financial and administrative duties together with the taxation needs of all 18 companies and remained with this group of companies for 24 years. During that period Peter sat on various Governmental Committees relating to tourism.

 

In 1996 he joined Steve Lockwood in the capacity as Tax Manager and in 2000 Peter was appointed a Partner in Lockwood & Ward.


Peter, a Registered Tax Agent, brings to the firm vast years of practical experience and knowledge. Such specialised information is invaluable to the firm's clients when handling their taxation needs.

Careers

Working with Lockwood & Ward provides many benefits

  • Work life balance program in place

  • Competitive salary package and bonus

  • Regular progress review for career progression

  • Continuous training to develop skills and knowledge

  • Encouragement and support for further studies

  • Open and encouraging environment to share ideas and thoughts

  • Supportive team environment

  • Recognition for your contribution to our team and our clients.

 

Work with us

Graduates, Undergraduates and Work Experience

Are you looking for a firm that helps you achieve and succeed professionally? Our graduate, undergraduate and work experience staff members work closely with our senior staff to deliver services to our clients. We provide a supportive environment where you can develop your career. We offer you direct access to expertise and guidance to help you along the way.

Experienced Professionals

Lockwood & Ward offers experienced Accountants and Office Professionals the perfect platform to build a rewarding career. We place a priority on team work and shared knowledge and appreciate that you have expertise to contribute.

If you would like to make a difference to our clients and the communities in which we live and work, please contact us and attach your resume.