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40 years of financial services to the region

Capitis Accounting Solutions boasts a proud history dating back to May 1979 when Warren E. Stewart commenced the accountancy business as a sole practitioner in Dimboola.

Capitis is an ancient Latin term that stands for the top of the mountain. It was used to express the pinnacle in financial and wealth success.

The term ‘Capitis’ is a precursor for the financial word we use today, Capital.

Over the years, the business has traded under the name Stewart, Bush & Company, before the formation of Capitis Accounting Solutions in 2006.

Capitis continues to operate with offices in Warracknabeal, Dimboola and Horsham. From its humble beginnings, the business has grown into a leading professional services firm in the Wimmera region, employing 10 professionals (including partners) and two administration staff.

“At Capitis we want you to feel welcome in our friendly and relaxed atmosphere. We have a highly dedicated team of professional and experienced staff who endeavour to provide the highest level of service, for both personal and business clients,” says business partner Simon Dandy.

“We are committed to establishing close partnerships with our clients, so we can understand your unique situation and provide you with a high level of technical expertise and staff members who are committed to helping you succeed,” said Mr Dandy.

Involved

Already know the basics? Let Capitis help with developing advanced skills with one-on-one training for the following software programs which include: Microsoft Excel, MYOB, Reckon, Quickbooks, Quicken, Calxa.

Capitis want to get involved in your business! We always take the time to understand your business so we can add value.

We want to understand the environment you operate in and know where you want to take your business.

Capitis Accounting has the expertise to give clients the tools and advice that can take your business to the next level. This could be through: effective tax planning and tax minimisation, budgeting and cashflow forecasting, preparing and lodging Business Activity Statements, keeping you up to date in your requirements as an employer, troubleshooting problem areas or just being there to answer questions, and helping to make smarter decisions.

Controlling retirement savings through a Self Managed Super Fund is a great way to protect your investments in a flexible and cost efficient manner.

Whether clients are looking to establish a self managed super fund, or navigate through the delicate rules and regulations, the experts at Capitis can provide a tailored plan that will get you to reach your retirement goals.

Need help

Need help completing those confusing Centrelink forms? The Capitas team can help, no matter how complex an inquiry may be, we are confident we can provide a solution tailored to your situation. Do you have plans for the future?

Whatever you may want we can help you make it happen – a holiday, car, home.  Our team of financial planners will get you there.

As the financial planning arm to Capitis Accounting Solutions, Wes Investments Pty Ltd and Bushranger Nominees Pty Ltd trading as Wimmera Financial Solutions give access to a total financial solution for your lifestyle and financial goals, for today, tomorrow, and your future.

At Wimmera Financial Solutions there is no such thing as a ‘one size fits all’ approach. Our advice on your investments and savings plans is based on your personal situation and the underlying quality of the investment.

Every one has their own needs and goals.

Talk to us today about your current needs and future financial goals. Your first consultation is FREE!

Team

A partner in the firm since 2006, Mr Dandy said at Capitis, “we have a fantastic team that can provide the highest level of service and professionalism to our clients.”

“A large part of our client base is in Warracknabeal, and we have worked hard to make sure someone is at the office all the time; it’s extremely important to us.”

Made up of 12 staff members across the three offices, including accountants, financial planners and administration staff, the three main staff members who service the Warracknabeal office include:

Simon Dandy - Partner

Located at the Warracknabeal and Horsham offices, Simon has a  Bachelor of Commerce, is a Member of the Institute of Chartered Accountants in Australia and is a Registered Tax Agent.

He specialises in taxation including compliance and tax planning, GST advice and consulting, business advisory services, business start-ups and structuring, auditing and due diligence as well as business valuation.

He is interested in keeping fit via football, the gym, running and boxing, while Simon also enjoys musical theatre, singing as well as relaxing with family and friends.

Samara Dandy - Partner

Samara has a Bachelor of Commerce and is a chartered accountant. Born and bred in Horsham, Samara is a proud mother to Kirrily and Fletcher. Samara has a strong background in tax and audit services.

Her friendly personality endears her to all her clients. She works hard to give the best for her clients, Samara loves martial arts and spending time with her family.

Jeremy Bush - Partner

Jeremy became an owner of the business in 1998.

Jeremy is a member of the Institute of Chartered Accounts and is a Certified Financial Planner.

He is married to Heather and has two daughters and although his playing days may be over, Jeremy is still a keen follower of the Wimmera Football League.

When it comes to running a successful business, Jeremy draws on years of practical experience to offer highly sought after and renowned advice.