HMA Twomey Patterson - News Archive

60th Anniversary Celebrations at the Cootamundra Arts Centre

HMA Twomey Patterson celebrated its 60^th Anniversary last Friday night (26th of February 2010) with a function at the Cootamundra Arts Centre. The 75 current and past staff in attendance were treated to a delicious dinner catered and served by the Arts Centre Committee members. Guests danced the night away to the music of Geoff Black, Bob Guy and Marliese Cooper.

Previous staff in attendance included Christine Churchin from Nowra, Alison Eldridge from Young, Jane O’Malley (nee Armitage) from Forbes, Neita McLaren, Betty Cleveland, Karen Meale, Jane Salter from Canberra, Julie Faulkner from Yass and Margaret Wallace and Dianne Rawiri.

Some photos taken on the night can be seen below (photos provided courtesy of the the Cootamundra Herald).

Betty and Roy Cleveland: Betty is a former employee of Twomeys

Twomey Principals: from left David Hodge, Andrew Pryor, Geoff Twomey, Kerrie Walsh, Phillip Miller,
Michael Twomey, Matthew Woolnough and Jenny Officer.

These Cootamundra Ladies had a wonderful time at the 60^th Birthday celebration of
HMA Twomey Patterson: Kylie Thompson, Janelle Ward, Cheryl Rasmussen, Julie Smart, and Karen Meale.

Jenny Permezel of Wagga Wagga, Bonnie Pryor and Maree Twomey.

Steve Watson - HMA Twomey Patterson's newest Associate

Riverina based Chartered Accountancy firm HMA Twomey Patterson today announced the appointment of Mr Steven Watson as an Associate of the firm and a Director of its authorised audit company, HMA Twomey Patterson Audit Pty Ltd.

Mr Watson is also currently a Manager of the firm's auditing division.

In addition to his Bachelor's degree in Accountancy and Management from Charles Sturt University, Mr Watson is a Chartered Accountant and is a holder of a Public Practice Certificate.

One of the firms Principals, Mr Phillip Miller said that "Steve Watson has a wealth of valuable experience in both management and chartered accountancy, is well respected by clients and has a strong community profile. Steve has proven to be a strong asset to

our team and I wish him every success in his new and very deserved role".

HMA Twomey Patterson is one of the largest chartered accountancy firms in regional New South Wales and has clients not only throughout the state but also interstate.

Mr Watson, who was born and bred in Wagga Wagga, said he was "delighted" with his new position and that he was "looking forward" to his enhanced role with what he described as "a very dynamic and energetic company dedicated to giving the best of service to clients in Wagga Wagga, the region and beyond."

Wagga Chamber of Commerce - Outstanding Business Awards

HMA Twomey Patterson was recognised at the Wagga Chamber of Commerce Outstanding Business Awards held on Friday 19th October 2007.

HMATP was a finalist in three categories; Excellence in product or service (11+ employees), excellence in business development (11+ employees) and excellence in staff development (11+ employees).

With strong competition from other excellent local businesses, HMATP was honoured to take out the award for excellence in staff development (11+ employees).

In accepting the award, HMATP acknowledges the hard work of all our team members during the preceeding 12 months and look forward to an even better year ahead.

As part of our commitment to providing a full range of financial services to our clientele, Twomey Patterson has joined with Præmium Portfolio Services to further enhance our ability to manage, track and report on our clients share holdings and investments.

Præmium is an Internet based portfolio service designed specifically for accountants, financial planners, superannuation fund administrators, portfolio managers and stock brokers.

Following is a list of just some of the tools that Twomey Patterson, as a Præmium Service provider, now have at their disposal ;

Optimised CGT processing to maximise clients after tax return

Proactive CGT Management – enabling us to manage clients CGT affairs throughout the year, tax planning can be actioned prior to June 30th with ease. In many cases, realised gains may be offset much earlier in the financial year to better manage the risk of unfavorable market movements.

Deal with multiple brokers – but still have one managed portfolio service – as your nominated broker, we can send contract notes and we will ensure that your portfolio is constantly up to date – even when you’re away or on holidays.

Keep on top of your investments – by accurately monitoring portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments in a mathematically correct manner.

Reduced administration – significantly reduce administrative work-load, particularly forensic reconstruction of stock holdings using Præmium’s corporate action database.

We can help you make better investment decisions — with portfolios revalued every day, Præmium provides up to date information at your finger tips which should help improve decision making.

Registered ownership – unlike other administration service providers, the ownership details of investments remain vested in your name.
In addition, as a Twomey Patterson Præmium client you will have immediate 24 hour, 7 day a week, on-line access to your current portfolio information via our direct link to the Præmium web service.

For more information on this exciting new service, please contact our Financial Services team.

At Twomey Patterson we have recently expanded our range of services to provide the complete solution for your information technology needs.

We recognise that computers have become an integral part of our business lives, and that all businesses need to have appropriate software and hardware, reliable backups, e-mail & Internet access.

We provide information technology support for all clients, from individual wage and salary earners to larger businesses running networks of up to 20 computers.

Our information technology team is qualified to assist you with all your IT needs, including;

Advice on appropriate software for your needs
Supply & installation of accounting software packages
Training for various accounting software products including
MYOB
Banklink
Phoenix
Agrimaster
Quicken
Advice, supply & installation of appropriate hardware including computers, printers, modems & scanners
Networking
Website development
Troubleshooting for hardware & software
Implementation of appropriate backup-procedures

Local Public Accounting firms Twomey Patterson and HMA Accounting yesterday announced their planned merger, following months of discussions between the respective firms. It is proposed that the merger will take place on 1st July 2006, with the new firm to be called HMA Twomey Patterson.

Twomey Patterson was established in 1999 following a merger of Patterson & Conkey and Twomey & Twomey. Twomey and Twomey were originally founded in 1949 in Cootamundra by Frank Twomey.

Allan Patterson qualified in 1963 and commenced business as a sole practitioner. In 1981 Doug Conkey became a partner and the firm became known as Patterson & Conkey.

Twomey Patterson now has offices in Cootamundra, Wagga, Coolamon, Young, Harden and Ganmain, and has 6 partners, Geoff and Michael Twomey , Jenny Officer, Doug Conkey, Andrew Pryor and Kerrie Walsh .

HMA Accounting was formed in July 2004 following the merger of Wagga Practices run by Partners Phillip Miller and David Hodge.

Partners Andrew Pryor of Twomey Patterson and David Hodge of HMA Accounting yesterday said: “We are extremely pleased to make this announcement, which follows a meeting held last Thursday to finalize the details of the merger. Both firms have known each other for some time, being members of the same financial planning group, Count Wealth Accountants, and are looking forward to the merger and the benefits it will bring to all clients. HMA Accounting and Twomey Patterson have similar values and are looking forward to providing an even greater level of service to all clients. The merger will allow for further specialization by Partners and staff to give clients better advice across the range of services offered in Tax & Accounting, Investment advising and Audit. The new business will have a combined team of over 50 professional and support staff, and while we don’t see too many direct changes affecting our clients, it is proposed that the Wagga offices of both firms will be combined, with all staff retained.”

HMA Accounting and Twomey Patterson are Members of Count Wealth Accountants, an Australian Financial Services Licensee No. 227232, ABN 19 001 974 625, and Australia's largest independently owned network of accountants specialising in wealth advice.

Contact Details:

HMA Accounting - David Hodge 02 6925 8377
Twomey Patterson - Andrew Pryor 02 6921 2349

It is with great pleasure that Twomey Patterson announces that Kerrie Walsh CPA, J.P. has accepted an offer of Partnership in the practice.

Kerrie has been with the firm for almost 15 years and was made an associate two years ago. Her knowledge and skill as an accountant have proven an invaluable resource and her attitude and work ethic are unquestionably 'top shelf'.

Management, staff and partners would all like to wish Kerrie a hearty 'Congratulations' on her promotion.

Kerrie Walsh becomes a partner
The partners of Twomey Patterson are delighted to announce that Kerrie Walsh has been invited to become a partner of the firm, effective from today.

"Kerrie has made a consistent and considerable contribution to the growth of our practice and it is in recognition of this that we have invited Kerrie to join the partnership," partner Geoffrey Twomey said.

Kerrie is a local girl schooled here in Cootamundra and has been with Twomey Patterson for almost 15 years.

While working full time and having two children, Kerrie completed her Batchelor of Business through distance education at CSU Wagga.

Kerrie is a Certified Practicing Accounting CPA Australia and she completed her Public Practice program year in 2003.

"She has been an associate of the firm for the last three years," Mr Twomey said.

"As a specialist in taxation and small business services, she is a great team member. Her technical knowledge and skills have proven to be an invaluable resource to our business.

"Her attitude and work ethic are unquestionably top shelf." Mr Twomey added.

Kerrie said she is excited about her future direction and is looking forward to the challenge of her new role.

She extends her gratitude and and thanks to the partners for their support and assistance over the years.

Kerrie would also like to thank to her husband Gerad and children Jake and Sarah who have always supported her career.

The partners of Twomey Patterson (from left) Doug Conkey, Andrew Pryor, Kerrie Walsh, Jenny Officer, Michael Twomey, and Geoffrey Twomey.