Steve Wai, CA

Steve Wai - Carbon Group

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  • Chartered Accountant – CAANZ
  • Graduate Diploma in Chartered Accounting
  • Bachelor of Commerce (Professional Accounting)
  • Bachelor of Science (Information Systems)


  • Tax
  • Finance
  • SME and estate
  • Tax planning

Steve Wai, CA

Accounting & Tax Partner

About Steve Wai – Your Trusted Accountant

Steve joined Sterling Accountants in 2002 (with Nathan Hood coming on board in 2005), which later merged with Jamie Davison’s bookkeeping firm to become Carbon Group. He’s been with Carbon throughout the entire journey from launch to where we are now and has played a key role in the success and growth of our Accounting & Tax division. His contributions have earned Carbon Group prestigious industry awards, including the Australian Accounting Awards National Firm of the Year and the Australian Financial Review’s Top 100 Accounting Firms.

Driven by a desire to take charge of his career and collaborate with like-minded individuals, Steve chose to become a partner at Carbon. Initially based in our Osborne Park office, Steve now leads a team of accountants from our Ellenbrook office, alongside Michelle Maynard.

With extensive experience in public practice, he has a very intelligent eye for tax and finance, and making them both work harder for his clients. Steve specialises in SME and estate and tax planning, providing effective strategies for his clients.

A stand-out achievement for Steve was transitioning a client’s farm to the next generation while maximising the amount going into superannuation and minimising the income tax payable. This passion for achieving results for his clients along with helping them to understand their business and what all the numbers mean is what steered his career into accounting.

Strategic Advice for SMEs

Steve specialises in providing tailored financial solutions and strategic advice to small and medium-sized enterprises (SMEs), guiding them through intricate financial landscapes to achieve sustainable growth.

Effective Tax Planning Solutions

Leveraging his expertise, Steve develops tax-efficient strategies to optimise financial outcomes for clients, ensuring compliance while minimising tax liabilities and maximising returns.

Estate Planning Expert

With a focus on preserving and transferring wealth effectively, Steve offers comprehensive estate planning services, aiding clients in safeguarding assets and securing their financial legacies for future generations.

Strategic Business Growth

Steve collaborates closely with businesses to develop and implement strategic plans for growth and success. He offers valuable insights and guidance to help clients make informed decisions and seize opportunities.

Tailored Business Planning and Structuring

Steve excels in crafting effective business plans and structures, customised to meet the unique needs and goals of each client. From startup ventures to established enterprises, he provides strategic advice to enhance efficiency, profitability and long-term growth.

Business Tips from Steve

Speak to your accountant throughout the year. Having a strong relationship with your accountant will result in getting the best possible advice. Everyone’s circumstances are different from each other so there are no template solutions. The advice you receive should be tailored to your specific circumstances.

Have your financials and tax returns prepared as early as possible so you are well aware of your current tax obligations and future ongoing PAYG instalments (prepaid tax for the coming year).

Get to Know Steve

Steve was born in the Philippines but moved to Australia at the age of three, growing up south of the river in Maddington. We say growing up, but he is actually the same height now as he was in primary school: 5’5″! Steve is a family man, enjoys spending time with his kids and loves playing football.

Thinking of starting your own business or partnering with Carbon? Stop thinking about it and do it!

Steve Wai

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