Preparation of both Special Purpose and General Purpose Annual Financial Statements for all entity types including; Private & Public Companies, Discretionary & Unit Trusts, Partnerships, Joint Ventures & Sole Traders, Superannuation, Private Ancillary & Prescribed Private Funds and Venture Capital Management and Limited Partnerships. Providing advice in relation to the application of Australian Accounting Standards and AIFRS (Australian equivalents of International Financial Reporting Standards), oversight and advice in relation to client accounting staff and systems and management reporting matters.

Our audit services are provided by MBP Auditors Pty. Limited. We provide audit services to all entity types, including ASIC “Disclosing Entities”, “Large Proprietary Companies” and AFSL licensed entities under the Corporations Act.

In many instances, the audit engagement is required by law. We adopt a value add approach to assist clients to enhance the internal controls and systems of their businesses and to better understand best practice in the key administration and finance areas of their businesses.

We prepare tax returns, annual reconciliations and supporting work papers, calculations and schedules for all entity types and help our clients to comply with relevant tax legislation and lodgment requirements in the areas of Income Tax, Capital Gains Tax, GST, Fringe Benefits Tax, Pay As You Go (instalments and withholding), Superannuation Guarantee Charge, Transfer Pricing and Payroll Tax.

We provide Client Representation in Tax audits, ATO High Net Wealth Questionnaires and audit activity, Tax agent services and representation with all tax bodies.

We use complex systems to deliver the full range of secretarial services including; preparation and lodgment of all ASIC requirements, ASIC company annual statements and solvency requirements, maintenance of company, trust and superannuation fund registers, provision of registered office services, share and unit transfers, stamping of documents with state revenue authorities and submissions and requisitions, preparation of company and trust minutes, Company, Trust and Super fund formations, Company searches, change of company names, company and business name registrations.

We provide tax advice to all entity types in relation to their tax obligations. This range of advisory services includes structural tax advice, re-structures, tax consolidations, Tax due diligence, international Tax, Capital Gains Tax, CGT Small Business Concessions, GST, Fringe Benefits Tax, Overseas investments and business operations.

Through our long experience in advising businesses and their owners, we have a deep understanding of many businesses and industries. This allows us to offer valuable insights, advice and assistance with business strategic planning, preparation and implementation of business plans, cash flow planning and management, providing an external ‘sounding board’, capital budgeting analysis, bank funding submissions, business restructures and succession planning, staff recruitment and evaluation, employee incentive plans, management reporting, business valuations and financial modeling.

We provide asset protection advice in all aspects of our clients’ affairs, including review of existing structures, evaluation of alternate structures and implementation of ‘asset safe’ structures, intergenerational wealth transfer strategies and creation of protection ‘Silos’.

Working in tandem with industry leading advisors where relevant, we assist in investment management, investment reporting, ‘snapshot’ reporting, asset allocation, maintenance of financial records, implementation of strategies and goal setting and management.

These services are offered on a bespoke basis to high net wealth individuals and families. These services can range from simply providing input to a family advisory council to the full gamut of external family office services – looking after each and every aspect of the family’s financial affairs.

The sale or purchase of a business can be a very difficult period. With our wealth of experience, we are able to make the transaction much simpler and enable clients to proceed with confidence. Our range of services includes; business sale support, preparation of information memorandums and sales information, vendor due diligence, purchase due diligence investigations, liaison with legal advisors, transaction structure advice, negotiation of transaction terms, identification of potential acquisition targets, identification of potential buyers and private equity transaction support.

This may involve the succession of a business to either the next generation of the family, or to senior staff within the business. Our services in this area include; planning and implementation of succession strategies, formation of advisory boards, representation on advisory boards, mentoring of senior management and family members, continuity planning, linkage with estate planning and inter-generational wealth transfer strategies.

It is important to ensure that our clients’ wishes are carried out and that wealth is preserved for future generations. Working with external legal advisors, we provide input into appropriate structures and strategies to ensure optimal client outcomes. Given our in depth knowledge of clients' affairs, coupled with our deep relationship of trust and respect with our clients, we also act as executors to client estates.

Our directors sit on numerous external boards. Sometimes these boards are informal and akin to advisory councils. Sometimes they are highly formal and we join other independent board representatives. We also act as Australian representatives for non-resident clients who require our services to conduct their Australian affairs.

We provide litigation support for both commercial litigation matters and family law matters. We also provide expert witness services where required.

We provide services in relation to self managed superannuation funds in order to ensure that our clients comply with their statutory obligations. These services include; preparation of annual financial statements, audit of annual financial statements, member statements, income tax return and schedules, SIS legislation advice, pension administration, nominations, death benefits.

In depth knowledge of our clients’ businesses makes us the perfect choice to provide continuity if a business operator is required to be absent from the business for extended periods. This can be for health reasons, or for an extended holiday. We can provide oversight of staff, financial administration and general operational support during this period.

We have extensive experience as administrators of deceased estates. This experience has come not only from our appointment as executors to client estates, but also through numerous Supreme Court appointments of our directors. During our appointments, we are required to administer the estate in the most efficient way possible to maximize the outcomes for the beneficiaries and carry out the wishes of the deceased, or the instructions of the court. This activity is well suited to our core values of trust and discretion.