Client Solutions

Below are illustrative examples of the services we have provided.

We focus on helping our clients address commercial issues, pursue business initiatives, address statutory obligations and assist in creating and protecting personal wealth. If you have a particular matter requiring attention, please feel free to contact us so we can explore if and how we may assist.

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Corporate market

Global pharmaceutical

European based global pharmaceutical (revenues of AUD$2.4b) desired an Australian presence to register and market pharmaceuticals.

Services delivered included incorporating an entity and providing a virtual CFO service covering:

• debtors and creditors processing and payments, HR systems and payroll processing;
• preparation of management and statutory accounts including internal global reporting;
• provision of local banking and treasury function assistance;
  
• attending to local and cross-border tax and compliance obligations; and
  
• appointment of directorship for ASIC compliance and ASIC exemption from local reporting obligations.
  

SME Business market

Property developer

Strong residential property developer requiring on-going assistance commercial agreements, cash-flow and budgeting and advice/attending to statutory compliance obligations especially GST (using margin scheme), superannuation and payroll taxes.

Provided a broad range of services including:

• template for calculating margin scheme based on settlement statements and journals to properly capture GST disclosures
• advice relating to GST matters including input-taxed supplies, reverse-charge rules and other GST technical matters
  
• Cash-flow template to track and monitor property acquisitions and settlements including internal and external funding obligations
  

Individuals market

ASX listed CEO

High net worth individual requiring broad financial and tax planning/structuring advice.

Our work involved:

• Preparation and implementation of financial plan including establishing superannuation fund, structuring contributions and direct investment allocations;
• estate planning along with drafting of wills and various powers of attorney;
• consolidated and streamlined borrowing and transaction banking arrangements;
• attendance to statutory obligations involving financial statements and tax returns for private investment vehicles; and
• preparation of individual tax returns including advice on employee share schemes and personal deductions.
  

Emerging bio-technological

ASX listed bio-technological company required a clearly defined and articulated remuneration structure consistent with governance obligations. financially responsible and which addressed corporate requirements. 

Services delivered involved:

• development of reward strategy and remuneration structure;
• design and implementation of short-term and long-term incentive programs
• equity based remuneration schemes including vesting and performance criteria; and
  
• drafting key components of remuneration report in accordance with Corporations Law, Accounting Standards and ASX Listing Rules.
  

Retail food

Individual entrepreneur wished to establish a boutique cafe and sought general business advice:

Our work with the client included:

• assisting with developing a business plan incorporating a capital expenditure and first 12 months operating budget
• securing a business loan to fund capital expenditure and provide early cashflow
• establishing a computer-based bookkeeping system to prepare cashbook, process payroll and compile information for statutory obligations (GST and superannuation)
• provision of management dashboard to evaluate performance against benchmark data
• preparing financial statements and tax return for operating entity
  

Spouse of Injured Partner

Spouse required broad financial assistance after partner suffered road trauma resulting in total and permanent disablement.

Provided a broad range of services including:

• attended to outstanding statutory compliance obligations for individuals and private consulting company
• preparation of budgets supporting VCAT submissions
• structuring of estate planning documents including wills, POAs and trust appointor nominations
• preparation of financial plan and assistance with establishment of self-managed superannuation fund, TPD roll-overs and investment allocations