Family Office & Business Services

Your succession planning; our safe hands

Our business service team provides a wide range of administration and financial management services, including regular financial and management reports, allowing you to make informed business decisions.

Reports and services available:

  • Preparation of statutory and management financial accounts
  • Preparation of statutory documents required by the Australian Securities and Investments Commission
  • Business succession, Will and Estate planning
  • Productivity and efficiency analysis, targeting and monitoring
  • Negotiation franchising arrangements – buying, selling, start-up
  • Scheduled and regular performance analysis, planning and measurement reports
  • Succession planning and making businesses investor ready
  • Companies Act compliance
  • Finance, cash flow forecasting, working capital and debt management reporting
  • Family Business
  • Help in identifying family and business objectives
  • Organisation and management structure review
  • Guidelines for the use of non-family directors and management
  • Cash flow forecast preparation for management and for bank submissions/finance applications
  • Asset protection and wealth maximisation advice
  • Virtual CFO accounting and payroll services
  • Activity Based costing
  • Identifying appropriate government assistance and funding programs and providing assistance to prepare application for programs and grants
  • Assisting foreign businesses establish Australian operations and advising on alternative structures and approaches
  • Impact of GST, compliance and return lodgement, and planning reviews
  • Costing systems controls, analysis and reporting, including manufacturing cost control
  • Executive information systems.
  • Succession planning
  • Estate planning
  • Establishment of performance criteria and performance based pay for family members (and others)
  • Advice regarding avoiding or resolving confliction family interests