Newcastle and Hunter Practice Areas

Accounting and Business Advisory

We provide expertise in accounting and business advice to help equip business owners with the right information in order to make beneficial and timely decisions.  We provide efficient and cost effective preparation of meaningful financial and non-financial information produced on a timely basis. We also provide analyses of this information and present it to clients in a meaningful way that makes sense.

Our business clients are given peace of mind with the knowledge that their tax returns and financial reports have been thoroughly completed so at to maximise their outcomes, and by having a partner to help them keep their finger on the financial pulse of their business.

Business Advisory and Assurance

We provide practical advice and assistance to help businesses make the most of opportunities and emerging issues. Our risk-based audit and review methodology results in a thorough understanding of the decisions facing the business, allowing us to add value to clients as well as prepare their financial reports in a timely manner.

Our assurance engagements include assisting clients with preparation of monthly management accounts, year-end reporting, income tax returns, activity statements and general advice to enable them to make informed business decisions and bring clarity to day-to-day operations.

Wealth Management

Our wealth management consultants cut through the choices and challenges facing individuals, to tailor insightful yet practical solutions that help them to make the best financial decisions to achieve their financial goals.

The team specialises in providing advice to business owners, executives and affluent individuals and families who are looking for assistance to build, grow, protect and manage their wealth.  We provide advice to these clients by providing strategic wealth management advice, investment planning and strategic asset allocation, investment portfolio management, wealth accumulation and tax minimisation strategies, superannuation strategies including self-managed superannuation fund advice, retirement and estate planning, savings, budgeting and debt reduction advice, personal and business succession insurance, property settlements during relationship breakdowns, and strategies to reduce fees and improve cashflow for persons entering aged home care.

Self Managed Superannuation Funds

Our SMSF team provides comprehensive administrative and financial advice to help clients achieve the goals they strive for within their self managed funds. We work with clients to develop a super strategy that supports and builds wealth for retirement whilst ensuring all regulatory requirements are met so that this concessional taxed structure is not compromised.

Our team provides direct access to high quality practical advice in all relevant areas including SIS compliance administration, accounting and audit of funds, taxation of funds and taxation of benefits.


 

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IN THIS SECTION:


Rob Southwell

Rob Southwell's picture

Sydney

Managing Partner and Partner – Private Business and Family Advisory


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Nigel Fischer

Nigel Fischer's picture

Brisbane

Managing Partner - Private Business and Family Advisory


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Michael Minter

Michael Minter's picture

Newcastle

Managing Partner


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Leon Mok

Leon Mok's picture

Perth

Managing Director


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Brendan Britten

Brendan Britten's picture

Melbourne

Managing Partner and Executive Director/Partner- Business Advisory and Assurance


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Tom Verco

Tom Verco's picture

Adelaide

Managing Principal - Private Business and Family Advisory


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