Daniel Doherty

Melbourne

Partner - Private Business and Family Advisory

   +613 8610 5238

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Professional Background

Daniel is a Partner in the Private Business and Family Advisory division, specialising in business management, accounting and taxation solutions. Daniel has over 10 years’ experience providing business advisory, financial and taxation services to small and medium family owned businesses. He has extensive hands on experience in a variety of technical and commercial issues affecting clients on a day-to-day basis and advises clients on the structuring and growth of their businesses.

Daniel’s position involves the provision of accounting and taxation services to a diverse range of clients with a turnover ranging from $1 to $100 million per annum.

Areas of Expertise

  • Business Accounting: interim management and year end planning, financial reporting, budgets. Projections and cash flows.
  • Periodic management accounting and reporting.
  • Business Advice: commercial business advice, business planning, structuring and succession planning.
  • Taxation advice and assistance including tax planning, GST, capital gains tax and indirect taxes.
  • Annual financial statement and income tax return preparation.

Industry Experience

  • Food and Agribusiness
  • Funds management
  • Manufacturing
  • Property
  • Retail
  • Transport and Logistics

Memberships & Qualifications

  • Bachelor of Business (Accounting) (Monash University)
  • Bachelor of Business (Management) (Monash University)
  • Member of Institute of Chartered Accountants in Australia (ICAA)
  • Graduate Certificate in Entrepreneurship and Innovation (Adelaide University / Pitcher Partners Institute of Entrepreneurship and Innovation)

Services & Specialisations

Accounting and Business Advisory

Accounting and Business Advisory

Information in business is the key to being able to make the right decisions at the right ...

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Tax Advice and Compliance

Tax Advice and Compliance

Tax affects every individual, public, private and multinational company, each with their o...

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Business Performance Improvement

Business Performance Improvement

Growth and competitiveness opportunities exist for everyone. Finding them and then exploit...

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Business Structuring

Business Structuring

The business structure should balance between your short and long term objectives, success...

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Strategic Board and Governance Advisory

Strategic Board and Governance Advisory

In today’s complex and regulated corporate environment, it is crucial for organisations ...

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Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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