SEARCH

BUSINESS ADVISORY SERVICES When successful businesses are owned and driven by key individuals, the decisions they make are closely linked with their own personal welfare and with the ultimate well-being of their families. The Firm has been built around the protection of wealth for our clients and we understand that entrepreneurial business owners have very particular circumstances and needs. We have many entrepreneurial clients who have made a significant emotional and financial investment in their business. For many, the business is part of their life and part of their family. Our role is to act as both a business partner and protector of the individual’s own interests and those of their family. While the firm has considerable expertise in advising on commercial and tax issues (both corporate and personal) we go further than this. Where required we become closely involved with the operational aspects of the business and have partners with the experience to provide high level strategic support to the directors. HOW WE ASSIST To help you achieve your strategic goals, the tax and business expertise of the Firm can assist at every step of a business’ life: • Efficient corporate structuring when setting up a new business or restructuring an existing business; Advice on raising finance for the business; Managing growth and expansion; Employee and management incentives; Extracting profits from the business in a tax-efficient way; Succession planning; Exit routes and value realisation. Our Specialists

CORPORATE ADVISORY SERVICES We provide long-term strategic advice to high growth entrepreneurial businesses. We advise on exit strategies, assist with adding value to your business, support its growth and generally groom your business for a sale or an IPO to achieve maximum value. Recommendations of suitable accounting policies and operation systems, in order to facilitate a smooth due diligence process, can also be provided. HOW WE ASSIST Our corporate advisory team can provide advice and support in all areas of mergers & acquisitions including: Tax efficient acquisition structuring; Tax efficient disposal of businesses; Assistance with raising private equity; Worldwide debt cap and thin capitalisation solutions for acquisition financing; Structuring of earn-outs and share-based incentive arrangements; Financial due diligence; Drafting and negotiating tax indemnities and tax warranties; Stamp duty planning and reliefs; Long-term advice on business exit strategies; Transaction advice and support; Advice on structuring floats and MBOs; Preparation of business plans and financial projections for the purpose of securing finance; Business valuations, including the valuation of business assets, shares and intellectual property; Post transaction support and ongoing tax advice Our Specialists

TAXATION ADVISORY SERVICES Our specialist tax personnel can provide a wide range of taxation services to public and private companies, individuals and trusts. We have particularly strong skills in the areas of international taxation and corporate tax planning. We offer our clients a wide range of taxation advisory services to ensure they are receiving the highest quality and most up-to-date information for their businesses. HOW WE ASSIST The broad ranging taxation advisory services include: Corporate tax planning and advice International taxation advice Business structures Capital gains tax Goods and Services Tax Income tax return review Advice on fringe benefits tax, payroll tax and land tax Salary packaging and employee benefit planning Tax consolidations Our Specialists

SUPERANNUATION SERVICES We provide advice on general areas of superannuation and estate planning, such as accounting, taxation, pensions and in-house asset rules. We are also able to provide specialised advice with a range of other services. We operate under our own Limited Australian Financial Services Licence. We are not tied to any Financial Planning Group and are always able to provide independent advice that is in the best interest of our client. HOW WE ASSIST The experienced superannuation team is able to provide expert advice including: Advice on contribution limits and tax implications; Advice on the taxation implication of superannuation income streams including transition to retirement pensions; Estate planning to ensure maximum wealth is transferred from one generation to the next; Advice on the treatment of superannuation in the event of a fund member getting divorced; Corporate fund administration and advice; Superannuation fund audits. Our Specialists

TAX COMPLIANCE SERVICES Our aim is to meet all of your ATO compliance requirements and notify you in good time of your tax liability. But then we go one step further – we don’t just fill in the form, we look for ways to maximise your wealth while we’re doing it. We can provide as much assistance as you require: providing ad-hoc technical advice or handling your tax compliance obligations completely, thereby allowing you to concentrate on the issues that matter most to you. HOW WE ASSIST We tailor our services to your specific needs. While our tax and compliance specialists provide a broad range of expertise, some of the services we offer include: Preparation of Tax Returns for individuals, partnerships, companies, trusts and superannuation funds; Preparation of periodic Activity Statements; Reviewing tax returns and tax provisions prepared in-house or by third parties; Advice on tax liabilities and the monitoring of due dates for payment of tax, including liabilities under the quarterly tax instalments regime; Advice to groups (private and corporate) on managing and minimising their tax liabilities; Review and recommendations on the appropriate group structures, including the implications of using certain entities and offshore jurisdictions; Corporate restructuring, including acquisitions, mergers and demergers; Advice on tax legislation changes impacting on you; Pre and post transaction advice to maximise tax efficiency and to achieve certainty of tax treatment; Advice on the impact of international tax legislation, including transfer pricing issues, controlled foreign companies, and double tax agreements; Advice on Goods and Services tax, Pay-roll tax, Land tax and Stamp Duty Our Specialists

AUDIT & ASSURANCE Our audit and assurance services go well beyond helping clients meet their financial reporting obligations. Our audit method focuses on delivering a timely and efficient audit, with our Partners taking a hands-on approach with clients through all aspects of the engagement. There is a strong emphasis on adding value through identifying and communicating opportunities for strengthening internal controls, information systems, accounting and financial reporting with a consideration to practical and commercial applications. Our team discusses the performance of assurance engagement with directors, management and other stakeholders to tailor processes that address specific business risks. Our services act as a powerful tool to complement corporate governance structures, delivering robust assurance services that address clients’ regulatory and other compliance needs. At the same time, we aim to ensure a delivery of service that provides excellent value for money. HOW WE ASSIST To help you with your compliance, statutory and non-statutory accounts, financial statements, auditing and other financial requirements, our audit & assurance expertise can provide the following services: Full audit in compliance with the requirements of the Corporations Act 2001; Preparation of statutory accounts to comply with statutory regulations, if required; Preparation of non-statutory accounts i.e. large-non-reporting, associations, etc.; Assurance engagements offering a similar level of confidence to a full audit for branches, divisions or companies not legally required to have a full audit; Preparation of, or reviews of, interim financial statements or other non-statutory reports (eg those to satisfy banking covenants, etc); Audit of systems and procedures and reporting thereon; Special audit, including solicitors and real estate agents trust accounts Audits of self-managed superannuation funds; Audits of foreign controlled Australian companies; GAAP analysis between Australia and controlling jurisdiction; Financial reporting of taxation compliance, particularly around thin capitalisation rules, transfer pricing and recoupment of tax losses Our Specialists

HIGH-NET-WORTH FAMILIES We understand that high-net-worth individuals and families need unique advice that is both personally tailored and structured to meet their diverse and complex needs. We can advise on succession strategies, the structuring of real estate assets and transactions and estate planning. Our aim is to provide you and your family with financial peace of mind. HOW WE ASSIST The expertise within our family office administration function includes the following services: Accounting function covering recording and reporting; Assistance with cloud accounting; Account management incorporating bill payment, domestic payroll, cash flow management, etc.; Taxation advice; Retirement, estate, succession planning and intergenerational wealth transfer; Family Philanthropy Our Specialists

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... By expertise... Select expertise... Reset Filters

CLEAR ADVICE IN A COMPLEX WORLD Since 1945 we’ve built a worldwide reputation for quality, excellence, dedication and care. Tell me more about your... Services Select Service Audit & Assurance Business Advisory Corporate Advisory High-Net-Worth Families Superannuation Tax Advisory Tax Compliance I'm looking for... People Select Person Stephen Austin Brenden Hughes Matthew Thorncraft Justin Fletcher Andrew Lam Chris Allen Stephen Viski Zoe Dyson Paul Gallagher Kelly McNeill John Leece AM Joshua Manasseh

OUR PEOPLE Zoe Dyson Director +61 2 9930 7700 zoe.dysonRH@rawlinson-hunter.com.au Zoe is a business services director, who joined the firm in November 2016. Prior to joining the firm Zoe worked at big four accountancy firms advising private clients and corporate entities on a range of taxation matters. She specialises in providing tax and accounting advice to high-net-wealth individuals and businesses on matters including tax structuring, compliance, superannuation, succession, accountancy, and other business-related matters. Whilst industry experience is diverse, Zoe has extensive experience advising professional services businesses and associated individuals, entrepreneurs, and property funds. Zoe is a member of Chartered Accountants Australia & New Zealand. She holds a Bachelor of Business (Accounting and Economics). Expertise Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... By expertise... Select expertise... Reset Filters

OUR PEOPLE John Leece AM Consultant +61 2 9930 7700 john.leeceRH@rawlinson-hunter.com.au John has been director of the Firm since 1979, and specialises in corporate financial strategic advice, mergers, and acquisitions. His experience includes roles in business advisory services, auditing, accounting services and taxation advice. John is a Fellow Member of Chartered Accountants Australia & New Zealand, as well as CPA Australia. He is also a Registered Tax Agent. John has given extensive service to the accounting profession particularly as a member of the New South Wales Divisional Council of the Australian Society of CPAs and of a number of Expert Panels and Professional Committees, including the joint committee between Government and the profession. Expertise Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... By expertise... Select expertise... Reset Filters

OUR PEOPLE Andrew Lam Partner +61 2 9930 7700 andrew.lamRH@rawlinson-hunter.com.au Andrew is a specialist tax director who joined the firm in July 2018. He has broad experience in providing corporates and individuals with general tax planning/restructuring advice and assisting with transactional tax planning including access to small business CGT concessions and conducting tax due diligence. He can also assist clients in tax controversy matters. His clients include small and medium businesses, family groups, and not-for-profit entities. Prior to joining Boroughs, Andrew led the specialist tax consulting team of another mid-tier chartered accounting firm. In previous roles, Andrew has progressed through the tax consulting teams of big 4 and mid-tier accounting firms and a top-tier law firm. Andrew is a Chartered Tax Adviser with the Taxation Institute, Australia, an affiliate member of Chartered Accountants Australia & New Zealand, and a qualified solicitor admitted to practice law in NSW. Andrew holds a combined Bachelor’s degree in Commerce/Law and a Masters of Laws. Expertise Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... By expertise... Select expertise... Reset Filters