Our areas of specialisation are compliance and business advisory.
Compliance (Tax):
- Financial Statements & Income Tax Returns (Individuals, Companies, Trusts, Partnerships & Self Managed Superannuation Funds)
- Business Activity Statements (GST & PAYG Withholding)
- Fringe Benefit Tax Returns
Business Advisory (Advisory):
- Tax planning/ tax minimisation strategies
- Business plans/ basic financial modeling
- Growth & profitability strategies
- Business purchases and sales
- Exit strategies & succession planning
- Superannuation
WHO ARE OUR CLIENTS?
- Core tax & advisory clients – Small and Medium-sized Enterprises (SMEs) & associated individuals, across a wide range of industries
- Superannuation Solutions – Self Managed Superannuation Funds (SMSFs)
- Agribusiness – Farmers/ Primary Producers
- Succession Solutions – Deceased Estates
- Ezitax – Individual tax returns
WHEN ARE WE BUSY?
- Repeat business/ ongoing client relationships (very rarely one off assignments)
- Tax busy periods correspond with ATO lodgment due dates
- July to May – Income tax returns
- July, October, January & April – BAS
- May – FBT returns
- June – traditional quiet period where we are planning for new Financial Year
- Advisory assignments – any time of year/ when required by clients
As a result there is a steady flow of work throughout the year and we have normal working hours all year round compared to other divisions (eg Audit).
WHERE DO WE WORK?
- Majority of work done in office environment
- Due to nature of work, specialised software & client visits to office
You will get out of the office at some point!
- Mainly to metropolitan client premises, intermediaries (eg banks) etc.
- Opportunities to travel to other offices & to clients and organisations across the state & country
WHY WORK IN BUSINESS ADVISORY?
- Develop a broad range of skills – tax & business advisory
- Business Advisory services are offered in all RSM offices (compared with other divisions that are only available in major offices) – ability to move
- Building strong client relationships – loyalty & trust
- Year-round flow of work
- Working hours are the same year-round
- Opportunities to progress within the division/organization
