What we do in Business Advisory Accountant?

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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