Business Advisory

Over the past 35 years, Williams Hall Chadwick has provided advice to clients in many areas, including:

General Advisory

  • The appropriate structure when starting or expanding your business (both onshore and offshore)
  • Strategic/Business Planning for the operation of your business
  • Assistance with the recruitment of key personal in the financial department, including the Chief Financial Officer and Finance Operating Officer
  • Your obligations as a Director
  • Assistance to companies on complying with their ASIC reporting obligations (e.g. Director or shareholder changes, allotment or transfer of shares).
  • Assistance in settling shareholder disputes
  • Business acquisitions and mergers including due diligence

Accounting

  • The application of accounting standards
  • Preparation on statutory accounts, as required by ASIC
  • Preparation of consolidated financial statements for company groups
  • Preparation of general purpose financial statements
  • Financial software requirements in order to achieve the best management reporting data

Taxation

We offer advice in many areas of taxation, some of which include:

  • Capital Gains Tax (CGT), particularly utilising available concessions 
  • Taxation advice regarding establishing Employee Share Plans
  • Taxation advice on forming a tax consolidated group
  • Methods to legally minimise your taxation obligations
  • Liaising with the Australian Taxation Office in relation to payment plans and other matters.
  • Research and Development tax incentive
  • International tax systems, particularly throughout Asia

Cash Flow Modelling & Management

  • Increasing the value of your business
  • Enhancing business performance
  • Minimising their financial risk
  • Preparation of cash flow budgets and 3 way forecast models
  • Managing daily cash flow requirements
  • For a number of business clients, Andrew Perkins (Corporate Advisor) acts in an outsourced CFO role and sits on the board

Succession Planning

  • We have advised a large number of clients on succession planning; this often involves passing the business and assets from one generation to the next
  • We have advised and assisted clients in transferring goodwill inherent in the owner to the business, enabling a business sale
  • We have provided strategies in relation to planning for an owners exit up to 5 years in advance
  • We have also advised in relation to extracting wealth from the business for the owners personally
  • We have advised clients on the implementation of Employee Share Plans and management buy outs
  • We have advised clients on how they can safeguard assets from insolvency and marital breakdowns

We also have close, long term, relationships with legal experts working in this field

Estate Planning

  • We have advised a large number of clients on estate planning
  • Tax effective methods of transferring wealth from one generation to the next including use of trust structures, etc
  • Interaction between estates and superannuation

A recent successful Estate plan involved the reorganisation of a family business worth in excess of $50m, and included multiple families across 3 generations and multiple properties and business structures.

Banking & Financing

  • We have assisted in multiple successful applications for facilities for a wide variety of transactions including working capital requirements and property and business finance
  • We have been closely involved in family and corporate transactions and restructures

Government Programs

  • We have assisted many clients with successful preparation & lodgement of applications for funding from
    • AusIndustry (e.g. Research and Development)
    • AusTrade (e.g. Export Market Development Grants)
    • Queensland Rural Adjustment Authority (e.g. Disaster Recovery, Productivity Loans)

Insolvency

  • In conjunction with member firms of the ShineWing Hall Chadwick Association, we have provided advice in relation to small and medium business matters in the following circumstances;
    • Independent Accountants Report for secured creditors
    • ‘trade on’ or asset realisation strategies involving business assets
    • Turnaround or enhancement of the performance of business enterprises 

Level 19, 144 Edward Street, Brisbane Qld 4000   |   (07) 3221 2416
© 2017 Williams Hall Chadwick Accountants   |  
Liability limited by a scheme approved under Professional Standards legislation.