Investment & Finance

Williams Hall Chadwick has over 35 years of experience in providing advice to businesses in Queensland. Our core business is providing solutions to SME businesses. Our business divisions include Tax, Business Services, Corporate & Consulting, Audit, Superannuation, Financial Planning & Bookkeeping.

The firm has existing business clients within the finance and investment industry including:

  • Finance Brokers – Plant & Equipment, Commercial & Residential
  • Financial Planners
  • Term Deposit Brokers
  • Corporate Bond Brokers and Consultants
  • Stock Brokers
  • Fixed Income Specialists
  • Multi-Disciplinary Property Services

Williams Hall Chadwick has developed the following capabilities:

Taxation

  • Detailed specialist knowledge of industry specific issues including capital write off provisions, Small Business Tax Concessions, Fringe Benefits Tax, Research & Development tax concessions and Small Business Capital Gains Tax Concessions
  • Detailed taxation planning process conducted prior to year end to optimise the tax position of a business

Accounting

  • Provision of accounting services to all types of structures
  • Ability to prepare statutory accounts to assist businesses to meet ASIC reporting and lodgement obligations
  • Understanding of financial terminology for Investment & Finance markets
  • Audit of entities with a financial services licence

Banking & Financing

  • Our firm has close relationships with the business divisions of the major banks and finance brokers in the commercial and residential market who are more than happy to assist WHC clients
  • Our Corporate and Consulting division assists clients with 3 way cashflow projections, banking proposals and various other financial modelling

Due Diligence & Valuation

  • Our consulting division has prepared multiple due diligence reports in respect of acquisitions of businesses
  • They have also acted as experts in litigation with respect to economic loss statements for investments

Estate & Succession Planning

  • Due to the firms long association with business clients, we have been involved in the succession planning of a large number of clients as their business and assets are passed from one generation to the next
  • A number of our Directors have been personally involved in this process within their own family environment
  • Our firm has both the financial and interpersonal skills to assist clients with this transition
  • We also have close, long term relationships with legal experts working in this field

Corporate

  • While the majority of our clients are family based businesses, we also represent corporate owned businesses
  • We offer a full range of audit, specialised tax advice and corporate advice to corporate clients

Superannuation & Business Structuring

  • Our financial planning arm, headed by Toby Winton, is a specialist in representing business clients
  • In particular, they have expertise in the use of Self-Managed Superannuation Funds to own residential and commercial premises
  • Recent transactions include the purchase of business premises in Self-Managed Superannuation Funds through a Bare Trust

Director Contacts

Brett Gillies

Toby Winten


Level 19, 144 Edward Street, Brisbane Qld 4000   |   (07) 3221 2416
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