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 modelling
• 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 lodgement 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/ organisation