Brad Loftus

Partner - Adelaide

Areas of focus

Job title

Partner

Office Location

With over 20 years’ experience in the accounting industry, Brad can adhere to all business needs, from the commencement of business through to retirement.

“I am motivated by reducing the complexity and stress being experienced by clients in business and personal lives.”

Exercising helps Brad unwind, and you can often find him running, cycling or rock climbing his way around the Adelaide Hills during his downtime.

As businesses grow, they often outgrow their ownership structure. On a recent engagement with a long-term client, Brad helped transition a client to a more appropriate structure which provides better wealth protection and will provide significant benefits through the optimisation of future tax whilst incurring minimal upfront costs.
Provided due diligence support to a client on a $4m strategic acquisition including advice on the tax and commercial consequences of the offer, accounting and tax due diligence and modelling for finance purposes.
Successfully transitioned a client with four businesses to the cloud which now provides both our team and the client with up to date reporting and performance statistics. This facilitated the evolution of the working relationship to be future and performance-focused.
Successfully assisted a terminally ill client transfer the family wealth to the next generation in the manner that they desired whilst avoiding over $600k of taxes that would have been payable if no action was taken prior to their passing.
Cost impact report for peak industry body - analysis and report completed for a peak industry body to provide an independent assessment of the cost impact of the National Quality Agenda for commercially run long daycare centres as proposed by the COAG. The review modelled the cost effect for 100+ respondents.