AASB (Australia) and NZ IFRS (New Zealand) compliant accounting and bookkeeping services — from daily transaction recording to full monthly financial statement preparation. We ensure your accounts are always accurate, compliant, and ready for ATO/IRD review or external audit.
Day-to-day recording of all financial transactions in accordance with Australian Accounting Standards Board (AASB) or New Zealand International Financial Reporting Standards (NZ IFRS). Covers general ledger maintenance, journal entries, bank reconciliations, and month-end close — providing management with real-time financial visibility.
Comprehensive AR management including invoice processing, collections follow-up, AR aging reports, customer payment history tracking, and DSO analysis. Ensures timely collections and complete visibility into cash flow — critical for BAS (AU) and GST return (NZ) accuracy.
End-to-end AP management covering vendor payment processing, expense tracking and categorisation, approval workflow implementation, quality control to prevent duplicate payments, and tax-optimised record keeping aligned with ATO and IRD deductibility requirements.
Preparation of full AASB/NZ IFRS-compliant financial statements — balance sheet, income statement, and cash flow statement — monthly, quarterly, and annually. Includes preparation for ASIC (AU) annual report, NZCO filings, and ATO/IRD tax computation purposes.
Bank statement reconciliations, intercompany account reconciliations, and payment record matching — identifying and resolving discrepancies before they become ATO or IRD compliance issues. Essential for clean BAS lodgements and GST return accuracy.
Documentation preparation, working paper organisation, and liaison with external auditors. We ensure accounts are always audit-ready under the Corporations Act 2001 (AU), Companies Act 1993 (NZ), AASB, and NZ IFRS requirements — minimising disruption during audit season.
Full-spectrum tax compliance and advisory for Australian and New Zealand entities — from company income tax returns and GST/BAS to FBT, transfer pricing, and cross-border DTA advisory. We help you meet every ATO and IRD obligation while maximising all legitimately available tax benefits.
Preparation and lodgement of company income tax returns with the ATO (Australia) and IRD (New Zealand). Covers tax computation, capital allowances, depreciation schedules, carry-forward of tax losses, small business entity concessions (AU), and year-end tax planning to minimise the overall tax position within the law.
GST registration advisory, quarterly BAS (Business Activity Statement) preparation and lodgement for Australia (10% GST, A$75,000 threshold), and GST return filing for New Zealand (15% GST, NZ$60,000 threshold). Covers taxable, GST-free, and input-taxed supplies — with input tax credit maximisation.
Management of Pay As You Go (PAYG) withholding in Australia and Pay As You Earn (PAYE) in New Zealand — calculating correct withholding from employee wages, processing instalments, and lodging periodic withholding summaries. Includes annual payment summaries and end-of-year reconciliation with ATO/IRD.
Transfer pricing documentation under Australia’s Subdivision 815 and New Zealand’s transfer pricing rules — covering related party transactions, contemporaneous documentation, benchmarking studies, and ATO/IRD audit defence. Coordinated with India and USA transfer pricing requirements for group entities.
Advisory on Australia’s 40+ and New Zealand’s 40+ Double Tax Agreements — maximising treaty benefits on dividends, interest, royalties, and service fees. Covers cross-border holding structure design, thin capitalisation rules (AU), BEPS compliance, and tax planning for ASEAN and India-ANZ business structures.
Preparation and management of responses to ATO (Australia) and IRD (New Zealand) queries, audits, and compliance reviews. Includes documentation review, voluntary disclosure advisory, position papers, and representation in audit proceedings — minimising exposure and achieving timely resolution.
End-to-end payroll processing for Australian and New Zealand entities — fully compliant with ATO Single Touch Payroll (STP) Phase 2, Superannuation requirements, Fair Work obligations (AU), IRD PAYE, and KiwiSaver (NZ). From employee onboarding to month-end payroll and year-end reporting.
Maintaining accurate employee records — Tax File Numbers (TFN) for Australia, IRD numbers for New Zealand, employment contracts, salary details, leave balances, superannuation / KiwiSaver fund details, and payroll tax exemptions. Updated on joining, resignation, promotion, or any employment change.
Monthly/fortnightly/weekly payroll computation — base salary, overtime, allowances, bonuses, and deductions. Accurate PAYG withholding (AU) or PAYE (NZ) calculation, superannuation contributions (11.5% AU) or KiwiSaver contributions (minimum 3% NZ employer), and net pay calculation for every employee.
Management of employer superannuation guarantee contributions (AU) and KiwiSaver contributions (NZ). Includes fund selection administration, clearinghouse processing for Australian super, timely contribution payments, SGC penalty avoidance, and KiwiSaver employer deduction reporting to IRD.
Ensuring compliance with Australia’s Fair Work Act — National Employment Standards (NES), Modern Awards, annual leave, personal/carer’s leave, parental leave, and termination requirements. Fair Work inspectorate compliance reviews and assistance with wage theft prevention and underpayment remediation.
Registration and lodgement of payroll tax returns with relevant state and territory revenue offices across Australia — NSW, VIC, QLD, WA, SA, TAS, ACT, NT. Each state has different thresholds and rates. Covers grouping provisions for related entities, interstate apportionment, and annual reconciliation.
Sophisticated financial models and analytical frameworks to support investment decisions, business planning, fundraising, and strategic transactions across Australia and New Zealand's dynamic market environment.
Integrated models linking Income Statement, Balance Sheet, and Cash Flow Statement under AASB (AU) or NZ IFRS (NZ). Used for business planning, investor presentations, bank lending proposals, and ASIC/NZCO-compliant reporting. Changes flow automatically through all three statements — giving a complete dynamic view of financial position.
Intrinsic business valuation by projecting future free cash flows and discounting to present value using an appropriate WACC. Used in M&A transactions, PE/VC fundraising, ATO market value determinations for share transfers, and strategic investment decisions across the ANZ region.
Business valuation using industry-relevant EV/EBITDA multiples benchmarked against ASX-listed and NZX-listed comparable companies, and private market transaction data. Used in deal negotiations, private equity transactions, management buyouts, and ESOP scheme valuations in the ANZ market.
Comparing actual ANZ entity performance against budget or prior-period figures — identifying deviations in revenue, costs, margins, and volumes. Helps management course-correct and improves accuracy of future AASB/NZ IFRS-compliant financial forecasts and board reporting.
Short-term (13-week) and long-term cash flow forecasts for ANZ entities — supporting liquidity management, BAS/GST payment planning, superannuation/KiwiSaver scheduling, capital expenditure, and ATO tax instalment planning. Critical for businesses in fundraising, restructuring, or rapid ANZ expansion.
Testing how changes in ANZ-specific assumptions — AUD/NZD exchange rates, RBA/RBNZ interest rate movements, energy costs, labour market conditions — impact financial model outputs. Scenario modelling builds base, upside, and downside cases for board, bank, and investor presentations.
Strategic transaction advisory and capital solutions for Australian and New Zealand businesses — from M&A support and due diligence to business valuation and capital structure optimisation across the trans-Tasman market.
End-to-end M&A advisory for Australian and New Zealand transactions — target identification, deal structuring, tax-efficient design (CGT AU / no CGT NZ), negotiation support, and transaction management. Covers inbound (foreign companies acquiring ANZ targets) and outbound (ANZ companies acquiring overseas assets) transactions.
Thorough financial and tax due diligence on ANZ transactions — verifying AASB/NZ IFRS compliance, assessing ATO/IRD tax positions (including FBT exposure, R&D claims, payroll tax), and providing accurate future cash flow forecasts. Ensures buyers and investors have a complete picture before completing a transaction.
Comprehensive ANZ business valuations using DCF, EBITDA multiples, and net asset value approaches — benchmarked against ASX/NZX listed companies and private market data. Used for ATO market value determinations, M&A transactions, ESOP/EOT schemes, shareholder disputes, and Corporations Act / Companies Act statutory compliance.
Advising on the optimal mix of equity, debt, and hybrid instruments for ANZ entities — factoring in Australia’s thin capitalisation rules (safe harbour at 3:1 debt-to-equity), interest deductibility, NZ’s interest limitation rules, and the impact of leverage on ATO and IRD compliance. Includes liaison with banks for credit facilities.
Designing tax-efficient deal structures for ANZ transactions — including CGT roll-over relief (AU), scrip-for-scrip roll-over, small business CGT concessions (AU), and the absence of CGT on most assets in NZ. Covers share vs. asset deals, trust and company holding structures, stamp duty (Australian states) optimisation, and post-transaction ATO/IRD compliance including clearance filings.
CFO-level financial leadership for Australian and New Zealand businesses — without the full-time cost. We embed into your ANZ entity to drive financial strategy, manage ATO/IRD obligations, and support investor and board reporting.
Developing financial strategies and models aligned with ANZ business goals — covering trans-Tasman expansion planning, R&D incentive strategy (AU), access to finance and government grants (AusIndustry, NZTE), new product evaluation, and growth opportunity identification in the Australia and New Zealand market.
Optimising cash flow for ANZ entities — managing working capital, BAS/GST payment scheduling, superannuation/KiwiSaver payment timing, and developing reliable cash flow projection models. Ensures your ANZ entity always has clear visibility on liquidity to meet ATO, IRD, and all statutory obligations on time.
Monthly management accounts, quarterly board reports, and year-end AASB/NZ IFRS financial statements. Includes KPI dashboards, variance commentary, and investor-ready reporting for ANZ-based entities. Covers ASIC XBRL filing requirements and NZCO annual return financial statement preparation.
Annual budget preparation and rolling monthly or quarterly forecasts for ANZ entities. We factor in ANZ-specific costs — superannuation, payroll tax, FBT, state-based levies, GST/BAS cycles — and market dynamics to build budgets that support accurate ATO/IRD tax planning and operational decision-making.
Proactive management of all ANZ regulatory compliance — ATO BAS, company tax, and STP obligations, ASIC annual statements (AU), IRD GST returns and company tax (NZ), NZCO annual returns, payroll tax (AU states), FBT, and Fair Work/Employment Act obligations. We maintain a comprehensive ANZ compliance calendar for every client — no deadline missed across Australia or New Zealand’s multi-regulator environment.
Timely detection and management of financial, operational, and regulatory risks specific to Australia and New Zealand business environments. We help ANZ businesses build robust internal controls that protect and sustain long-term growth.
Comprehensive risk identification covering financial, operational, regulatory, and market risks for ANZ businesses. Assessment includes ATO audit exposure risk, ASIC compliance risk, Fair Work liability, payroll tax risk (AU state), and cross-border regulatory risk for India-ANZ and US-ANZ group structures.
Designing and implementing internal control frameworks aligned with the ANZ entity’s operational model. Covers financial reporting controls, approval authorities, segregation of duties, IT controls, and BAS/GST accuracy controls — ensuring compliance with Corporations Act 2001 (AU), Companies Act 1993 (NZ), and AASB/NZ IFRS obligations.
Conducting periodic internal audits of ANZ operations — assessing adherence to internal controls, ATO/IRD tax compliance, superannuation/KiwiSaver accuracy, payroll tax compliance, and ASIC/NZCO filing obligations. Reporting findings and remediation recommendations directly to management or the audit committee.
Preparation and management of responses to ATO and IRD audits, queries, and compliance reviews. Includes documentation review, voluntary disclosure advisory, position papers on contested ATO/IRD positions, and support in audit proceedings — minimising exposure and achieving timely resolution with the relevant revenue authority.
Strategic business advisory and restructuring services to help ANZ businesses identify opportunities, manage change, and optimise their operating and capital structures — aligned with Australian and New Zealand regulatory frameworks.
Development of strategic business plans, financial projections, and market entry strategies for ANZ businesses. Covers trans-Tasman expansion (CER framework), R&D commercialisation strategy, government grant advisory (AusIndustry, NZTE, Callaghan Innovation), and identification of growth opportunities in Australia and New Zealand’s key sectors.
Independent performance analysis of ANZ business operations — financial performance review, benchmarking against ASX/NZX peers, supply chain efficiency, cost optimisation, customer profitability analysis, marketing and sales strategy assessment, and human capital performance. Delivered as actionable management reports.
Analysing and restructuring the capital structure of ANZ entities — including debt refinancing advisory, equity restructuring, intercompany loan rationalisation, thin capitalisation management (AU), and capital reduction schemes under the Corporations Act (AU) or Companies Act (NZ). Includes liaison with Australian and New Zealand banks and lenders.
Advisory on business succession and ownership transition — covering family business succession, management buyouts, employee ownership transitions (EOT), and third-party sale preparation. Includes tax-efficient exit structuring, utilisation of Australian small business CGT concessions, and NZ business sale structuring.
