We are smart thinkers, innovators, problem solvers, and most importantly, dedicated to your success.
We’re a passionate team of tax, government grants and business advisory experts. Our dedication lies in helping innovative middle market businesses – just like us – by providing what’s needed to make your business grow and thrive. We strive to provide our clients with top tier accounting and taxation services that is smart, client-centric, and proactive, backed with their extensive knowledge and experience. That’s who we are and what drives us. We’ve built our professional foundations from a global accounting firm and pride ourselves on our expertise, knowledge, insights, innovations, and best practice to our clients.
MANAGING DIRECTOR
Peter is an experienced Chartered Accountant and banker having worked with a range of clients across banking and professional services. As a strategic business adviser and a qualified Chartered Accountant, Peter demonstrates a history of supporting businesses from small-to-medium enterprises (SME) to large ASX listed corporates across professional services and banking.
- Advisory specialist at BDO providing credit risk analysis, due diligence, and turnaround advice Limited scope reviews for business sales, debt advisory and performance analysis. Supported clients across the middle market including banks (<$100m exposures), and C-suite executives
Significant Professional Experience
- Advisory specialist at BDO providing credit risk analysis, due diligence, and turnaround advice Limited scope reviews for business sales, debt advisory and performance analysis. Supported clients across the middle market including banks (<$100m exposures), and C-suite executives
- St George Relationship Manager supporting clients across Consumer & Transport, revenues <$500m and facilities <$50m. Clients included TRN Group, OPEC Systems, Hyundai Forklifts, Disc Brakes Australia and GnGSales
- NAB Institutional Portfolio Management and Origination servicing clients from the ASX200 and multi-nationals, with revenues >$500m and facilities >$100m. Consumer sectors covered Retail, Fast-moving Consumer Goods (FMCG), Food & Beverage, Entertainment & Leisure, and Agribusiness. Clients include RCG Corporation Ltd, Specialty Fashion Ltd, Coca-Cola Amatil Ltd, NRMA Ltd and Bright Food Group Pty Ltd
Areas of Expertise
- Virtual CFO including budgeting and forecasting
- Management performance reviews
- Financial modelling including cash flow analysis
- Debt analysis and capital structuring
- R&D Tax Incentive program, Export Market Development Grant and other Government Assistant Packages
- Due diligence and commercial negotiations
Qualifications & Professional Memberships
- Member of Chartered Accountants, Australia & New Zealand
- Bachelor of Commerce (Accounting and Finance), University of Sydney
- Registered Tax Agent
- St George Relationship Manager supporting clients across Consumer & Transport, revenues <$500m and facilities <$50m. Clients included TRN Group, OPEC Systems, Hyundai Forklifts, Disc Brakes Australia and GnGSales
- NAB Institutional Portfolio Management and Origination servicing clients from the ASX200 and multi-nationals, with revenues >$500m and facilities >$100m. Consumer sectors covered Retail, Fast-moving Consumer Goods (FMCG), Food & Beverage, Entertainment & Leisure, and Agribusiness. Clients include RCG Corporation Ltd, Specialty Fashion Ltd, Coca-Cola Amatil Ltd, NRMA Ltd and Bright Food Group Pty Ltd
Areas of Expertise
- Virtual CFO including budgeting and forecasting
- Management performance reviews
- Financial modelling including cash flow analysis
- Debt analysis and capital structuring
- R&D Tax Incentive program, Export Market Development Grant and other Government Assistant Packages
- Due diligence and commercial negotiations
Qualifications & Professional Memberships
- Member of Chartered Accountants, Australia & New Zealand
- Bachelor of Commerce (Accounting and Finance), University of Sydney
- Registered Tax Agent
TAX DIRECTOR
Jober is a Corporate Tax Chartered Accountant who has extensive experience in working with companies on complex tax matters. As an experienced tax adviser and qualified Chartered Accountant, Jober has worked with local and overseas real estate investment service providers, property developers and construction firms from small-to-medium enterprises (SME) to large ASX listed and multi-national corporates.
- Senior Tax Manager at BDO providing accounting and tax advice on a range of complex and domestic and international matters
- Senior Tax Consultant at Lendlease providing accounting and tax advice
Significant Professional Experience
- Senior Tax Manager at BDO providing accounting and tax advice on a range of complex and domestic and international matters
- Senior Tax Consultant at Lendlease providing accounting and tax advice
- Business Adviser at William Buck providing accounting and tax compliance services to small-to-medium enterprises
- Providing tax efficient strategies in relation to corporate structuring, including commercial and tax implications
- Supported clients in the property and construction sectors including Jones Lang LaSalle, JQZ, Tian An Australia Limited, Challenger Limited, BBGI and Royal Bank of Scotland
Areas of Expertise
- Corporate Tax and International Tax including compliance and advisory services
- Capital Gains Tax (CGT) advice including small business concessions
- Corporate tax structuring
- Overseas / global corporate structures and tax arrangements
- Private ATO rulings
- ATO disputes / tax audits
- Member of Chartered Accountants, Australia & New Zealand
- Bachelor of Commerce (Accounting and Economics), University of Sydney
- Masters in Applied Taxation, University of New South Wales
- Registered Tax Agent
- Business Adviser at William Buck providing accounting and tax compliance services to small-to-medium enterprises
- Providing tax efficient strategies in relation to corporate structuring, including commercial and tax implications
- Supported clients in the property and construction sectors including Jones Lang LaSalle, JQZ, Tian An Australia Limited, Challenger Limited, BBGI and Royal Bank of Scotland
Areas of Expertise
- Corporate Tax and International Tax including compliance and advisory services
- Capital Gains Tax (CGT) advice including small business concessions
- Corporate tax structuring
- Overseas / global corporate structures and tax arrangements
- Private ATO rulings
- ATO disputes / tax audits
Qualifications & Professional Memberships
- Member of Chartered Accountants, Australia & New Zealand
- Bachelor of Commerce (Accounting and Economics), University of Sydney
- Masters in Applied Taxation, University of New South Wales
- Registered Tax Agent
CONSULTANT
Nicholas is an experienced Fellow Certified Professional Accountant (FCPA) with over 40 years having worked in public practice and the Australian Taxation Office (ATO) specialising in small business. As a senior tax consultant, Nicholas demonstrates a history of supporting businesses from small-to-medium enterprises (SME) with a range of SMSF compliance, taxation, and audit services.
- Fellow Certified Practicing Accountant with over 40 years’ experience in Public Practice and is a Registered Company auditor and SMSF auditor.
- Manager at the ATO working on review of small business tax compliance.
Significant Professional Experience
- Fellow Certified Practicing Accountant with over 40 years’ experience in Public Practice and is a Registered Company auditor and SMSF auditor.
- Manager at the ATO working on review of small business tax compliance.
- Managing Partner at various accounting firms in Sydney CBD and suburban firms throughout his career including most recently Pitsikas & Co Pty Ltd.
Areas of Expertise
- Small business specialist
- Corporate Tax including compliance and advisory services
- SMSF compliance
- Financial and SMSF audit
- Capital Gains Tax (CGT) advice including small business concessions
- Corporate tax structuring
- Private ATO rulings
- ATO disputes / tax audits
Qualifications & Professional Memberships
- Fellow Member of Certified Professional Accountant (CPA)
- Bachelor of Commerce, University of New South Wales
- Registered Tax Agent
- Registered Company Auditor
- Auditor SMSF
- Managing Partner at various accounting firms in Sydney CBD and suburban firms throughout his career including most recently Pitsikas & Co Pty Ltd.
Areas of Expertise
- Small business specialist
- Corporate Tax including compliance and advisory services
- SMSF compliance
- Financial and SMSF audit
- Capital Gains Tax (CGT) advice including small business concessions
- Corporate tax structuring
- Private ATO rulings
- ATO disputes / tax audits
Qualifications & Professional Memberships
- Fellow Member of Certified Professional Accountant (CPA)
- Bachelor of Commerce, University of New South Wales
- Registered Tax Agent
- Registered Company Auditor
- Auditor SMSF
