"The four pillars of our
business provide the foundations
of our fully integrated services"

Chartered Accountants & Tax Advisers

Your Accounting and Tax Advantage

In today’s fast and ever-changing accounting and tax environment, our Client needs are more diverse and challenging than ever before. Beyond just ticking boxes and understanding the latest legislation, administration and compliance, the BMF Group is motivated to uncover and reveal the best solutions for Clients in order to unlock the full potential to create and maintain wealth.

 

Our philosophy involves gaining a complete and intimate understanding of your business. By taking time to understand your business combined with our knowledge

and our Director led expertise, we are able to customize our processes to the nuances of your business.

 

Both during and after each engagement, we provide insightful advice to management while fulfilling all compliance requirements.

 

The BMF Group offers Clients real peace of mind, experience and integrity and has the credentialed professionals to tailor solutions for your specific requirements across all required specialty areas.

OUR SERVICES

+ Full-service Accounting

BMF Chartered Accountants and Tax Advisers offer a large portfolio of accountancy services which include:

 

Preparation of both Special Purpose and General Purpose Annual Financial Statements for all types of entities – companies, discretionary and unit trusts, partnerships, joint ventures, sole traders, superannuation funds and private ancillary funds.

 

Design, implementation and review of accounting systems.
Management accounting services including budgeting, analytical review, ratio and cash flow analysis, advice on profitability, margin and overhead control.

+ Taxation Advice and Compliance

BMF Chartered Accountants and Tax Advisers offers Clients practical solutions across the board including minimising tax exposure by the use of legitimate planning and structuring. Working closely with BMF Tax Legal, an independent legal practice regulated by the Australian Law Society, we are able to liaise directly with the Australian Taxation Office to attend to objections, appeals, audits and negotiations.

Our taxation services include:

  • Local and international tax planning and advice
  • Tax Compliance (preparation and lodgement of tax returns for all entities)
  • Tax specialisation: Income tax, Capital Gains tax, Fringe Benefits tax, Withholding tax, Division 7A, Trust Elections, Bamford matters, Thin Capitalisation and Transfer Pricing
  • Indirect tax specialisation: Goods and Services tax, Land tax, Payroll tax and Stamp Duty
  • Specialisation for expatriate employees
+ Auditing

We approach the audit process a little differently. While the financial statement audit is the cornerstone of the audit, our philosophy involves gaining a complete and intimate understanding of your business. By taking time to understand your business combined with our knowledge and our director led expertise, we are able to customize our audit process to the nuances of your business. Both during and after the audit, we provide insightful advice to management while fulfilling all compliance requirements. BMF Chartered Accountants and Tax Advisers goes further with its auditing services, the right people, the right tools, the right audit technology, the BMF ‘can do’ attitude – it all adds up to more quality assurance for our Clients through:

  • Audits of Financial Reports
  • Reviews of Financial Reports
  • Internal Audits
  • Systems and controls reviews
  • Trust account audits
  • Turnover audits
  • Agreed upon procedure reports
  • Financial Service Licence audits
+ Business Acquisitions, Sales and Succession Planning

When buying or selling a business a trusted advisor with all the tools and expertise is essential. BMF Chartered Accountants and Tax Advisers can offer due diligence investigation and analysis, negotiation on behalf of the vendor or purchaser, liaison with solicitors, advice on equity and debt financing, structuring, and business valuation.

Services include:

  • Valuations of Companies and Businesses
  • Management buyout
  • Trade sale
  • Sale to investors
  • Stock market listing
+ Corporate and Management Services

The services of BMF Chartered Accountants and Tax Advisers are sophisticated and wide-ranging in this field.

Services include:

  • Corporate investigation and due diligence
  • Mergers and Acquisitions advice
  • Corporate secretarial services including:
      – Maintenance of corporate registers
      – Maintenance of trust and superfund registers
      – Preparation and lodgement of ASIC documents
      – Registered office service
      – Preparation of Company and trust minutes preparation
      – Company and directors searches
      – Brand name registration
      – Share and unit transfers
  • Strategic advice on local and international structuring
  • Liaison with state revenue authorities
+ Litigation Support and Investigations

BMF Chartered Accountants and Tax Advisers provide expert support in the preparation of the submission and defence of claims including: consequential loss, breach of warranty, personal injury, valuations, matrimonial matters and professional negligence claims.

+ Superannuation Services

BMF Chartered Accountants and Tax Advisers looks after Clients by providing a comprehensive superannuation service that is provided in conjunction with BMF Wealth Management and Family Office.

Services include:

  • Formation of funds
  • Preparation of annual financial statements and member reporting
  • Auditing of funds
  • Preparation of income tax returns
  • Administration and management of funds
  • Pension structuring and benefit services
  • Fund compliance reviews
  • Contributions advice
+ Estate Planning and Management

BMF Chartered Accountants and Tax Advisers offers estate planning and management services including:

  • Planning for future income and asset requirements
  • Estate structuring for tax and management purposes
  • Managing estate assets for beneficiaries
+ Philanthropic Services

To help ensure our Clients philanthropic wishes are carried out to create maximum benefit, BMF Chartered Accountants and Tax Advisers has a range of services and expertise to ensure trusts, foundations, families and individuals are well counselled. From strategic planning, technical advice and the setting up and operational advice of a private ancillary fund. Our directors meet the criteria of the responsible person definition and are able to serve as a member of the independent advisory council.

+ Immigration Support

BMF Chartered Accountants and Tax Advisers have the experts in this field to look after all planning and contingencies associated with immigration requirements.