Accounting & Taxation

These services are core to all business endeavour. Much of our accounting work interfaces with taxation advice.

We work with our clients in compiling their financial statements efficiently and accurately, adapting our work to their systems and available resources, and advising and assisting with improvements that can be made. For some clients this may involve us providing bookkeeping services, for others we may utilise accounts and working papers prepared to trial balance stage by the clients accounting staff.

We provide taxation advice in relation to businesses, individuals, superannuation and investments, including in the areas of income tax, capital gains tax, fringe benefits tax, goods & services tax, and employer obligations. This advice also considers appropriate business and other structures, ensuring that the optimum taxation and operational efficiency is achieved.

Our accounting and tax advice extends to compliance services. We prepare and lodge for our clients various obligations, including income tax returns, fringe benefits tax returns, activity statements, PAYG reporting, payroll tax returns and superannuation fund annual returns. We can also act as ASIC Agent for corporate clients, assisting clients to meet these obligations.

Accurate, timely and efficient delivery of our compliance services allows us to expand the services we provide. Increasingly we find that clients look to us to assist them with their business decision making. We add value by providing an independent, experienced and practical view. Please refer to our other service offerings for more detail.

Key Contacts

 

Aaron Read
Phone: 08 8168 8422
Mobile: 0411 549 782
Email: aread@brmholdich.com.au

    Download Profile

 

Melissa Poulson

Commercial Advisory

We provide a wide range of commercial advisory services encompassing business valuations, contract negotiation and management, design of procurement processes, financial modelling and analysis, negotiation strategy, risk assessment and management, strategic commercial advice, tender evaluation, and technology evaluation and implementation. 

Our consulting team utilises its extensive background in management roles in both the public and private sector to work with our clients to address the financial, human and technological challenges.  Our foundations are data analysis and research, strong conceptual and analytical skills and the ability to breakdown complex and strategic issues.  Our engagement with you is designed to stimulate your strategic thinking and facilitate the creation of plans with measurable outcomes to achieve business objectives.  We deliver practical solutions, based on technical rigour to provide high quality analytical and written outputs.

Key Contacts

Mark Booth
Phone: 08 8168 8402
Mobile: 0414 804 949
Email: mbooth@brmholdich.com.au

    Download Profile

Aaron Read
Phone: 08 8168 8422
Mobile: 0411 549 782
Email: aread@brmholdich.com.au

    Download Profile

Jo Stewart-Rattray
Phone: 08 8168 8410
Mobile: 0418 818 867
Email: jsr@brmholdich.com.au

    Download Profile

     
Financial Planning

We help our clients to make the most of their finances and understand and manage their wealth whatever stage of life there in.  We do this by considering our clients circumstances, helping to set goals, and developing a financial plan.  We assist our clients with investment strategies, to grow investments, plan and protect the future and be confident about their financial assets and considerations.  We can even assist with administration giving our clients more time to enjoy life.

Key Contact

Brett Schatto
Phone: 8168 8450
Mobile: 0418 810 270
Email: brett.schatto@ripride.com.au

    Download Profile

Governance

We provide governance planning, support and advice to ensure structured management of organisations and services which are underpinned by cohesive policies, guidance, processes and decision-rights for a given area of responsibility.  We ensure that the correct level of consideration has been given to support your organisations people, finances, assets, information and data and appropriate delegations are in place.

We assist our clients to implement structures that support the decision framework for future planning whilst ensuring clear communication, monitoring and assessment.  We ensure our clients implement governance frameworks that promote accountability and transparency.

Key Contacts

Mark Booth
Phone: 08 8168 8402
Mobile: 0414 804 949
Email: mbooth@brmholdich.com.au

    Download Profile

Geoff Holdich
Phone: 08 8168 8400
Mobile: 0411 548 112
Email: gholdich@brmholdich.com.au

    Download Profile

Jo Stewart-Rattray
Phone: 08 8168 8410
Mobile: 0418 818 867
Email: jsr@brmholdich.com.au

    Download Profile

Information Security

We have extensive and in-depth experience in the specialist areas of information security and IT assurance offering services and advice in information security and governance including compliance, audit and awareness, managing risk from an information security perspective and information technology strategy and planning.

We assist our clients with compliance and certification to the relevant frameworks standards, whilst taking a holistic approach to addressing the areas of Information Security Strategy, Information Security Baselines, Information Security System Management, IT Advisory Services and IT Assurance.  Our services and advice are underpinned by a comprehensive but flexible approach aligned to national and international, standards and frameworks designed to support and address client issues and meet business objectives.  We work collaboratively with our clients to ensure that their expectations are exceeded or met.

Key Contacts

Jo Stewart-Rattray
Phone: 08 8168 8410
Mobile: 0418 818 867
Email: jsr@brmholdich.com.au

    Download Profile

Nicola Cowley
Phone: 08 8168 8400
Mobile: 0421 140 461
Email: ncowley@brmholdich.com.au

    Download Profile

Ian Manson

Superannuation

Superannuation is a growing area of interest for the whole community, encouraging us to expand our services in this area. It is an important aspect of wealth creation, and remains the most tax effective and efficient investment structure for retirement planning.

We provide an administration service, including the creation of Self-Managed Superannuation Funds, processing of data, preparation of financial statements and associated reports, preparation and lodgement of the fund’s annual taxation return, and then extending to related taxation advice, including the taxation implications and calculations for pensions.

We attend to all contact with the appointed external auditor on behalf of our clients. Naturally, we also work with our financial planning team in providing licensed investment advice where required.

Key Contacts

Aaron Read
Phone: 08 8168 8422
Mobile: 0411 549 782
Email: aread@brmholdich.com.au

    Download Profile

Brett Schatto
Phone: 8168 8450
Mobile: 0418 810 270
Email: brett.schatto@ripride.com.au

    Download Profile

Scott Natrass
Melissa Poulson

 


BUSINESS • RESOURCE • MANAGEMENT