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Services
An outcomes-driven practice providing tailored solutions for individuals, businesses, and retirees.
Accounting and taxation
All tax matters from returns to planning and structuring, compliance and advisory across all your needs (from CGT, to FBT, GST, payroll, land tax, trusts, transfer pricing and salary packaging)
- Reporting, compliance, and corporate statutory maintenance
- Provision of in-house bookkeeping services and/or working with your bookkeeper
- Taxation involving individuals, partnerships, trusts, corporates, and super funds. Direct and indirect taxes such as GST, CGT, payroll, land tax, salary packaging etc.
Business audits
- Statutory audits and reviews, due diligence, independent accountant reports, superannuation/trust audits
Financial planning and financial support
Planning
* Delivered by Condor Wealth Solution 
- Personal insurance, business risk protection, gearing strategies; and investment and estate planning
- Superannuation, SMSF advice, retirement planning, pensions, and aged care financial management and advisory
Support
* Delivered by Joe Pien Chartered Accountants
- Asset, property, plant or equipment acquisitions and sales
- Business valuations
- Capital raising and government grants
- Commercial introductions and connecting you with the right people and professional services at the highest level
- Negotiations and advice.
Management and mentoring for business
Management
- Planning and structuring for your success: whether you are a startup, in growth phase or well-established
- Advisory as your business changes, from setting up or dismantling a business, to joint ventures or mergers and acquisitions
- Working with you to restructure your businesses which could include advising on setting up cost/job centres, reviewing payroll, cashflow and profitability projections, KPIs etc.
Mentoring
- Consulting with clients to ensure compliance with current laws and regulations
- Helping you establish and maintain financial records to best practice standards
- Profitability monitoring so you can identify the most-profitable jobs, and more
- Relevant analysis of your business and education. So you understand how to grow your business and improve its bottom line.
Super, SMSF and retirement planning
* Provided by Condor Wealth Solution
- Financial advice
- Succession planning
- Investment strategies
Specialty sectors
Our experience and specialist knowledge has been built over 30 years working across many different industries and sectors. We have particular expertise in:
Building, construction & property development
Corporate & commercial
Retail & wholesale
Importing & exporting
Medical & health
Technology & software
OUR SUPERIOR CLIENT SERVICE PROMISE
“To provide timely, relevant and professional services while supporting your business goals and needs.”
- Every client is important and taken seriously, irrespective of size. Part of that respect is that your calls and emails will always be responded to in a timely manner. We will stay in touch with you proactively throughout the year.
- We speak your language. We have worked across multiple industry sectors and with people of differing levels of financial experience. Whether you are new to financial concepts or have decades of experience operating successfully, we will speak in terms you understand.
- You get appropriate answers. That suit your situation. We’ll get the answers you need, relevant to your situation – either through ourselves, or our reliable partner professionals, relevant to your situation.
- We are invested in your success. We’re constantly thinking about your business. Whenever changes occur, or we identify opportunities, we’ll discuss the optimal approach and promising scenarios with you.
- Our advisory services are always in line with current legislation. We will contact you proactively as regulatory changes impact you, or your business.
- Your data is dependably stored and managed in line with best practice. All relevant information, key material related to your affairs and our services are promptly and effectively stored.
- Senior staff. Always. You will be assigned a professional senior staff member as your Account Manager while having access to the principal whenever you need. Our low staff turnover assures you of minimum disruption to our ongoing services provided each year.
Client case studies
Not realising your business's potential?
We help business owners and high net wealth individuals who are frustrated that their business or investments aren’t performing optimally. If that sounds familiar, let’s talk.