Our Services

We are Business, Strategic and Tax advisors that are passionate about delivering personalised expertise to help you thrive.

We have the depth of experience to expertly manage your business and taxation affairs along with a unique ability to be nimble, personable and accessible when you need us most.

Tax Compliance & Statutory Reporting

Strong Tax Compliance & Statutory Reporting are the foundations of our business. We’ll ensure peace of mind that you are informed and across your obligations in an environment of frequently changing legislation and regulations.

Business and CFO Advisory

The smart way to access highly qualified financial and strategic expertise without the costs and headaches of hiring internally. An independent voice helping you match your financials to your business strategy.

Superannuation and Estate Planning

SMSF’s have many benefits including greater control and investment choice, flexibility with families and pension accounts and superior estate and tax planning. Running an SMSF comes with several obligations and the FMA Team are the experts you require for painless administration.

Taxation Advisory

Finding pragmatic tax solutions to meet your commercial objectives. Our tax professionals have the full range of tax specialisations and deep experience in a wide range of industries.

Business Restructures &
Special Situation Advice

When you partner with FMA you are partnering with experts who care as if it were their own business. We are passionate about personalised and bespoke solutions to ensure you get the very best outcomes whether it is acquiring another business, restructuring your affairs or holding your hand through a unique business challenge that has been thrown your way.

Partner Network

We ensure that your whole picture is covered through our trusted network of partners. Services include financial advisory and portfolio management, legal advisory, business and personal lending, risk insurance and sales and marketing advisory.

Tax Compliance & Statutory Reporting

Traditional accounting services for progressive businesses and families done well so you can focus on what you do best.

  • Annual Financial Statements

  • Income Tax Returns

  • Fringe Benefits Tax

  • Business Activity Statements (GST/PAYG/WET/FTC)

  • Payroll Tax

  • Taxable Payments Annual Reporting (TPAR)

  • ASIC Corporate Governance

  • Trust Compliance and trustee obligations


Business and CFO Advisory

Expert advice for growing businesses who need visibility and understanding of their numbers to facilitate informed decision making:

  • Tailored CFO offering providing access to expert skillsets without the full time salary

  • Bespoke reporting and analysis

  • Independent Director and Board Advisory services representing as your trusted strategic advisor.

  • Cash flow forecasting and management

  • Strategic planning and Business workshop facilitation

  • Business growth advice helping businesses accelerate towards their goals

  • Financial Systems and Process Efficiency leveraging technology for the best business outcomes.


Superannuation and Estate Planning

Helping families grow and protect their wealth through tax effective structures and strategic family planning:

  • Self Managed Superannuation establishment and administration

  • Superannuation advice and compliance

  • Estate planning for family businesses and high net worth’s

  • Succession planning

  • Private Ancillary Funds


Taxation Advisory

Tax Advice and Strategy to help progressive businesses and family office’s solve complex tax matters:

  • Helping you understand the tax consequences of key business decisions and tax planning for optimal tax outcomes

  • Capital Gains Tax (CGT) and Small Business CGT concessions to maximise the after tax returns on your investments

  • Cross-border tax assistance to expand your business globally

  • Employee share scheme advice to help businesses retain their best talent

  • Tax due diligence assistance and other tax-related M&A Advice

  • Private rulings to provide certainty over complex tax matters


Business Restructures & Special Situation Advice

Bespoke and agile support for your unique situation:

  • Transaction and Corporate Advisory for buyers and sellers.

  • Business structuring for tax efficiency, asset protection and succession planning

  • Due Diligence support

  • Debt structuring

  • Family Business Governance

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