RETAIL BUSINESSES

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Tax Advice and support

Australian tax laws for the retail industry are complex and ever-changing, and there can be a high price to pay if you don’t keep up.

Our team of dedicated tax accountants are renowned for their depth of industry-specific knowledge and are highly experienced in advising and supporting retail businesses just like yours. Here’s what our specialists can do for your business:
 

• Compiling, completing and filing your business tax returns, avoiding penalties for omissions or missed deadlines

• Help with registering for GST

• Expert support with ATO audits

• Comprehensive tax compliance services, offering advice about the laws and regulations that are specific to the retail industry

• Access to specific opportunities for deductions and credit, such as Capital Gains Tax Concessions

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Our specialist taxation advisors are not just here for you when returns and statements need to be filed – we can provide you with the help and support you need all year round, offering advice about all elements of taxation and how you can best make it work for you and your business.

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Wealth Advisory Services

Your dedicated industry specialist can work with you to develop a personalised business financial strategy that will help to maximise your finances and give your retail business scope to grow. Working with our strategic partners, we can help you with the following:
 

• Access to the most relevant and cost-effective insurance policies for your specific trade

• Support with sourcing and accessing business loans

• Advice about the best investment opportunities for you to secure the future growth of your business

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Working with you, we can devise the most effective wealth creation strategies, helping you to make the most of your finances and investments regardless of how well or badly things seem to be going for your business.

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We will keep you on track in the present and put systems and strategies in place to ensure that you can look forward to a brighter financial future!

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business advisory services

Whether you are starting a new business, refining your operations, entering new markets, or preparing for succession after decades of hard work, our experienced business advisers work alongside you to help manage, grow, and scale your business with confidence.

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We take the time to understand your story — your vision, ambitions, key drivers, industry dynamics, and personal goals — so our advice is practical, relevant, and aligned to where you want to go.

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Our Business Advisory services focus on the commercial and strategic decisions that shape your business, including:

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• Clarifying business direction, growth priorities, and long-term objectives

• Reviewing and improving business models, operational efficiency, and scalability

• Advising on pricing, margins, product mix, and commercial decision-making

• Structuring businesses for risk management, asset protection, and succession

• Supporting people, incentive, and leadership decisions as the business grows

• Planning for growth, exit, or succession to maximise business value

• Acting as a trusted sounding board for owners and founders on critical decisions

We do not simply develop plans and step away. We partner with you through implementation, adapt strategies as conditions change, challenge assumptions when needed, and provide steady guidance at every critical stage — ensuring business success aligns with long-term personal, family, and lifestyle outcomes.

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CFO advisory services

Retail businesses face constant pressure on margins, inventory, and cash flow. Our CFO Advisory services help retail owners gain insight into operational performance, profitability, and strategic growth.

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We help you:

• Deliver management reporting and KPI dashboards (gross margins, inventory turnover, labour costs, store/channel profitability)

• Forecast cash flow and manage working capital efficiently

• Analyse product and channel performance for profitability improvements

• Optimise pricing, inventory management, and cost structures

• Prepare for funding, store expansion, or acquisition opportunities

• Strengthen financial systems, internal controls, and reporting accuracy

• Model scenarios for seasonal demand, promotions, and product launches

• Align operational decisions with long-term business and owner wealth plans

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Benefits: Financial clarity, improved margins, stronger cash flow, informed expansion, and a sustainable, profitable business model.