It’s easy to get caught up in the next big product launch, sale or acquisition and not spend enough time ensuring your foundations are solid and secure.
We help ensure you get the building blocks right and don’t overlook anything, now or in the future, which could bring the house down. We will work closely with you to ensure your policies, procedures, finances and insurance are fit-for-purpose and set you up for growth.
You put your heart and soul into your business – you take risk. But those risks can be managed. We can make sure you have the right policies in place to protect you and your business if something unexpected happens. We will examine both your personal and business circumstances to make sure you have just the right types and levels of cover to look after you, your business, your employees and others you care about.
Business Expense Cover
Key Person Insurance
RISK AND COMPLIANCE
The compliance landscape constantly changes and despite perennial government promises to cut red tape, it keeps holding businesses back. Our years of experience advising growing businesses helps us ease your compliance burden.
Information and data security
Having worked in tax and accounting since 1997, Stuart has a wealth of experience helping business owners achieve their financial, business and personal goals.
Stuart Le Cornu assists companies to meet their objectives with strategic planning, including financial and taxation planning. He particularly relishes the challenge of helping clients manage their complex lives. This includes interpreting the intricacies of international tax, foreign controlled entities, resident and non-resident trusts, and large public and private companies.
As one of our tax advisory specialists, Stuart is an expert in all taxation matters. His approach to tax planning includes a thorough review of existing structures, interrelationships between entities, location of assets, liabilities and IP, history, capital gains cost bases, loan accounts, previous tax strategies and future plans. He regularly presents at Tax Institute seminars in matters such as the taxation of trusts, Division 7A and small business Capital Gains Tax matters.
Industry specialisation: Manufacturing, Franchising
Julie joined Fordham’s Sydney team as Partner in 2016 from a mid-market firm, looking for a broader range of services to suit the business and personal needs of her maturing clients.
Julie has significant experience providing accounting, tax and advisory services to a diverse range of private businesses of all sizes and stages of growth. This encompasses business sectors from manufacturing through to professional practice, with a particular specialisation in the health and senior living sector. More than 25 years’ experience in residential aged care and retirement village projects she held a number of high-level external CFO and Board Advisory roles. In recent years succession and business exit planning has been a key feature of her advisory focus.
Julie has a strong blend of commercial and professional advisory skills and expertly manages “big picture” issues while not losing sight of the detail. Her thought leadership, media and public speaking experience is also highly sought after.
She started her career of more than 40 years in one of the Big 4 accounting firms, then transitioned to a major middle market firm in 1989 to pursue her passion for private client work. She achieved partnership in 2003 after raising her family.
Julie Hough adopts a “triple P” approach – proactive, practical and pragmatic – for all of her client work. She is a strong believer in diversity and gender balance in the workplace and loves building teams with uncompromising attention to quality and client service.
Industry specialisations: Senior Living
Neil discovered Fordham at a university open day and was immediately drawn to our focus on people, private businesses and premium service. After a recommendation from a friend already working for us, Neil joined Fordham in 2005 as a graduate with our Motor Dealer Services team.
Since then, Neil has worked with a wide variety of clients and tackled a diverse range of issues – from simple family and business issues, to complex sales, acquisitions and everything in-between. In addition to having outstanding taxation and business-structuring capability, Neil also has a deep expertise in commercial advisory services and business optimisation, with a focus on privately-owned motor retailers. In addition to his clients in the motor industry, Neil uses his knowledge and experience to assist business owners across a range of industries.
He has a passion for guiding his clients through the Fordham Wealth Journey®, with a particular focus on the taxation, structuring, profit improvement and succession planning components that are so sought after by today’s business owners.
Happily, Neil’s instincts as a young university graduate were correct. He loves his role at Fordham, loves helping his clients, and it shows … for every client, every day.
Industry specialisation: Motor Dealer Services
For more than twenty years, Darren has been providing business, taxation and asset protection solutions to the owners of privately-owned businesses. His passion lies in not only looking after their business needs, but also ensuring the growth and protection of his clients’ family wealth.
Darren has managed many projects to a successful conclusion for his clients including sale of business, matrimonial disputes and ATO audits. He also has significant experience assisting clients with estate planning, business acquisition and business divestment.
His experience covers a broad range of industries including retail, wholesale, professional services and property development. Darren has substantial practical experience in taxation matters and leads Fordham’s internal tax excellence group. This puts him at the forefront of tax minimisation strategies for income tax, capital gains tax, superannuation and GST.
Having completed a Master of Taxation degree to add to his Chartered Accounting qualification and Fellow status of the Tax Institute of Australia, Darren is a regular tax presenter at industry events.