A depth of service that only comes through unconditional market focus
Our specialist team
Fordham Business Advisors is a specialist mid-tier Chartered Accounting firm that was established exclusively for private businesses, their owners and their families. Within the larger firm, our Property & Construction Services team has an intricate knowledge of businesses which operate within or support the Property & Construction industry, often acting as an independent advisor to operating groups with multiple owners and diverse needs.
Our clients are Commercial Builders, Residential Builders, Property Developers, Investors & listed REIT’s. We are active members of industry bodies and drive national policy for your industry through representation on these bodies committees.
We do not simply focus on compliance work (financial statements & taxation returns) rather we help our clients grow, manage & professionalise their businesses, ultimately resulting in the transfer and protection of wealth from the business to their passive family entities & ultimately future generations.
We have a broad network of independent Bankers, Lawyers and industry participants to assist our clients to connect where there is a mutually beneficially outcome.
How can we help?
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All in one service, looking after your business, finances, future and wellbeing.
Like you, reputation is everything to us. With a dedicated team of Property & Construction specialists, trust is at the core of how we help our clients achieve their business and life goals. Our advice is tailored to your industry:
Fordham acts with a broad array of clients operating in the commercial building industry. Our clients range from newly established industry participants to multi-owner Tier 2 operators with national reach.
Our clients are often fast-growing construction businesses in their early stages through to established businesses with revenues exceeding $200m. Here our work often involves assisting businesses with their initial establishment of structuring for tax efficiency & asset protection, accessing finance for bank guarantees or bonds, gaining accreditation with Construction Supplier Register for pre-approval of government projects, providing organisational design insight, initial & ongoing business planning facilitation, providing reward & recognition programs for key staff and providing ongoing assistance to management through active participation in management &/or owner board meetings to ensure that the business remains focussed on the key financial & operational issues to be successful in this industry.
We also attend to the accounting, taxation & financial advice needs of the business as well as the owners.
Some clients we help:
Fordham acts with a broad array of clients operating in the residential building industry. Our client’s range in size & geographic spread from the newly established industry participants building bespoke custom homes to significant volume builders building 200+ homes per year.
Our client mix is diverse from single owner businesses to multi-owned &/or franchised building models. Here our work often involves assisting businesses with their initial establishment of structuring for tax efficiency & asset protection, accessing finance for associated property developments or for display home funding, gaining access to increases in their Domestic Home Warranty Insurance pre-approval, providing organisational design insight, initial &/or periodic business planning, providing reward & recognition programs for key staff and providing ongoing assistance to management through quarterly financial reviews &/or active participation in management &/or board meetings to ensure that the business remains focussed on the key financial & operational issues to be successful in this part of the broader industry.
Similarly, we also attend to the accounting, taxation & financial advice needs of the business as well as the owners.
Some clients we help:
We work with clients in the broader Property & Construction industry from pure play property developers to allied businesses such as architects, scaffolding suppliers, structural steel, pre-cast suppliers, hire & rental businesses, engineers, project managers & real estate agents.
Often these clients are high net worth investors or business owners who are actively engaged in the property industry, some of which also have businesses in other unrelated industries. Here our developer clients range from those developing single holding commercial or residential apartment projects to clients developing entire suburbs and master planned communities.
Whilst the services provided by our clients vary, we support our clients in all facets of their business from establishment through business improvement to ultimately transitioning management & ownership to new owners usually either as part of a trade sale event or internal sale to management or family.
Whilst similarities often exist between clients, ultimately all services provided by Fordham are tailored to the specific needs of each client.
Some clients we help:
The Fordham business unit is jointly engaged with the broader Perpetual business to provide a complete solution to our valued Managed Investment Trust (MIT) & Real Estate Investment Trust (REIT) clients.
Perpetual is a specialist in the provision of trustee and custody services to fund and asset managers, ranging from some of the world’s largest investors and pension funds to boutique domestic fund managers. Perpetual is the leading independent provider of corporate trustee & responsible entity services for REITs in both Australia & Singapore with over $800bn in assets under advice.
Perpetual’s core business and focus is the provision of best-in-class trustee services, and our dedicated team are available to assist clients through all aspects of their business, from transactions through to regulatory compliance, ensuring a smooth and efficient running of the REIT.
Fordham complement Perpetual’s core offering as Trustee with the provision of high-quality accounting, tax & regulatory services to significant REIT’s both with domestic operations & often with international connections.
Some clients we help:
The Fordham Property and Construction team
Our team are all active members, contributors and sponsors of industry bodies in both the commercial and residential construction industry, including the: Master Builders Association, Property Council of Australia, Urban Development Institute of Australia, Family Business Australia, and the HIA (Housing Industry Association).
Michael joined Fordham in 2001 and is now the lead partner of a team of 30 with clients in Property & Construction, Retail/Ragtrade, Transport, Manufacturing and Franchising. He started his career in 1991 with one of the Big Four accounting firms and joined Fordham 10 years later to focus specifically on medium-sized, privately-owned businesses.
As a Chartered Tax Advisor with a wealth of experience in corporate advisory, as well as private businesses, Michael brings this unique perspective to help his clients’ businesses grow and overcome adversity. He helps clients across the broad range of business and personal issues they face including arranging external financing, modelling/forecasting, reporting, shareholder issues, structuring and valuations.
In this role Michael enjoys undertaking strategic planning for his clients and often participates as Board Chair. He runs executive leadership team meetings focused on driving accountability and meaningful improvements to operational performance. He is a regular presenter and author of industry articles for the building and property development sector, as well as Ragtrade industry segments. When not at work, he is chauffeuring four daughters to school, rep basketball and football.
Industry specialisation: Property & Construction, Retail, Manufacturing, Transport, Franchising
Sharon assists business owner clients across a broad range of industries, helping them to navigate their personal and business wealth journey and weigh up important decisions along the way. She has broad experience in taxation and business with particular expertise in complex tax advice and structuring, planning for succession and retirement and dealing with complex family and community issues.
In addition to working with business owners, Sharon is passionate about leading Fordham’s Indigenous Consulting Team, which is part of Perpetual’s broader service offering to Aboriginal communities. This team provides Executive Office and consulting services to communities across Australia.
Clients enjoy Sharon’s attentiveness, responsiveness, her ability to listen, and to provide targeted and practical advice. She is exceptionally talented at developing strong, long-term relationships, and is known for her ability to communicate complex issues in a way that is easy to understand.
Industry specialisation: Property & Construction, Retail, Native Title
In Brett’s 15 years at Fordham, he has developed a very thorough understanding of the property & construction industry. During this time, he has advised a broad range of businesses from large land developers to residential and commercial builders, civil construction companies, and project management businesses. Brett also assists business owners and their families in the retail, publishing, manufacturing and finance industries.
For many of his clients, Brett acts as chair of both their operating and family boards. In these roles he plays a key part in facilitating discussion with business owners, their families, and senior management teams regarding business performance, profit improvement, optimal business structures, and business acquisition and sale opportunities.
Brett has a deep knowledge of the Australian tax system and in particular the specialist tax issues applicable to the property and construction industry. He is also a leader of Fordham’s internal taxation excellence group. In this role he is responsible for strategies to assess the impact and maximise opportunities available with respect to the following:
- Income Tax
- Capital Gains Tax
- Small Business Capital Gains Tax Concessions
- GST (including the margin scheme)
- Stamp duty
- Land tax.
Brett is a member of the Taxation Institute of Australia and Advanced Property Development accredited (PCA). He is also a member of the Taxation & Finance Committee for the Urban Development Institute of Victoria, which advocates for policy improvements to the industry.
Industry specialisation: Property & Construction, Manufacturing, Retail
Alicia joined Fordham in 2004 as a graduate. From 2008 to 2010 she worked in London as a financial accountant and forensic accountant. Alicia then returned to Fordham, applying her breadth of knowledge and experience to progress to Associate Partner.
Alicia provides support and advice for business owners across various stages of the business life cycle as well as for her clients’ personal wealth and passive investment structures – the Wealth Journey®. Alicia has particular expertise with business and owner planning, restructuring and estate planning.
Alicia enjoys building long standing relationships with her clients and their families. She provides tailored strategies and advice to suit their personal objectives and circumstances.
Alicia is keen to continuously improve her own skills as well as that of others within the firm. She supports our in-house knowledge development groups in business, tax, wealth, superannuation and estate planning.
Honest, reliable, friendly and constructive, Alicia’s clients and team alike have come to appreciate and trust her on both a professional and personal level.
Industry specialisation: Manufacturing, Retail, Property & Construction, Native Title
Kyle joined Fordham in 2009 as a graduate and is now an Associate Partner in Fordham’s Property & Construction team. He began his career at a large privately owned property developer, where he laid the foundations of his industry knowledge. Naturally, Kyle has a sound understanding of compliance and taxation matters, corporate structures, financing, financial modelling, superannuation, estate planning and the interactions of complex family groups. He is a knowledgeable presenter at industry events facilitated by the likes of the Master Builders Association of Victoria and the Housing Industry Association.
While at Fordham Kyle has developed a deep knowledge of the property and construction sector while helping his clients to grow their business, protect their assets and plan for the future. He has particular expertise in business succession strategies for private business owners, including merger and acquisition transactions.
Kyle uses his significant commercial experience in the property and construction sector to help his clients become top performers. He is responsible for running client engagement in this sector, ensuring that services are provided to our clients in a timely manner and in accordance with our client services policy.
Kyle’s skills as a Chartered Accountant, as well as degrees in both Accounting and Banking & Finance, have given him a great foundation of knowledge to advise his clients. Kyle is the chairman of both our Corporate Finance and Property and Construction Industry Excellence Groups which build up-to-date IP and roll out best practice advice to clients. Kyle also serves as an independent director of clients' philanthropic funds.
Industry specialisation: Property and Construction / Corporate Finance