When you’re as busy and ambitious as the typical Fordham client, a certain amount of mingling between ‘work-life’ and ‘home-life’ is inevitable. That’s why we need to understand both so we can put together a plan to grow and protect your personal wealth alongside your business.
Yorkshire. Toowoomba. London. Melbourne. Our people have diverse backgrounds and a wealth of experience and skills. What unites us are the values we share, as well as our absolute commitment to seeing our clients succeed.
Our vision at Fordham is built on the values we share. These values guide us in the decisions we make for ourselves, our clients and our world.
In short, they are business owners who want to succeed and who work hard to achieve their goals.
Running a business can be challenging. Yet it’s also incredibly rewarding. At Fordham we offer business owners accounting, business advisory and financial advice services designed to make their business - and their lives - better.
We will advise you on the best way to grow and protect your business and your personal wealth, in tandem.
Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help.
This, in many ways, is the culmination of everything you’ve been working towards. We will ensure that your successful business sets a great foundation for your future.
Starting a business is a lonely business. Having partners that you can rely on to give you the right advice at the right time can make all the difference. It’s why you want advisers that know you, not just your business.
As businesses grow and mature, they often outgrow the structures and strategies which initially worked so well. But how do you know when to make a change?
Central to every successful business is a professional approach to risk management. Without a properly considered strategy, business owners can make poor decisions and may not achieve their true potential.
The most important point is, whether sale, succession, or somewhere in-between, exiting a business should be a carefully planned and controlled process.
We have significant experience in assisting clients across a range of diverse industries. Click below to learn more about each area.
Fordham Motor Dealer Services has been a leading advisory and accounting firm to motor dealers in Australia since 1984. We help dealership owners improve their profits and generate greater value in their businesses by only giving them the services they want, value and need.
Our team has an intricate knowledge of businesses which operate in or support the Property & Construction industry and provide insights into how you can improve your business in these turbulent times.
Since 1992 Fordham have been providing services to this sector, as well as having leadership positions with the Franchise Council of Australia.
In the ever changing and competitive retail market, retailers need more than traditional solutions. And Fordham Partners are with them every step of the way.
The transport industry brings its own complexities. There are courier businesses, line haul, refrigerated, express and specialist logistics businesses being launched every week.
Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, to sport, the arts and medical research, they make Australia a better place.
Perpetual and Fordham work together to help Aboriginal communities invest and distribute their money sustainably and in the best interests of the whole community.
We make it easy for investors from outside Australia to take advantage of the concessional tax benefits available within a Managed Investment Trust (MIT) structure.
We’re looking for the right graduates and experienced people to join us. Have a look around to find out what makes Fordham a great place to work.
The Fordham Graduate Program is an essential component in building our pipeline of talent and will support you to grow your skills to deliver exceptional outcomes in an environment of high performance and integrity.
The Fordham Vacationer Program can help you gain valuable working experience while finishing your studies. Great careers can be defined by where they started and we at Fordham believe we offer an exciting opportunity to be part of a growing business.
We're always on the look out for high-quality individuals (and teams) who are committed to their clients and want to take their career to the next level.
What’s it like to work at Fordham? Think challenge, great people, diversity, flexibility and a broader career path than your average accounting firm.
Business owners and managers often need help turning success into wealth that secures their future. Fordham – a specialist part of Perpetual, offers the help you need to reap the rewards you deserve.
Across the business lifecycle, from foundation to growth to divestment and succession, Fordham can help.
Complex, competitive and global, the Motor Dealer industry needs specialist insights. Fordham offers tailored advice based on local experience, global thought leadership and industry benchmarking.
Whatever your tax needs, Fordham can help - whether it’s day-to-day tax accounting or advice on tax strategy, transactions and structuring.
Helping clients get the best deal when buying and selling companies is one of Fordham’s specialities. We provide help on strategy, structure, tax and valuation.
Catch up on news about Fordham - Stay up to date with recent developments in our organisation.
Business owners’ work and personal lives are inextricably intertwined, as are their finances. But both their business and personal finances perform best when there is a certain level of separation. We help business owners and managers navigate this wealth journey.
APRA is forcing change on the income protection insurance industry in an effort to make it more sustainable. Some changes have already happened and others will start from October 1, 2021. Here’s the main changes and their likely effect.
Business owners often use the same lending institution to finance both their trading (active) business and investment (passive) assets which can lead to unnecessary and avoidable exposure to risks.
As a parent you are used to giving handouts to your children. From a couple of dollars to buy mixed lollies from the milk bar when they were young, to putting them through school, clothing and feeding them and even pocket money along the way. With any luck they may have washed your car or mowed the lawn for it?
The importance of having a will is often underestimated. Dying without a will creates added complexities at a difficult time for your family, and can result in your properties and assets (“the estate”) passing to beneficiaries in a manner not in accordance with your wishes.
On 25 January 2017, the ATO released Taxation Determination 2017/1 regarding the taxation treatment of intangible capital improvements that are affixed or made to pre-CGT assets.