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Sullivans Financial Strategies specialise in providing a unique blend of financial and accounting services, with over 30 years of experience working with small to medium enterprises throughout Australia, and the world. As a family firm, we understand the value of relationships and a partnership approach. We also listen. Our first priority is to understand your business, the challenges, issues you face, and your overall objectives. From here, our team of specialists work together to develop tailored, cost-effective business and financial solutions and strategies, to suit your precise requirements.

For The Potential Client

  • A second opinion on your structure

Wealth Management

  • Aged care assistance for loved ones
  • Estate planning
  • Financial planning
  • Retirement planning
  • Self-managed super funds administration
  • Superannuation investment advice

Business Advisory Services

  • Valuations
  • Due diligence reviews
  • Business purchase assistance
  • Mergers and acquisitions advice
  • Sale of business
  • Export development
  • Government grant opportunities

Taxation Advice & Compliance

  • Capital gains tax planning
  • GST advice
  • GST returns
  • Income tax returns
  • Land tax advice and compliance
  • Payroll tax advice and compliance
  • Tax planning strategies

Management Planning

  • Strategic planning
  • Budgeting
  • Business plans
  • Cash flow planning
  • Management coaching
  • Expansion or succession planning
  • External director or sounding board
  • Referral network
  • Life coach

Management Review

  • Cost reduction methodologies and monitoring
  • Quality accreditation/certification
  • Implementing best practice initiatives
  • Performance analysis
  • Industry benchmarking
  • Key performance indicator selection
  • Profit and other Industry ratio analysis

Accounting Services

  • Annual accounting compliance
  • Bookkeeping
  • Forensic accounting
  • Management accounting
  • MYOB/Xero set up and training
  • Payroll administration
  • Small to medium business audits

Statutory Compliance

  • ASIC and statutory compliance

Extended Business Solutions

  • Office administration services
  • Business management assistance
  • Database management
  • Outsourcing
  • Analysing business information needs

Keeping You Informed

  • Website articles
  • Newsletters
  • Seminars and campaigns