south east property seminar - pitcher propert… · pitcher partners melbourne is one of the...

10 November 2016

South East Property Seminar

Contents

Large accounting firms do not always provide value equal to their costs. In a business our size we are

always trying to get the right balance of relationships and cost. Pitcher Partners and the Baker Tilly network have a relationship style that is more supportive and provides exactly the balance I am looking for and what this company needs – that was the reason we moved back to Pitchers from a Big 4 firm.

Hansen Technologies Limited

Agenda 1

Property Services 2

Profiles 4

About Pitcher Partners 8

David KnowlesAlexis Kokkinos

2015

AUSTRALIAN ACCOUNTINGAWARDS 2015

FIRM

OF THE YEAR – LESS THAN $1B

N

2015


GRADUATE PROGRAM OF THE YEAR 2015


THOUGHT LEADER OF THE YEAR

TAX & ACCOUNTINGEXCELLENCEAWARDS 2015 Accounting Firm of the Year

WINNER

Accounting Firm of the Year

Indirect Tax Team of the Year

Tax Team of the Year

Disclaimer // In this proposal, Pitcher Partners refers to the Victorian partnership and its associated entities including Pitcher Partners Advisors Proprietary Limited, Pitcher Partners Consulting Pty Ltd, Pitcher Partners Corporate Pty Ltd, Pitcher Partners Corporate Finance (Vic) Pty Ltd and Pitcher Partners Investment Services Pty Ltd.

Awards

Agenda:

7:00am Event registration

7:30am Breakfast service

7:40am Speaker presentation

8:40am Q & A

9:00am Event conclusion1

Pitcher Partners in the Property SectorPitcher Partners works with a wide range of privately owned, public and government organisations operating in the Property Sector. Our clients receive the highest level of technical standards, applied commercially, matched with a personal understanding and involvement with their affairs.Pitcher Partners is a full service accounting, tax, business advisory, assurance and consulting firm with a strong reputation for providing personal service and quality advice to clients with a particular focus on the middle market.

Within this rapidly changing and diverse industry, Pitcher Partners consistently offers our range of clients: trusted advice, a reputation for integrity, business excellence and a long term commitment to delivering the best outcomes.

Pitcher Partners Melbourne is one of the leading accounting firms in Australia with 45 partners and over 600 professional and support staff. This means we are large enough to have technical depth and breadth and yet our structure allows us to maintain close and personal involvement with our clients.

Nationally we have firms throughout Australia – all with superior property credentials and expertise.

We also have extensive connections into global markets, particularly Asia and have built a reputation among Asian property investors as possessing the right skill sets and commercial knowledge to assist their foray into the Australian property market. This is delivered through the leveraging of our networks and local knowledge base, and through the provision of quality advice. We consider the key aspects of cross border funding, finding the right property type for their finances and, as always, the inherent tax implications.

Property professionalsPitcher Partners has one of the largest property and construction client bases in Australia, many of whom have been clients of the firm for more than 20 years.There is a reason for this. Our commitment to the sector in terms of providing insight and new ideas, delivering smart solutions to achieve outcomes, sharing knowledge through the sector, through networking and events and providing exceptional service. So whether you are developing, investing, building, occupying or advising in the property industry in Australia – our deep expertise and knowledge is second to none.

Advisory services – a full range of servicesClients can access the full range of business, taxation and accounting services including:• Tax consulting

• Structuring advice

• Business advisory

• Corporate advisory

• Assurance services – audits and independent reviews

• IT consulting

• Outsourced financial controller

• Project control group accounting and administration

• Cashflow modelling and project feasibility

• Outsourced reporting

• Finance and equity proposals

• Banking relationships

• Superannuation

• GST advice

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Property networks – an invaluable networkOur Property and Development Group reports on current issues affecting the property industry and continually collaborates with external property industry stakeholders to ensure we can advise on all potential impacts of the changes in market conditions to our property clients.The Property and Development Group provides our clients with access to an extensive network through our strong working relationships, forged with professional firms and organisations over many years of servicing the property industry, both locally and throughout Asia. These include:

• Financiers

• Equity participants and mezzanine financiers

• Lawyers

• Valuers

• Real estate agents

• Quantity surveyors

Our frequent property events ensure our clients have access to this invaluable network and the opportunity to leverage these relationships.

Over recent times we have delivered a series of events in Malaysia, China, Singapore and other South East Asian countries, aimed at bringing cross border property groups together to explore mutual opportunities and to shore up and develop long term relationships.

Pitcher Partners are our only tax advisors. Pitchers have been able to

provide us with good tax advice because they not only have indepth knowledge of the building and industry and the property taxation issues but they also know us so well. Pitchers deliver real value by making sure we comply with tax legislation, they remove the tax risk from our business and have been able to save us money. I would recommend Pitchers to anyone seeking Australian tax advice.

Tony Blackshaw // Finance Director // Henley Property Group

A proven track record – helping you succeedPitcher Partners has a well-established and proven track record in contributing to our clients’ success based on our extensive industry knowledge and our intimate approach to servicing our clients. Just some of our clients include:

Porter Davis Homes

Henley Property Group

PDG Corporation

Pellicano Group

Drapac Group

Kador Group

Latitude 37

MAB Corporation

Alpha Partners

The Little Group

Proven performance

Grollo Equiset

Hallmarc Group

Gandel Group

Construction Engineering

Icon Construction

Schiavello Group

Dennis Family Group

UEM Sunrise

Blue Earth Group

Fragrance Groups

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Purpose and perspectiveKey reasons for working with Pitcher Partners

Our ability to assess each individual project at the outset and determine the structural, business, financial, taxation and accounting issues critical to its success.

Our extensive experience in conducting feasibility assessments based on appropriate and realistic financial modelling and benchmarking.

We provide the taxation advice critical to the effective legal structuring and risk management of property projects, as well as the management of GST and stamp duty.

Our experience in building effective financing structures including introduction of equity and joint venture partners and mezzanine financiers.

Our experience in developing detailed reports and financial models to be able to continually monitor the project’s performance and provide both the client and the financier with regular and accurate information.

Our property and business expertise assists clients with an improved and more efficient decision making process for better bottom-line results, additional rigor to strategic thinking, and the ability to guide and mentor clients through many aspects of their daily business.

Value for money. Our philosophy is to provide experienced and expert partners and senior staff at value for money rates.

Ease of doing business. In the hustle and bustle of your daily life, it is important that your interactions with advisors are as seamless as possible. We understand this at Pitcher Partners and ensure partners and senior staff are readily accessible with a number of contact points including regular industry functions, technical briefings and bulletins as well as the traditional telephone, e-mail and meetings. We are always there for you.

Pitcher Partners provides a great one on one service. The partner and senior manager are always available, we just have to ring and they

get things done. Pitcher Partners’ assistance and advice have enhanced our reporting systems, which makes reporting easier across the group

Antonio Pellicano // Joint Managing Director // Pellicano Group

4

PRO

FILE

MELBOURNE

ADELAIDE

SYDNEY

BRISBANE

PERTH PITCHER.COM.AU

NEWCASTLE

Pitcher Partners is an association of independent firms. Liability limited by a scheme approved under Professional Standards Legislation.

Michael LanghammerPartner/Executive Director – Business Advisory & Assurance

+61 3 8610 5148

[email protected]

Professional Background Michael is a partner/executive director in the Business Advisory and Assurance division of Pitcher Partners Melbourne and leads the firm’s Management Accounting service offering.

Michael joined Pitcher Partners’ predecessor firm in 1987 and was admitted to the partnership in 1999. He specialises in providing advice to owner-managed businesses who do not have access to an internal Financial Controller, providing support to their management. He advises clients in relation to the structuring of their affairs, taxation, management and growth of their businesses.

Throughout his career Michael has gained specific expertise within the property industry, leading to his appointment as co-chair of the firm’s Property and Development group.

Michael is a registered company auditor and tax agent.

Industry Experience• Property development, building and construction

• Advertising

• Government

• Manufacturing

• Not for profit

• Retail

• Service

Areas of Expertise• Business advice: commercial business advice, business

planning, succession planning, management consulting, business re-structuring, annual financial statements, management reporting and asset protection

• Audit and assurance: statutory audits, statutory accounts and business acquisitions

Professional Qualifications and Memberships• Bachelor of Business (Swinburne Institute of Technology)

• Member of the Institute of Chartered Accountants in Australia (ICAA)

• Member of the Australian Society of Certified Practising Accountants

5

PRO

FILE

MELBOURNE

ADELAIDE

SYDNEY

BRISBANE


NEWCASTLE


John BrazzaleManaging Partner

+61 3 8610 5110

[email protected]

Professional Background John is the Managing Partner of Pitcher Partners Melbourne.He joined the firm in 1998 and was admitted to the partnership in 2000.

John has significant experience in advising both public and private clients on a broad range of taxation issues arising from structuring, restructuring, mergers and acquisitions, and also in liaison with revenue authorities.

Throughout his career, John has developed specific expertise within the property and construction industry, leading to his appointment as co-chair of the firm’s Property, Construction and Development Group.

John also sits on a number of Advisory Boards to some of his clients and advises them in areas of growth, business succession, estate planning and general commercial and business advice.

John was for many years a committee member representing CPA Australia on the ATO’s National Tax Liaison Group – Capital Gains Tax Sub Committee, and was also a leader of CPA Australia’s Capital Gains Tax Centre of Excellence. He is a regular presenter at seminars conducted by the Taxation Institute of Australia and CPA Australia.

Industry Experience• Property development and construction

• Property management

• Government

• Manufacturing

• Technology

• Travel

Areas of Expertise• Tax consulting and compliance: corporate tax,

corporate compliance, international tax, indirect tax and specialist tax

• Corporate transactions: restructuring

Professional Qualifications and Memberships• Graduate Dip. Taxation Law (Monash University)

• Fellow of the Taxation Institute of Australia

• Affiliate of the Institute of Chartered Accountants in Australia (ICAA)

• Fellow of the Australian Society of Certified Practising Accountants

6

PRO

FILE

MELBOURNE

ADELAIDE

SYDNEY

BRISBANE


NEWCASTLE


Simon BriggsDirector

+61 3 8610 5278

[email protected]

Professional Background Simon is a Director in the Investment Advisory practice of Pitcher Partners. He joined the firm in 2002 after gaining experience with Arthur Andersen and Ernst &Young Pty Ltd in Australia and the UK. Simon is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-forprofit organisations.

Areas of Expertise• Investment structuring

• Risk profiling

• Strategic asset allocation

• Portfolio construction

• Investment analysis

• Investment selection

• Retirement planning

• Financial planning

• Self managed super funds

Professional Qualifications and Memberships• Certified Financial Planner™ (Financial Planning Association)

• Financial Planning Certificate (Chartered Insurance Institute, UK)

• Member Association of Taxation Technicians (UK)

• Bachelor of Economics (Hons) (University of Wales - College of Cardiff)

7

About Pitcher PartnersPitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.Since 1991 Pitcher Partners Melbourne has grown to become the leader in our market and the fifth largest Melbourne based accounting firm.

As a full service accounting, tax and business advisory firm, we have the technical depth and breadth to provide our clients with the highest levels of service however our flat structure allows us to maintain close and personal involvement with clients and each other.

Our clients in Melbourne’s South East region can now access the expertise and specialist skills of our Melbourne based partners and professional staff, at a location that is easily accessible and convenient to them.

Pitcher Partners – partnering with Melbourne’s South EastOur South East clients are afforded the same superior service we offer all our clients, no matter what their size or structure. Our practice is built on a culture of caring for clients and providing high quality services that are cost effective – an approach that has contributed to the ongoing success of our clients for many years.

Pitcher Partners – a global approachPitcher Partners is an association of independent accounting firms, located in Melbourne, Sydney, Perth, Adelaide, Brisbane and the Hunter region. This gives clients access to 110 partners and more than 1,200 staff located around Australia.

Pitcher Partners is also an independent member of Baker Tilly International, an Australian-wide and global network of like-minded independent firms who all believe in providing exceptional client service.

28,000+ $3.8bn Partners and staff globally Worldwide revenue 2015 (USD)

110 1,200+Partners nationwide People nationally

141 165 Countries Firms worldwide

Independent member of the Baker Tilly International global network

Audit and Assurance

Business Advisory

Corporate Finance

Business Recoveryand Insolvency

Consulting

Investment Advisory

Private Clients

Superannuation

Risk Services

Taxation

Pitcher Partners services

8

SE Property Seminar_161107

MELBOURNE

+61 3 8610 5000 [email protected]

ADELAIDE


SYDNEY


BRISBANE


PERTH


PITCHER.COM.AU

NEWCASTLE



Get in touch...

Craig Whatman | Partner Tax Consulting

+61 3 8610 [email protected]

John Brazzale | Partner Tax Consulting


Rebecca Gagliardi | Senior ManagerBusiness Advisory & Assurance


Michael Langhammer | Partner Business Advisory & Assurance


David KnowlesBusiness Assurance and Advisory Partner


Nicholas Lee | Client Director Business Advisory & Assurance


south east property seminar - pitcher propert… · pitcher partners melbourne is one of the...

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