Valuations and Independent Expert Reports

Ledger Financial Group proudly holds an Australian Financial Services license, enabling us to advise our clients on financial matters and deal in financial products. We’re experienced in providing transactional and corporate advisory services including independent expert reports for use in prospectuses and other official documents. If your competing in a tough economic environment, we help get you ready and take advantage of new business opportunities as they arise.

Capital, Debt, and Equity Raising

As holders of an Australian Financial Services license, Ledger Financial Group can advise and deal in financial products. With our extensive network on call, we’re very experienced in preparing Prospectuses and Memorandum of Information for raising capital and issuing equity. Also experienced in assisting companies attain listings on the Australian Securities Exchange (ASX) and London Stock Exchange, our industry-specific expertise allows us to align the appropriate financial solutions to each client’s business strategy.

Restructuring, Windups, and Insolvency

For a variety of reasons, often in difficult circumstances, a business may need to restructure or wind-up. As registered liquidators, we can assist both solvent and insolvent companies, providing prudent advice on the best course of action. We analyse the financials and provide extra insights into the process, offering strategic advice to help optimise tax, mitigate risk, maximise opportunities for the future, and importantly, answer queries clearly and directly.

Corporate Secretarial

Highly-skilled specialists, the corporate secretarial expertise we provide includes the preparation and lodgement of all ASIC, ASX, and ATO forms. In addition, our team is well versed in corporate secretarial matters for the administration of private and public companies. This includes board function, corporate governance, general corporate regulation advice and assistance in both domestic and international markets.

Audit and Review

When independent verification of information is required, our Accountants assist in the audit or review of financial statements, transactions, trust accounts, and various other verifiable and investigatory needs. At the forefront of business intelligence, data-analytics and financial reporting, we can harness technology to provide the most efficient and effective service possible.

Taxation

Business and corporate tax is vast and complex. As your tax specialist, we provide concise advice, taking care of all compliance needs from tax return preparation, to tax consolidation and international tax advice. There’s a myriad of tax regimes including income tax, capital gains, fringe benefits, good and services tax, payroll tax, duties tax, international tax and much, much more. We identify all relevant requirements and ensure you comply. Even more, it’s done quickly and efficiently with honesty and enthusiasm.

Accounting and Bookkeeping

Ledger Financial Group offers extremely thorough and precise book-keeping services. For small businesses, through to complex consolidations and general-purpose reports for large corporations, we help your business to manage margin and cost. Our technical accounting team are specialists in accounting standards and practical application. With complete transparency and personalised care, we focus on profitability in a highly competitive marketplace.

Divorce and Separation

It’s a fact that nearly half of all marriages will end in separation or divorce. If it happens, we can financially guide you through this difficult process. We are well versed in both the legal and financial requirements and can complete forensic analysis and independent expert reports and valuations for pre-trial and trial requirements. With maturity and sensitivity, we offer straightforward, efficient assistance to help lessen the emotional and financial strain.

Estate Planning

In particular for high nett-worth individuals, Estate Planning and Succession are important areas and should be addressed. Ledger’s specialist team can guide you through the entire process and recommend succession strategies. From setting up a Will – that won’t leave your family exposed from a tax perspective – to establishing a prudent succession plan and testamentary trust.

Wealth and Portfolio Management

As licensed financial advisors, we assist with all your financial advice requirements, superannuation advice and compliance. We create a tailor-made plan with clear goals, regularly reviewing and amending the plan to factor in your changing circumstances. Just like a GPS system helps you to safely navigate, our wealth-management team ensure you’re on track with all things financial.