Where you want to be - Bentleys · where you want to be. ” Global knowledge, local understanding Bentleys is an international network of advisory and accounting firms which helps

Capability Statement

Where you want to be

Making sense of the numbers

We’re here to help you get to where you want to be.

Through the delivery of acollaborative and proactiveservice.

Businessadvisory, corporate finance, accounting, auditing and wealth creation

CAPABILITY STATEMENT

To make a positive contribution to your financial future is our mission.

Our services go beyond compliance – we offer practical solutions to help your business grow strong in a volatile economy.

Wherever you are on your business or personal financial journey, we strive to develop a deep understanding of your financial situation. As your trusted business partner, we offer comprehensive insights and advice to:

• provide corporate advisory, audit and transactional due diligence

• support you in evaluating growth opportunities and making optimal decisions for your business

• maximise your profit potential and minimise your tax obligations

• help you plan for the future through estate, trust, and succession planning

• stay up to date with tax legislation and ensure your business is fully compliant.

Proactive advice, practical solutions

We have been providing services to ASX listed entities, small to medium enterprises (SMEs), government organisations, not for profit entities and high-net-worth individuals since 1975.

Helping you get towhere you want to be. ”“

Global knowledge, local understanding

Bentleys is an international network of advisory and accounting firms which helps aspirational businesses and entrepreneurial people, like you, achieve their objectives.

We do this by partnering with you as our client, understanding your goals and aspirations, and implementing solutions that help you to get to where you want to be.

Our friendly, insightful and professional advisors draw upon the expanding range of specialisations, rich resources and global connections of the Bentleys Network, to deliver strategic, practical and transformative outcomes for our clients and our community.

As a client of Bentleys you can expect:

• end-to-end business solutions, from compliance to strategic and practical support

• access to a broad range of specialists to support modern business needs and goals

• personal and friendly service from dedicated business partners who are accessible and take responsibility for creating a successful working relationship, and

• learning opportunities, with regular articles and event invitations, and subscription to our magazine Thinking Ahead and business program Aspire.

CAPABILITY STATEMENT

What wepromise you

A personalised and friendly service

From the moment you contact our reception to the time you meet your dedicated advisory team, your financial affairs will be treated with the utmost importance.

We are relationship focused, committed to fully understanding your financial needs and aspirations. We regularly review our services and seek feedback to ensure we are continuing to meet your needs.

Quick response time

All of our advisory staff are located in Perth. We provide a timely turnaround time on all matters as they arise.

Competitive and transparent fees

Bentleys has the capacity and experience to take on new business and, with a competitive free structure, we are the right fit for clients that are looking for a collaborative and hands on approach.

We commit to delivering a competitively priced service of the highest standard that is commercially sustainable over the long term.

Proactive advice

We are results orientated. Which means we constantly review and assess the way we do business. Tapping into recent technologies and regulatory changes, we offer best practice advice and guidance for you and your industry.

Innovative and involved

We are flexible, and openly embrace disruption. As we stay up to date with the latest technology and system developments. We ensure that you are equipped with the tools to streamline your business.

Whether you’re setting up a new business, want to grow your business, expand your operations overseas or plan for succession, our expert advisors will tailor a solution that’s right for you and your business.”

“Local expertise, national presence and international capability.”

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Audit and corporate services

CAPABILITY STATEMENT

Accurate and transparent financial information is essential to give you and your stakeholders’ confidence in your financial results and internal processes.

As your entity grows and moves through different phases, it is important to evaluate the value-add that an auditor can provide.

Bentleys has the capacity and extensive experience with a range of entities including large private and ASX listed companies covering a range of industries with both local and international operations. We draw on this extensive experience resulting in an efficient and effective audit.

We work tirelessly to develop a strong and trusted relationship, offering a value-add service that includes access to industry-focused taxation advisers, consultancy services, industry updates, networking opportunities, CFO briefing sessions & ongoing accounting training.

The Bentleys audit team will inject energy and improve the robustness of your audit. When we are engaged as your auditor, risk areas will be reassessed. We ask fresh questions and we look to investigate areas that perhaps the previous firm has taken for granted.

Using the latest risk-based audit methodology and software, we can ensure a sound control environment

that meets all your audit and legal requirements and satisfies the needs of financiers and stakeholders.

Our highly experienced audit team will first discuss your needs and explain any legislative requirements. We will then deliver an independent, well-planned and executed audit, communicating with you throughout the whole process. We interpret and apply Australian & International Financial Reporting Standards and can provide assistance in this complex area whenever required.

Be proactive in managing your organisation’s risk”

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CAPABILITY STATEMENT

Corporatefinance andadvisory

Our suite of corporate finance and advisory services enables us to provide holistic support to you as a trusted adviser. We work with your board and management teams, to assist and support critical business decisions.

We will work collaboratively with you to support you as you seek growth opportunities, make acquisitions or improve your financial position and performance.

Alternatively, we may act as an independent party for compliance requirements or to objectively review and test the rigour of proposals to ensure that each transaction goes through a robust evaluation process.

We take a responsive and commercial approach to our engagement with you. We help listed entities, private companies and government organisations.

These services may include:

• preparing company, intangible assetand derivative asset valuations

• providing financial modellingconstruction and review services

• providing support in analysingand evaluating mergers andacquisitions, opportunities andtargets

• assisting in due diligence• independent expert’s reports

to assess transactions forshareholders

• investigating accountants’ reports for prospectuses

• reviewing forecasts for prospectuses

• general corporate advisory services.

We offer access to local specialists, coupled with national and international networks, to support your needs both locally and globally, wherever your business requires.

Your success is alsoour success.”“

Businessservices

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International services

Whether you’re an Australian business entering the international arena for the first time or you want to build on an existing global enterprise, you need an advisor with global experienceand knowledge.

With expansion comes inevitable challenges, particularly for businesses operating internationally. From integrating international accounting and audit regulations with your own local procedures, managing local tax compliance or optimising international tax efficiency, to restructuring a business or launching a new one, we can help.

Drawing on the practical skills and experience of our partners, we can assist you with feasibility studies, valuations for disposal or acquisition purposes and advice on start-ups, re-structuring and mergers as we:

• connect you to investmentopportunities

• create the tools, such as investmentopportunity profiles and informationmemorandums, to attractprospective investment partners

• assess your business readiness forinvestors

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advise on business structuring options to attract the right investors guide you in your pitch to prospective investors.

Gain a competitive advantage.”“

Taxation and business services

Most businesses share common challenges, regardless of the industry. We advise and guide you to manage your cash flow and encourage sustainable business growth, while meeting your corporate commercial obligations.

Our tax and business services specialists will approach you with a commercially-focused mind. We provide personalised business advice and guidance on a range of complex tax issues ranging from tax consolidation, business succession planning to remuneration options ensuring that all your compliance, legislative and taxation obligations are met.

If you are in the business of innovation, a proportion of your innovation expenditure may be eligible for the Australian Taxation Office’s Research and Development (R&D) Incentive Scheme, either as a tax refund or tax reduction. With the support of your Bentleys R&D Tax Incentive advisor, applying for the R&D Tax Incentive is easy. We will step you through the whole process to help you maximise the benefit in a compliant manner.

Maximise returns for you and your business.”“

Business advisory & mentoring

Bentleys is passionate about helping you and your business grow and develop. We can guide and support you to take the next step with your business, whether it’s expanding your business to new markets or opportunities, achieving a better return or preparing your business for sale.

Our business mentoring services focuses on three common areas of concern for most businesses:

• improving profits• enhancing cash flow and• maximising the value of your

business.

Even a small change of 1% in certain key areas can have a powerful impact on your cash flow and bottom line.

Is your business growing or slowing? Improving a business while managing the day-to-day is a common challenge for many business owners. Whether it’s business expansion, higher profits or simply achieving a better work/life balance, a Bentleys business mentor will equip you with the knowledge, skills and confidence to get you where you want to be.

The first step is a Bentleys Business Health Check to give you critical insights into the viability of your business and your performance. We

can help you identify where your profit has gone, how your business performs compared with others in your industry and provide guidance as to what your business is actually worth.

Unleash your business’ full potential”“

CAPABILITY STATEMENT

CAPABILITY STATEMENT

Personal financial services

Secure your future for you and your family.”“

Self-managed super fund (SMSF) services

If you are looking for more control and flexibility over your financial future then an SMSF might be the answer.

Our specialist SMSF advisors will assist with determining if an SMSF is the right vehicle for you. We make all the arrangements for establishing your SMSF including ongoing administration and compliance. We take the hassle out of reporting, administration and compliance.

With a dedicated account manager we will guide you and your trustees through the often complex and ever changing superannuation regulatory environment, ensuring you take full advantage of all the opportunities open to you to maximise your retirement benefits. With access to your investments and portfolio details in real-time, available online 24/7, you are in charge of your superannuation.

We make running an SMSF accessible, cost effective and easy.

Our financial advisors are licensed and authorised representatives of Count Financial Group (AFSL No.227232).

Financial planning

Life is busy and with so many competing demands, it can be hard to find the time to focus on your long-term lifestyle goals.

When it comes to something as important as managing and growing your personal wealth, it makes sense to speak to a licensed and qualified professional. Bentleys can partner with you to help you identify and shape your goals and take an objective look at your personal finances.

We provide our clients with sensible, tailored strategies and straightforward advice so that you can relax and focus on the important things in life. Bentleys will work with you to define your dreams and goals, and then create a written plan, tax-effectively tailored for you to create, build and preserve your wealth – without undue risk. You can feelcomfortable that your plan will help youmove closer to your goals. And it’s yourfinancial plan, so you decide whetheryou want our help at this point in timeonly, or on a regular basis.

Don’t just let things happen. Embrace the next chapter with confidence and clarity.

• get a clear understanding ofyour finances, lifestyle goals andobjectives

• understand the choices availableto you and set up appropriate

strategies to suit your individual circumstances

• create a personalised plan to help you achieve your goals.

Your senior advisor team

Chris Nicoloff

Doug Bell

Ross Prosper

Evelyn Tan

Mark Delaurentis

Fab Fanayan

Managing Partner, Audit & Corporate Services

Partner, Audit &Corporate Services

Partner, Taxation &Business Services

Partner, Corporate Finance & Advisory Services

Partner, Audit &Corporate Services

Partner, Taxation &Business Services

I strive to offer my clients a personalised, partner-led service that focuses on their needs and time constraints.”

I am passionate in obtaining anin-depth understanding of the drivers of my clients’ operations, meaning I can offer a personal and value-added service, as well as meeting compliance requirements.”

I enjoy tucking into complex tax legislation, seeing how it all fits together, then coming up with user-friendly advice for my clients.”

I focus on building trusted relationships with my clients and to provide my best quality work that is relevant to their needs. My clients’ success is also my success.”

My clients seek and value my advice and opinions on a range of important financial matters and business critical decisions. I take my role and this responsibility very seriously.”

I understand the needs and concerns of small to medium business. With a hands on approach I enjoy helping my clients achieve their business and wealth management goals.”

CA BCom

CA BCom

CA CTA BCom

CFA, MAppFin, BBus

CA BCom

CA CTA BCom

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The right advice at the right time

From growing your business through mergers and acquisitions to simply exploring your options, a Bentleys expert advisor can help ensure the best possible outcomes.

Whether you are an ASX listed entity, a public company, small, medium or large private company, not-for-profit or government organisation we have the skills and the people to help you.”

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Bentleys is a network of independent accounting firms located throughout Australia, New Zealand and China. All members of the Bentleys Network are affiliated only, are separate legal entities and not in Partnership.

Bentleys is also a member of Allinial Global – a global network of independent accounting firms.

Limited liability by a scheme approved under Professional Standards Legislation.

Level 3, 216 St Georges Terrace Perth WA 6000 AustraliaTelephone +61 8 9226 4500 [email protected] | bentleys.com.au

We will help you get where you want to be

We take the time to understand you and your objectives, designing solutions to help you achieve your aspirations

Connect with Bentleys to discuss your needs today

Contact Bentleys.

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