Corporate

Our team are proactive, lateral thinkers, who don’t stop at tax and accounting.

Industry expertise

Our accountants have worked with businesses operating in a wide range of industries – financial and legal services, retail, restaurant and catering, oil, gas and mineral exploration. Their experience and industry specific knowledge ensures that you receive comprehensive advice and service that’s relevant to your business

Your trusted advisors

We know that we are in a position of privilege to advise our clients as their Chartered Accountants. At Traverse that privilege is respected and acknowledged through the level of trust that we maintain with all of our clients.

The strength of our relationship is a result of:

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The way we conduct ourselves

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How effectively we assess what problems or issues our clients have

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Our response to those issues and whether we solved the issue

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Whether we take an interest in our clients

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If we can learn from and through our clients to be more proactive

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Offering services that clients only want to obtain from a trusted advisor

 

At Traverse, we believe that you need many tools and motivated people to help drive the outcomes of your business.

We will sit down with you and synergise total Accounting Solutions, a pathway for your Company whether ASX Listed or Listing, your Corporate Governance, and also independently advise on Board and Employee Remuneration.

Corporate toolbox

Corporate compliance

We help our clients in more ways than just putting together their annual report. To achieve the best outcome, we tailor our accounting solutions to a business’ size, complexity and budget.

Covering the basics

  • Getting your venture started
  • Providing the right informationm to direct your business
  • Strategic planning
  • Making you fundamentally sound for tax
  • Strengthening your accounting function
  • Taking care of your statutory obligations
  • What works for you

Need a new accountant for your new venture? Doing your own books but need a hand at year end? Or do you already have an accountant but just feel the value isn’t there? Whatever you situation, we can work with you to bring value to your accounting function.

Small Businesses

We can provide training and support to develop your in-house accounting function which helps keeps your compliance costs down over the long run. As part of our commitment to you, we are always on hand to clear up any questions you may have and we review all financial information prior to preparing financial reports and income tax returns.

Medium to Large Businesses

Businesses often choose to fully outsource their accounting function to us and we provide bookkeeping services at competitive rates throughout the year. These businesses also take advantage of our services to prepare management reports on either a monthly or quarterly basis to help regularly track their performance.

Besides having timely access to information prepared by a team of qualified accountants, you can rest assured that any tax or reporting issues will be dealt with as they arise which adds efficiency to your business’ compliance and reporting process.

Public or Listed Companies

Our team are familiar with most accounting software packages in the market and are able to assist in the financial reporting and audit process by:

  • Tracking your lodgement deadlines to help you stay ahead of your compliance obligations;
  • Preparing annual or interim financial reports to AIFRS compliant standards;
  • Ensuring smooth progress of the audit process by liaising with the appointed auditors;
  • Providing independent technical advice where needed to confirming your accounting position;
  • Assisting with your ASIC and ASX reporting obligations by preparing or reviewing all necessary minutes and resolutions.
Corporate governance

We help our clients in more ways than just putting together their annual report. To achieve the best outcome, we tailor our accounting solutions to a business’ size, complexity and budget.

CFO services

We can help:

  • Develop a finance function that works for your business;
  • Monitor and aid in your business’ performance;
  • Offer financial management expertise;
  • Manage your cash flows;
  • Report to the Board and  management;
  • Proactively manage your tax affairs;
  • Add independence to your corporate governance;
  • Add efficiency to meeting your compliance needs.

Company secretarial and governance services. 

Regardless of size or nature, all companies need to pay attention to their corporate responsibilities.

SME Companies

To help you meet all your reporting obligations while saving you time and money, we offer our services as ASIC register agents:

  • Preparation and lodgement of notices to ASIC;
  • Maintenance of your corporate register;
  • Preparation of notices of meetings, minutes of meetings and resolutions;
  • Liaising on your behalf with ASIC and other statutory bodies.
Public and Listed Companies
  • Extending our standard services as ASIC registered agents, we also strengthen the corporate governance process of listed companies by:
  • Advising on the reporting requirements of the Corporations Act 2001 and the ASX Listing Rules;
  • Advising Directors of their responsibilities under the Corporations Act 2001;
  • Reviewing Board and Committee composition;
  • Implementing ASX corporate governance guidelines;
  • Bringing shareholder notices and correspondence to best practice.
Board and employee remuneration

Traverse is committed to finding the best remuneration options for your business, from salary packaging to corporate tax planning and integrating this down to the individual level. For larger corporate entities, we also specialise in more advanced remuneration methods such as share or options based remuneration.

Traverse is committed to finding the best remuneration options for your business, from salary packaging to corporate tax planning and integrating this down to the individual level.

For larger corporate entities, we also specialise in more advanced remuneration methods such as share or options based remuneration.

Employee Share Schemes

Employee Share or Option Schemes are increasing in popularity today especially amongst new companies which hope to attract and retain talent but often lack the means to pay large cash benefits.

The benefits of ESS:
  • Helps align employee and management interest with those of the company;
  • Require minimal cash commitment;
  • Money is effectively reinvested back into the company;
  • Can be tax effective if structured correctly.
How we can help:
  • Correctly structure your ESS to allow access to concessional tax treatment of ESS benefits;
  • Drafting of scheme documents required for establishing an ESS;
  • Preparation of shareholder notices and special resolutions as required.

If you are interested, please contact us to discuss if an ESS is right for your company.

Options Valuations

As part of our commitment to provide a comprehensive outcome to our clients, we provide options valuation services where required. This usually arises where:

  • A company is issued options under an ESS;
  • A employee has received unlisted options under their employer’s ESS;
  • A transaction occurs involving the issue of options or rights.

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