Full finance function.
Whether you’re looking to grow your business or find the right buyer, our comprehensive business and corporate advisory solution will help you confidently navigate every stage of your journey.
Our services include:
- Full bookkeeping function – receipts, payments, invoicing, collections & banking
- Preparation of balance sheet, P&L, cash flow & other financial statements
- Reconciliation of balance sheet and P&L
- Best practice IT systems and data storage
- All financial information for statutory, management & board reports
Tax & accounting.
We craft timely, tailor-made, transparent and insightful financial reports covering vital aspects of your business, ensuring you and your parent entity stay well-informed and ahead of the game.
Our services include:
- Overseeing all your Australian & international tax requirements
- Annual tax returns (individual & company)
- Preparation & lodgement of GST/FBT requirements
- Advice on major transactiºns, including M&A
- Best practice salary packaging
Stakeholder management.
With our expertise in financial reporting, audit preparation and Australian Securities and Investments Commission (ASIC) compliance, we’ll handle the complexities, safeguarding your assets and keeping your operations safe, compliant and worry-free.
Our services include:
- Advice on financial & strategic matters
- Government & regulators – ATO, ASIC, ASX reporting, foreign regulators
- Manage auditors & liaise with bankers
- Employees – onboarding, payroll & expense
Business & corporate advisory.
Master the tax maze with our expert advice, innovative strategies and effective risk management. Whether you’re a business owner, stakeholder, large family group or high net worth individual, we can help.
Our services include:
- Advice on strategic & operational business issues, including growth planning
- Mergers, acquisitions & takeovers
- Capital management – funding submissions, IPOs, capital raisings & MBOs
- Management advice on pricing, budgeting, modelling & financial reporting
Treasury services.
Leverage Lumina’s expertise in cash management, strategic funding, currency management and capital optimisation to maximise your financial success.
Our services include:
- Managing cashflow & capital requirements
- Managing interest rates / FX rates
- Liaising with banks & credit agencies
- Capital optimisation & international transfers
AFSL & statutory compliance.
Experience seamless bookkeeping with our all-inclusive solution, providing secure, organised and transparent management of payments, invoicing, collections and transactions.
Our services include:
- Financial statements & audit files for auditors
- Monitoring & managing AFSL requirements
- Preparing & filing documentation with ATO, ASIC and ASX
- Internal controls and material event reporting
- Company secretary/registered office services
