Full finance function.
In addition to our seamless, full bookkeeping function, we craft timely 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:
- 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.
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:
- 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 over 25 years of experience dealing with regulatory bodies, banks, auditors and clients’ employees, Lumina’s expert teams collaborate with your diverse stakeholders to ensure a comprehensive and coordinated approach to managing your business for optimal outcomes.
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
Wealth & corporate advisory.
Whether you’re looking for estate planning strategies, wealth transfer advice or to grow your family business, our comprehensive wealth and corporate advisory solution will help you confidently navigate every stage of your journey.
Our services include:
- Estate planning strategies to transfer wealth to the next generation
- Establishing new local entities – incorporation, finance systems, market entry strategies
- Capital management – funding submissions, IPOs, capital raisings & MBOs
- Mergers, acquisitions & takeovers
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
Statutory compliance.
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:
- Financial statements & audit files for auditors
- Preparing & filing documentation with ATO, ASIC and ASX
- Internal controls and material event reporting
- Company secretary/registered office services
