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Full finance function.
Efficient and knowledgeable, Lumina’s expert teams collaborate with your other trusted advisers to ensure a comprehensive and coordinated approach to managing your family’s wealth for optimal decision-making.
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
Lumina’s skillset and systems are exceptional and difficult to replicate internally. Lumina attracts and retains highly talented individuals who consistently deliver exceptional work.
Chief Operating Officer/ Chief Financial Officer, large specialist investment management firm
Tax & accounting.
Experience seamless bookkeeping with secure, organised and transparent management of payments, invoicing, collections and transactions.
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
Lumina employs smart, experienced individuals who pay careful attention to detail, ensuring top-notch results and exceptional service. Besides being a perfect cultural fit, they are also people you'll enjoy spending time with.
Chief Operating Officer, large specialist investment firm
Stakeholder management.
Leverage Lumina’s expertise in cash management, strategic funding, currency management and capital optimisation to maximise your financial success.
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
Lumina offers access to a wealth of knowledge, connections, and networks. You'll receive dependable service from professionals who understand the complexity of life and business and excel in numbers.
Senior Partner, large international accounting firm
Wealth & corporate advisory.
With our expertise in 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:
- 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
Very capable, highly technical, and very committed. The Lumina team under promises and over-delivers.
Former Chief Financial Officer, large healthcare company
Treasury services.
Master the tax maze with our expert advice, innovative strategies and effective risk management. Whether you’re a large family group, high net worth individual, business owner or stakeholder, we can help.
Our services include:
- Managing cashflow & capital requirements
- Managing interest rates / FX rates
- Liaising with banks & credit agencies
- Capital optimisation & international transfers
Absolute pleasure to deal with, the Lumina team is highly dependable and they have an excellent questioning mindset - they know when to ask questions and which questions to ask to arrive at the best decisions for business success. They always communicate and deliver.
Senior Partner, large international accounting firm
Statutory compliance.
Maximise your assets with our all-in-one advisory solution. We’ll guide you through every step, whether you’re expanding your estate, growing your business or strategising your wealth transfer. Let us help you navigate this journey with confidence.
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
Lumina attracts and retains highly talented individuals who consistently deliver exceptional work.
Chief Financial Officer, large independent investment management firm.