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General management & asset reporting.
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:
- Maintaining investment cost registers, sound work papers, tax residency files, insurance asset logs, boat logs and offshore reporting.
- Reconciliation of the balance sheet balances and key profit and loss data.
- Preparation of financial statements, including balance sheet, profit and loss, cash flow, investment portfolio performance and other important information.
- Preparation of aggregated reports where family wealth is distributed across multiple entities or investment vehicles.
- Reconciling and reporting actual costs to project budgets for construction of properties and yachts – new and renovations.
- Reconciliation of inter-company balances, including foreign exchange balances.
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
Domestic & international payroll.
Delivered by experts in tax structuring and salary packaging, Lumina’s unique payroll solution goes above and beyond traditional payroll services, delivering compliance, precision and value.
Our services include:
- Managing all aspects of employee payroll, including liaison with overseas payroll providers.
- Remittance of tax withheld and superannuation contributions.
- Distribution of Fair Work Statement and Superannuation Choice Forms.
- Managing online payroll portal and Single Touch Payroll (STP) requirements.
- Maintaining annual, long service and sick leave entitlements.
- Handling annual workers’ compensation insurance (or overseas equivalent).
- Remittance of state payroll taxes and annual lodgement of reconciliation.
- Expert advice on effective salary packaging, tax structuring and expatriate tax issues (domestic only).
Lumina’s technical competence and the quality of their questions are top-notch. The team is trustworthy, reliable and technically impressive.
Chief Operating Officer, large specialist investment management firm
Bookkeeping.
Experience seamless bookkeeping with secure, organised and transparent management of payments, invoicing, collections and transactions.
Our services include:
- Attending to the payment of creditors, including a review of authorisations and transactions.
- Management of cash balances, including bank, petty cash and credit cards.
- Preparation and distribution of invoices and expense reimbursements from related entities.
- Banking, processing and reconciliation of investment income, disposals and other receipts.
- Maintaining files in a secure, consistent, orderly and transparent manner, using the latest document storage/ data recovery systems.
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
Treasury.
Leverage Lumina’s expertise in cash management, strategic funding, currency management and capital optimisation to maximise your financial success.
Our services include:
- Managing relationships with banks and credit agencies, including opening bank accounts, knowledge of required documents, foreign exchange trades and maintaining relationships with relevant bank personnel on your behalf.
- Advice and management of cashflow and capital requirements.
- Managing interest rates and foreign exchange rates in accordance with organisational policy.
- Cash reporting, both actual balances and forecasting.
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
External reporting & compliance.
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:
- Preparation of annual financial statements to be submitted for audit, in accordance with local accounting standards and mandatory statutory requirements.
- Preparing and filing documentation with compliance bodies, such as the ATO, ASIC and certain foreign regulators, including Activity Statements, income tax returns, FBT returns, company/trust registers and bank covenant reporting.
- Preparation of financial statements and/or external reporting to meet the needs of stakeholders within specified deadlines.
- Independent valuations of entities, assets, shares, accounting and tax advice, startups, sale and public listing.
- Preparation of the entity’s audit file and coordination with the auditor.
Very capable, highly technical, and very committed. The Lumina team under promises and over-delivers.
Former Chief Financial Officer, large healthcare company
Tax & accounting solutions.
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:
- Preparation and lodgement of annual Income Tax and Fringe Benefits Tax returns.
- Review and advice on structure of assets held within groups from an Australian tax perspective.
- Guidance and advice on tax effective strategies where cash is required to be drawn from the group.
- Expert advice on effective salary packaging, employee share schemes, tax structuring and expatriate tax issues (domestic only).
- Attending to Goods and Services Tax requirements with the Australian Taxation Office (ATO), including regular lodgement of Activity Statements and related documents.
- Advice on structuring transactions, mergers and acquisitions, due diligence and complex tax consolidations.
- Advising on international tax issues, including cross-border structuring, repatriation strategies, tax residence, thin capitalisation, withholding taxes and impact of tax treaties.
- Managing dealings with the ATO, including private binding ruling applications, audits, reviews and dispute resolution.
- Assistance with the development of transfer pricing policies and documentation.
- Tax accounting, including calculation of tax provisions, deferred tax balances and related disclosures in accordance with accounting standards under the International Financial Reporting Standards (IFRS).
Lumina can identify potential tax issues arising from foreign tax jurisdictions and foreign structures, including:
- Clients with dual tax residency.
- Australian ownership of foreign entities.
- Foreign ownership of Australian entities.
- Impact of transfer pricing.
Lumina has great working relationships with both local and overseas tax specialists and we work closely with them in these matters, acting as the facilitator, the key source of information/data and client liaison.
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
Wealth, corporate & governance advisory.
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. Trust us to help you navigate this journey with confidence.
Our services include:
- Assisting in creating and implementing estate planning strategies to transfer wealth to the next generation.
- Advice on strategic and operational issues, including growth planning.
- For establishing entities in Australia, assistance with incorporation, compliance considerations, finance systems set-up, market entry and business planning strategies.
- Management advice on pricing, budgeting, modelling, financial reporting and cost alignment.
- Assistance with mergers, acquisitions and takeovers, from strategy, negotiation, pricing/valuation and modelling to deal management, due diligence, ongoing advice and implementation.
- Assistance with capital management, including funding submissions, Initial Public Offering (IPO), capital raisings, management buyouts and off- and on-market share buy backs.
- Improving internal controls by standardising forms, approval procedures and checklists.
- Ensuring all material matters, financial and non-financial, are reported promptly to relevant personnel within the enterprise.
- Acting as the company secretary and registered office for entities.
- Preparation and filing of documents with the Australian Securities and Investments Commission (ASIC).
Lumina attracts and retains highly talented individuals who consistently deliver exceptional work.
Chief Financial Officer, large independent investment management firm.