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 statement
- Reconciliation of balance sheet and P&L
- Best practice IT systems and data storage
- All financial information for statutory, management & parent entity reports
Tax & accounting.
With our deep expertise in Australian and international tax requirements, we can provide expert advice, innovative strategies and effective risk management, at an individual and company level, for your local Australian businesses.
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 Australian regulatory bodies, banks, auditors and employees, Lumina’s expert teams collaborate with your diverse local and international stakeholders to ensure a coordinated approach and timely reporting to parent entity management.
Our services include:
- Regular communication & reporting to parent entity management
- Advice on financial & strategic matters
- Government & regulators – ATO and ASIC reporting, foreign regulators
- Manage auditors & liaise with bankers
- Employees – onboarding, payroll & expense
Business & corporate advisory.
Whether you’re looking to establish or grow an Australian business, our comprehensive business and corporate advisory solution will help you confidently navigate every stage of your journey.
Our services include:
- Assistance establishing Australian businesses – incorporation, compliance, systems & strategy
- 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
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 and ASIC
- Internal controls and material event reporting
- Company secretary/registered office services
