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Business & corporate advisory.
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:
- Assistance with establishing a business in Australia, including entity incorporation, compliance considerations, finance systems set-up, market entry and business planning strategies.
- Management advice on pricing, budgeting, modelling, financial reporting and cost alignment.
- Advice on strategic and operational business issues, including growth planning.
- 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.
Lumina’s skillset and systems are exceptional and difficult to replicate internally. They attract and retain highly talented individuals who consistently deliver exceptional work.
Chief Operating Officer, large specialist investment management firm
General accounting & management reporting.
We craft timely, tailor-made, transparent and insightful financial reports, covering vital aspects of your business, ensuring you and your stakeholders stay well-informed and ahead of the game.
Our services include:
- Preparing financial information for statutory, management, parent entity and board reports.
- Reconciliation of balance sheet balances and key profit and loss data.
- Reconciliation of inter-company balances, including foreign exchange balances.
- Preparation of financial statements, including balance sheet, profit and loss, cash flow and other important information as required by a parent entity.
- Meeting parent entity reporting deadlines using concise and simplified report formats.
- Preparation of consolidated reports and liaison with subsidiaries, as required.
Very capable, highly technical, and very committed. The team under-promises and over-delivers.
Former Chief Financial Officer, large healthcare company
Statutory 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 the entity’s audit file and coordination with the auditor.
Lumina attracts and retains highly talented individuals who consistently deliver exceptional work.
Chief Financial Officer, large independent investment management firm
Tax & accounting solutions.
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:
- Preparation and lodgement of annual Income Tax and Fringe Benefits Tax returns.
- 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 major transactions, mergers and acquisitions, due diligence and complex tax consolidations.
- Expert advice on effective salary packaging, employee share schemes, tax structuring and expatriate tax issues.
- Advising on international tax issues, including cross-border structuring, repatriation strategies, tax residence, thin capitalisation, withholding taxes and impact of tax treaties.
- 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 International Financial Reporting Standards (IFRS).
- Managing dealings with the ATO, including private binding ruling applications, audits, reviews and dispute resolution.
Lumina employs smart, experienced individuals who pay careful attention to detail, delivering top-notch results and exceptional service. The Lumina team is a perfect cultural fit for our business.
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:
- Advice and management of company cashflow and capital requirements.
- Managing interest rates and foreign exchange rates in accordance with organisational policy.
- Liaison with the entity’s banks and credit agencies.
- Assistance with banking, including coordinating the opening of bank accounts, knowledge of required documents and maintaining relationships with relevant bank personnel on your entity’s behalf.
Lumina offers access to a wealth of knowledge, connections and networks. You'll receive dependable service from professionals who excel in numbers and understand the complexity of life and business.
Senior Partner, large international accounting firm
Bookkeeping.
Experience seamless bookkeeping with our all-inclusive solution, providing secure, organised and transparent management of payments, invoicing, collections and transactions.
Our services include:
- Attending to the payment of the entity’s creditors, including a review of authorisations and transactions.
- Management of cash balances, including bank, petty cash and credit cards.
- Preparation and distribution of company invoices.
- Banking, processing and reconciliation of investment income, disposals and other receipts.
- Correspondence with the parent entity regarding various bookkeeping matters, including inter-company and parent loan account reconciliations and reconciliation of foreign exchange differences.
- Maintaining files in a secure, consistent, orderly and transparent manner, using the latest document storage/ data recovery systems.
Lumina’s technical competence and the quality of their questions are top-notch. Trustworthy and impressive.
Chief Operating 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 employer payroll taxes and annual lodgement of reconciliation.
- Expert advice on effective salary packaging, tax structuring and expatriate tax issues.
Lumina understood the nature of what was a complex challenge, was very patient and understanding and delivered a perfect set of accounts.
Former Chief Financial Officer, large healthcare company
Corporate governance & company secretarial.
Experience peace of mind and freedom with Lumina’s corporate governance solutions. Let our experts handle all your compliance needs, so you can concentrate on growing your wealth and business.
Our services include:
- Improving internal controls by standardising forms, approval procedures and checklists.
- Ensuring all material matters, financial and non-financial, are reported in a timely manner to relevant personnel within the (global) enterprise.
- Providing a timely and informative reporting package to enhance board and management control.
- Acting as the company secretary and registered office.
- Preparation of board and shareholder meeting minutes.
- Preparation and filing of documents with the Australian Securities and Investments Commission (ASIC).
- Monitoring and managing Australian Financial Services Licence (AFSL) requirements, including financial resources statements and cash flow projections.
Lumina’s team is approachable and down to earth, and their systems are highly reliable.
Chief Operating Officer, large specialist investment management firm