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Finance & Insurance

Elliotts | William Buck | Not For Profit Accounting Specialists | mecu | Global Partnerships | BDO | ACI Broking Services Pty Ltd - saving on insurance costs | AON | Malcolm V. Leeke & Co. Chartered Accountants / Auditors | Not For Profit Consultancy Services | Return Salary Packaging


 Elliotts

 

At elliotts we understand the challenges faced by not-for-profits, that is why we specialise in assisting these organisations with the necessary knowledge to increase efficiency and improve profitability.

elliotts has successfully obtained Payroll Tax and Income Tax exemptions, GST concessions and FBT rebateable status for a number of not-for-profit organisations and may be able to help your not-for-profit achieve the same.

elliotts have a team of experts in focusing on not-for-profit organisations. Our diverse skill set and extensive suite of services include:

  • Business Accounting Services
  • Professional Accounting Services
  • Tax Services
  • Wealth Advisory
  • Supperannuation

Kevin Stapleton, General Manager of USQ Student Guild, said 'Over the past 18 years elliotts have provided us with a range of accounting, business development, salary packaging and taxation advice. the advice has always been relevant, highly reliable, client centred and professional. I have no hesitation recommending elliotts for providing business accounting and tax advice to your organisation.'

Contact:

Level 11, 87 Wickham Terrace, Spring Hill QLD 4000
Tel: 07 3833 3999
Fax: 07 3833 3900
Web: www.elliottsgroup.com.au
Email: info@elliottsgroup.com.au

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 William Buck

 

William Buck has as a proud reputation for providing tailored services and quality, meaningful solutions for our clients across our service offering.

This reputation is a result of our strongly held values which go beyond good business principles and are engrained in the culture of our firm, its history and most importantly its people.

Our core serices include:

  • Audit & Assurance
  • Business Advisory
  • Business Recovery
  • Corporate Advisory
  • Superannuation
  • Tax Services
  • Wealth Advisory

We are experts in the field of not-for-profit organisations and have a dedicated team devoted to this sector. Particularly, our client experience has revolved around government grants, charitable donations and health support organisations.

We take a hands-on, personal approach to all our clients and truly understand the importance of delivering high quality, prompt service and appreciate the need to deliver to budgets and deadlines.

Our clients notice a positive difference with William Buck

Contact:

Name: Corrine Siddles - Principal
Phone: +61 3 9824 8555
Email: Corrine.Siddles@williambuckvic.com.au
Web: www.williambuck.com

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 Not For Profit Accounting Specialists

Not For Profit Accounting Specialists logo

Over the last decade, Not For Profit Accounting Specialists has developed a reputation for providing a friendly, quality, personal service which meets the specific needs of the NFP sector. The firm's client base is diverse and includes organisations in the community, cultural, disability, educational, health, sport and recreational areas, throughout Australia

The firm provides and has extensive expertise in a range of services including charity start-up assistance, bookkeeping, payroll, salary packaging, financial & management accounting, funding submissions & acquittals, budgeting, auditing, BAS & GST, administrations & wind-up assistance. We provide relief staff and also undertake one-off projects and consultancies in areas such as financial systems, organisational structures, fraud prevention, governance and financial health.

As one client said, "We have built an excellent relationship with NFPAS, they are thorough, organised and demonstrate a commitment to deadlines which has made many an AGM a pleasant experience ... a breath of fresh air!"

Contact: Brenton Cox

Level 1/70 Wyatt Street
Adelaide SA 5000
Ph: 08 8215 0022
Mob: 0401 852 807
Fax: 08 8215 0011
Email: brenton@nfpas.com.au
Web: www.nfpas.com.au

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mecu

mecu intelligent banking logo

mecu: a different kind of banking
We aim to become Australia's pre-eminent socially responsible financial institution.

Personal banking, insurance and financial planning are offered in a sustainable way, and we don't compromise on friendly service, competitive interest rates, and fairer fees and charges.

We ensure that social and environmental considerations are part of every aspect of our business.

Our Community Access Account ahs been designed to provide schools and non-profit organisations with excellent value. It features at call funds and very competitive interest rates, a chequebook facility, and you can talk to us about waiving fees.
For more information call 132 888, visit mecu.com.au or your local service centre.

General Adivce Warning: In providing you with this information you should consider the appropriateness of this advice with regards to your particular financial situation and needs. You should consult the Financial Services Guide before making a decision to apply for products with mecu.

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Global Partnerships

Global Partnerships Financial Consulting logo

"Global Partnerships deliver innovative advice and financial solutions that empower clients to make informed decisions to achieve peace of mind and ongoing security".

We understand the financial challenges faced by not-for-profit organisations. Our role is to assist boards and management committees with the appropriate selection of investment strategies to help meet future capital requirements and operating expenses incurred in the delivery of services.

Through our extensive research and work with not-for-profit organisations, we have produced a white paper. The white paper will assist boards and committees to better understand how they can manage their investments and have more time to concentrate on core business activities. Aligning the investment strategy with the long-term goals and objectives of the organisation is vital.

"(I'm) dealing with a board who are very conservative, many of whom have had limited experience in managing investment portfolios and therefore they will tend to make decisions based on their own insecurities and conservatism. They have a fairly short-term focus and are very reactive to market movements. That can be very damaging to structuring a long-term investment plan." [Executive Officer, not-for-profit organisation]

To obtain a copy of our white paper, go to our website www.gpfc.com.au and follow the links under "Our Services".
Contact Details

Level 4, 34 Queen Street, Melbourne VIC 3000
(We are located on the corner of Queen Street & Flinders Lane)
Tel: (03) 8614 1616 Fax: (03) 8614 1600
www.gpfc.com.au

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BDO

 

BDO operates throughout Australia and the world with around 25,000 staff in more than 600 offices in over 100 countries. Our national service lines include:
. Audit & Assurance
. Business Advisory Services
. Business Recovery & Insolvency
. Consulting
. Corporate Finance
. Taxation

Our Services also include a range of specialisations, in particular, Forensic Services, Accredited Family Business Advisory Services and Accredited Growth Services. These services are provided to individuals, clients ranging from large corporates to small and medium growth-focused enterprises representing a broad range of industry sectors, as well as government departments and the public sector.

BDO provides an alternative value-based option for these clients. An option that gives all of the flexibility, specialist expertise, closeness and personal service typical of a local firm, together with all of the capabilities, network and strength of a large scale global service. We continually strive - through our people, relationships, results and reputation - to provide our clients with value that is without equal.

Tel: +61 (0)7 3237 5731 Fax: +61 (0)7 3221 9227
Email: chris.skelton@bdo.com.au
Web: www.bdo.com.au
Contact: Chris Skelton

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ACI Broking Services Pty Ltd - saving on insurance costs

We are a leading specialist insurance broker who concentrates on delivering cost savings to NFPO's and their service providers. ACI acts on your behalf and chooses insurance companies globally to provide tailored insurance coverage to suit all budgets and risk exposures.

ACI provides a 24/7 electronic delivery of documentation and in some insurances complete delivery of domestic and corporate insurances via our purpose built website.

Our executives are highly qualified insurance professionals who can also provide risk management advice such as property/liability risk assessment, occupational safety and health, business continuity planning, disaster recovery and a range of risk/cost reduction activities.

WA: mike.newbigin@acibroking.com.au
VIC: cynthia.galante@acibroking.com.au
NSW: stephen.sinclair@acibroking.com.au
QLD: mike.newbigin@acibroking.com.au
SA: mike.newbigin@acibroking.com.au

34 Brisbane Street, Perth WA 6000
Tel: +61 (08) 9228 6228 Fax: +61 (08) 9228 4988
Web: www.acibroking.com.au
ABN: 33 056 743 670 AFSL: 241 184

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AON

Aon is Australia's leading Insurance Broker with a long association with Not for Profit organisations. We assist with either Risk and Insurance solutions for the Association itself or creating and providing Insurance facilities for the benefit of their members.

Two of the most important insurance products tailored specifically for Not for Profit organisations are:

  • Association Liability
  • NFPO Public/Products Liability

Association Liability Insurance provides protection for those in the organisation that make decisions and direct the Organisation's activities. Unfortunately mistakes, or an oversight can be made by an office bearer and it can either jeopardise the existence of the organisation or even the personal finances of that individual. Why would you want to volunteer to help run an organisation knowing if you get blamed for a financial loss relating to a decision you made, you could lose your house or perhaps everything you ever worked for?

If you would like to have more information on these exposures, we have Association Liability experts in every state of Australia. Here are some main contacts:

Queensland
Contact: Robert Cooper
Telephone: 07 32237528
Email: robert.cooper@aon.com.au

South Australia
Contact: Karlie Hannagan
Telephone: 08 83011172
Email: karlie.hannagan@aon.com.au

New South Wales
Contact: Ashling Duane
Telephone: 02 92537548
Email: ashling.duane@aon.com.au

Victoria
Contact: Chris Ristevski
Telephone: 03 92113149
Email: chris.ristevski@aon.com.au

Western Australia
Contact: Peter Falleson
Telephone: 08 94294401
Email: peter.falleson@aon.com.au

Tasmania
Contact: Debbie Spandonis
Telephone: 03 62349770
Email: debbie.spandonis@aon.com.au

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Malcolm V. Leeke & Co. Chartered Accountants / Auditors

At Malcolm V Leeke & Co we take pride in our Audit Division with fine attention to our duties under the Corporations Act 2001 and the Associations Incorporations Act 1981. Our audits are conducted in accordance with the Australian Auditing Standards and the Australian Accounting Standards with the use of computerised auditing software. We will not comprise our independence and will report our findings whether they are positive or negative.

Our services for our audit division include Internal and external audit, preparation of statutory financial statements, salary packaging for fringe benefits and general accounting advice.

To ensure your satisfaction we offer a no obligation quote, no charge for the tender process and a fixed fee for three years.
http://www.leeke.com.au/index.php?option=com_content&task=view&id=16&Itemid=33

EMail auditor@leeke.com.au
Phone (07) 3355 7799ariri Consulting

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Not For Profit Consultancy Services

25 years experience working with non-profit organisations led to the establishment of Not-For-profit Consultancy Services.
Qualifications of staff include:
. Graduate Certificate in Philanthropic & Non-profit Management
. Bachelor of Commerce
. Certificates - Assessment and Workplace Training, Small Business Management and Administration, and Workplace Health and Officer's Course
. Memberships - National Institute of Accountants and previously Regional Council of CPA Australia

Our public Accountancy firm offers affordable services to not-for-profits, including:
. Audits
. Report and submission writing
. Budgeting, strategic and business planning
. Training services that include MYOB and GST. (Our knowledge of taxable supplies ensures all input tax credits are claimed.)
. Assistance with policies and procedures to meet accreditation and other compliance issues including ITEC, DGR and PBI

Located in Townsville, services available Australia-wide.
Contact: Jean Stone, Director
Tel: 04 2205 3911
Email: nfpcs1@bigpond.net.au
12 Jermyn St Hermit Park QLD 4812

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Return Salary Packaging

Return Salary Packaging logo
Want to attract and retain QUALITY staff?
As an FBT-exempt or FBT-rebateable employer, you're in a UNIQUE position to provide considerable tax savings to your staff.

GET AN 'UNFAIR' ADVANTAGE OVER OTHER EMPLOYERS

HELP YOUR STAFF SAVE TAX
Your staff may benefit from salary packaging a range of EVERYDAY costs such as home loan repayments, rent, laptops, car repayments and superannuation from before-tax earnings.
If you're in a position to give your employees THOUSANDS of dollars extra EVERY year, can you really afford not to?

SET IT UP RIGHT
Your employee's salary package needs to be ATO COMPLIANT to ensure the maximum benefit can be achieved.
We can set the whole thing up for you, or guide you through what you need to do.

Contact Return Salary Packaging on 1300 13 22 70 to see how we can help you. Or visit our website at www.returnsalarypackaging.com.au

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