Our Services
Integrated Advisory, End-to-End Capability
A fully integrated suite of professional services spanning financial reporting, audit, tax, business advisory, corporate finance, governance, forensic accounting, infrastructure and property advisory, transformation programs, and due diligence. Each service is delivered under direct partner oversight, and each is scoped against the same three questions: what is the risk, what is the strategy, and how will the value be measured?
01
Audit & Assurance
Audit and assurance are at the core of our practice. L&A delivers technically rigorous audit, assurance, and forensic services across regulated and high-scrutiny environments, providing boards, executives, and audit and risk committees with the independent assurance they need to govern with confidence.
Our Approach: Our ASIC Registered Auditors combine professional scepticism with analytical insight, leveraging Power BI, AI, SQL, and advanced Excel for audit analytics — detecting anomalies, trends, and control weaknesses that traditional sampling methods miss. We operate effectively in co-sourced Chief Audit Executive environments.
OUTCOME
Material misstatement and control failure identified through risk-based planning and analytics applied across the full transaction population. Findings sequenced into a remediation plan management can execute, not a list of exceptions. The measure is stakeholder confidence, demonstrably strengthened controls, and fewer repeat findings year on year.
SERVICE OFFERINGS
- ASIC-registered statutory company audits
- SMSF audits
- Trust account audits
- Payroll and Fair Work audits
- Foreign subsidiary and AFSL entity audits
- Risk assurance and consulting
- Internal audits, governance and controls reviews
- Forensic audits
- Compliance and grant audits
- Financial control reviews
- Not-for-profit organisation audits (including ACNC)
Related Services
SERVICE OFFERINGS
- Corporate tax advisory and compliance
- Business structuring and restructuring
- Tax planning
- GST advisory and indirect tax
- Capital Gains Tax (CGT) planning
- R&D Tax Incentive advisory
- Cryptocurrency and digital asset taxation
- Personal tax and individual returns
- Trust and asset protection structures
- ATO engagement and dispute support
- AAT and ART tribunal representation
- International tax and cross-border compliance
- Fringe Benefits Tax (FBT) advisory
- SMSF tax compliance
- Strategic succession and asset protection
Related Services
02
Tax Advisory & Structuring
Effective tax management is about more than meeting compliance deadlines. We develop strategies that actively support business growth, protect wealth, facilitate succession, and ensure you retain more of what you earn — while maintaining full compliance with Australian tax laws.
Our Approach: We deliver tax advisory through a combination of in-house expertise and specialist Registered Tax Agent associates. We take a forward-looking approach, anticipating legislative changes and positioning your tax strategy to remain effective as requirements evolve.
OUTCOME
Structuring, CGT, GST, FBT and cross-border positions reviewed and documented before they are questioned. Structures built for where the business is going rather than where it has been. The measure is leakage removed, effective tax position improved, and wealth protected — quantified, not asserted.
03
Strategy & Business Advisory
We partner with organisations at every stage of maturity to drive sustainable performance, operational efficiency, and long-term growth — from strategic planning and executive financial leadership through to day-to-day accounting and compliance support.
Our Approach: We work alongside your leadership team to identify what is holding the business back and what will drive it forward. Whether deploying an outsourced CEO or CFO, building a strategic roadmap for market expansion, or ensuring your day-to-day accounting runs smoothly, we deliver practical, results-oriented advisory grounded in commercial reality with strong governance.
OUTCOME
Cash flow, covenant, concentration and key-person exposures surfaced early, with governance proportionate to the stage of the business. CEO and CFO-level leadership applied to a sequenced roadmap: what to fix, what to fund, and in what order. The measure is stronger financial foundations and agreed KPIs reported against.
SERVICE OFFERINGS
- Virtual CEO & CFO services
- Strategic restructuring and turnaround
- Capital raising preparation and support
- Succession planning and implementation
- BAS preparation and lodgement
- Financial reporting (AASB, IFRS)
- Cloud accounting implementation
- Financial performance management
- KPI development and business analytics dashboards (Power BI, Tableau)
- Growth strategies and strategic roadmaps
- Accounting and bookkeeping (Xero, MYOB, QuickBooks)
- Monthly management reporting
- Budgeting, forecasting, and cash flow analysis
- Corporate secretarial and ASIC compliance
Related Services
SERVICE OFFERINGS
- Mergers and acquisitions advisory (domestic and cross-border)
- Debt structuring and refinancing advisory
- Funding strategy and lending facilitation
- Transaction structuring and tax advisory
- Development feasibility studies
- Capital raising and investor reporting
- Joint venture structuring and transaction support
- Financial modelling and scenario analysis
- Information Memoranda and investor materials
- Post-deal integration support
Related Services
04
Corporate Finance & Transactions
Whether acquiring, divesting, raising capital, planning succession, or securing funding, we provide strategic transaction advisory, capital structuring, and commercial support to protect your interests and maximise shareholder value at every stage of the deal lifecycle.
Our Approach: We take a principal-advisory approach — working alongside you as a trusted partner rather than a process-driven intermediary. Our team manages the commercial, financial, and structural complexity from origination through to completion and post-deal integration.
OUTCOME
Deal, funding, structural and counterparty exposure assessed before terms are agreed, with the downside case modelled rather than assumed away. Transactions structured around your objectives — control, tax position and post-deal reality. The measure is capital secured, terms improved, and value protected through completion and integration.
05
Risk & Governance
Effective governance and risk management are the foundations of organisational resilience. We help organisations build, strengthen, and sustain governance frameworks that are fit-for-purpose, defensible, and aligned with strategic objectives.
Our Approach: We take a pragmatic, commercially focused approach. Rather than imposing theoretical frameworks, we design and implement solutions tailored to your organisation's size, sector, regulatory environment, and risk appetite. Experience spans ASX-listed entities, government agencies, and complex multi-stakeholder environments.
OUTCOME
Risk assessed against your stated appetite across all six domains and escalated on defined triggers. Frameworks proportionate to the entity — designed, not imported — and aligned with IIA Standards and your committee's expectations. The measure is defensible assurance for boards and committees, findings closed, and controls that operate in practice.
SERVICE OFFERINGS
- Internal audit programs and delivery
- Policy and compliance reviews
- Risk management frameworks
- SOX-aligned control frameworks
- Governance framework reviews and development
- Procurement and probity advisory
- Board governance reviews
Related Services
SERVICE OFFERINGS
- Fraud investigation and detection
- Forensic accounting analysis
- Litigation support and damage quantification
- Shareholder dispute resolution
- Partner and director breach investigations
- Asset tracing and recovery
- Expert witness reports and testimony
- Financial misconduct reviews
- Business interruption claims
- Regulatory compliance investigations
Related Services
06
Forensic Accounting & Investigations
When financial integrity is questioned, the quality of the investigation determines the outcome. Our forensic accounting services provide meticulous, independent analysis that uncovers the truth, traces the funds, and delivers evidence that stands up in court.
Our Approach: Our team includes Chartered Accountants and ASIC Registered Auditors with specialist forensic experience. We apply structured forensic methodologies and have recovered millions in fraud cases.
OUTCOME
Evidence preserved and chain of custody established before the position deteriorates. Structured forensic methodology directed at the legal outcome, not only the accounting question. The measure is findings that withstand cross-examination, and funds recovered.
07
Infrastructure, Property & Program Advisory
Complex infrastructure and development programs demand advisory partners who understand both the financial and the physical dimensions of delivery. We provide specialist advisory and delivery support for capital works portfolios, major projects, property development, and organisational transformation.
Our Approach: Our team deploys experienced program directors, PMP-certified project managers, development advisers, and governance specialists who have delivered across transport, civil works, ICT, property development, and government transformation programs.
OUTCOME
Cost, schedule, probity, approvals and delivery risk visible at portfolio level and escalated on defined triggers. Business cases, governance and PMO structures built for the delivery model actually in use. The measure is programs delivered to time and budget, with an audit trail that survives scrutiny.
SERVICE OFFERINGS
- Infrastructure investment strategy
- Property development advisory and feasibility
- Site acquisition, highest-and-best-use, and development structuring
- Program and portfolio management
- Delivery assurance and program recovery
- Schedule, cost, and risk management
- Capital works governance frameworks
- Business case development and investment modelling
- PMO establishment and governance
- Contract and procurement advisory
Related Services
SERVICE OFFERINGS
- ERP implementation and finance transformation
- Digital transformation strategy
- Supply chain transformation
- Change management and stakeholder engagement
- Process automation and workflow optimisation
- Operating model redesign
- Cloud systems implementation
- Data analytics and business intelligence
- Technology program governance
- Transformation roadmap development
Related Services
08
Transformation & Technology Programs
Organisations that fail to modernise risk falling behind. We help businesses navigate enterprise-wide transformation — from ERP implementation and finance system upgrades through to operating model redesign and digital strategy.
Our Approach: We combine financial advisory insight with hands-on delivery experience. Unlike pure technology consultancies, our advisory is grounded in financial and operational discipline — we understand what matters to CEOs, CFOs, audit committees, and boards.
OUTCOME
Control integrity, data migration and benefit erosion managed through the build rather than discovered at go-live. Sequenced transformation grounded in financial and operational discipline, with the target operating model defined before the technology is selected. The measure is benefits realised against the approved business case, and adoption evidenced.
09
Wealth & Superannuation
Building and protecting wealth requires more than good investment returns — it requires strategic structuring, disciplined compliance, and long-term planning. We help clients take control of their financial future through expert SMSF management, retirement planning, and comprehensive asset protection.
Our Approach: Our team has helped clients build multi-million-dollar retirement portfolios. We provide complete SMSF solutions from client initiated establishment through ongoing accounting administration and tax compliance, with independent audit by our ASIC Registered SMSF Auditors.
OUTCOME
Trustee obligations under the SIS Act, contribution caps, in-house asset rules and deed currency reviewed on a cycle rather than discovered at audit. Structure and asset protection built around the member's circumstances, with financial product advice referred to external licensed advisers. The measure is compliance findings closed, contribution capacity recovered, and administration cost reduced.
SERVICE OFFERINGS
- Client initiated SMSF establishment and structure design
- Contribution and pension phase strategies
- Trustee education and support
- Estate and succession planning
- High-net-worth advisory
- Strategic investment planning and PCT arrangements
- Annual SMSF compliance, reporting, and audits
- Retirement planning and income optimisation
- Asset protection strategies
Related Services
SERVICE OFFERINGS
- Independent business valuations (APES 225)
- Property and asset due diligence
- Development feasibility and commercial assessments
- Shareholder and partnership dispute valuations
- Pre-acquisition reviews and investor reporting
- Buy-side and sell-side financial due diligence
- Investment and acquisition analysis
- Financial modelling and scenario analysis with stress testing
- Succession and estate planning valuations
- Commercial risk assessment
Related Services
10
Due Diligence & Valuations Advisory
Informed decisions require independent, rigorous analysis. Whether acquiring a business, defending a shareholder dispute, assessing a property investment, or planning succession, our team provides the clarity and confidence you need to act decisively.
Our Approach: We combine multiple valuation methodologies — DCF, capitalisation of future maintainable earnings, and market-based approaches — with thorough financial and operational due diligence. Our work is APES 225 compliant and designed to withstand scrutiny.
OUTCOME
What is not in the information memorandum — undisclosed liabilities, optimistic assumptions, and the realistic downside case — established before commitment. Analysis aimed at the decision in front of you, framed as price, terms, or walk away. The measure is price renegotiated, exposure avoided, or a valuation defensible enough to end a dispute.
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