Accountants Northern Beaches by imexpert

Business Advisors, Business Accountants, HR & Finance

Valued relationships. Trusted advice. Innovative solutions. Business Advisory

Taxation & Accounting https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

International Services

Superannuation

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Business Advisors, Business Accountants, HR & Finance

Financial Planning

Audit & Assurance

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Business Advisors, Business Accountants, HR & Finance

Finance

Human Resources

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Business Advisors, Business Accountants, HR & Finance

Work Health & Safety

Latest news

New Federal Court Ruling: Time to Review Your Casual Employment Arrangements

COVID-19 Return to the Workplace: Safe Work Principles

28/05/2020 | Allan Hall

A decision by the Federal Court last week on casual employment in the WorkPac v

As restrictions ease across Australia, there are some essential WHS considerations for

Rossato case has significant implications for

businesses to prepare for the re-opening of

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

clients with long term or regular casual employees. The main take-outs of the

the workplace. With the progressive easing of COVID-19 restrictions, it is essential for

decision regarding casual employment arrangements are as follows: Under certain

you to meet your obligations for workplace health and safety and provide an

circumstances, employees who have been regarded as casuals (ie. where there is a

environment that allows a safe return to the workplace for your employees, customers

“firm advance commitment”) may be misclassified, as they should be treated as

and suppliers. This simply requires the workplace to be safe and without…

ongoing… Read more Read more

Cost Reduction Tactics for Small Businesses 18/05/2020 | Allan Hall

At a time like this, money is tight for pretty much every business. Cutting costs can be a quick and easy way to improve the profitability of your business. Introducing cost-control measures can bring immediate savings and ensure you remain profitable in the long term. But it’s important that costcontrol measures are carefully managed. Eliminating errant expenses is clearly beneficial, but indiscriminate cost-cutting could lead to a drop in quality,… Read more

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

Allan Hall named finalist in numerous firm-wide categories, including the Australian Accounting Awards 2019 Allan Hall Business Advisors continues to impress with individual, network and firm-wide awards and accolades, with our latest nomination as finalists in 6 categories of the Australian Accounting Awards 2019, Women in Finance Awards and HR Manager of the Year. For further details and a full list of our recent awards, click below.

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

Global alliance focussed on business excellence Allan Hall is the Sydney member of Alliott Group, an award winning, growing, global alliance of 160+ accounting, law and consulting firms in 60+ countries. Read more

Proud traditions and knowledge together with fresh ideas and forward thinking Allan Hall Business Advisors is the largest Chartered Accounting firm on the Northern Beaches of Sydney and one of the largest and fastest growing non-CBD firms in Australia. Our clients range from small businesses to large multi-nationals and our award-winning service is built on collaboration and communication, providing trusted, practical advice and building enduring relationships that are valued by our clients, staff and community. Read more

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

Our team at Allan Hall Business Advisors is waiting to help you.

+61 2 9981 2300

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Business Advisors, Business Accountants, HR & Finance

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/[28/05/2020 2:16:37 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Business Advisory

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Proactive solutions-based advice and services to ensure optimal support for your business needs

Whether it is working with you to protect your assets, fund your business growth, or develop an exit strategy to maximise your return for a comfortable retirement, we offer business advice through practical and innovative solutions to help you achieve your business goals. Information is vital for businesses to make the right decisions at the right time. Our advisors understand that a comprehensive suite of tailored advice and services can ensure optimal outcomes for your tax and business matters.

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

More Moreâ&#x2013;˛

Business Review How does your business stack up? Are you doing everything possible to maximise the efficiency and effectiveness of your business? We know that the key to operating any successful business is the ability to monitor its performance by identifying gaps and opportunities for improvement, all achieved through the Allan HallÂ Business Review.

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Business Planning and Structuring Whether itâ&#x20AC;&#x2122;s a start-up business or one that it is expanding into a new market, the need to develop a clear and strategic business plan and structure is crucial for your business to ensure that it is sustainable and competitive in an evolving market. Partnering with Allan Hall Business Advisors provides you with highly qualified and skilled professionals, who will create innovative solutions and provide technical expertise and market advice to maximise your business benefits. More

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

KPIs and Benchmarking Do you really know how your business is performing? How does it compare to its competitors? To compete and stay at the forefront in todayâ&#x20AC;&#x2122;s business climate, requires you to be aware of your competitors and be able to compare your business. More

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Budgeting and Cashflow Management Regardless of the profitability of your business, if you are unable to manage your businessâ&#x20AC;&#x2122;s cashflow, its operating performance will be effected. â&#x20AC;ŻBudgeting and cash flow management is an integral part of being in a business. A cash flow budget helps manage borrowings, collection of debtors and payment of employees, creditors and owners, as well as a plan for investment spending. More

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Business Growth All businesses have one thing in common â&#x20AC;&#x201C; the aim to grow.Â The difficulty for many is understanding how to maximise the growth potential of your business and knowing what the right amount of growth for your business is, to ensure stability and future success. Through the consultation of our skilled advisors at Allan Hall, we can assist you to understand the main drivers influencing the growth of your business as well as factors threatening expansion. More

Business Recovery https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

There are many reasons why a business may find itself having financial performance issues. Whether it is due to liquidity or cash flow concerns, new competitors in the market or stakeholder pressure, this is a time when gaining support from highly skilled advisors is crucial, in order to detect issues early on and provide recommendations to assist in the recovery of business performance and growth. More

Succession Planning Have you prepared for the next phase of your business? Establishing a succession plan early on is necessary to achieve your business goals as it will ensure the smooth continuation of your business after your departure, sale or retirement. A lack of succession planning can dramatically impact the continuation of your business. If succession is important to you and if you do not want to leave things to chance, then planning, independent advice and early action is critical, to ensure you are able to provide the needs of the business and its ongoing journey of growth.

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Other Business Advisory Services At Allan Hall, we provide support and advice for the full life cycle of a business. Beyond providing advice centred around accounting and tax compliance areas, we also deliver the following services. More

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Our team at Allan Hall Business Advisors is waiting to help you. With more than 60 years of experience in accounting and consulting on the Northern Beaches, Allan Hallâ&#x20AC;&#x2122;s business advisors guarantee you quality services from the purchase or sale of a business through to management accounting advice. The specialisation of our accountants and advisors guarantees you valuable support for developing or restructuring your business strategies, across a range of industries.

+61 2 9981 2300

Learn more about our team

Latest news

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

Cost Reduction Tactics for Small Businesses 18/05/2020 | Allan Hall

NSW Government Announcement: 2020 Land Tax COVID-19 Relief 13/05/2020 | Allan Hall

The NSW Government has implemented measures to provide relief to commercial and residential landowners, who have chosen to reduce rent to a tenant due to the tenant experiencing financial hardship as a result of COVID-19. With the introduction of the 2020 land tax COVID-19 relief put in place yesterday, the 12th of May, the NSW Government aims to decrease a landowner’s land tax payable … Continued

JobKeeper Payment: Important Next Steps 06/05/2020 | Allan Hall

It is very important to keep up to date with the JobKeeper Payment next steps and upcoming key dates to ensure you don’t

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Business Advisor | Allan Hall Business Advisors | Northern Beaches

miss critical deadlines to receive payments. The ATO has identified 3 key steps in order to receive the JobKeeper payment. If you have already completed Step 1 and enrolled for JobKeeper, the important next steps you need to complete from this week in order … Continued

https://allanhall.com.au/business-advisor/[28/05/2020 2:17:01 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Taxation and Accounting

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

A refreshing approach to accounting and tax compliance

Tax compliance and reporting regulations are becoming more time intensive, more complex and more of a burden to many business owners. Whether you are an individual, small business or multinational company, your business is affected by evolving tax legislation and reporting compliance which can place a significant drain on resources and impact your businessâ&#x20AC;&#x2122;s performance if it is not managed effectively. With over 60 years of service, our Sydney based accountants have a wealth of experience in all areas of Australian taxation and understand that different clients, have different

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

compliance needs. More Moreâ&#x2013;˛

Tax planning and structuring When it comes to tax, failing to plan can have detrimental effects to your businessâ&#x20AC;&#x2122;s bottom line and its ability to grow. Through effective planning and structuring, our team can establish the financial position and profitability of your business before the financial year-end and offer proactive advice to help reduce the amount of tax you pay each year. More

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Direct and indirect taxes Meeting and managing your tax compliance obligations, whether you are an individual or business, can be a daunting task, with many business owners and financial managers claiming taxes can place a significant burden on their business. Whether itâ&#x20AC;&#x2122;s managing GST, fringe benefits tax or land tax, our team of taxation specialists can assist you to minimise the cost and administrative impact of these taxes through a streamlined approach. More

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Tax Compliance In Australia, the tax system is becoming increasingly complex with more regulations. At Allan Hall, we can help you or your business navigate through the maze of tax obligations and offer effective business strategies and tailored taxation solutions so that you can minimise the impact that tax has on your business decisions and future growth. More

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Cloud Accounting Accessing your business accounts, understanding cashflow or producing financial reports has been made seamless with Cloud Accounting, which gives business owners the freedom to access financial information, anywhere, anytime, using the internet to access software rather than installing it. At Allan Hall, we help our clients achieve their financial goals through the use of major accounting programs for businesses, such as MYOB, Xero and other major providers, offering support for implementation, as well as ongoing support and training when required. More

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Bookkeeping Many small to medium size business owners and financial managers experience difficulty managing and keeping up to date with the businessâ&#x20AC;&#x2122;s financial administration. Our dedicated team of professional bookkeepers work closely with you to gain a full understanding of your operations and systems and to ensure your bookkeeping and administration is efficient and meeting all requirements, while enabling flexibility to adapt systems as your requirements change over time. More

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Our team at Allan Hall Business Advisors is waiting to help you. As one of the largest non-CBD firms in Sydney and the largest on the Northern Beaches, our team offers a refreshing approach to help you reach and exceed your business and financial goals. We have accounting, tax, finance and business specialists with experience across a wide range of industries, servicing clients from individuals to small businesses and multinationals.

+61 2 9981 2300

Learn more about our team

Latest news

Should You Buy a Motor Vehicle in Your Business Name or Personal Name?

Superannuation Guarantee Obligations: Don’t Get Caught Out by the ATO!

05/03/2020 | Allan Hall

21/01/2020 | Allan Hall

We are often asked this question many times by business clients who are purchasing a new motor vehicle. Unfortunately, there is no standard answer. It depends on many factors such as the cost of the car, its operating costs and its usage. Here are a few points to bear in mind when working out what …

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Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

Continued

SuperStream Single Touch Payroll (STP) Here is a quick summary … Continued

Fringe Benefits Tax Implications of Work Christmas Parties and Gifts 15/11/2019 | Allan Hall

Fringe Benefits Tax – What You Need to Know for the Christmas Period As Christmas approaches, you are likely to be planning your end of year function and perhaps thinking about Christmas gifts for your valued clients and employees. During this planning stage, it is important to understand and consider the implication of Fringe Benefits … Continued

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Tax Accountant | Taxation Advice | Allan Hall Northern Beaches

https://allanhall.com.au/tax-accountant/[28/05/2020 2:17:26 PM]

Allan Hall | International Business Strategy | Global Expansion

International Services

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Helping businesses seize global opportunities and minimise risk

We live in an entrepreneurial and globalised market and many businesses are expanding internationally. Businesses entering a new market need to be aware of the differing laws, regulations and customs that govern business in a foreign country. Whether you are considering entering the Australian market or expanding your business offshore, Allan Hall has a highly skilled and experienced team in International Services. We collaborate with you to develop strategic solutions tailored to your business so you can respond to global opportunities and take on challenges in your chosen region.

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Allan Hall | International Business Strategy | Global Expansion

More Moreâ&#x2013;˛

Doing Business in Australia Our experienced international team can help you with: Establishing Australian operations Australian reporting compliance and specialist knowledge Running successful local operations Employment services More

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

Allan Hall | International Business Strategy | Global Expansion

Australians doing business overseas If you are an Australian business looking to add or move operations in another international location, we can assist with: Reporting, compliance and specialist knowledge Access to our global network More

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

Allan Hall | International Business Strategy | Global Expansion

Expat Services in Australia Our dedicated international team works closely with our internal HR division and our preferred migration partners to help employers and expats navigate the complexities of Australian tax, employment and visa matters. More

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

Allan Hall | International Business Strategy | Global Expansion

Australians living abroad There are many unique aspects that will apply to your business with regards to taxable income and exemptions for Australian residents who are working overseas. More

Our International Services team is waiting to help you.

+61 2 9981 2300

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

Allan Hall | International Business Strategy | Global Expansion

Learn more about our International Services team

Latest news

Allan Hall’s 2019 Federal Budget Tax Summary 04/04/2019 | Allan Hall

Allan Hall attends Accounting & Law Firm Alliance’s Conference 15/06/2018 | Allan Hall

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

Allan Hall | International Business Strategy | Global Expansion

The 2018-2019 Federal Budget has been announced – so what does it mean for you? 10/05/2018 | Allan Hall

On Tuesday 8 May 2018, the Federal Treasurer Mr Scott Morrison handed down the 2018-2019 budget. Whilst there was emphasis on bringing the budget back to surplus earlier than originally planned, as well as individual tax cuts, we have prepared a tax and superannuation brief to help break down all of the announcements and what … Continued

https://allanhall.com.au/international-business-strategy/[28/05/2020 2:17:50 PM]

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Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Superannuation

Considering an SMSF? Our Superannuation Services Our Advice Process

Links & Calculators

Best practice superannuation advice and compliance to guide you to a healthy retirement

A well performing self-managed superannuation fund (SMSF) has the potential to be your most profitable and tax effective means to an outstanding retirement. However, just like an elite athlete needs an experienced coach, an SMSF needs the guidance of an expert SMSF mentor. This is where our Allan Hall Superannuation team can help. More Moreâ&#x2013;˛

https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Considering an SMSF? You decide how you want to spend your retirement, so why not decide how you want to spend your retirement savings? An SMSF puts you in the driver’s seat – you control your own investment decisions and can tailor your super to support your personal retirement goals. In turn, you are responsible for complying with super and tax laws, so the decisions you make must be considered very carefully. More

https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Our Superannuation Services We have earned an outstanding reputation for supporting our superannuation clients with the advice and services they need to complement their chosen superannuation structures. Our superannuation services include: superannuation advice and strategy implementation including establishment, contributions planning, investment structuring, pension planning and SMSF borrowing superannuation accounting, administration and tax services superannuation audit Rectification of compliance issues More

https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Our Advice Process Through our consultative approach and a comprehensive advice process, we are committed to ensuring that our SMSF clients are armed with the appropriate information to provide confidence to make the best investment and lifestyle decisions to reach their retirement goals. More

https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Our Superannuation team is waiting to help you.

+61 2 9981 2300

Learn more about our Superannuation team

Latest news

Pension Requirements https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Have you paid your

Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

Halved by Australian Government 27/03/2020 | Allan Hall

Important superannuation measures have now been put in place in response to the current challenges we are facing due to the Coronavirus (COVID-19). The key measures include: Temporarily Reduce Superannuation Minimum Drawdown Rates The Government is temporarily reducing superannuation minimum drawdown requirements for account based pensions and similar products by 50 per cent for 2019-20 and 2020-21. …

Superannuation Guarantee Contributions for the December 2019 Quarter? 09/01/2020 | Allan Hall

Continued

EoFY Super Contributions 13/06/2019 | Allan Hall

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Self Managed Super Fund Advisors | SMSF Compliance | Allan Hall

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/self-managed-super-funds/[28/05/2020 2:18:14 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Financial Planning

Life Stages Our Services Our Process Links & Calculators

Financial advice for every life stage

Good financial planning is the process of achieving your life goals through sound management of your finances. Allan Hall Financial Planning is a boutique financial planning advice practice with highly qualified, experienced and personable advisers who will guide you on your journey to build and maintain wealth throughout each stage of your life. As part of Allan Hall Business Advisors, our team at Allan Hall Financial Planning work closely with your accountant, tax advisor and our SMSF specialists, acting as your ‘financial coach’, to ensure all your financial and lifestyle goals are understood and met across each of these areas. More More▲

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Life Stages As a general rule, you should consider meeting with a financial adviser when major events occur in your life that may require a review of your financial or personal situation. Depending on the stage of life you are up to, there are many different financial choices, decisions and obstacles that you will face and our expert financial advisers can guide you through these, to help you reach a healthy financial outcome. More

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Our Services Our responsibility to you is to ensure you receive the most appropriate strategic advice and service to meet your needs. Our financial planning services are centred on seven main areas, being wealth accumulation, cashflow management, financial modelling, retirement planning, risk management and asset protection, investment portfolio construction and aged care advice. More

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Our Process We will take you through a financial planning process that is appropriate to your current situation. Whether you are starting out in your career or enjoying retirement, we can develop a plan to suit your financial goals and lifestyle. This will result in a practical plan, tailored to your needs and flexible enough to be modified according to your changing circumstances. Our first meeting is complementary and allows us to get to know you, and you to know us. More

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Our Financial Planning team are waiting to help you.

+61 2 8978 3770

Learn more about our Financial Planning team

Latest news

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Investing for Income

EoFY Super Contributions

15/11/2019 | Allan Hall

13/06/2019 | Allan Hall

The search for income is a major driver for many Australian investors, particularly those who have retired and/or who are running a Self-Managed Superannuation Fund. As official interest rates have slipped over the last decade from 7.25% to a record low of 0.75%, it has become more difficult to generate income. Here is a snapshot …

Continued

Changes to Insurance inside Superannuation 13/06/2019 | Allan Hall

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Continued

Financial Planning | Financial Advisory Services - Helping Your Financial Future

Continued

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/financial-planning/[28/05/2020 2:18:38 PM]

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Audit and Assurance | Auditing and Assurance Services | Allan Hall

Audit and Assurance

Audit Risk Management Financial Reporting Other Assurance Services

Independent, quality, audit and assurances services

Walter Allan Hall is an independent audit firm affiliated with Allan Hall Business Advisors that provides a range of services in relation to audit, assurance and financial statement preparation. Our depth of experience and excellence in service makes Walter Allan Hall highly regarded by clients looking for a firm that is large enough to provide a comprehensive, quality audit and assurance service without the overheads associated with city firms. More Moreâ&#x2013;˛

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Audit and Assurance | Auditing and Assurance Services | Allan Hall

Audit Our highly skilled team has years of experience in providing independent audit and related services to public and private companies and not for profit entities, including companies limited by guarantee and associations.Â We also have experience in providing audit related services to large Government organisations (including the Australian National Audit Office and the Australian Electoral Commission). We have strong experience in providing a complete audit service to international businesses with operations in Australia. More

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Audit and Assurance | Auditing and Assurance Services | Allan Hall

Risk Management We bring extensive experience in analysing the risk profiles of organisations and we help our clients to develop strategies to manage risks and develop governance frameworks. More

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Audit and Assurance | Auditing and Assurance Services | Allan Hall

Financial Reporting Our approach to financial reporting is to develop reports based on a detailed understanding of our clients and their business environments.Â We can help reduce the cost of compliance by developing systems to generate reports and develop work papers to reduce audit costs. More

Other Assurance Services https://allanhall.com.au/audit-and-assurance/[28/05/2020 2:19:02 PM]

Audit and Assurance | Auditing and Assurance Services | Allan Hall

We also have extensive experience in providing a variety of assurance services that help our clients have confidence in their control environments and the information they need to operate their businesses and complete complex transactions. More

Our Team at Walter Allan Hall is waiting to help you.

+61 2 9981 2300

Learn more about our Audit and Assurance team

https://allanhall.com.au/audit-and-assurance/[28/05/2020 2:19:02 PM]

Audit and Assurance | Auditing and Assurance Services | Allan Hall

Latest news

Application of the Updated Lease Accounting Standard – AASB 16: What You Need to Know as a Business

Important Information for Clients with a Discretionary Trust

13/02/2020 | Allan Hall

The revised lease standard “AASB 16 Leases,” will mean significant changes for businesses that need to comply with accounting standards within their financial reports. The majority of leases, both operating and finance, will now need to be brought onto the balance sheet. AASB 16 Leases is the updated accounting standard that changes the way in … Continued

Instant Asset Write Off changes announced in Budget 2019 are now law https://allanhall.com.au/audit-and-assurance/[28/05/2020 2:19:02 PM]

13/06/2019 | Allan Hall

Continued

Audit and Assurance | Auditing and Assurance Services | Allan Hall 15/04/2019 | Allan Hall

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Liability limited by a scheme approved under Professional Standards Legislation

Property and Business Finance Services

Finance

Home Loans Investment Loans Business Loans

Let us find you the best finance

Financing can often be a complex and stressful experience. Whether it is new finance, a review of current banking and lending arrangements or gaining access to additional capital, our Finance team provides an in-depth understanding of market opportunities to achieve each clientâ&#x20AC;&#x2122;s personal or business goals. Managed by David Cleary and Stephen Cleary, our Finance team collectively holds over 80 yearsâ&#x20AC;&#x2122; industry experience, with strong relationships with a number of financial institutions. More Moreâ&#x2013;˛

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

Property and Business Finance Services

Home Loans Whether you are looking to buy your first home, build a new home or renovate, Allan Hall Finance are here to help you along the way to ensure you get the best rate and loan structure to suit your needs. More

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

Property and Business Finance Services

Investment Loans Whether you want to know if you have the capacity to begin an investment portfolio or want to know if or how to use existing equity, Allan Hall Finance has expert finance brokers that are available to guide you through the process. More

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

Property and Business Finance Services

Business Loans If your business is looking to obtain that extra capital that it needs, purchase much needed equipment or find a new warehouse, Allan Hall Finance has access to the right loan products from an extensive list of lenders that will suit your needs. More

Our Finance team is waiting to help you.

+61 412 038 205

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

Property and Business Finance Services

Learn more about our Finance team

Latest news

Tips on Why You Should Refinance Your Home Loan 16/03/2020 | Allan Hall

If we were to ask you what your current interest rate is for your home loan, would you know the answer? Many clients tend to focus only on the approval process of a home loan, letting it sit and then forgetting about it. This however, is a common mistake which many clients make, so we … Continued

Comprehensive Credit Reporting and What this Means for Your Credit Report 16/01/2020 | Allan Hall

Comprehensive Credit Reporting (CCR) What is Comprehensive Credit Reporting (CCR)? Comprehensive Credit Reporting, or more commonly known as Positive Credit Reporting, is Australia’s new credit reporting system that has been introduced to ensure a smoother and easier way for lenders to assess a person’s credit history. Changes to your Credit Report Australia has previously used … Continued

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

Property and Business Finance Services

Allan Hall Finance, Awarded Brokerage of the Year for 2019 15/11/2019 | Allan Hall

Leading mortgage group Custom Equity has recognised its top-performing mortgage brokers at an awards ceremony and long table lunch at the prestigious 2 hatted restaurant, The Rockpool in Sydney. We are very proud to announce that the Allan Hall Finance Team has been announced as the Mortgage Brokerage of the Year for 2019. CEO David … Continued

https://allanhall.com.au/finance/[28/05/2020 2:19:27 PM]

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HR Solutions for business | Outsourced HR Service

HR - Human Resources

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

HR solutions, tailored, cost effective and legislatively compliant.

Based on Sydneyâ&#x20AC;&#x2122;s Northern Beaches, Allan Hall HR takes the complexity out of hiring, managing and exiting your employees by providing flexible, cost effective and legislatively compliant solutions for all your outsourced HR needs. Our focus is on providing quality and responsive HR advice and assistance and we understand that no two businesses are the same. We provide a broad range of services and packages to businesses ranging from small businesses through to multi-nationals, and we tailor these to the type of HR support you require and the size and scope of your business.

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HR Solutions for business | Outsourced HR Service

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General HR Advice & Support Are you seeking to remain compliant with relevant legislation, reducing the likelihood of employee claims and compliance breaches? Or is best-practice employee management, increasing efficiencies and profitability on your agenda? Whatever your objective, our flexible support arrangements will be tailored to achieve the needs of your business. More

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HR Solutions for business | Outsourced HR Service

Recruitment Our recruitment services offer a fresh approach to finding the best candidates for your business while delivering value for money. We customise our recruitment services in line with our clientâ&#x20AC;&#x2122;s hiring needs so you only pay for the services you require. Our hourly rate results in cost effective and transparent fees. More

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HR Solutions for business | Outsourced HR Service

Psychometric Testing The increasingly competitive business environment has led to psychometric testing becoming a popular tool, used by both small and large businesses to ensure they have the best possible team with the right people in the right positions. We have built a strong reputation for our expertise and responsiveness in providing cost effective, tailored psychometric assessment services to assist our clients in areas such as recruitment, career development, team building, succession planning and performance management. More

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HR Solutions for business | Outsourced HR Service

Training We have over 25 yearsâ&#x20AC;&#x2122; experience developing and delivering tailored, practical training programs to clients Australia wide. Whether you are looking to enhance your teamâ&#x20AC;&#x2122;s people management skills or wanting to improve their time management skills, we have a training program we can tailor to suit your needs. Our training services are designed to help motivate, educate and align your team. More

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Investigation & Mediation Do you lack the expertise or resources to deal with complaints effectively and efficiently?Â We offer mediation services which can be the most effective way to resolve workplace complaints and improve ongoing working relationships. Other complaints, such as serious allegations of inappropriate workplace conduct may require investigation. Our skilled and experienced HR advisors can help you determine the best way forward and can help you to deal with complaints in a timely, cost efficient and confidential manner. More

HR Compliance & Audit Our compliance audit will provide you greater peace of mind that you have correctly https://allanhall.com.au/hr/[28/05/2020 2:19:51 PM]

HR Solutions for business | Outsourced HR Service

classified workers and are conducting operations in accordance with Australiaâ&#x20AC;&#x2122;s broad and complex workplace legislation requirements. More

Industrial Relations Our expert HR Consultants have been supporting employers across a broad range of industries to achieve their desired outcomes in the area of Industrial Relations for nearly 40 years. By providing you with a wealth of experience in negotiation, relevant legislation and bestpractice approaches, you will feel confident that your issues are being tackled thoroughly and professionally. More

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Our Human Resources team is waiting to help you.

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New Federal Court Ruling: Time to Review Your Casual Employment Arrangements

COVID-19 Return to the Workplace: Safe Work Principles

28/05/2020 | Allan Hall

A decision by the Federal Court last week on casual employment in the WorkPac v Rossato case has significant implications for clients with long term or regular casual employees. The main take-outs of the decision regarding casual employment arrangements are as follows: Under certain circumstances, employees who have been regarded as casuals (ie. where there …

As restrictions ease across Australia, there are some essential WHS considerations for businesses to prepare for the re-opening of the workplace. With the progressive easing of COVID-19 restrictions, it is essential for you to meet your obligations for workplace health and safety and provide an environment that allows a safe return to the workplace for …

Continued

JobKeeper Payment: Important Next Steps 06/05/2020 | Allan Hall

It is very important to keep up to date with the JobKeeper Payment next steps and

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Continued

HR Solutions for business | Outsourced HR Service

upcoming key dates to ensure you don’t miss critical deadlines to receive payments. The ATO has identified 3 key steps in order to receive the JobKeeper payment. If you have already completed Step 1 and enrolled for JobKeeper, the important next steps you need to complete from this week in order … Continued

https://allanhall.com.au/hr/[28/05/2020 2:19:51 PM]

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Workplace Health and Safety Consultants | Allan Hall Business Advisors

Workplace Health & Safety

Our WHS services Our consultative approach Who we work with

Workplace Health & Safety

Regardless of the size and scope of your business or the industry in which you work, WHS compliance is essential, and so is the safety and protection of your workers and your business. In addition, the responsibility of business owners and management for the health and safety of their workers has increased due to changes with the introduction of the Work Health and Safety Act. Allan Hall Safety & Environment can help you with all your workplace health and safety needs. Unlike many other safety service providers, we understand the practicality of applying Workplace Health and Safety legislation and provide you with the highest level of personal support to ensure our safety solutions are implemented effectively.

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Workplace Health and Safety Consultants | Allan Hall Business Advisors

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Workplace Health and Safety Consultants | Allan Hall Business Advisors

Our WHS services We understand that the safety requirements of one business can be very different from another, and offer a range of services from which to choose, according to your workplace needs. Learn more about our range of WHS Services. More

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Workplace Health and Safety Consultants | Allan Hall Business Advisors

We pride ourselves on our commitment to safety and the highly personal approach we take to implementing safety solutions. Just like the other accounting and business advisors that we work with at Allan Hall, we are your trusted advisors for all your WHS needs. More

Who we work with Allan Hall Safety & Environment provides you with commercially realistic and appropriate WHS services for your business. Our clients vary in the size and scope of their business and span across a range of different industries. Whether you operate in professional services, construction, manufacturing, transport, logistics or a small local office environment, our experienced team is 100% committed to working with you to improve workplace safety, protect your workforce and your business. More

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Workplace Health and Safety Consultants | Allan Hall Business Advisors

COVID-19 Return to the Workplace: Safe Work Principles 28/05/2020 | Allan Hall

The 2018-2019 Federal Budget has been announced – so what does it mean for you? 10/05/2018 | Allan Hall

Continued Continued

How your business can gain a competitive advantage 17/11/2017 | Allan Hall

Workplace Health and Safety Consultants | Allan Hall Business Advisors

help your organisation benchmark your systems against a proven standard. This provides your business with external recognition of operational â&#x20AC;Ś Continued

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New Federal Court Ruling: Casual Employment Arrangements

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New Federal Court Ruling: Time to Review Your Casual Employment Arrangements 28/05/2020 Â |Â Allan Hall

A decision by the Federal Court last week on casual employment in the WorkPac v Rossato case has significant implications for clients with long term or regular casual employees.

https://allanhall.com.au/casual-employment-arrangements-court-ruling/[28/05/2020 2:20:38 PM]

New Federal Court Ruling: Casual Employment Arrangements

The main take-outs of the decision regarding casual employment arrangements are as follows: Under certain circumstances, employees who have been regarded as casuals (ie. where there is a “firm advance commitment”) may be mis-classified, as they should be treated as ongoing employees (full time or part time), rather than casuals. Where this occurs, an employee that has been mis-classified as a casual employee would be entitled to annual leave, personal/carers leave and public holidays for the period of their employment, in accordance with the Fair Work Act 2009. Furthermore, the Court ruled that even though a casual loading had been paid to the employee throughout the employment period (in lieu of annual leave and personal/carer’s leave entitlements), this could not be used to off-set the leave entitlements due. The decision has sent shockwaves through businesses as it is likely to create even greater uncertainty around the employment of casual employees, and act as an additional disincentive to employment at a critical time for the Australian economy. It has been estimated that there may be in excess of 1.5 million casual employees in Australia that work on a regular and ongoing basis and that the potential for backpay as a result of this decision could be up to $8 billion. Although significant, employers should be careful not to overreact to this decision and the media commentary surrounding it. The decision related to the specific circumstances of an employee who had a series of six contracts with a labour hire company in the mining industry, each of which was effectively fullhttps://allanhall.com.au/casual-employment-arrangements-court-ruling/[28/05/2020 2:20:38 PM]

New Federal Court Ruling: Casual Employment Arrangements

time in nature. Whilst it does have broader application, it certainly does not apply to all, or even most casuals. Nevertheless, we strongly advise clients with long term casual employees or casual employees engaged on a regular basis, to take immediate steps to understand their exposure and manage their risk.

Steps to Ensure the Nature of Your Casual Employment Arrangements Clients with casual employment arrangements that are continuing, regular, certain or predictable, may be deemed to be â&#x20AC;&#x2DC;other than casualâ&#x20AC;&#x2122;, and claims for substantial backpay may result. We therefore encourage clients to consider the real nature of each of their casual work arrangements and to take appropriate steps to manage the situation and mitigate the risk. This could include: ensuring that each of your casual employees has a well drafted employment contract and that the contract clearly describes the employment as casual ensuring that there is no firm advance commitment of continuing and indefinite work ensuring that the contract provides that the employer can elect whether to offer employment on a particular day and that the employee is able to decline the offer including in the contract of employment that termination is available at short or on no notice regularly reviewing casual employeesâ&#x20AC;&#x2122; actual hours of work, shift arrangements and rosters to ensure they continue to be casual and irregular in nature It should be kept in mind that the subject of casual employment arrangements and the treatment of ongoing casual employees is by no means finalised. It is likely that the WorkPac v Rossato decision will be appealed to the High Court, however of course, if this occurs, it will be quite some time before the matter is ultimately determined.

Industrial Relations Reform Process In addition, on Tuesday of this week, the government announced a fast-tracked IR reform process to address a number of specific problem areas. This process includes five working groups involving employers, industry groups, employee representatives and government that will be tasked with discussing, negotiating and agreeing solutions to each of the identified problem areas by September this year. Importantly, one of the five working groups specifically covers casuals and fixed term employees.

https://allanhall.com.au/casual-employment-arrangements-court-ruling/[28/05/2020 2:20:38 PM]

New Federal Court Ruling: Casual Employment Arrangements

How We Can Help We are very aware that casual employment arrangements are vitally important to many of our clients and that many of you would have casual employees that have been with your business for long periods of time, sometimes many years. If you have questions or concerns in relation to this decision and how it might apply to your particular situation, please don’t hesitate to contact us for assistance. This is a complex area of employment law and we have a team of experienced specialists at Allan Hall HR dedicated to helping clients work through these sorts of issues. If you need any assistance, please don’t hesitate to contact our support team on 1300 675 393 or online at www.allanhall.com.au/hr.

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New Federal Court Ruling: Casual Employment Arrangements

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Safe Work Principles: COVID-19 Return to Work

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COVID-19 Return to the Workplace: Safe Work Principles 28/05/2020 Â |Â Allan Hall

As restrictions ease across Australia, there are some essential WHS considerations for businesses to prepare for the re-opening of the workplace.

https://allanhall.com.au/safe-work-principles-covid-19-return-to-work/[28/05/2020 2:21:02 PM]

Safe Work Principles: COVID-19 Return to Work

With the progressive easing of COVID-19 restrictions, it is essential for you to meet your obligations for workplace health and safety and provide an environment that allows a safe return to the workplace for your employees, customers and suppliers. This simply requires the workplace to be safe and without risks to health, so far as is reasonably practicable. As a result of the current pandemic, hazards and risks that normally exist in the workplace have changed and a large number of new risks have been introduced. It is critical that you follow the Safe Work Principles below.

Safe Work Principles In order to assist businesses, the Australian Government has implemented a set of National COVID-19 Safe Work Principles to guide your business and ensure that your workplace is healthy and safe. In addition,Â Safe Work Australia has provided both general and industry specific information. To create a safe environment and comply with these guidelines, we recommend that you create a plan and ensure procedures are in place, appropriate to your business size and industry.

Workplace Health and Safety Plan: 5 Easy Steps You can create a plan for your business using a straightforward 5 step process to meet your legal obligations, while taking into account the practical aspects of ensuring a safe and healthy workplace. To ensure a health and safety plan for your business, it is important to meet with key staff https://allanhall.com.au/safe-work-principles-covid-19-return-to-work/[28/05/2020 2:21:02 PM]

Safe Work Principles: COVID-19 Return to Work

members to discuss the following: 1. 2. 3. 4. 5.

Identify the hazards due to COVID-19, either new or changed Assess the risks due to these hazards Implement controls as necessary Review and monitor the effectiveness of the controls Make changes as needed, ensuring legal compliance

We recommend that you document your plan. This will provide a reference point for action steps needed and a checklist for completion, which supports clear communication to all staff, contractors, suppliers and visitors in an efficient and economical way. As restrictions continue to ease, your business will need to regularly review and update operational plans to ensure you meet the legal requirements and instil confidence in your employees and their workplace health and safety.

Health and Wellbeing

In addition to the practical safety implications of the COVID-19 restrictions, workplace health and wellbeing has never been more important. Creating a positive environment for employees who may be dealing with (or have dealt with) the effects of isolation, social distancing and anxiety is essential. Similarly, the changes in lifestyle with a return to the workplace, will also have effects on an employeeâ&#x20AC;&#x2122;s mental health, which must be addressed and assessed in a respectful manner. A workplace that provides â&#x20AC;&#x2DC;good workâ&#x20AC;&#x2122; through positive and healthy interaction with employees

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Safe Work Principles: COVID-19 Return to Work

creates a healthy workforce, which in turn promotes a healthy business. Whether your business is just a few people or involves many employees, Allan Hall can help develop programs appropriate to your business that supports: Improving workplace morale Reducing stress-related issues Improving employee physical and mental health Increasing staff resilience Our team is committed to improving workplace health and safety and protecting your workforce and your business. We understand the difficulty and practicality of applying workplace health and safety legislation whether â&#x20AC;Żto reduce the risk of COVID-19 transmission in the workplace, to prepare you for the possibility of COVID-19 in the workplace and response measures to satisfy your legal and moral obligations, all with best practice.

Need Assistance? If you would like assistance or advice to implement your COVID-19 Workplace Health and Safety Plan, please do not hesitate to contact our team by calling us on 1300 675 393 or email our team: support@allanhallhr.com.au.

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Safe Work Principles: COVID-19 Return to Work

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Safe Work Principles: COVID-19 Return to Work

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Cost Reduction Tactics for Small Businesses

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Cost Reduction Tactics for Small Businesses 18/05/2020 Â |Â Allan Hall

https://allanhall.com.au/cost-reduction-tactics-for-small-businesses/[28/05/2020 2:21:24 PM]

Cost Reduction Tactics for Small Businesses

But it’s important that cost-control measures are carefully managed. Eliminating errant expenses is clearly beneficial, but indiscriminate cost-cutting could lead to a drop in quality, or poor morale if employees fear being made redundant or are not given the tools they need to do their job efficiently. This risk is heavily reduced by identifying where you can safely trim costs, setting clear costreduction targets, and researching any cost-saving initiatives before making changes to your business.

Planning for effective cost-control The first step towards reducing costs is identifying your major cost areas. These are likely to include: Production Purchasing Sales and marketing Financing Administration Facilities maintenance. Start by assessing your profit and loss statement for the last six months and rank all your expenses from highest to lowest, working your way down the list and identifying areas where you can reduce costs. It’s a good idea to first focus on identifying cost-saving measures in areas where you’ll see the biggest return. For example, it’s smart to work toward saving 5% on a $200,000 expense rather than a slightly higher percentage on a lower-cost expense.

https://allanhall.com.au/cost-reduction-tactics-for-small-businesses/[28/05/2020 2:21:24 PM]

Cost Reduction Tactics for Small Businesses

Trial new ideas You might find it’s difficult to anticipate savings without actually implementing new systems and processes. Remember that any changes you make don’t need to be permanent. If you aren’t sure if a cost-saving measure is suitable for your business, consider trying it for a few months then assessing the results. This way, you’ll soon get an idea of the real cost savings without having to commit long-term to new processes or changes. Any new services, processes or systems should be benchmarked and frequently revisited to ensure they are still suitable for your business. Consider asking staff for feedback around any changes to make sure there are no hidden problems that could be costing you more than the cost-saving value. If you are in doubt about any potential changes, ask a Business or HR advisor. Our team at Allan Hall are more than happy to assist you through this.

Quick savings You might be surprised to find that significant savings can be made without having to worry about your quality and affecting performance. Here are the most popular ways to trim costs without making radical changes. Eliminate unnecessary costs – start with waste reduction, heating costs, and utility charges. Reduce inefficiency by identifying manual tasks that could be sped up with technology or completed less frequently. Avoid frequent, small orders that cost more than larger orders and take additional time to complete. Find alternatives to high-priced suppliers and/or services or negotiate better payment terms or discounts on purchased goods or service offerings. Revise your credit policies to encourage prompt payment. Brainstorm quick cost savings with your employees – they might have some useful suggestions you may have overlooked.

Significant savings Once you have identified your major cost areas, you may want to investigate potential ways to save money by changing existing processes. Some of the most common opportunities are listed below, but before adopting any changes you should be aware of any potential damage to your core business activities.

https://allanhall.com.au/cost-reduction-tactics-for-small-businesses/[28/05/2020 2:21:24 PM]

Cost Reduction Tactics for Small Businesses

Cut payroll costs by outsourcing non-essential activities. Redesign your existing processes to eliminate duplication, and cut time wastage. Make use of current technology, or latest industry thinking. Agree to long-term contracts, or guarantee a minimum purchase or service agreement to secure better terms. Trim back or revise your current product or service offering and remove poor-performing products or services. Form strategic alliances with other businesses. Consider subletting office space, or relocating to a more cost-efficient location. There may also be other costs such as long-term, fixed-rate business loans or fixed-price contracts that you may be able to reduce when these are up for renewal or tender.

Pitfalls to avoid Reducing costs can have a negative effect, so you’ll need to be sure that changes will not compromise your operational performance. Some common pitfalls include: Over-dependence on one supplier/client could put you at risk if your supplier/service fails. Reducing your marketing budget could affect your marketing strategy. Tighter control of business finances could leave you without a safety margin if cash flow becomes tight. Cutting short-term costs such as training, research, and development, or advertising can lead to long-term weaknesses.

Employee costs While unavoidable for many in the current environment, reducing employee-related costs needs to be handled carefully, ensuring workplace laws are followed and with the future of your business in mind. While changing an employee’s terms and conditions may be necessary, it is a good idea to get expert advice before implementing any decisions to ensure you are following current legislation and making the best employment decision for the future of your business. It is crucial to maintain clear communication with employees. Introducing cost saving through improved practices and procedures will require a degree of employee ‘buy-in’ so it’s important your employees are aware of why you are making changes. Employees may need additional https://allanhall.com.au/cost-reduction-tactics-for-small-businesses/[28/05/2020 2:21:24 PM]

Cost Reduction Tactics for Small Businesses

training and support over these periods.Â For a comprehensive list of employee cost reduction options from our HR specialists at Allan Hall HR, please click here.

Next steps Schedule a staff meeting to review your costs and brainstorm possible saving measures. Commit to an ongoing cost-control and monitoring process (or delegate to key staff to manage the process). Ask our Business and HR advisors to assist you with cost-saving initiatives or to help brainstorm ideas. CONTACT US

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Cost Reduction Tactics for Small Businesses

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Cost Reduction Tactics for Small Businesses

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Awards

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Allan Hall’s Awards for Excellence

Allan Hall Business Advisors continues to impress with awards and accolades across the firm: Firm-wide awards: 2020 Client Choice Awards – Winner, Best Accounting and Consulting Services Specialist Firms – Auditing (revenue <$30 million) 2020 Client Choice Awards – Finalist, Best Accounting and Consulting https://allanhall.com.au/award-2/[28/05/2020 2:21:47 PM]

Allan Hall Business Advisors Firm-Wide and Individual Awards

Services Firm (revenue <$30 million) 2019 Australian Accounting Awards – Finalist, Multi-service Firm of the Year 2019 Australian Accounting Awards – Finalist, SMSF Firm of the Year 2019 Australian Accounting Awards – Finalist, Employee Wellness Program of the Year 2019 Australian Accounting Awards – Finalist, Network of the Year (Alliott Group) 2019 Client Choice Awards Awards – Finalist, Best Accounting Firm – Business Clients, Australia 2019 Custom Equity Group – Winner, Brokerage of the Year – Finance 2019 Consultum (Financial Planning) – Finalist, Consultum Practice of the Year 2019 AMP Women in Finance Awards – Finalist, Wellness Program/Initiative of the Year (THRIVE Program) 2018 NAB Professional Services Awards – Winner, Best Accounting Firm – Business Clients 2018 NAB Professional Services Awards – Winner, Best Accounting Firm – NSW/ACT 2018 NAB Professional Services Awards – Finalist, Best Accounting Firm – Australia 2018 SMSF & Accounting Awards – Finalist, SMSF Firm of the Year & Community Engagement Program of the year 2016 AFR Client Choice awards – Winner, Best Accounting Firm in Australia and New Zealand (revenue <$50 million) 2016 AFR Client Choice awards – Winner, Best Professional Services Firm in Australia and New Zealand (revenue<$50 million) Currently ranked 42nd in Australia in the AFR Top 100 Accounting Firms Individual awards: 2019 Australian HR Awards (Human Resources) – Finalist, HR Manager of the Year – Bonny Rath 2019 Australian Accounting Awards – Finalist, Superannuation Specialist Accountant of the Year – Michael Bowman 2019 Australian Accounting Awards – Finalist, Public Accountant of the Year – Michael Bowman 2018 SMSF & Accounting Awards – Winner, SMSF and Accounting Professional of the Year, Metropolitan – Michael Bowman 2018 Consultum (Financial Planning) – Winner, Rising Star of the Year – Robin Bell 2018 Custom Equity Group – Winner, Newcomer of the Year – Mitchell Cleary https://allanhall.com.au/award-2/[28/05/2020 2:21:47 PM]

Allan Hall Business Advisors Firm-Wide and Individual Awards

2018 AFR Client Choice Awards – Finalist, Most Client Focused Accountant – Scott Somerville 2017 AFR Client Choice Awards – Winner, Most Client Focused Accountant – Scott Somerville 2017 Consultum (Financial Planning) – Winner, Adviser of the Year – Mark O’Connell 2017 Custom Equity – Winner, Commercial Broker of the Year – David Cleary

Firm Awards – 2019 Wellness Program / Initiative of the Year Allan Hall Business Advisors has been shortlisted as a finalist in the Wellness Program / Initiative of the Year award, as part of the AMP Women in Finance Awards 2019. The Women in Finance Awards, in partnership with AMP Bank, is a national awards program recognising the contribution of women in the finance industry over 26 award categories. The Wellness Program of the Year award recognises businesses working in financial services in Australia who have actively advocated for women’s health and wellness initiatives, events and/or activates among their employees, peers and the community at large. At Allan Hall, we recognise that people are our greatest asset. Through our dedicated, firm-wide Allan Hall THRIVE program, a program aimed at increasing the psychological, physical and social wellbeing of employees, we have been undertaking an array of exciting initiatives that have helped to enrich the understanding and imp ortance of wellness amongst our firm and wider community.

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Allan Hall Finance Awarded Brokerage of the Year Leading mortgage group Custom Equity has recognised its top-performing brokers at an awards ceremony and long table lunch at the prestigious 2 hatted restaurant, The Rockpool in Sydney. We are very proud to announce our team at Allan Hall Finance has been announced as the Brokerage of the Year for 2019. CEO David Haythorn commented that the awards were the most competitive in the aggregator’s history, with a number of broker members “vying” for the top spots in each category. “As a group we have achieved outstanding success over the past year,” Mr Haythorn remarked, adding, “our broker members are setting new benchmarks for the group and the winners exemplify how to run a successful finance broking business through their dedication and hard work”. We congratulate David, Stephen & Mitchell on their achievements which is a testament to the value that they provide to their clients and our team at Allan Hall Business

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Advisors.

Individual Awards – 2019 HR Manager of the Year – Bonny Rath Bonny Rath, a Senior HR Consultant from Allan Hall HR Services, our in-house team of HR consultants and professionals, has been nominated as HR Manager of the Year in the Australian HR Awards. The Australian HR Awards celebrate the outstanding achievements of the country’s top HR leaders, companies and teams. Bonny has been working at Allan Hall Human Resource Services for over 3.5 years as a Senior HR Consultant and is an invaluable member of the HR team. Bonny has taken ownership over numerous client relationships for Allan Hall HR. Bonny works collaboratively with senior leaders of her clients’ businesses, across a range of industries, to problem solve and strategise and provide cost-effective, practical and tailored HR solutions. All of Bonny’s co-workers and clients will agree that she embodies all the qualities of a talented, hard-working and inspiring HR leader. Congratulations Bonny and we wish you all the best at the awards night in September!

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Allan Hall named finalist in 6 categories in the Australian Accounting Awards 2019 We are very excited to announce that Allan Hall Business Advisors has been named a finalist in the Australian Accounting Awards 2019 in the following 6 categories: Firm-wide Awards: Multi-service Firm of the Year SMSF Firm of the Year Employee Wellness Program of the Year Network of the Year (Alliott Group, the international association of accounting and law firms of which Allan Hall Business Advisors is affiliated have been nominated in this category)

Individual Awards: Public Accountant of the Year – Michael Bowman SMSF Accountant of the Year – Michael Bowman The Australian Accounting Awards is the only national independent awards program for the accounting industry. Recognising excellence across a true cross-section of the accounting industry, the awards celebrate the contributions of both individuals and firms who are leading the way in our field. The finalist list features over 270 accounting professionals and firms so we are

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Allan Hall Business Advisors Firm-Wide and Individual Awards

honoured to be represented as finalists across such a diverse range of categories. Our team at Allan Hall are and proud to be part of the exclusive network of finalists and thank all our clients for their ongoing support. The winners will be announced at a black-tie gala awards ceremony on 24 May at The Star Sydney.

Allan Hall takes out multiple awards at 2018 NAB Professional Services Awards Allan Hall is thrilled to announce that we have been recognised as a winner in multiple categories in the 2018 Professional Services Awards, which are proudly supported by NAB. Judged by clients, these awards showcase the best small to medium firms. Each firm was rated on their Expertise, Reliability, Communication and Understanding of client needs, as well as a host of key drivers of client satisfaction. The best firms were determined by a combination of a weighted average of client satisfaction metrics, sample size and sentiment analysis of qualitative comments. As these awards are based purely on client feedback, Allan Hall is honoured to be recognised as winners in the following categories and would like to thank all our clients for their ongoing support. Winner for Best Accounting Firm â&#x20AC;&#x201C; Business Clients, Australia Winner for Best Accounting Firm â&#x20AC;&#x201C; NSW/ACT

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Allan Hall Business Advisors Firm-Wide and Individual Awards

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Allan Hall impresses as finalist for SMSF and Accounting 2018 Awards – Senior Client Manager, Michael Bowman awarded SMSF and Accounting Professional of the Year Allan Hall is excited to announce that we were recently selected as a finalist in four categories at the prestigious SMSF and Accounting 2018 Awards, with Client Service Manager, Michael Bowman awarded SMSF and Accounting Professional of the Year for the Metropolitan region. The first of its kind, this nationwide industry event recognises state based performance in SMSF and accounting professions across Australia. Now on its second year, the SMSF and Accounting Awards continues to honour the individuals and businesses who are leading the way in SMSF advice and accounting by championing professionalism, quality advice and innovation. Allan Hall is honoured to be a finalist for multiple categories (below) and particularly proud of Michael Bowman’s recognition as the winner for SMSF and Accounting Professional of the Year in the Metropolitan region. Given the calibre of nominees and competitiveness of the event, these awards are a testament to the level of professionalism and quality of the services that we provide, recognised by clients and industry professionals.

WINNER – Individual Category SMSF and Accounting Professional of the Year, Metropolitan, Michael Bowman

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Group Category SMSF Firm of the Year

Group Category Community Engagement Program of the Year

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Individual Category SMSF Advisor of the Year, Robin Bell For a full list of the winners of the SMSF and Accounting Awards for 2018 please click here.

Allan Hall Financial Planner, Robin Bell recognised with 2018 “Rising Star” Award Consultum Financial Advisers recently awarded Robin Bell, Allan Hall Financial Planning Advisor with the prestigious “Rising Star” Award at the annual Conference. The accolade, which is awarded to advisers with less than five years financial practice in an advisory role, was presented in November 2018 and recognised Robin for his breadth and quality of advice, compliance record, as well as industry qualifications. This award was one of four presented across a variety of categories that were developed to recognise financial advisory practices who demonstrate exceptional qualities in areas including quality of advice, adherence to training and compliance policies, and leadership.

Mortgage Broker, Mitchell Cleary Award Best Newcomer for 2018 Leading mortgage group Custom Equity has recognised its top-performing brokers at an awards ceremony and dinner during its national conference over 3 days at Cape Schanck Resort on the Mornington Peninsula. We are very proud to announce that mortgage broker, Mitchell Cleary from the Allan Hall Finance Team has been announced as Best Newcomer for 2018. CEO David Haythorn commented that the awards were the most competitive in the aggregator’s history, with a number of broker members “vying” for the top spots in each category. “As a group we have achieved outstanding success over the https://allanhall.com.au/award-2/[28/05/2020 2:21:47 PM]

Allan Hall Business Advisors Firm-Wide and Individual Awards

past year,” Mr Haythorn remarked, adding, “our broker members are setting new benchmarks for the group and the winners exemplify how to run a successful finance broking business through their dedication and hard work”. Industry newcomer Mitchell Cleary, was one of the biggest winners on the night, named Best Newcomer of the Year for his efforts over the past year. We congratulate Mitchell on his achievements which is a testament to the value that he provides to his clients and the Allan Hall community.

Allan Hall continues to excel in the Financial Review Client Choice Awards 2018 Allan Hall Business Advisors again made the finals for the third year running in 2018 with our Partner, Scott Somerville nominated as Most Client Focused Accountant. In 2017 Scott Somerville was awarded as the ‘Most Client Focused Accountant’ in Australia and New Zealand, and in 2016, Allan Hall Business Advisors took out Best Accounting firm in Australia and New Zealand (revenue < $50 million) and overall winner of the Best Professional Services Firm in Australia and New Zealand (revenue < $50 million). To gain repeat recognition in this field reaffirms our focus on delivering trusted advice, which is highly received by our clients. These highly prestigious awards celebrate excellence in professional services and include accounting, law, management, consulting and engineering firms in metropolitan and regional areas across Australia and New Zealand. Our selection as a finalist and previous winner was based on feedback provided by a random selection of our clients who were approached by independent researchers, Beaton Research. In a time where accounting firms are facing many challenges and threats, this is an outstanding acknowledgement by our clients of the work that we do. We have a very strong culture at Allan Hall Business Advisors where valued relationships, problem solving, quality, value and communication are all paramount and it is hugely rewarding to know that our services are so well received, respected and valued by our clients.

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Allan Hall Business Advisors Firm-Wide and Individual Awards

We thank our clients for their valuable feedback and acknowledge our highly dedicated staff, as these awards are a testament to the service provided by our entire team.

Mark O’Connell named Consultum Adviser of the Year Mark O’Connell, who heads up Allan Hall Financial Planning was awarded “Consultum Adviser of the Year” at the annual Consultum Conference in October 2017. These awards recognise outstanding individuals and financial planning practices who demonstrate exceptional qualities in areas such as compliance, training and development, and going the extra mile in providing professional financial advisory services to their clients. Mark attributes the award to the entire Allan Hall Financial Planning team were also finalists in the financial planning practice category of the 2017 awards.

Other awards: Financial Review Top 100 Accounting Firms 2018: Ranked 44th in Australia Business Review Weekly Client Choice Awards 2014: Finalist Business Review Weekly Client Choice Awards 2013: Finalist (2 categories) Contact us

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Allan Hall Business Advisors Firm-Wide and Individual Awards

Our team at Allan Hall Business Advisors is waiting to help you.

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Alliott Group - Allan Hall Business Advisors, Brookvale NSW

Alliott Group

About us Our Partners Awards Global Alliance Industries Community Careers

Current Jobs with Allan Hall Current Jobs with Our Clients

Award winning alliance to help you accelerate your business success

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Alliott Group - Allan Hall Business Advisors, Brookvale NSW

Allan Hall Business Advisors is an integral member of Alliott Group, a growing alliance of 160+ accounting and law firms inÂ across 60+ countries globally. As part of this alliance, we can connect with like-minded members of Alliott Group in other jurisdictions to support and advise our clients who are wishing to explore and develop business opportunities both locally and internationally. With a culture of sharing, contributing and co-operation, as Alliott Group members, we focus on maximising simplicity for cross border business and performing international benchmarking to provide the highest standard of service to our clients. Our partner, Bob Buckingham is a member of the international Board of Alliott Group and in 2017 we played a major role within the group in hosting the Worldwide Conference which was held in Sydney. For more information regarding our Alliott Group alliance, please visit www.alliottgroup.net or contact us using the link below.

https://allanhall.com.au/alliott-group/[28/05/2020 2:22:10 PM]

Alliott Group - Allan Hall Business Advisors, Brookvale NSW

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Chartered Accountants | Business Advisory | Northern Beaches | Allan Hall

About us

About us Our Partners Awards Global Alliance Industries Community Careers

Current Jobs with Allan Hall Current Jobs with Our Clients

Proud traditions and knowledge over 60 years, together with fresh ideas and forward thinking

Allan Hall Business Advisors is a firm of Chartered Accountants and specialist business advisors established on the Northern Beaches in 1957. We are currently ranked 42nd in Australia in the highly regarded Australian Financial Review Top 100 Accounting firms. With eight partners and around 90 staff, and recently opened satellite offices in Brisbane and Adelaide, we have grown to become one of the largest, non-CBD, integrated chartered accounting and business advisory firms in Australia.

https://allanhall.com.au/about-us/[28/05/2020 2:22:33 PM]

Chartered Accountants | Business Advisory | Northern Beaches | Allan Hall

It is our in-depth shared knowledge and experience across all our accounting and business services that we offer, not just basic compliance tools.

The Allan Hall way The Allan Hall way is one of mutual respect, an absolute client focus and a sense of communityâ&#x20AC;Ś and all while having a little fun along the way.

Continually delivering business success While we have been proudly operating for over 60 years, we are not a firm that is stuck in the past. Our Chartered Accountants continually focus on working smarter, building lasting, value-added relationships and using the latest technology and work practices to help you maximise your business and financial success and realise your goals.

No job is too big or too small We take the time to listen to your needs and, with the backing of in-depth taxation, accounting and business knowledge and experience, we offer trusted advice and innovative, practical solutions that are specific to your business and personal circumstances.

Working together We love working with like-minded, progressive clients in their pursuit ofÂ business excellence,Â financial freedom, harmonious workplace cultures and long-term lifestyle rewards. We have an outstanding team of knowledgeable, accessible, motivated and forwardthinking professionals across all our service offerings. As well as expert accounting professionals, we have in house specialists in superannuation, audit, international services, bookkeeping, financial planning, finance, human resources and workplace health and safety. We are therefore able to collaborate to assist you with your complete accounting, business and financial needs.

Diverse client base Our clients come from a diverse and interesting breadth of industries and range from individuals, to small businesses, to Australian subsidiaries of International Corporations. The majority of our work lies in proactively and pragmatically helping small to medium businesses achieve optimal business and financial outcomes. https://allanhall.com.au/about-us/[28/05/2020 2:22:33 PM]

Chartered Accountants | Business Advisory | Northern Beaches | Allan Hall

A firm of the future In a time when the world of business, particularly accounting, is rapidly changing with globalisation and cloud technology, we have the strategies and solutions to face these challenges head on. We believe we are firmly placed to be a firm of the future, focussing on valued relationships, problem solving and communication.

Proven results Referrals and word of mouth are the life-blood of our business and in 2016, 2017 and 2018, we were thrilled to be winners of three major awards in the highly prestigious Financial Review Client Choice Awards, which is an outstanding testament to the respect our clients have in the work we do for them.

Happy clients Isnâ&#x20AC;&#x2122;t this what every business wants? Gratified clients who spread the word about your business and importantly, stay and grow as clients, remaining happy with your services/products?

Helping you We are very proud of the success we have been able to achieve for our own business, so contact us now to see how we can help you and your business. Â Contact us

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Chartered Accountants | Business Advisory | Northern Beaches | Allan Hall

Our team at Allan Hall Business Advisors is waiting to help you.

+61 2 9981 2300

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Allan Hall Business Advisors | Sydney's Northern Beaches

Contact Details The main office of Allan Hall Business Advisors is located in the ‘Lifestyle Working’ building in the heart of Sydney’s Northern Beaches. Situated directly behind the refurbished and stylish Warringah Mall in Brookvale, our work environment incorporates modern, light-filled offices

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with open air meeting spaces, a pool, gym and café, encouraging innovation and vitality in our workplace and a great place to meet with our clients. Visitor parking is located underneath the building. Public transport can be accessed via buses to Warringah Mall. In addition to our main office, we also have satellite offices located in Sydney CBD, Adelaide CBD and Brisbane for the benefit of our clients by appointment only. Please contact us using the details https://allanhall.com.au/contact-us/[28/05/2020 2:23:01 PM]

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Allan Hall Business Advisors | Sydney's Northern Beaches

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Level 1 Suite 126 117 Old Pittwater Road Brookvale NSW 2100 Australia

Postal Address: P O BOX 6340 Frenchs Forest DF NSW 2086 Australia Phone +61 2 9981 2300 Fax +61 2 9971 2651 Email allanhall@allanhall.com.au

Our satellite offices Brisbane Sydney CBD Adelaide CBD

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Privacy - Allan Hall Business Advisors, Brookvale NSW

Privacy

This privacy policy sets out how Allan Hall Business Advisors uses and protects any information that you give Allan Hall Business Advisors when you use this website. Allan Hall Business Advisors is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement. Allan Hall Business Advisors may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. What we collect: We may collect the following information: name contact information including email address

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Privacy - Allan Hall Business Advisors, Brookvale NSW

demographic information such as postcode, preferences and interests other information relevant to customer surveys and/or offers What we do with the information we gather: We require this information to understand your needs and provide you with a better service, and in particular for the following reasons: Internal record keeping. We may use the information to improve our products and services. We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided. From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests. Security: We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online. How we use cookies: A cookie is a small file which asks permission to be placed on your computerâ&#x20AC;&#x2122;s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

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Privacy - Allan Hall Business Advisors, Brookvale NSW

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website. Links to other websites: Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question. Controlling your personal information: You may choose to restrict the collection or use of your personal information in the following ways: whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or using the contact page on this website We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

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Privacy - Allan Hall Business Advisors, Brookvale NSW

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Privacy - Allan Hall Business Advisors, Brookvale NSW

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Terms and Conditions - Allan Hall Business Advisors, Brookvale NSW

Terms and Conditions

1. About this website Website Owner = Allan Hall Business Advisors (“ Allan Hall Business Advisors ”) (Domain name = www.allanhall.com.au the “website”) 2. About these terms of use These website terms of use (“terms of use”) and the associated Privacy Statement (“privacy policy”) govern your access to and use of the website. You should read these terms of use and the privacy policy carefully before using this website. 3. Your access/use implies agreement The website is available for your use only on condition that you agree to these terms of use. By accessing/using the website, you are signifying that you agree to be bound by these terms. 4. Modifications to the Terms Allan Hall Business Advisors may revise and update these terms of use at any time. Your continued usage of the website after any changes to these terms of use will mean you accept those changes.

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Terms and Conditions - Allan Hall Business Advisors, Brookvale NSW

5. Modifications to the information Allan Hall Business Advisors does not warrant the accuracy, adequacy or completeness of material on this website. All information may be changed, supplemented, deleted or updated without notice at the sole discretion of Allan Hall Business Advisors. 6. Errors and problems Allan Hall Business Advisors does not guarantee that the website will be free from viruses, or that access to the website will be uninterrupted. 7. License and Ownership The copyright for the content on this website is owned or licensed by Allan Hall Business Advisors and is protected under copyright laws in both Australia and other countries. No material on this website may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Allan Hall Business Advisors. All custom graphics, icons, and other items that appear on the website and all associated trademarks, are trademarks of Allan Hall Business Advisors. 8. Allan Hall Business Advisors Privacy Policy The Allan Hall Business Advisors privacy policy governs the use of information collected from or provided by you at the website. A policy statement prepared by Allan Hall Business Advisors for the purposes of being made available to customers and the general public declaring the companyâ&#x20AC;&#x2122;s commitment to privacy is available at the Privacy section of this website. 9. Feedback, suggestions, comments or requests Allan Hall Business Advisors does not encourage you to make feedback, suggestions, comments or requests (â&#x20AC;&#x153;commentsâ&#x20AC;?) but these comments may be made at the contact page of this website and if you do make comments, you acknowledge that: they will not be considered confidential or proprietary, and Allan Hall Business Advisors is under no obligation to keep such information confidential, and Allan Hall Business Advisors will have an unrestricted, irrevocable, world-wide, royalty free right to use, communicate, reproduce, publish, display, distribute and exploit such comments in any manner it chooses. https://allanhall.com.au/terms-and-conditions/[28/05/2020 2:23:47 PM]

Terms and Conditions - Allan Hall Business Advisors, Brookvale NSW

10. Outbound links The website may contain links to third-party websites and resources (â&#x20AC;&#x153;linked sitesâ&#x20AC;?). These linked sites are provided solely as a convenience to you and not as an endorsement by Allan Hall Business Advisors. Allan Hall Business Advisors makes no representations or warranties regarding the availability, correctness, accuracy, performance or quality of the linked site or any content, software, service or application found at any linked site. Allan Hall Business Advisors may receive payments and/or commissions from operators of linked sites in relation to goods or services supplied by the operator as a result of you linking to the third party website from the Allan Hall Business Advisors website. 11. Inbound links Allan Hall Business Advisors generally encourages and agrees to your linking to the Home page through a plain text link on your website without the need for agreement between yourself and Allan Hall Business Advisors.However, linking to any other page of the website is strictly prohibited, without express written permission from Allan Hall Business Advisors. 12. Disclaimer of Warranties Allan Hall Business Advisors makes no representations or warranties about the accuracy, completeness, security or timeliness of the content, information or services provided by the website and disclaims all warranties, either express or implied, statutory or otherwise, including but not limited to the implied warranties of merchantability, non-infringement of third partiesâ&#x20AC;&#x2122; rights, and fitness for a particular purpose. 13. Limitation of Liability If Allan Hall Business Advisors is found responsible for any damages, Allan Hall Business Advisors is responsible for actual damages only. In no event shall Allan Hall Business Advisors, be liable for any incidental, indirect, exemplary, punitive and/or consequential damages, lost profits, or damages resulting from lost data or business interruption resulting from the use of or inability to use the website.

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Terms and Conditions - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/terms-and-conditions/[28/05/2020 2:23:47 PM]

Terms and Conditions - Allan Hall Business Advisors, Brookvale NSW

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Newsletter Signup - Allan Hall Business Advisors, Brookvale NSW

Newsletter Signup

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Newsletter Signup - Allan Hall Business Advisors, Brookvale NSW

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Download our Allan Hall App today! - Allan Hall Business Advisors, Brookvale NSW

Resources

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Download our Allan Hall App today! - Allan Hall Business Advisors, Brookvale NSW

The AllanHall App has been designed to keep you up to date with Accounting & Taxation Needs and make it easier for you to communicate and interact with us. Some of the key features are: Push Notifications so we can keep you up to date and informed about important dates and events. Access our secure Client Portal with Digital signatures. Ability to book appointments and send database change information. Access to our checklists that guide you through what information you need to send us each year. Access to Info Video Channels so that you can keep up to date with a wide range of applications and tools that make doing your accounting work easier. Ability to communicate with our firm and/or provide us with feedback. Access to our latest news. Everything is kept together in one App ready whenever you need it, you even have a link to the ATO App where you can record your Vehicle Log Book & capture your Receipts ready for Tax time. We hope you enjoy using the AllanHall App!!

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Download our Allan Hall App today! - Allan Hall Business Advisors, Brookvale NSW

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Allan Hall Business Advisors | Business Review Specialists

Business Review

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Does your business need a 'health check'?

“Professional and commercial advice has been really helpful for my business.” Gregor Ross, Director Skilled Plumbing Drainage & Gasfitting https://allanhall.com.au/business-advisor/business-review/[28/05/2020 2:24:55 PM]

Through a structured review process, we take a thorough look at your business in a one-on-one structured meeting with a senior advisor to discuss key areas in your business, your current business structure and future goals for success.

Allan Hall Business Advisors | Business Review Specialists

Pty Limited

We have a team of highly experienced accounting professionals, as well as highly specialised professionals within our internal divisions of Self-Managed Superannuation, Finance, Human Resources, Workplace Health and Safety, Audit and Assurance and Financial Planning that have provided input into this process. Our teamâ&#x20AC;&#x2122;s breadth of knowledge and experience can ensure that your businessâ&#x20AC;&#x2122;s operations can be reviewed with recommendations for its future growth.

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Allan Hall Business Advisors | Business Review Specialists

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Learn more about our team

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Allan Hall | Business Planning | Business Plans | Business Plan Help

Business Planning and Structuring

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Planning ahead for sustainable growth

â&#x20AC;&#x153;Allan Hall has been my financial adviser for around 15 years. Due to their ability to think outside the square, I have made literally millions of dollars in savings, not just in

Every business has a mission, and to achieve it, strategy and planning needs to be in place. A business plan is one of the most valuable tools in helping you reach your long-term objectives. At Allan Hall, we work with you to define your objectives, map out your strategies so you can achieve your goals, and determine what factors and forces may affect your success in the future so that

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legitimate taxation savings but through across the board accounting structural and processing ideas.â&#x20AC;? Michael Porra, CEO and Creative Director NITRO Circus

you know how to deal with them. We also review business plans, as it is important to keep it up to date as unexpected events can occur along the way. A business plan can be a challenging process, yet one that is very rewarding. Our professionals are with you every step of the way, whether you are a start-up needing to create a plan or an existing business needing a review.

Benefits of business plans: Assists you to obtain finance from lenders and investors Allows you to plan the growth of your business and associated capital requirements Determines your succession plan Enhances decision making in human capital, organisational performance and goal achievement plan Identifies the need for resources and how they will be used throughout the business Setting up the right structure for your business venture is an important decision as it depends not only on the size and type of your business, but the specific business goals that you have. At Allan Hall, we understand that there isnâ&#x20AC;&#x2122;t one structure that suits every business, but getting it right early on can have a big impact on the ability for your business to grow. We take consideration to your businessâ&#x20AC;&#x2122;s short and long-term objectives, succession plan, taxation laws, investment needs and asset protection to help you choose the https://allanhall.com.au/business-advisor/business-plans-business-planning/[28/05/2020 2:25:18 PM]

Allan Hall | Business Planning | Business Plans | Business Plan Help

appropriate structure for your business needs.

Benefits of structuring: Minimises risk and protects your assets Assists you to source funding options from lenders and investors by outlining operational efficiencies, and increase your profits Ability to create tax efficient structure and lower costs Lowers compliance costs

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Allan Hall | Business Planning | Business Plans | Business Plan Help

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Allan Hall | Business Performance Management | Benchmarking Reports

KPIs and Benchmarking

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Effective tools to understand business performance

â&#x20AC;&#x153;The service we receive from Allan Hall is second to none and we believe that your team have as much commitment to your business as we do to ours. We could

How is your business performing? Do you think that your overheads are too high? Are you managing your staff costs? As a business owner or manager, these are just some questions that you may be faced with, so itâ&#x20AC;&#x2122;s important to understand how your business is performing against its

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not be happier with the way we are looked after at Allan Hall â&#x20AC;&#x201C; from the Partners to the customer service received at reception, first impressions always count and Allan Hall are professional on all levels.â&#x20AC;?

competitors in the market.

Keith and Lyn Chapple

Through our highly skilled network of professionals, we offer a consultative approach to developing and managing business KPIs, which are reviewed regularly in line with business objectives, to enable effective decision making and help improve your business performance.

At Allan Hall, we work with clients to provide you with accurate, timely and informative benchmarking reports, which allow you to measure your businesses performance against competitors, as well as have an understanding of industry standards and relevant key performance indicators.

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Allan Hall | Business Performance Management | Benchmarking Reports

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Allan Hall | Cashflow Management | Cashflow Analysis and Forecasts

Budgeting and Cashflow Management

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Managing cash flow for business stability

â&#x20AC;&#x153;The advice and support we receive from the Partners and staff at Allan Hall is always of the highest standard and integrity, and we consider Allan Hall to be a long term

More than 50% of small business start-ups fail within the first three years and one of the key reasons is inadequate cash flow. This staggering figure outlines the importance for any business to undertake appropriate budgeting and cash flow forecasting to plan for future cash requirements and avoid a crisis of liquidity.

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Allan Hall | Cashflow Management | Cashflow Analysis and Forecasts

trusted business partner of Oxley Home Care. Accordingly, I would not hesitate to recommend Allan Hall to any other organisation.â&#x20AC;? Fraser Douglas, Managing Director Oxley Home Care Pty Ltd

At Allan Hall, we ensure you are set up with a clear budget and cash flow management system and it is regularly reviewed and amended depending on whether you are reaching your financial goals and/or your business circumstances have changed. Our team of advisors are here to support you to take control of your cash flow and improve your situation through ongoing monitoring, interpretation of reports and cash analysis, to ensure that you are meeting your financial targets for long term success.

Benefits of budgeting and cash flow management: Regular evaluation of operations Cash control Determines the need for additional resources Recognises profitability Enables greater growth planning Improves relationships with suppliers Builds investor confidence

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Allan Hall | Cashflow Management | Cashflow Analysis and Forecasts

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Business Growth Consultant | Business Growth Advice and Strategies

Business Growth

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

How to effectively manage growth?

â&#x20AC;&#x153;Allan Hall has been with me since I started in business. They were integral in establishing my first restaurant and continue to play a significant role in my

At Allan Hall, we believe that business growth and profitability is reached through effective decision making and strategic thinking. Because every business is different, we recognise the need to provide businesses with a tailored growth strategy, relevant to its business objectives. Often the difficulty for business owners is

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Business Growth Consultant | Business Growth Advice and Strategies

ventures since.â&#x20AC;? Luke Mangan, Restaurateur

having confidence that their management practices are enabling their business to maximise its growth potential. But often it isnâ&#x20AC;&#x2122;t that straightforward. Our team can assist you to identify the main drivers which dictate the growth of your business, prioritise them and then devise a growth strategy to invest in them appropriately, so that you can achieve the best outcome for your efforts.

Our team at Allan Hall Business Advisors is waiting to help you. https://allanhall.com.au/business-advisor/business-growth-advice/[28/05/2020 2:26:29 PM]

Business Growth Consultant | Business Growth Advice and Strategies

With more than 60 years of experience in accounting and consulting on the Northern Beaches, Allan Hallâ&#x20AC;&#x2122;s business advisors guarantee you quality services from the purchase or sale of a business through to management accounting advice. The specialisation of our accountants and advisors guarantees you valuable support for developing or restructuring your business strategies, across a range of industries.

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Allan Hall | Business Continuity Plans | Business Continuity Management

Business Recovery

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Supporting businesses in times of distress and underperformance

It is not uncommon for business owners at some point to find themselves in a position of financial distress. In a constantly evolving business market, there are many internal and external pressures that can significantly impact a businessâ&#x20AC;&#x2122;s performance â&#x20AC;&#x201C; market fluctuations, new technologies, staffing issues, new competitors or strategic issues can all impact on the performance of a business. Whilst these factors may seem daunting, it is often the response to these pressures that is the difference between whether a business can be recovered or not. Paying

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Allan Hall | Business Continuity Plans | Business Continuity Management

attention to an early warning could mean the difference between saving a business or it being forced into liquidation.

Our highly skilled team ensures that you are supported so that you are not facing this business challenge alone. Through a comprehensive review of your business situation, we will be able to provide plans for the best course of action. Whether itâ&#x20AC;&#x2122;s restructuring to sell or help the business trade out of difficulty, or winding it up as quickly as possible to minimise further losses, our aim is to ensure that you are confident that the approach will achieve the best outcome for your business. As with any business recovery, timing is everything. Our team specialise in providing advice and solutions to your challenges in a timely manner, with the primary aim of restoring stability to your business, so that it can rebuild its value sustainably.

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Allan Hall | Business Continuity Plans | Business Continuity Management

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Business Succession Planning Advice | Succession Planning Consultants

Succession Planning

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Building the foundations for your future

While essential to any business, succession plans are often an after-thought, or left at the bottom of the to-do list for business owners. The impact of a poorly planned succession can be substantial in terms of administrative and compliance costs, as well as damaging to personal and professional relationships. It is important to plan for the future, to provide certainty and assurance to you, your family and your business.

We understand that every business is unique and every family has their own personal objectives and business goals. While you cannot overcome an unexpected event, having a succession plan in place to ensure that these contingencies are considered, will assist you to https://allanhall.com.au/business-advisor/succession-planning-advice/[28/05/2020 2:27:14 PM]

Business Succession Planning Advice | Succession Planning Consultants

successfully move on from your business and transition with minimal stress. Common events that can disrupt the continuity of a business: Unexpected death, illness or injury of family members Changing market conditions Poor taxation planning Family disputes Complex corporate structures Business owners that plan a well-considered succession enjoy greater benefits, both financially and personally. Some key benefits of having a succession plan include: Growth and maximisation of business capital value Allowing business owners to be actively involved in their business for as long as they want, ensuring they continue to make a valuable contribution Assurance that wealth is protected by the next generation Ability to provide continuity, profitability and value, by transferring the business to the next generation If youâ&#x20AC;&#x2122;re serious about future proofing your business, our team of professionals are here to assist you to plan ahead and pave the way to enable a smooth transition that is in line with your business goals.

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Business Succession Planning Advice | Succession Planning Consultants

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Small Business Advisory Service | Allan Hall Business Advisors

Other Business Advisory Services

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We are committed to providing practical solutions

“I do not believe that any other company could have delivered a better accountancy or business advisory service for our needs.”

Allan Hall can also support your business in the following areas:

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Outsourced CFO – Supporting the management or finance team of your business or filling the Financial Controller role

Small Business Advisory Service | Allan Hall Business Advisors

Assistance and advice on records management systems Assistance with business and property acquisition including due diligence Coordination and assistance with estate planning matters Computer system consultancy services Mediation – our team includes a legally qualified, nationally accredited mediator who can assist parties to reach agreement on a commercially practical resolution to their dispute and avoid litigation.

Rosalee Foran, Director Nviroscope Pty Ltd

If you have a business matter that is not listed above, please contact us so that we can assist you – we are a solutions-based firm and committed to providing practical solutions that will help you achieve your business goals.

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Small Business Advisory Service | Allan Hall Business Advisors

+61 2 9981 2300

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Allan Hall Business Advisors | Business Review Specialists

Business Review

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Does your business need a 'health check'?

Allan Hall Business Advisors | Business Review Specialists

Pty Limited

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Allan Hall Business Advisors | Business Review Specialists

+61 2 9981 2300

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Allan Hall | Business Continuity Plans | Business Continuity Management

Business Recovery

Business Review Planning/Structuring Benchmarking Cashflow Management Growth

Recovery Succession Planning Other

Supporting businesses in times of distress and underperformance

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Allan Hall | Business Continuity Plans | Business Continuity Management

attention to an early warning could mean the difference between saving a business or it being forced into liquidation.

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Allan Hall | Business Continuity Plans | Business Continuity Management

+61 2 9981 2300

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Our Partners - Allan Hall Business Advisors, Brookvale NSW

Our Partners

Bob Buckingham

Scott Somerville

Stephen Parsons

Full profile »

Partner

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Partner

Our Partners - Allan Hall Business Advisors, Brookvale NSW

Scott Jago

Mark Shepherd

Belinda Burne

Full profile »

Stephen Rose

Simon Paterson

Full profile »

Partner

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NSW Government Announcement: 2020 Land Tax COVID-19 Relief - Allan Hall Business Advisors, Brookvale NSW

News

NSW Government Announcement: 2020 Land Tax COVID-19 Relief 13/05/2020 | Allan Hall

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NSW Government Announcement: 2020 Land Tax COVID-19 Relief - Allan Hall Business Advisors, Brookvale NSW

With the introduction of the 2020 land tax COVID-19 relief put in place yesterday, the 12th of May, the NSW Government aims to decrease a landowner’s land tax payable for 2020, by up to 25 per cent, for a taxable portion of land (both commercial and residential), where reduced rent relief has been given to the tenant who currently occupies that land. The Government has also stated that landowners who are eligible for the reduction can also defer their land tax payments by up to three months. Reduction in land tax payable for the 2020 land tax year is subject to the terms of guidelines set out by the NSW Government. To assess if you will be eligible for this reduction please click the button below to access the terms of the guidelines.

LAND TAX RELIEF GUIDELINES

How to Apply Applications for the 2020 land tax COVID-19 relief can be made via the Service NSW website. Click the button below to access the application form.

LAND TAX APPLICATION FORM

Need help? Our team at Allan Hall Business Advisors can assist you to navigate this application process

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NSW Government Announcement: 2020 Land Tax COVID-19 Relief - Allan Hall Business Advisors, Brookvale NSW

smoothly and efficiently. Please do not hesitate to contact us should you require assistance or have any further questions regarding land tax COVID-19 relief. CONTACT US

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NSW Government Announcement: 2020 Land Tax COVID-19 Relief - Allan Hall Business Advisors, Brookvale NSW

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JobKeeper Payment: Important Next Steps

News

JobKeeper Payment: Important Next Steps 06/05/2020 | Allan Hall

It is very important to keep up to date with the JobKeeper Payment next steps and upcoming key dates to ensure you don’t miss critical deadlines to receive payments.

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JobKeeper Payment: Important Next Steps

The ATO has identified 3 key steps in order to receive the JobKeeper payment. If you have already completed Step 1 and enrolled for JobKeeper, the important next steps you need to complete from this week in order to receive JobKeeper payments for your employees are: Step 2: Identify and maintain eligible employees Step 3: Make a business monthly declaration For detailed guidelines, please refer to Steps 2 and 3 of the ATO guide below that best represents your business: Sole Traders: Click here to access the ATO Guide Employers Reporting through STP: Click here to access the ATO Guide Employers NOT Reporting through STP: Click here to access the ATO Guide You have until 31 May to enrol for JobKeeper if you intend to claim for wages paid for JobKeeper fortnights in April and May. However it is important to note that if you complete all the required steps now, payments will begin to flow sooner.

Notification of acceptance into the Scheme: If your business has been accepted to receive the JobKeeper Payments, you will receive a digital receipt from the ATO, which is an automated process.

Identifying and maintaining eligible employees: https://allanhall.com.au/jobkeeper-payment-next-steps/[28/05/2020 2:29:51 PM]

JobKeeper Payment: Important Next Steps

This step only needs to be done once. How you identify your eligible employees depends on your payroll software and your number of employees. Please read the detailed guides above for details.

Monthly Declarations: Declarations via the Business Portal opened on Monday the 4th of May. If your business has been accepted into the scheme, you are required to make monthly declarations to the ATO via the Business Portal, to reconfirm your eligibility based on current and projected turnover. In order to receive the first round of payments, you will need to make this declaration beforehand. Declarations will need to be reconfirmed every month for the duration of the scheme. It is critical to ensure that your bookkeeping requirements and your Payroll software are up-to-date, so you can report actual turnover.

Important Upcoming Dates: To view the JobKeeper key dates and JobKeeper fortnights please click here.

Need help? We have been assisting many businesses with their JobKeeper eligibility and enrolment enquiries and application processes. Our team at Allan Hall Business Advisors can assist you to navigate this process smoothly and efficiently. Please do not hesitate to contact us should you require assistance or have any further questions. CONTACT US

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JobKeeper Payment: Important Next Steps

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JobKeeper Payment: Important Next Steps

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Tax Advisor | Tax Planning Services | Allan Hall Business Advisors

Tax Planning and Structuring

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

The importance of tax planning and structuring for every business

â&#x20AC;&#x153;Allan Hall â&#x20AC;Ś translates to prompt, reliable professional services for superannuation and personal taxation https://allanhall.com.au/tax-accountant/tax-advisor/[28/05/2020 2:30:14 PM]

Tax affects every aspect of your business, so it is imperative that you plan ahead to ensure that you are not only meeting compliance and reporting requirements, but minimising the tax impact on your business. How your business is structured can also

Tax Advisor | Tax Planning Services | Allan Hall Business Advisors

advice.” Alan Williams, Trustee

heavily impact financial outlay, so it is crucial to understand the different types of entity structures so that you are not spending more time and money than necessary. Whether you are set up as a sole trader, company, partnership, or unit trust, your entity structure can determine a great deal of variables including tax levels, reporting criteria and establishment and annual fees. It is important to be confident in your business structuring, so if you are unsure about the implications it may have on your business, we can help. At Allan Hall, our highly qualified tax advisors can provide your business with tax and planning advice for the most effective way to structure your business, taking into account your business’s short and long term goals. As tax advisors, we are able to review proposed transactions aimed at achieving your goals and advise you on the best course of action. Through tax planning and structuring, we are committed to providing our clients with the following key benefits: Greater understanding of the tax consequences associated with business decisions Up to date information of tax developments as they affect your business Minimisation of taxes where possible – both personal and business related Identification of potential savings across direct and indirect taxes Protection of your business’s assets Review of existing structures and

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Tax Advisor | Tax Planning Services | Allan Hall Business Advisors

establishment of new structures Due to the changing nature of the taxation environment, our team is committed to ongoing training and support to keep up to date with current rules and their interpretations by the ATO, to ensure that you are receiving accurate advice in a timely manner.

Tax Advisor | Tax Planning Services | Allan Hall Business Advisors

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Tax Minimisation Experts | Allan Hall Business Advisors Northern Beaches

Direct and Indirect Taxes

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

Indirect tax risks and its impact on your strategic goals

As a business owner, it can be overwhelming to think of all of the taxes that can be applied to your business. Our team has expertise across the full range of indirect taxes and can provide sustainable planning opportunities to help your business minimise the cost and administrative impact of these taxes, in order to meet its compliance requirements and strategic goals. Our clients extend across a diverse range of industries, so we are well equipped to provide advice on and manage indirect taxes across the following areas:

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Tax Minimisation Experts | Allan Hall Business Advisors Northern Beaches

GST Land tax Stamp duty Customs and excise duty Luxury car Wine equalisation Fuel tax credits Fringe benefits

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Tax Minimisation Experts | Allan Hall Business Advisors Northern Beaches across a wide range of industries, servicing clients from individuals to small businesses and multinationals.

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Company Tax Compliance | Tax Compliance Specialists | Allan Hall

Tax Compliance

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

Keeping abreast of requirements in an evolving market

â&#x20AC;&#x153;Everyone at Allan Hall over our 20-year association has always been professional, efficient, friendly and compassionate. We rely and trust their expert, timely

In an evolving tax market, as an individual or business owner, you can expect tax legislation to change frequently, impacting on your compliance requirements. At Allan Hall, we make it a priority to keep abreast of the latest changes through internal and external training to ensure that our clients receive quality compliance advice from real people in a timely manner.

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Company Tax Compliance | Tax Compliance Specialists | Allan Hall

advice on financial, accounting and taxation matters for our various business and personal needs.â&#x20AC;? Liz Klaes Personal and business client

Our experienced taxation team at Allan Hall is skilled in working across a range of industries and businesses including public and private companies, foreign owned entities and family owned businesses, trusts and partnerships. Our range of accounting and taxation compliance services include: Preparations of financial statements and management accounts Preparation and lodgement of Income Tax Returns Preparation and lodgement of Business Activity Statements and Instalment Activity Statements GST compliance Payroll tax returns and advice Income tax return and review Workers Compensation declarations Provision of corporate secretarial services as your ASIC agent Acting as your ATO liaison â&#x20AC;&#x201C; management of payment plans, negotiations and ensuring ongoing compliance Representing and assisting you in any taxation audit matter

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Company Tax Compliance | Tax Compliance Specialists | Allan Hall

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Cloud Accountants | Cloud Bookkeeping | Allan Hall Northern Beaches

Cloud Accounting

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

Cloud accounting - benefits for your business

Cloud Accounting is one of the best things to happen to business owners. At Allan Hall, many of our small â&#x20AC;&#x201C; medium size business clients are changing their accounting systems to cloud-based due to its ease of use, remote accessibility and real-time updates, ultimately giving business owners greater financial transparency in an efficient manner. Benefits of using cloud-based accounting: Software is kept up to date by the provider so there is no need to download updates such as new tax rates https://allanhall.com.au/tax-accountant/cloud-accountants-cloud-bookkeeping/[28/05/2020 2:31:44 PM]

Cloud Accountants | Cloud Bookkeeping | Allan Hall Northern Beaches

Enables you to interact with your Allan Hall accountant in real time, instead of having to send the data file each time Information can be updated and accessed from any computer, anywhere in the world Alleviates the need to store and manage data and maintain expensive hardware. There is no need to be connected to a server or requiring specific software Minimises errors at BAS and tax time as there is only one ledger Low cost â&#x20AC;&#x201C; a monthly fee is charged rather than having to pay for software upfront and licences If you would like to move your business to Cloud Accounting, our team of professionals can advise and recommend a program to meet your business needs. We can assist with implementation and provide training and ongoing support to ensure a seamless transition.

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Cloud Accountants | Cloud Bookkeeping | Allan Hall Northern Beaches

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Bookkeeper Northern Beaches | Small Business Bookkeeping | Allan Hall

Bookkeeping

Tax Planning and Structuring Direct and Indirect Taxes Tax Compliance

Cloud Accounting Bookkeeping

Innovative, efficient bookkeeping

Keeping up to date with the businessâ&#x20AC;&#x2122;s accounts payables, receivables, account reconciliations and ATO requirements can be very demanding for any business owner or financial manager. At Allan Hall, we are committed to providing tailored comprehensive bookkeeping solutions that are comprehensive and long term, freeing up your time so you can focus on running your business. Whether you need support to manage your cashflow, forecast income and expenditure, or simply provide more detailed financial reporting, our highly skilled team of bookkeepers will assist you to ensure your business is operating as planned. https://allanhall.com.au/tax-accountant/bookkeeper-northern-beaches/[28/05/2020 2:32:10 PM]

Bookkeeper Northern Beaches | Small Business Bookkeeping | Allan Hall

We provide the following:

Payroll Solutions Payroll management can be very difficult to stay on top of, with tax rates changing every year, managing leave accruals, entitlements, superannuation, and long service can be complex and time consuming.

BAS and GST Completion, review and lodgement of your business BAS is a standard bookkeeping service. Being BAS agents and accountants, we understand the requirements of the ATO and ensure your deadlines are met every time.

Software and Systems At Allan Hall, we have extensive experience using a wide variety of accounting software packages and can provide advice on which software is right for you. We can help set up the software (or transfer your existing data), as well as provide staff training and ongoing assistance as required.

Virtual CFO With our virtual CFO, you get all the benefits of a Chief Financial Officer without the significant cost of employing a full time, fully qualified CFO. We will tailor a level of involvement that suits your business needs and budget and in addition to assisting with budget and cashflow preparation, business planning and goal setting, you will also receive regular performance reports.

Accounts Department If you would like to engage in our full accounts department service, we can manage all your accounts payable, accounts receivable and payroll processing, which is particularly useful for international businesses who would like the financial operations of their Australian business managed. We have streamlined our systems to ensure all functions operate as smoothly as possible, with minimal time and input on your part.

https://allanhall.com.au/tax-accountant/bookkeeper-northern-beaches/[28/05/2020 2:32:10 PM]

Bookkeeper Northern Beaches | Small Business Bookkeeping | Allan Hall

+61 2 9981 2300

allanhall@allanhall.com.au

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Legislation

Buying a Motor Vehicle in Your Business or Personal Name?

News

Should You Buy a Motor Vehicle in Your Business Name or Personal Name? 05/03/2020 Â |Â Allan Hall

We are often asked this question many times by business clients who are purchasing a new motor vehicle.

https://allanhall.com.au/buying-motor-vehicle-business-or-private/[28/05/2020 2:32:32 PM]

Buying a Motor Vehicle in Your Business or Personal Name?

Unfortunately, there is no standard answer. It depends on many factors such as the cost of the car, its operating costs and its usage. Here are a few points to bear in mind when working out what will give you the biggest tax deductions when buying a motor vehicle:

Motor Vehicle Purchased in a Personal Name When owned in personal names, the only two methods are: 1. Logbook method 2. Cents per kilometre method If going with the latter, the deduction available is 68c per kilometre travelled for business purposes. This is capped at 5,000kms so a maximum deduction of $3,400 per annum.

Motor Vehicle Purchased by a Company or Trust When owned by a Company (or Trust), all costs are deductible by the Company (or Trust). However, if the vehicle is used for private purposes, a contribution is required to be made to cover private usage in order to avoid fringe benefits tax. Fringe benefits tax can also be avoided if purchasing vehicles that are exempt vehicles. So, what is effectively deductible is the costs paid less this contribution for private usage. https://allanhall.com.au/buying-motor-vehicle-business-or-private/[28/05/2020 2:32:32 PM]

Buying a Motor Vehicle in Your Business or Personal Name?

Unless a log book has been prepared, the deemed private usage will be an amount equal to 20% of the cost price of the car (the cost price of the car is reduced by 1/3 after owning it for 4 years). The company will be able to deduct costs such as depreciation, all operating costs (fuel, repairs, registration, insurances etc), interest if buying the vehicle on HP or on a lease and in addition to that, if registered for GST, claim the GST input tax credit on the vehicle cost and some of the ongoing operating costs.

Depreciation Depreciation is a percentage of the cost price of the motor vehicle but capped at a cost price of $57,581. The maximum GST input tax credit that can be claimed is one-eleventh of the capped cost price. The deemed private portion is based on 20% of the full cost and is not capped at $57,581. So, for expensive motor vehicles you can actually have a deemed private portion that is greater than the total deductible costs and that is why it is usually not effective to have expensive cars owned by your company. The base equation to determine if owning the car in your company name will give you better tax deductions than owning it personally is if:

We can run models to determine this for you. The ATO allows depreciation for a motor vehicle to be claimed based on an eight year useful https://allanhall.com.au/buying-motor-vehicle-business-or-private/[28/05/2020 2:32:32 PM]

Buying a Motor Vehicle in Your Business or Personal Name?

life either at 12.5% of the cost price each year or 25% using the diminishing value method. But, in reality, a motor vehicle loses most value in the first 12 months and there are strategies that could be implemented to produce the best results. Contact your Allan Hall advisor if you would like to run some calculations for you or if you have any further questions regarding this topic.

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Buying a Motor Vehicle in Your Business or Personal Name?

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Buying a Motor Vehicle in Your Business or Personal Name?

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Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

News

Superannuation Guarantee Obligations: Don’t Get Caught Out by the ATO! 21/01/2020 | Allan Hall

Increased ATO Activity with Employers’ Superannuation Guarantee Obligations

https://allanhall.com.au/superannuation-guarantee-ato-increased-activity/[28/05/2020 2:32:56 PM]

Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

Over the last couple of years, the ATO has introduced multiple new systems to change the way in which employers meet superannuation guarantee obligations for their employees. The two most recent significant changes regarding superannuation guarantees are: SuperStream Single Touch Payroll (STP) Here is a quick summary on what both systems are:

SuperStream SuperStream is the way you must pay employee superannuation guarantee contributions to super funds. With SuperStream, money and data are sent electronically in a standard format. This data is generally sent by your accounting system, small business super clearing house or external payroll provider, if one is used. SuperStream transmits money and information consistently across the superannuation system – between employers, funds, service providers and the ATO. The data is linked to the payment by a unique payment reference number.

Single Touch Payroll (STP) Single Touch Payroll is a new way of reporting tax and superannuation information to the ATO. With STP you report employees’ payroll information – such as salaries and wages, pay as you go (PAYG) withholding and superannuation – to the ATO each time you pay your employees through STP-enabled software. Again, this is done via your accounting software or an external payroll provider. For more information on STP you can find our detailed article here. https://allanhall.com.au/superannuation-guarantee-ato-increased-activity/[28/05/2020 2:32:56 PM]

Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

Real-time Information for the ATO As you can see from the most recent changes detailed above, the introduction of both SuperStream and STP has given the ATO real-time information on the superannuation obligations that employers have to their employees. This is information that was previously not available to the ATO in real-time and also not easy for them to obtain, prior to the introduction of these systems. Previously, they relied on employers voluntarily reporting late super via Super Guarantee Charge forms or by conducting randomised audits.

Increased ATO Activity Audits So, what is the ATO doing with the new powers and information that is available to them? It was reported late last year that the ATO, through the information available to them via SuperStream and STP, had marked thousands of employers as superannuation “late-payers.” A superannuation guarantee charge would be enforced by the ATO for employers who did not pay superannuation guarantee on time. The ATO estimated that more then 2,500 employees would receive late superannuation contributions from their employer. This was just the first round of compliance activity conducted by the ATO since the introduction of STP. We expect that as the ATO learn more about the best way to utilise this new information that is being reported to them, that this compliance activity will only increase. These new systems and powers that the ATO have are not going anywhere, and if anything, they will only increase over time. The ATO will ultimately be given more oversight on how you comply with your employees obligations.

What Can You Do to Meet Superannuation Guarantee Obligations? 1. Ensure that you are compliant with both SuperStream and STP. Complying with these is now law and not optional. 2. Make sure that your payroll systems are calculating your employees obligations correctly. 3. Superannuation payments for your employees are due 28 days after the end of each quarter. Make sure these are paid and reported on time. *If you are not already receiving our quarterly reminders of the superannuation guarantee deadlines please email us at allanhall@allanhall.com.au and request to be placed on the SG Deadlines mailing list. You will be emailed a reminder before each quarterly due date for your superannuation guarantee deadline.

https://allanhall.com.au/superannuation-guarantee-ato-increased-activity/[28/05/2020 2:32:56 PM]

Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

If you have any questions regarding superannuation guarantees, SuperStream or STP, your trusted Allan Hall advisor would be more then happy to assist you. Please contact us today!

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Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

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Superannuation Guarantee Obligations: Don't Get Caught Out by the ATO! - Allan Hall Business Advisors, Brookvale NSW

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Fringe Benefits Tax Implications, Christmas Period 2019

News

Fringe Benefits Tax Implications of Work Christmas Parties and Gifts 15/11/2019 | Allan Hall

Fringe Benefits Tax – What You Need to Know for the Christmas Period

https://allanhall.com.au/fringe-benefits-tax-christmas/[28/05/2020 2:33:19 PM]

Fringe Benefits Tax Implications, Christmas Period 2019

As Christmas approaches, you are likely to be planning your end of year function and perhaps thinking about Christmas gifts for your valued clients and employees. During this planning stage, it is important to understand and consider the implication of Fringe Benefits Tax on your gifts and parties, to ensure your generosity doesn’t cause unwanted tax consequences for your business. We have set out the following guidelines to assist you throughout this period.

Fringe Benefits tax at Christmas Christmas Parties A number of factors determine the application or exemption of Fringe Benefits Tax on your staff Christmas party and associated benefits, including: your type of business, where and when your function will be held, who is invited and how much it costs. For example, if your business is not classified as a ‘tax-exempt body’, then the costs (such as food and drink) associated with Christmas parties are exempt from Fringe Benefits Tax, as long as they are provided on a working day on your business premises and consumed by https://allanhall.com.au/fringe-benefits-tax-christmas/[28/05/2020 2:33:19 PM]

Fringe Benefits Tax Implications, Christmas Period 2019

current employees. If you invite associates, clients or suppliers however, Fringe Benefits Tax would be then determined by the per head cost of the function. And if you host your event offsite, a new set of Fringe Benefits Tax implications arise.

Client Gifts Gifts to clients are tax deductible and not subject to Fringe Benefits Tax, provided they are a genuine gift e.g. a Christmas hamper or a bottle of wine. If you choose to take a client out for a Christmas drink instead, your portion of this may be subject to Fringe Benefits Tax.

Staff Gifts Staff gifts are a great way to show your employees how appreciative you are of their hard work whilst still getting a tax deduction for your business. However, it is important to understand that staff gifts over $300 will be subject to Fringe Benefits Tax. Further, staff gifts under $300 should be eligible for the minor benefits exemption from Fringe Benefits Tax, but if they are recreational gifts (such as tickets to a concert, movie or sporting event) then no income tax deduction or GST can be claimed. Understanding the intricacies of Fringe Benefits Tax implications on gifts and parties can be challenging. Many of our employees are highly experienced and skilled in all aspects of Fringe Benefits Tax, so please contact your Allan Hall Advisor if you would like some advice or assistance when planning your Christmas function, staff gifts or client gifts. Contact Allan Hall Business Advisors today!

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Fringe Benefits Tax Implications, Christmas Period 2019

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Fringe Benefits Tax Implications, Christmas Period 2019

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Starting a Company in Australia | Australian Business | Allan Hall Advisors

Doing business in Australia

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Specialist knowledge and advice for doing business in Australia

As a business with operations in a number of countries we always thought we would be restricted to the Big 4 or city

We have a growing number of international clients establishing subsidiaries or branches throughout Australia and we are regularly involved in many aspects of this process on their behalf. If you are looking for assistance on how to

https://allanhall.com.au/international-business-strategy/doing-business-in-australia/[28/05/2020 2:33:41 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

based 2nd tier accounting firms to look after our local affairs in Australia. We were delighted to discover that Allan Hall Business Advisors had the skill set and resources to support our multi-national business.

do business in Australia, the services we provide in this area include:

Establishing Australian operations Business structure and set up Asset protection Expansion Due diligence Business valuations and negotiation of contracts Banking, finance and debt funding including assistance with opening bank accounts Insurances

Maree Foran, (Former) General Manager Firmenich

Australian Reporting Compliance Financial reporting State taxes Audit and reporting requirements Income tax returns Indirect taxes including GST and FBT Corporate secretarial Withholding taxes Â

Access to specialist knowledge Transfer pricing Thin capitalisation Double tax agreements

Running local operations Payroll Outsourced bookkeeping https://allanhall.com.au/international-business-strategy/doing-business-in-australia/[28/05/2020 2:33:41 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

Outsourced financial controller Management reporting including budgeting and cashflow management Foreign exchange and transactional banking Government grants

Employment services Expat taxes and planning Salary packaging Recruitment and training Appointing company directors Advising on employment laws including employee entitlements Employment contracts Visa applications Insurances Contact our International Services team to determine how we can help your international business with its Australian operations.

https://allanhall.com.au/international-business-strategy/doing-business-in-australia/[28/05/2020 2:33:41 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

Our International Services team is waiting to help you.

+61 2 9981 2300

allanhall@allanhall.com.au

Learn more about our International Services Team

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International Tax Advisor | International Tax Obligations | Allan Hall

Australians doing business overseas

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Expanding your business overseas with success

â&#x20AC;&#x153;Access to the Alliott Group network proved invaluable as our business expanded. We were looked after by an international tax and accounting team who

Entering an overseas market can be an effective way to grow your business, increase productivity, open new international opportunities and mitigate risk. For any business considering doing business overseas, an understanding of the local economy, market and culture is essential. As part of Alliott Group, an alliance of

https://allanhall.com.au/international-business-strategy/international-tax-advisor/[28/05/2020 2:34:03 PM]

International Tax Advisor | International Tax Obligations | Allan Hall

considered the global implications and communicated clearly with us and each other every step of the way. It has been a great peace of mind to know that partners and senior managers have been available to us as our business has developed into new international markets.â&#x20AC;?

independent accounting and law firms with a global footprint across every continent, we have access to other like-minded professionals committed to providing the highest standard of service and expertise in the international market of your choice.

Brett Fulton, CEO APJ Fulton Francis

Contact our International Services team to determine how we can help you with advice for Australians doing business overseas.

With the assistance of Alliott Group member firms, we can help you meet your crossborder needs by providing a fully coordinated multi-disciplinary service; helping you explore opportunities, develop an international presence and take advantage of economic prosperity in any region.

https://allanhall.com.au/international-business-strategy/international-tax-advisor/[28/05/2020 2:34:03 PM]

International Tax Advisor | International Tax Obligations | Allan Hall

Our International Services team is waiting to help you.

+61 2 9981 2300

allanhall@allanhall.com.au

Learn more about our International Services team

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Expat Advisors | International Employment Advisors | Allan Hall

Expat services in Australia

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Tailored expat services for international business success

â&#x20AC;&#x153;Allan Hall continues to provide our UK business with ongoing services, supporting us to maintain confidence as

For Australian employers of international workers, our dedicated international team, together with our internal HR division and our preferred migration partners, can help employers and expats navigate the complexities of Australian tax, employment and visa matters.

https://allanhall.com.au/international-business-strategy/expat-services-in-australia/[28/05/2020 2:34:25 PM]

Expat Advisors | International Employment Advisors | Allan Hall

we grow our business in Australia.â&#x20AC;? Steve Cox, Operations Director Blackdog Creative MarketingÂ

We understand that each organisation is unique and that each international or foreign subsidiary operation presents its own challenges and opportunities. Our international expat services are always tailored to your business and your employeesâ&#x20AC;&#x2122; specific situation. We can assist and advise on structuring of the benefits due to employees living away from their usual place of residence that can result in significant tax savings. We can also assist employers and expats with identifying Australian tax planning opportunities, reviewing tax equalisation opportunities and compliance services for Australian tax filing requirements. Contact our International Services team to determine how we can help you with expat advice.

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Expat Advisors | International Employment Advisors | Allan Hall

Our International Services team is waiting to help you.

+61 2 9981 2300

allanhall@allanhall.com.au

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International Employment Advisors | Work Overseas | Allan Hall

Australians living abroad

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Expert advice and assistance for Australians living abroad

For Australian residents who are working overseas and their employers, there are many aspects to be aware of with regards to taxable income and exemptions. Our international team has the expertise to help determine what applies to your circumstances to ensure Australian residents achieve the best financial outcome from foreign income and to ensure employers are meeting their reporting and payment obligations.

https://allanhall.com.au/international-business-strategy/australians-living-abroad/[28/05/2020 2:34:48 PM]

International Employment Advisors | Work Overseas | Allan Hall

Some aspects that we can help with for Australians living abroad include: Advice on what you need to do as an employer Foreign source earnings Foreign income tax credits Allowances and lump sum payments PAYG withholding FBT and superannuation Reporting Exemptions Contact our International Services team to determine how we can help you with advice for Australians living abroad.

Our International Services team is waiting to help you.

https://allanhall.com.au/international-business-strategy/australians-living-abroad/[28/05/2020 2:34:48 PM]

International Employment Advisors | Work Overseas | Allan Hall

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Starting a Company in Australia | Australian Business | Allan Hall Advisors

Doing business in Australia

Doing business in Australia Australians doing business overseas Expat services in Australia

Australians living abroad

Specialist knowledge and advice for doing business in Australia

As a business with operations in a number of countries we always thought we would be restricted to the Big 4 or city https://allanhall.com.au/doing-business-in-australia/[28/05/2020 2:35:10 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

do business in Australia, the services we provide in this area include:

Maree Foran, (Former) General Manager Firmenich

Australian Reporting Compliance Financial reporting State taxes Audit and reporting requirements Income tax returns Indirect taxes including GST and FBT Corporate secretarial Withholding taxes Â

Access to specialist knowledge Transfer pricing Thin capitalisation Double tax agreements

Running local operations Payroll Outsourced bookkeeping https://allanhall.com.au/doing-business-in-australia/[28/05/2020 2:35:10 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

Outsourced financial controller Management reporting including budgeting and cashflow management Foreign exchange and transactional banking Government grants

https://allanhall.com.au/doing-business-in-australia/[28/05/2020 2:35:10 PM]

Starting a Company in Australia | Australian Business | Allan Hall Advisors

Our International Services team is waiting to help you.

+61 2 9981 2300

allanhall@allanhall.com.au

Learn more about our International Services Team

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Our International Services Team - Allan Hall Business Advisors, Brookvale NSW

Our International Services Team

Local team, global vision If you are considering entering the Australian market or expanding your business offshore, Allan Hall has a highly skilled and experienced team in International Services.

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Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

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Allan Hall’s 2019 Federal Budget Tax Summary 04/04/2019 | Allan Hall

The Federal Treasurer, Mr Josh Frydenberg, handed down the 2019/20 Federal Budget at 7:30 pm (AEDT) on 2 April 2019. Mr Frydenberg said the Budget is ‘back in the black’, announcing a budget surplus of $7.1b, and forecasting continued surpluses into the future, building towards 1% of GDP with the aim to pay off Government debt by 2030. Being a pre-election budget, the Treasurer continually stressed throughout delivery of his budget speech which included announcements of a record $100 Billion of infrastructure spend over the next decade, that all of the budget measures were achieved ‘without increasing taxes’. The Government proposes various changes to further lower individual taxes, including increasing the low and middle income tax offset (LMITO), and lowering the 32.5% rate to 30% in 2024/25. More businesses will have access to immediate deductions for asset purchases, with the expansion of the instant asset write-off to businesses with an annual turnover of less https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

than $50m. The full Budget papers are available at www.budget.gov.au and the Treasury ministers’ media releases are available at ministers.treasury.gov.au. Allan Hall’s summary of the key budget announcements affecting our client base is based on our review of the Budget papers and Government announcements at the date of publishing. The measures announced are not law and should not be relied upon until legislated. A Federal election is expected to be called soon and will be held in May 2019 before any of these measures can be put before Parliament. The current Government will need to be voted back in and introduce and pass Bills to include these measures before they can be relied upon.

INCOME TAX Individuals When is a tax cut, not a tax cut? – when it’s a LMITO The Low and Middle Income Tax Offset (LMITO) will be changed such that the reduction in tax it provides will increase from a maximum amount of $530 to $1,080 pa, and the base amount will increase from $200 to $255 pa for the 2018/19 to 2021/22 income years. While not a ‘tax rate cut’, it provides a non-refundable tax offset to reduce overall tax payable at certain income levels.

LMITO Income https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

Legislated LMITO

2019 – 2022

Proposed LMITO

0 – $37,001

$200

Up to $255

$37,001 – $48,000

$200 + 3% > $37,001 up to max $530

$255 + 7.5% > $37,001 up to max $1,080

$48,001 – $90,000

$530

$1,080

$90,001 – $125,333

$530 – (1.5% x income above $90,000 $1,080 – (3% x income above $90,000)

$90,001 – $126,000

In addition to the increases in LMITO, the tax thresholds will change in 2022/23 to change the already legislated increase in the 19% bracket from $41,000 to $45,000.

Individual tax rates and thresholds for the next few years: Rates from 2017/18 to 2023/24

Legislated thresholds in 2018/19

New thresholds from 2018/19 to 2021/22

Legislated thresholds from 2022/23 to 2023/24

Proposed thresholds from 2022/23 to 2023/24

Nil

Up to $18,200

19%

$18,201 – $37,000

$18,201 – $41,000

$18,201 – $45,000

32.50%

$37,001 – $90,000

$41,001 – $120,000

$45,001 – $120,000

37%

$90,001 – $180,000

$120,001 – $180,000

45%

Above $180,000

LMITO

Up to $530

Up to $1,080

—

https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

LITO

Up to $445

Up to $700

Then in 2024, the lower end of the top tax bracket has already been legislated to change to $200,000 (up from $180,000). However, the new tax bracket from $45,000 to $200,000 will reduce from 32.5% to 30%. Rates from 2024/25

New thresholds from 2024/25

Nil

Up to $18,200

19%

$18,201 – $45,000

30%

$45,001 – $200,000

45%

Above $200,000

LITO

Up to $700

Medicare levy — low income thresholds to increase The Medicare levy low income thresholds for singles, families, seniors and pensioners will be increased from the 2018/19 income year as follows:

Medicare Levy Threshold Increase (for 2018-19 year) Current

Proposed

Singles

21,980

22,398

Family

37,089

37,794

Extra – dependent children

3,406

3,471

Single Senior

34,758

35,418

Family Senior

48,385

49,304

One-off Energy Assistance Payment The Government announced ahead of the Budget that four million Australians will receive a https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

non-taxable cash handout from the Federal Government to help cover the cost of rising power prices. The handout, part of the Budget, will be $75 for eligible singles and $125 for eligible couples, with those eligible comprising: Australians receiving the Age Pension; Recipients of the Disability Support Pension; Carers receiving the Carer Payment; Parenting Payment Single recipients; and Veterans and their dependants receiving eligible payments from the Department of Veterans’ Affairs

BUSINESS Instant asset write-off threshold increased and expanded to medium sized businesses The small business vote buyer, the Instant Asset write-off allows an immediate deduction for the purchase of assets by a small business (turnover < $10 Million) where the asset falls below a certain threshold. This threshold has increased over recent years from $1,000 to $20,000. In January 2019, the Government announced this would increase to $25,000 and on Budget night, the Government announced a further increase to $30,000 for any assets purchased between Budget night and 30 June 2020. It was further announced that this measure will also extend the write-off to all businesses with a turnover below $50 Million for assets purchased from Budget night until 30 June 2020. Consequently, the changes proposed to the instant asset write-off thresholds are listed in the table below.

Instant asset write-off threshold Asset first used or installed ready for use between:

Small business (turnover less than $10m)

Medium business (turnover between $10m to $50m)

1 July 2018 to 28 January 2019

< $20,000

n/a

29 January 2019 to Budget night

< $25,000

n/a

https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

Budget night to 30 June 2020

< $30,000

Further consultation to Div 7A amendments; reforms delayed again The start date of amendments to Div 7A of the Income Tax Assessment Act 1936 will be delayed by 12 months to 1 July 2020. The proposed amendments announced in the 2018 and 2016 Federal Budgets will undergo further consultation with stakeholders following feedback from stakeholders to a consultation paper issued in October 2018. The amendments in the consultation paper included replacing the existing seven-year and 25year model with a single 10-year model without a requirement for a formal written loan agreement and clarification as to when unpaid present entitlements come within the scope of Div 7A. Many of the suggestions within the consultation paper were not well received, so these measures have been postponed for further consultation.

Sham contracting unit to be established A dedicated sham contracting unit will be established within the Fair Work Ombudsman to address sham contracting behaviour engaged in by some employers, particularly those who knowingly or recklessly misrepresent employment relationships as independent contracts to avoid statutory obligations such as superannuation guarantee and other employment entitlements.

Increased luxury car tax refunds for primary producers and tourism operators Luxury car tax refund arrangements will be amended to provide further relief to farmers and tourism operators.Â For vehicles acquired on or after 1 July 2019, eligible primary producers and tourism operators will be able to apply for a refund of any luxury car tax paid, up to a maximum of $10,000. Currently, primary producers and tourism operators may be eligible for a partial refund of the luxury car tax paid on eligible four-wheel or all-wheel drive cars, up to a maximum refund of $3,000. The eligibility criteria and types of vehicles eligible for the current partial refund will remain unchanged under the new refund arrangements. https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

Income from forced sale of livestock invested into farm management deposit From 1 July 2019, net income generated from the forced sale of livestock will be exempted from Farm Household Allowance (FHA) payment assessment, when that income is invested into a farm management deposit. The measure is to ensure that FHA recipients who are destocking retain access to income support and are able to make long-term financial plans for their future.

Black (Cash) Economy – Requirements for Australian Business Number (ABN) holders to confirm their status and lodge returns To disrupt black economy behavior, Australian Business Number (ABN) holders: with an income tax return obligation will be required to lodge their income tax return, from 1 July 2021, and will be required to confirm the accuracy of their details on the Australian Business Register annually, from 1 July 2022. We anticipate if this does not occur, then the ABN will be revoked, thus forcing more ABN holders to be compliant and pay their fair share of taxes.

INTERNATIONAL BUSINESS International tax — list of information exchange countries to be updated The government will update the list of countries whose residents are eligible to access a reduced withholding tax rate of 15%, instead of the default rate of 30%, on certain distributions from Australian managed investment trusts (MITs). To be listed, countries must have established the legal relationship enabling them to share taxpayer information with Australia. This update will add Curaçao, Lebanon, Nauru, Pakistan, Panama, Peru, Qatar and the United Arab Emirates to join 114 other jurisdictions already on the list. These new jurisdictions have entered into information sharing agreements since the previous update in 2018. The updated list will be effective from 1 January 2020.

https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

Tax integrity — clarifying the operation of the hybrid mismatch rules Minor amendments will be made to the hybrid mismatch rules to clarify their operation. The hybrid mismatch rules are intended to prevent multinational corporations from exploiting differences in the tax treatment of an entity or instrument under the laws of two or more tax jurisdictions. Amendments will be made to stipulate how the rules apply to multiple entry consolidated (MEC) groups and trusts, and to limit the meaning of foreign tax, for income years commencing on or after 1 January 2019. Amendments will also be made to specify that the integrity rule can apply where other provisions have applied for income years commencing on or after 2 April 2019.

Other International News Australia has recently passed a free trade agreement with Hong Kong providing $nil tariffs on imports and exports. Australia has also recently signed a Double Tax Agreement with Israel.

Extension and expansion of Tax Avoidance Taskforce – $1 Billion funding for ATO The ATO will be given an additional $1 Billion of funding to extend the operation of the Tax Avoidance Taskforce and to expand the Taskforce’s programs and market coverage. The Taskforce undertakes compliance activities targeting multinationals, large public and private groups, trusts and high wealth individuals. It will use the additional funding to expand these activities, including increasing its scrutiny of specialist tax advisors and intermediaries that promote tax avoidance schemes and strategies.

Tax integrity — ATO to focus on recovery of tax and super from large businesses The ATO will receive additional funding to increase activities to recover unpaid tax and superannuation liabilities. These activities will focus on larger businesses and high wealth individuals to ensure on-time payment of their tax and superannuation liabilities. The measure will not extend to small businesses.

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Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

OTHER MEASURES Export Market Developments Grant (EMDG) – Additional $60 Million of funding The EMDG scheme reimburses 50% of eligible expenditure above $5,000, promoting your business overseas where the business has spent more than $15,000 in a calendar year. Businesses can apply for up to 8 such EMDG grants. Allan Hall can assist businesses to apply for the EMDG and deal with the EMDG audit which accompanies the application process.

Green Grant Program The government is seeking to build its green credentials, announcing a $3.5 billion package to deliver on Australia’s 2030 climate commitments. This will include $61.2 million over four years to establish the Energy Efficient Communities Program, which will provide grants to businesses and community organisations to improve energy efficiency practices and technologies to better manage energy consumption and $100.0 million to establish an Environment Restoration Fund to provide grants for on-ground restoration and protection projects. Allan Hall can assist organisations to identify and apply for Government Grant programs.

Seasonal Worker Program A pilot program will improve farmers access to workers though the existing seasonal worker program. This will make it easier for labour hire approved workers to recruit and move seasonal workers between farms.

Reform of Harvest Labour Services Program $24 Million over four years will be spent on reforming the Harvest Labour Services (HLS) program to encourage more Australian jobseekers to take up seasonal harvest jobs. The program will include expanding the HLS regions and providing incentives to HLS providers.

Agriculture Stewardship and Biodiversity Program $34 Million over 4 years will be provided to grow stewardship and biodiversity practices in the agriculture sector including $30 Million to develop a policy and trial a grants program to

https://allanhall.com.au/2019-federal-budget-tax-summary/[28/05/2020 2:36:21 PM]

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

increase adoption of biodiversity practices and deliver business production improvements. A further $4 Million will be used to develop and trial a farm biodiversity certification scheme. A further $29.4 Million will be provided to enhance agricultural exports and trade including further assistance as part of the ‘Assisting small exporters program’.

National Labour Hire Registration Scheme A National Labour Hire Registration Scheme will be established to protect vulnerable and migrant workers. Labour hire operators in certain industries will be required to register and meet certain requirements in order to supply labour in those industries. This program is expected to drive industry behaviour and protect vulnerable workers.

Apprenticeships Scheme – Up to $8,000 of incentives per apprentice Employers will be able to obtain additional funding to hire apprentices with an increase of $4,000 over the existing scheme. Apprentices will also be rewarded with incentive payments of $2,000 over time.

Small Business Tax Court While announced ahead of the Budget, the Government has introduced a Small Business Tax Court as part of the Administrative Appeals Tribunal. This will allow small businesses to appeal ATO decisions in a cost effective manner. If the ATO use external counsel in this jurisdiction, the taxpayer will also be able to apply for Government funding for their own counsel.

WHAT WE DIDN’T SEE There was no introduction of changes to Thin Capitalisation rules to introduce a safeharbour – capping interest deductions at a set percentage of earnings before interest, tax, depreciation and amortization (EBITDA). This has been introduced in other countries and discussed at the OECD. There was no digital services tax. The Government has decided to await the OECDs recommendations before pressing ahead with such a tax. There were no GST measures announced in the Budget. If you have any questions please speak to your usual Allan Hall advisor or contact us using the below button.

Allan Hall's 2019 Federal Budget Tax Summary - Allan Hall Business Advisors, Brookvale NSW

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Allan Hall attends Accounting & Law Firm Alliance's Conference - Allan Hall Business Advisors, Brookvale NSW

News

Allan Hall attends Accounting & Law Firm Alliance’s Conference 15/06/2018 | Allan Hall

From 24-26 May, Allan Hall Partner, Scott Jago, represented our firm at the Asia Pacific Regional Conference of Alliott Group, which was this year held in Osaka, Japan. Alliott Group is an international alliance of professional services firms of which Allan Hall is a longstanding member. The conference provided learning, personal development and networking opportunities and was attended by 28 professionals from 17 cities in 11 countries. This year’s conference was themed ‘Building a Future-Proof Professional Firm’ and provided attendees with insight into the business opportunities offered by Japan and other Asia Pacific economies, offering practical tips on how to communicate and negotiate more effectively with Asian business people. With delegates attending from Alliott Group affiliated member firms across Asia, as well as from Australia, Belgium, Germany and the UK, the conference enabled Allan Hall to build stronger personal connections with professional advisors globally, benefiting our clients who will be able to rely on these connections when they need assistance with an international business or personal finance matter. So what did the conference cover? https://allanhall.com.au/allan-hall-attends-conference/[28/05/2020 2:36:44 PM]

Allan Hall attends Accounting & Law Firm Alliance's Conference - Allan Hall Business Advisors, Brookvale NSW

Economic data confirming the attractiveness and importance of trading with Japan Updates on Japan’s new EU and Trans-Pacific Partnership trade agreements which are set to to boost the country’s GDP and job markets from 2019 Information on regulatory and tax reforms Opportunities for clients who may be looking to invest or expand into Japan – Japan is the world’s third largest economy in term of GDP (US$4,939 billion) and has experienced 8 consecutive quarters of GDP growth. Foreign businesses are being encouraged to enter the Japanese market through ongoing regulatory reforms (liberalisation and loosening of visa requirements) Cultural workshop providing tips on how to interact with Japanese and Asian cultures when doing business with people in the Asia Pacific region At a time when Allan Hall is working with many clients who are expanding internationally, our participation in this conference has enabled us to grow our resources and knowledge, to enable us to more effectively advise clients who are doing business in Asia Pacific countries. “The international focus of our firm is increasingly important to our clients and makes us different in our local market. The global reach offered by our Alliott Group membership means we can extend our services to almost any location in the world as required by our clients. Clients needing help in Japan, other Asia Pacific countries or in other parts of the world, are encouraged to contact one of our highly skilled business advisors so that we can introduce you to English-speaking professionals in different countries whom we know personally.” Scott Jago, Partner, Allan Hall Business Advisors We’re proud of our ongoing involvement with the Alliott Group and the strong alliance of independent accounting and law firms that offers a large resource base to help develop our firm’s reputation, visibility and new business opportunities, on an international scale. You can find out more about the Alliott Group on our website. To find out more about how Allan Hall can provide professional advisory support if you are looking to do business in different markets around the world, please contact us or call us directly on +61 2 9981 2300. You can also learn more about our international services by clicking here.

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Allan Hall attends Accounting & Law Firm Alliance's Conference - Allan Hall Business Advisors, Brookvale NSW

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The 2018-2019 Federal Budget has been announced - so what does it mean for you? - Allan Hall Business Advisors, Brookvale NSW

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The 2018-2019 Federal Budget has been announced – so what does it mean for you? 10/05/2018 | Allan Hall

On Tuesday 8 May 2018, the Federal Treasurer Mr Scott Morrison handed down the 20182019 budget. Whilst there was emphasis on bringing the budget back to surplus earlier than originally planned, as well as individual tax cuts, we have prepared a tax and superannuation brief to help break down all of the announcements and what they mean for you. If you have any questions about how the Federal Budget for 2018-19 will impact you or you business, please contact an Allan Hall Business Advisor on +61 2 9981 2300.

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Considering an SMSF? Our Superannuation Services Our Advice Process

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Self Managed Superannuation Fund

â&#x20AC;&#x153;We recently engaged the services of Allan Hall for the set up and ongoing auditing of our Self-Managed Superannuation Fund. Sally Rorke and her team assisted

With around 600,000 self-managed funds operating in Australia, SMSFs hold nearly one third of the total superannuation funds, and are becoming the preferred option for those who like to be actively involved with their superannuation and retirement planning. If managed well, an SMSF can provide

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SMSF Setup Advice and Compliance | Get the most out of your SMSF

us throughout the very complex process and provided expert assistance and referral to other services provided by Allan Hall. We have been very pleased with the efficiency and professionalism of all the staff we have dealt with at Allan Hall.” Elizabeth Plati, Trustee

significant benefits. Managing your own SMSF however is a big responsibility. To maximise security around the funds that you will have available for your retirement, the Australian Taxation Office (ATO) has strict rules that govern how you use an SMSF and invest the fund’s money. SMSFs are not suitable for everyone. You must have sufficient time and skills to manage your own fund and be able to meet your record keeping and reporting obligations.

What is an SMSF?

In simple terms, an SMSF is best described as a type of trust that is a private superannuation fund for between one and four members. The members are beneficiaries who can be individuals, family members or could even be business partners. The difference between an SMSF and other

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SMSF Setup Advice and Compliance | Get the most out of your SMSF

types of super funds is that each member of an SMSF is also a trustee (or director if the SMSF has a company as a trustee). This means the members of the SMSF run the SMSF themselves to grow their retirement benefits, with due consideration for the super and tax laws in all decision making. Money in an SMSF can only be used to provide retirement benefits or to pay a death benefit in the event of a member’s death, therefore, the trustee must develop and implement an investment strategy to meet the retirement objectives of all members. SMSFs are regulated by the ATO and as such they impose a requirement for the fund to be audited each year which means you must keep comprehensive records of fund transactions.

A self-managed super fund puts you in the driver’s seat Would you like to be able to decide how you want to spend your retirement savings? An SMSF puts you in the driver’s seat – you control your own investment decisions and can tailor your super to support your personal retirement goals. They have many advantages over traditional institutional or industry run super funds. In turn, as trustee of your own SMSF you are responsible for complying with the super and tax laws, so the decisions you make must be considered very carefully.

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SMSF Setup Advice and Compliance | Get the most out of your SMSF

Consider the following advantages and disadvantages of SMSFs in light of your own personal circumstances and seek professional advice to find out if an SMSF may fit into your financial future.

Advantages:

Control One of the key motivators for individuals moving to a self-managed super fund is greater control over the investment portfolio including the ability to design an investment strategy to meet each member’s individual retirement objectives. In addition, you have more control over the transition from accumulation to retirement phase whereby both accumulation and pension accounts can be held in the same fund.

Choice As an SMSF Trustee, you have access to a wider range of investment options than what https://allanhall.com.au/self-managed-super-funds/smsf-setup/[28/05/2020 2:37:29 PM]

SMSF Setup Advice and Compliance | Get the most out of your SMSF

is generally available in other types of super funds. This includes being able to own your business premises directly in the SMSF and being able to borrow to acquire a particular asset in the fund.

Flexibility An SMSF is nimble as it enables the trustee to react quickly to changes in super or tax laws or personal circumstances to ensure they take advantage of current opportunities or protect against risk. It is also possible to transfer certain types of assets from your personal portfolio to an SMSF to achieve greater tax benefits or improve asset protection.

Family fund SMSFs are often referred to as family funds as they can hold up to four family members with either pooled or separate investments so long as the fund’s investment strategy allows for this. This offers flexibility, cost savings and can be very tax effective for the family to have their super in the one fund.

Tax advantages Superannuation funds, in general, have significant tax advantages over other types of investment vehicles, with lower tax rates on income and capital gains. However, in an SMSF you can manage the tax payable with a great deal more control. Tax strategies can be implemented for specific members and franking credits received on dividend income can be used to lower the tax paid on fund income and contributions.

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SMSF Setup Advice and Compliance | Get the most out of your SMSF

Clarity Your ability,as trustee of your SMSF to control your investment decisions, provides you with the clarity to monitor and achieve your retirement planning goals.Â Further, with transparency and understanding of where your super is invested, it enables you to clearly assess investment performance and any associated costs.

Estate planning Many people do not understand that their super sits outside of their will. An SMSF can be structured to provide effective estate planning outcomes. Whether itâ&#x20AC;&#x2122;s the ability to make a non-lapsing binding death benefit nomination (not offered by industry and retail super funds) to ensure your wishes are adhered to, or implementing tax effective strategies such as a pension that continues on for your spouse, an SMSF is a great tool to control your superannuation benefits. The ability to combine this with your other estate planning affairs makes it a very effective and often inter-generational estate planning tool.

Asset protection This is something that is of particular benefit to business owners, as it protects them in the event of bankruptcy or litigation. As superannuation is intended for retirement planning, your superannuation balance is protected from creditors and cannot be used to settle business debt, so it is a way of securing assets.

Disadvantages https://allanhall.com.au/self-managed-super-funds/smsf-setup/[28/05/2020 2:37:29 PM]

SMSF Setup Advice and Compliance | Get the most out of your SMSF

Responsibility The responsibility of being a trustee of an SMSF can be considerable in both the time and skill required in meeting the administrative and compliance requirements. Even though you may appoint professional advisers to advise and assist in the management of the fund, each trustee is ultimately responsible for the ongoing compliance of the fund. If a trustee does not comply with and meet its obligations, there can be significant consequences.

Lack of diversification In the early years of an SMSF, there may be limited money in the fund to diversify across a wide range of investments, particularly if the property holds direct property.

Cost An SMSF can be more costly to operate than other super funds depending upon the nature of the investments and how they are structured.Â Annual administration costs can also increase where the trustee does not keep proper records.Â However, the costs do not increase as the value of the investments grow so typically, SMSFs are more cost effective for larger balances. Partnering with professional strategic and investment advisers will help you navigate the complex regulations and legislation and develop strategies appropriate for your circumstances. You should ensure you are supported throughout the life cycle of your SMSF with the high level of expert, https://allanhall.com.au/self-managed-super-funds/smsf-setup/[28/05/2020 2:37:29 PM]

SMSF Setup Advice and Compliance | Get the most out of your SMSF

professional advice and ongoing mentoring that our Super team can provide.

Our Superannuation team is waiting to help you.

+61 2 9981 2300

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Specialist superannuation advice and services for 30+ years

“Five years ago my wife and I both suffered serious career ending infirmities – at the same time. We needed

Our range of superannuation services allows you to take advantage of the flexibility and control of managing your own SMSF , knowing you are supported with expert advice and assistance when you need it. Our Superannuation services include:

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serious and immediate help and advice with our SMSF, insurances and future planning. Allan Hall came to our rescue and took an enormous burden off of our family – with direct intervention, advice and true customer care.” Graeme Burns , Trustee

SMSF advice, structure and strategy implementation You don’t have to know everything about an SMSF to have one. If you are looking to establish your own fund, our expert advisors at Allan Hall can advise you on whether it is appropriate for your circumstances, how to effectively establish, structure, and manage its ongoing operations, as well as provide advice through our internal network of financial advisors to complement your SMSF investments. We specifically focus on: 1. Establishment 2. Contributions and rollovers 3. Investment structuring 4. Pensions 5. Limited recourse borrowings 6. Estate planning

Superannuation accounting, administration and tax services This includes preparation of the annual financial statements and income tax return, member reports, trustee minutes and other

https://allanhall.com.au/self-managed-super-funds/self-managed-super-fund-accountants/[28/05/2020 2:37:52 PM]

Self Managed Super Fund Accountants | Allan Hall Business Advisors

compliance documentation as well as any administration assistance required during the year.

SMSF audits The fund must be audited every year and we work closely with our auditor to provide an efficient and compliant service.

Compliance rectification We assist trustees who may have inadvertently breached one of the super laws with review Â of the Â issue, advice on how to rectify the breach and liaison with the ATO to minimise their penalty actions.

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Our Superannuation team is waiting to help you.

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A clear direction to your retirement

â&#x20AC;&#x153;In my profession we are always looking for a caring personal approach which Â Allan Hall have provided, along with excellent communication, trouble

Our SMSF advising team can develop a strategic superannuation plan to suit your financial and lifestyle objectives enabling you to take control of your near or future retirement. Our advice process involves the following stages:

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SMSF Investment Strategy | SMSF Advise | Allan Hall SMSF Accountants

shooting and advice regarding superannuation structures, wealth creation and set up.” Dr Helen Tang, Trustee

1. Understanding The initial meeting is about getting to know you and understanding your circumstances and objectives. It’s also for you to get to know us and how we can help. Our minds will be flipping over with several possible options for consideration in the strategy stage, some instantly dismissed, others taken on board for further investigation.

2. Strategy Following the meeting we get to work and assess potential tax effective strategies for your particular circumstances. We also consider any insurance, investment and estate planning advice needs for referral to our financial planning team or an estate planning lawyer if required. Our recommendations are documented in a Statement of Advice (SoA) which is a legal requirement under our limited license.

3. Implementation We meet to review and explain each strategy presented in the SoA and how it will meet your objectives. We then agree on a plan for implementation.

4. Ongoing Advice We offer ongoing support to help you with the operational and management functions within your SMSF. We review the strategic plan at least annually to ensure it is still tax effective and relevant to your circumstances and make changes to your strategy when https://allanhall.com.au/self-managed-super-funds/smsf-advice-smsf-strategy/[28/05/2020 2:38:15 PM]

SMSF Investment Strategy | SMSF Advise | Allan Hall SMSF Accountants

required.

Our Superannuation team is waiting to help you.

+61 2 9981 2300

allanhall@allanhall.com.au

Learn more about our Superannuation team

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Latest news

Pension Requirements Halved by Australian Government 27/03/2020 | Allan Hall

Have you paid your Superannuation Guarantee Contributions for the December 2019 Quarter? 09/01/2020 | Allan Hall

Continued

EoFY Super Contributions 13/06/2019 | Allan Hall

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SMSF Archives - Allan Hall Business Advisors, Brookvale NSW

Resources

SMSF Brochures & Guides Services Guides

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SMSF Archives - Allan Hall Business Advisors, Brookvale NSW

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SMSF Archives - Allan Hall Business Advisors, Brookvale NSW

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Our Superannuation team

Our Superannuation team are the Super experts

Â Our superannuation division is headed by Sally Rorke, who has a depth of SMSF https://allanhall.com.au/our-smsf-team/[28/05/2020 2:39:01 PM]

Our Superannuation team - Allan Hall Business Advisors, Brookvale NSW

knowledge built over 25+ years experience in advising clients, accountants and financial planners on self-managed funds. Alongside Sally is our superannuation team, comprised of qualified superannuation managers, accountants and support staff who provide the accounting taxation and compliance services for all of our SMSFs. Our team of specialist SMSF advisers are Sally, Michael Bowman and Mark Shepherd who are all authorised to provide SMSF advice under our limited Australian Financial Services License. They each have specialist SMSF qualifications and are able to provide advice on the following areas: SMSF establishment and operation Strategies for the accumulation phase including contributions planning and SMSF borrowing Strategies for the retirement phase including pension planning and simplification of personal financial structures Strategies for estate planning Allan Hall SMSF Advisory Pty Ltd, Australian Financial Services License 485203, ABN 71 608 966 276 Financial Services Guide and SMSF Advisor Profiles

Contact our Super team: Phone +61 2 9981 2300 Email allanhall@allanhall.com.au

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Our Superannuation team - Allan Hall Business Advisors, Brookvale NSW

Sally Rorke

Associate Director, Head of Superannuation Division

Mark Shepherd

Michael Bowman

Full profile »

Partner

Manager

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Sunil Chawla Manager

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Pension Requirements Halved by Australian Government

News

Pension Requirements Halved by Australian Government 27/03/2020 | Allan Hall

Important superannuation measures have now been put in place in response to the current challenges we are facing due to the Coronavirus (COVID-19).

https://allanhall.com.au/pension-requirements-halved-australian-government/[28/05/2020 2:39:23 PM]

Pension Requirements Halved by Australian Government

The key measuresÂ include: Temporarily Reduce Superannuation Minimum Drawdown Rates The Government is temporarily reducing superannuation minimum drawdown requirements for account based pensions and similar products by 50 per cent for 2019-20 and 2020-21. This measure will benefit retirees by providing them with more flexibility as to how they manage their superannuation assets. Individuals who have already taken their minimum pension amount for the 2019/20 financial year will not able to put that money back into his superannuation account under these changes.

Early Release of Superannuation https://allanhall.com.au/pension-requirements-halved-australian-government/[28/05/2020 2:39:23 PM]

Pension Requirements Halved by Australian Government

Eligible individuals will be able to apply online through myGov to access up to $10,000 of their superannuation before 1 July 2020. They will also be able to access up to a further $10,000 from 1 July 2020 for approximately three months (exact timing will depend on the passage of the relevant legislation). The exact eligibility requirements will be formed in the coming days but broadly, to apply for early release you must satisfy any one or more of the following requirements: You are unemployed; or You are eligible to receive a job seeker payment, youth allowance for jobseekers, parenting payment (which includes the single and partnered payments), special benefit or farm household allowance; or On or after 1 January 2020: You were made redundant; or your working hours were reduced by 20 per cent or more; or, if you are a sole trader — your business was suspended or there was a reduction in your turnover of 20 per cent or more. People accessing their superannuation will not need to pay tax on amounts released and the money they withdraw will not affect Centrelink or Veterans’ Affairs payments. If you are eligible for this new ground of early release, you can apply directly to the ATO through the myGov website: https://my.gov.au/. You will be able to apply for early release of your superannuation from mid-April 2020. Separate arrangements will apply if you are a member of an SMSF.

Reducing Social Security Deeming Rates As of 1 May 2020, the upper deeming rate will be 2.25 per cent and the lower deeming rate will be 0.25 per cent. The reductions reflect the low interest rate environment and its impact on the income from savings. The change will benefit around 900,000 income support recipients, including around 565,000 people on the Age Pension who will, on average, receive around $105 more from the Age Pension in the first full year that the reduced rates apply. The changes will be effective from 1 May 2020. Please don’t hesitate to contact our superannuation team at Allan Hall Business Advisors should you have any queries or questions regarding the superannuation measures that are now in place.

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Pension Requirements Halved by Australian Government

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September Quarter Superannuation Guarantee Contributions Due Now!

News

Have you paid your Superannuation Guarantee Contributions for the December 2019 Quarter? 09/01/2020 | Allan Hall

Staff superannuation guarantee contributions for the December 2019 quarter are due before the 28th of January 2020. We would like to remind all employers that Superannuation Guarantee (SG) Contributions for December 2019 are now DUE and must be received before the 28th of January. If you are an employer or are responsible for managing employee superannuation contributions, we wish to remind you to pay staff superannuation guarantee contributions for the quarter ended 31st December 2019 BEFORE 28th January 2020 or you can be liable for penalties. When arranging payment for this quarter, please ensure that you allocate enough time for processing. Payment must be received and banked by your employee’s super fund BEFORE https://allanhall.com.au/superannuation-guarantee-contributions-due/[28/05/2020 2:39:47 PM]

September Quarter Superannuation Guarantee Contributions Due Now!

28th January 2020. Allowing 5 working days BEFORE the due date to remit your contributions is a good general rule of thumb.

What happens if the payment deadline is not met? If payment is not made by the deadline, or to the correct fund, you may have to lodge a Superannuation Guarantee Charge (SGC) statement and pay the SGC. In some cases, Directors of companies can become personally liable if superannuation guarantee contributions are not paid by the due date. Should you require assistance or advice in relation to the above please contact us on +61 2 9981 2300 or email allanhall@allanhall.com.au and your usual Allan Hall advisor will be able to assist.

How can we help? If you have any questions or would like advice to ensure you and your funds are well prepared for the next quarterly due dates and beyond, please contact our team of Super advisors on +61 2 9981 2300 or use the below button. https://allanhall.com.au/superannuation-guarantee-contributions-due/[28/05/2020 2:39:47 PM]

September Quarter Superannuation Guarantee Contributions Due Now!

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EoFY Super Contributions, don't leave it to the last minute!

News

EoFY Super Contributions 13/06/2019 | Allan Hall

Don’t leave your contributions to the last minute This is particularly important if you plan to claim a tax deduction for any of your contributions. Contributions are included in a financial year if they are received in your fund’s bank account by 30 June. With 30 June falling on a Sunday this year, it would be prudent to make your contributions by Wednesday 26 June to ensure they are received by your fund prior to the end of the financial year. Please also remember retail and industry funds can take extra time to process contributions, so we suggest that you make contributions as soon as possible. Further, please check the payment methodology required by your particular fund as they typically have specific BPAY codes or electronic funds transfer instructions for different types of contributions and it is problematic to have the contributions reallocated after year end if you use the wrong code or EFT account.

https://allanhall.com.au/eofy-super-contributions/[28/05/2020 2:40:10 PM]

EoFY Super Contributions, don't leave it to the last minute!

Superannuation Contribution Limits The *concessional and non concessional contribution limits are as follows: Financial Year

Concessional Cap

Non Concessional Cap

2018/19

$25,000

$100,000

1. If you intend on claiming an income tax deduction for your personal contributions, you must complete a notice of intent to claim deduction in the approved form and submit it to your super fund when making the contribution. 2. If your Total Super Balance at 30 June 2018 is greater than $1.6M you are ineligible to make a Non Concessional Contribution in the 2018/19 financial year. (Your Total Super Balance is the combined total of all balances in super funds of which you are a member.) 3. If you were age 64 or under on 1 July 2018, you may have the ability to ‘bring forward’ the non-concessional contribution limit for the following two years. The amount of the bring forward that can be triggered in a particular year will be driven by the gap between your total super balance and $1.6m. If the gap is less than $100,000, you cannot trigger a bring forward in that year. Rather, you will be limited to the annual limit of $100,000. If your total super balance is less than $1.4m at 30 June 2018 you may be eligible to trigger the bring forward and utilise the whole limit of $300,000.

Work Test If you are aged 65 to 74 years, you must satisfy a work test in order to be eligible to contribute to super. To satisfy the work test, you must have worked at least 40 hours in a consecutive 30day period in the financial year before the super fund is eligible to accept your contribution. If you are aged 75 or over, your super fund is only able to accept mandated employer contributions (i.e. superannuation guarantee amounts) on your behalf.

Drawing super pensions If you are in pension phase, you need to ensure the minimum pension has been paid to you for this financial year. Where these requirements have not been met your fund will be subject to 15% tax on your pension investment earnings, rather than being tax free. For our SMSF clients, please contact us if you are not sure of your minimum pension requirement for 2018/19.

Super tip for employers https://allanhall.com.au/eofy-super-contributions/[28/05/2020 2:40:10 PM]

EoFY Super Contributions, don't leave it to the last minute!

Employers only receive a tax deduction for making their employee SG contributions in the same financial year in which the SG contributions are received by the super fund. Therefore, please ensure you make your payments as soon as possible if you want to claim a deduction for them in the current financial year. Otherwise, please ensure the June 2019 quarter contributions are paid by 28 July 2019. Missed payments may attract the super guarantee charge (SGC), which is not tax-deductible.

*Concessional and Non-concessional Contribution Definitions Concessional Contributions These are tax deductible contributions that include: employer contributions, such as compulsory employer contributions paid by your employer (E.g. 9.5% super) additional pre-tax super contributions your employer makes salary sacrifice payments of your choice other amounts paid by your employer from your pre-tax income to your super fund such as insurance premiums paid on your behalf. contributions that you claim personally as an income tax deduction, either to offset investment income or as a self employed person or as an individual topping up your employer contributions to the $25k Cap. notional taxed contributions if you are a member of a defined benefit fund. life insurance premiums paid into a superannuation life policy.

Non Concessional Contributions These are after tax contributions from a personal source that are not taxed upon receipt in the super fund.

How can we help? If you have any questions or would like advice to ensure you and your fund are well prepared for the end of the financial year and beyond, please contact our team of Super advisors on +61 2 9981 2300 or use the below button.

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EoFY Super Contributions, don't leave it to the last minute!

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Helping you make the most of your life

As a general rule, you should consider meeting with a financial planner when major events occur in your life that may require a review of your financial or personal situation. These could include: Ensuring you are on track to achieve your retirement objectives You have equity in your property you wish to invest You have recently obtained a mortgage or have had children You have just paid off your home You have received a lump sum of money through perhaps, redundancy or inheritance You need to update or implement personal insurances so your family is protected in case of sickness, injury or death https://allanhall.com.au/financial-planning/financial-consultant/[28/05/2020 2:40:32 PM]

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You are looking to start or increase your investment portfolio You are thinking of starting or running a business You are pending retirement or you have recently retired Depending on the life stage you are up to, our experienced team can guide you through the many and varied financial choices, decisions and obstacles that you will face. These include:

Family Free Travelling, first job/building career, enjoying life Do I need insurance? Should I start an investment plan? Budgeting How can I pay for my first property?

Young Families Paying mortgage, raising and educating children, cash flow tight Life insurance, income protection imperative Wills needed Can I own my home quicker? How is my super tracking?

Established Families Mortgage under control, super looking healthy, children less dependent Do I still need insurance? If so how much? How much do I need to retire? Transition to retirement Is an SMSF right for me? Can I help my children get their first home? Estate Planning Aged Care for parents

Empty Nesters Enjoying life, travelling, hobbies, part-time work Super investments, pension phase https://allanhall.com.au/financial-planning/financial-consultant/[28/05/2020 2:40:32 PM]

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Managing income Centrelink Age Pension Aged Care considerations Grandchildrenâ&#x20AC;&#x2122;s education Estate planning

Our Financial Planning team is waiting to help you.

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Our responsibility to you is to ensure you receive the most appropriate strategic advice and service for your needs. Our financial planning services are centred on seven main areas: Wealth accumulation Cashflow management Financial modelling Retirement planning Risk management and asset protection Investment portfolio construction Aged care advice

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Wealth Accumulation If you are seeking to build wealth through your working life, we can provide assistance with: Tax effective savings options Asset allocation advice designed to provide long-term growth Superannuation advice Debt strategies

Cashflow Management Managing cash flow effectively is essential to any financial plan. Whether you are seeking to actively grow your wealth through tactical investment strategies, or planning for retirement, we can help you effectively manage your cash flow in order to meet your financial goals.

Financial Modelling We have developed financial modelling tools to help clients understand the implications of the financial decisions they make now or in the future. Our modelling allows us to create different scenarios for clients to determine the best way forward to meet their goals.

Retirement Planning If you are planning your retirement or are already retired, the right financial planning advice can help you secure a comfortable lifestyle and ensure your assets are invested, transferred and ultimately passed on to the next generation in the most tax efficient manner. We can help you with: Superannuation investment strategies Tax effective retirement income streams Lump sum investment advice Redundancy management Social security benefits Our experts have experience in industry and retail Super funds and in Super fund selection. We work closely with our SMSF advice team at Allan Hall Business Advisors to offer a full service of Fund establishment and strategic investment solutions.

Risk Management and Asset Protection Insurance is an important risk management tool that can protect you and your family from https://allanhall.com.au/financial-planning/financial-advisor/[28/05/2020 2:40:54 PM]

Financial Advisor | Financial Advice | Financial Planning | Allan Hall

financial hardship caused by unplanned events. Allan Hall Financial Planning will work with you to identify your risks and implement a cost-effective risk management program for your specific requirements and circumstances. If you have existing insurances, we can review these arrangements to ensure you avoid the costly mistake of being under-insured or overinsured. We can help you with: Life Insurance Total and Permanently Disabled (TPD) Insurance Income Protection Insurance Trauma Insurance Business Insurance

Investment Portfolio Construction Understanding your financial situation, investment goals and risk tolerance is the first task in constructing an investment portfolio. This helps us determine an appropriate asset allocation for your funds. Implementing and maintaining a diversified portfolio is essential to any long-term investment strategy to mitigate risk. We have access to a wide range of professionally researched managed funds and listed securities that can be tailored to meet your portfolio needs.

Aged Care advice It can be difficult to plan, both financially and emotionally, for the move into an aged care facility. When the time comes, you may find yourself being confronted with a complex range of questions and decisions. Ensuring that you make the right decisions about aged care will depend upon a multitude of factors. We can provide specialist aged care advice to help ensure that the decisions you and your family make will be the right decisions, whilst taking into consideration the impact to your financial situation, age pension entitlements and aged care costs.

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A clear direction to your future

Whether you are starting out in your career or enjoying retirement, we can develop a plan to suit your financial goals and lifestyle so that you can take control of your future. We will take you through a financial planning process that is appropriate to your current situation, and one that will help you set a clear direction of where you want to go and how to get there. This means you will receive a highly practical plan, tailored to your needs and flexible enough to be modified according to your changing circumstances.

Our Financial Planning Process 1. Understanding and setting your goals

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Investment Advisor | Investment Advice | Allan Hall Business Advisors

At your first appointment, we will take the time to look at your current financial situation and any issues that may be of concern to you or arise from the meeting. The first meeting is complementary.

2. Preparing your plan We will prepare a comprehensive Statement of Advice (financial plan) that will address your current situation, financial concerns and your financial goals. It will outline our recommendations to help secure your financial future.

3. Presenting and implementing your plan You will be invited to meet with us to review your Statement of Advice. We will take care of the implementation to make it convenient for you.

4. Reviewing your plan As part of our commitment to you, we offer ongoing support and guidance and will regularly review and revise your financial situation. It is important that you contact us should your personal circumstances change, so amendments can be made to your financial plan if appropriate.

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Investment Advisor | Investment Advice | Allan Hall Business Advisors

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Financial Planning Archives - Allan Hall Business Advisors, Brookvale NSW

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Financial Planning Archives - Allan Hall Business Advisors, Brookvale NSW

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Financial Planning Archives - Allan Hall Business Advisors, Brookvale NSW

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Financial Planning Team - Allan Hall Business Advisors, Brookvale NSW

Our Financial Planning team

Strong, cohesive and friendly team

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Financial Planning Team - Allan Hall Business Advisors, Brookvale NSW

strong, cohesive and friendly team that includes specialist financial advisers, a paraplanner and supporting administration staff. The team is led by Principal Advisers, Mark O’Connell and Rob Bell. Mark and Rob adhere to the strict code of ethics of the Association of Financial Advisers (AFA) the industry’s professional body. General Advice Warning The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Mark O’Connell, Robin Bell and Allan Hall Financial Planning Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323

Contact our Financial Planning team: Phone +61 2 8978 3770 Email admin@ahfp.com.au

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Financial Planning Team - Allan Hall Business Advisors, Brookvale NSW

Mark O’Connell

Rob Bell

Laura Staddon

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Principal Adviser, Allan Hall Financial Planning

Financial Adviser, Allan Hall Financial Planning

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Investing for Income with Allan Hall Financial Planning

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Investing for Income 15/11/2019 Â |Â Allan Hall

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Investing for Income with Allan Hall Financial Planning

The move away from Term Deposits Income-seeking investors have usually looked to term deposits, but term deposit and savings account interest rates have decreased also. As of late January 2011, a one-year term deposit had the potential to earn 6.15% from a major bank, and now, the average one-year term deposit rate is 1.5%. This rate is lower than the 6-month term deposit rate of 1.6%, showing a market expectation that rates are going to continue to fall. This is driving income-oriented investors to look elsewhere.

Risk versus Reward The variability of returns for taking on more risk while chasing yield can sometimes push investors further up the yield curve than they prefer. Letâ&#x20AC;&#x2122;s have a quick look at the basic investment yield curve (below):

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Investing for Income with Allan Hall Financial Planning

As investors take on more risk they can expect an increased return in the long run. However, in the short to medium term, they should be prepared to experience some volatility. That is why time in the market is so critical.

Bond Portfolios Fixed rate bond portfolios have rallied hard this calendar year and potentially taken some future gains with them. Although they have previously acted as a good buffer from share market corrections, there is some discussion that this might not be the case going forward, or that the buffer is not as large compared to the past. Floating rate bonds reduce the interest rate risk when interest rates start to climb. However, there is less opportunity to pick up a buffer during market corrections or potentially no opportunity at all. With bonds now yielding as low as 1.5-3%, investors are looking to diversify investments into other areas

Unlisted investments There has been an increase in investments in the unlisted sector â&#x20AC;&#x201C; private equity, commercial property and mortgage backed securities. These are potentially worth including in a portfolio, as long as the investor has an understanding of the time frames and liquidity requirements of the investment. There may be penalties to pull the funds out early, restricted withdrawal

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Investing for Income with Allan Hall Financial Planning

opportunities, or additional fees may apply.

Attractive growth and yield from equity markets Australian and Global equity markets are close to record highs but offer reasonable yield in comparison to bonds, plus the added benefit of franking credits from Australian equities. This is a good long-term strategy and investor portfolios have benefited from being in equities. Having the ability to ride out any market corrections and being prepared to invest for a minimum of 5 years is important, but the growth and yield reward will certainly be attractive in the long run. Growth portfolio assets in the long run are still expecting a 6-8% annual return. 20 years ago, defensive portfolios were returning 6-8%, however they are now expecting to return closer to 2-4%, while we see interest rates remain lower for longer. Great if you are like us, net borrowers!

What are safe yielding assets? Unfortunately there is not one answer to this question. There are many considerations including your investment time frame, your investment objectives and your willingness to potentially accept more risk. Due to the topical nature of this issue, Allan Hall will be hosting a free seminar, aimed at our retiree client base to further discuss these issues and their impact for pension income streams and also estate planning considerations. Further information for the seminar and registration details will be sent out shortly to all Allan Hall clients. If you require more information or assistance regarding investing for income and interest rates, or any queries in the areas of wealth accumulation, retirement planning, wealth protection, superannuation, investments and personal and business insurance, please contact Allan Hall Financial Planning directly using the button below. Contact Allan Hall Finance

This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this article, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.

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Changes to Insurance inside Superannuation - Allan Hall Business Advisors, Brookvale NSW

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Changes to Insurance inside Superannuation 13/06/2019 | Allan Hall

The Federal Government recently passed the “Protecting Your Super” (PYS) legislation package. This is designed to provide better outcomes for superannuation members by preventing inactive superannuation accounts being eroded by insurance premiums. From 1 July 2019, Super Funds are required to cancel insurance cover for any members whose accounts are deemed “inactive” for a continuous 16 month period and where the member has not elected to maintain insurance. Broadly, a member’s account is considered ‘inactive’ if no contributions or rollovers have been received. This means any insurance cover linked to a member’s super account – Death, Total & Permanent Disability (TPD) and Income Protection – from both group and retail insurance providers will be affected. Super Funds have already started to write to members impacted by the PYS legislation. If you receive such a letter it’s important not to ignore it. You will need to follow your Super Fund’s instructions if you wish to retain your insurance cover. Should you wish to discuss this further or are interested in reviewing your personal insurance https://allanhall.com.au/changes-to-insurance-inside-superannuation/[28/05/2020 2:42:48 PM]

Changes to Insurance inside Superannuation - Allan Hall Business Advisors, Brookvale NSW

needs, please call our Financial Planning team on (02) 8978 3770 or contact us using the button below.

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Audit Services | Audit Advisor | Annual Audit Advice | Allan Hall

Audit

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Auditing your business for future growth

â&#x20AC;&#x153;We have been using Walter Allan Hall for our annual audit since 2014. Â Based on our experience we have recommended them to other organisations. Â As a leading Australasian medical society it is important that we use a

At Walter Allan Hall, we are committed to providing high quality independent Audit services to assist with the reliability of information prepared by clients for use by investors, creditors and other stakeholders in accordance with statutory requirements. Whether you are a small business start-up, or well established company, we are able to deliver tailored and professional audit and assurance advice to enable the improvement of internal controls so that you can add value to your business.

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Audit Services | Audit Advisor | Annual Audit Advice | Allan Hall

firm that is professional, efficient, thorough and responsive. Â As our head office is located on the Northern Beaches of Sydney, it has been very beneficial to be so close to Walter Allan Hallâ&#x20AC;&#x2122;s office. We have implemented recommendations made by Walter Allan Hall which have significantly improved and streamlined our operations.â&#x20AC;? Jill Smith, CEO Australasian Society of Clinical Immunology and Allergy (ASCIA)

We offer the following audit services:

Audit of financial statements Regardless of your business size, we are able to provide a comprehensive independent financial audit, identifying areas for business improvement and potential risks. We service a range of businesses from family owned businesses to companies listed on the ASX.

Compliance and regulatory audits Due to the evolving compliance environment, it is essential that you are up to date with your regulatory requirements. We can ensure that your business is compliant with financial and non-financial reporting requirements, as well as managing regulatory risk and corporate governance.

Special purpose audits and reviews In order to continue to grow your business, it is essential that you understand what is providing operational gains and what is potentially impacting on meeting your strategic and financial goals. Our range of non-statutory audits and reviews can assist you to deepen your understanding of business operations. These include turnover audits, grant audits, corporate governance reviews and completion audits.

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Audit Services | Audit Advisor | Annual Audit Advice | Allan Hall

Through a rigorous process spanning your entire business, our internal auditors work with management to review systems and operations to ensure that the correct processes are in place, as well as identifying where there may be opportunity for greater efficiencies.

Our Team at Walter Allan Hall is waiting to help you.

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Enterprise Risk Management | Risk Management Services | Allan Hall

Risk Management

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Managing risk to protect your business

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â&#x20AC;&#x153;I would recommend Don and his Audit team to assist any business who would like the technical jargon removed, and be provided with

At Walter Allan Hall, we use our professional expertise and experience to help you to make decisions that will support your business objectives and prevent loss or harm to the business. Our range of services in this area include:

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Enterprise Risk Management | Risk Management Services | Allan Hall

objective business process improvements to reduce risk and increase productivity and profitability.” Adam Joy, COO Australian Newsagent’s Federation

Risk management services Assistance with the development and implementation of risk management strategies, frameworks and processes to ensure effective risk management and risk mitigation of business operations.

Corporate governance services We provide a range of services to ensure you remain compliant, which then gives you more time to focus on the strategic goals and performance of the business

Review of governance arrangements We understand that there is no one approach when it comes to the operation of ‘good governance’ for a business and it needs to be reviewed periodically. Our services enable us to assess current governance frameworks, flows, as well as provide governance training where necessary.

Fraud, risk and investigations Our team can deliver an effective fraud risk management framework that will enable your business to prevent, detect and actively respond to fraudulent incidents as they occur.

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Enterprise Risk Management | Risk Management Services | Allan Hall

Our Team at Walter Allan Hall is waiting to help you.

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Learn more about our Audit and Assurance teamÂ

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Corporate Financial Reporting | Financial Reporting Services | Allan Hall

Financial Reporting

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The latest methodologies and technologies

At Walter Allan Hall, we use sound and proven methodologies and the latest technology to gain a complete understanding of your business, the industry and environment in which you operate, your corporate goals, accounting systems and people. Our financial reporting services include: Financial statement preparation and advisory Preparation of work papers for audit Financial reporting training and development Management accounting services

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Our Team at Walter Allan Hall is waiting to help you.

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Corporate Assurance | Due Diligence Review | Internal Control Systems

Other Assurance Services

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Reviewing your business practices for success

In addition to audit, financial reporting and risk management, our team at Allan Hall also provide the following assurance services to support the effective operations of your business:

Reviews of internal control environment We oversee the internal controls and review the effectiveness of the environment as a whole, to provide reasonable assurance that the processes and policies of the organization facilitate effective and compliant operation of the business.

Information technology reviews Often performed in conjunction with an internal audit or financial statement audit, our team can https://allanhall.com.au/audit-and-assurance/corporate-assurance-services/[28/05/2020 2:44:18 PM]

Corporate Assurance | Due Diligence Review | Internal Control Systems

investigate the management controls within an IT infrastructure and determine whether it is effectively protecting assets and maintaining data integrity.

System documentation and assessment Preparation and management of system documentation.

Due diligence reviews Assistance with financial, legal, tax and environmental due diligence and business analysis for organisations that aiming to improve a specific business unit or are contemplating a new investment, strategic partnerships, or mergers and acquisitions.

Investigating accountant reports This involves an independent review of historical or projected financial information with the main purpose of ascertaining whether the financial information is prepared properly on a reasonable basis with relevant mandatory reporting requirements and accounting policies adhered to.

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Corporate Assurance | Due Diligence Review | Internal Control Systems

Our Team at Walter Allan Hall is waiting to help you.

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Corporate Financial Reporting | Financial Reporting Services | Allan Hall

Financial Reporting

Audit Risk Management Financial Reporting Other Assurance Services

The latest methodologies and technologies

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Corporate Financial Reporting | Financial Reporting Services | Allan Hall

Our Team at Walter Allan Hall is waiting to help you.

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allanhall@allanhall.com.au

Learn more about our Audit and Assurance team

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Audit and Assurance Team - Allan Hall Business Advisors, Brookvale NSW

Our Audit and Assurance team

Quality, professional standards with a fresh perspective Walter Allan Hall is an independent audit firm affiliated with Allan Hall Business Advisors that was established in 2012 by Don Walter and the partners of Allan Hall. Don is the head of our Audit and Assurance team and has over 30 years’ experience in audit, accounting, corporate governance, risk management and assurance services. Don previously spent almost 20 years as a founding partner of Walter Turnbull, a 270 person city firm that was sold to a ‘Big 4’ firm in 2010. Our dedicated audit and assurance team are committed to providing a fresh perspective to our clients while maintaining our high level of quality and professional standards. Our team has built extensive experience and strong technical capabilities in audit, accounting, internal controls and corporate governance across private, public and https://allanhall.com.au/audit-and-assurance/audit-assurance-our-team/[28/05/2020 2:45:09 PM]

Audit and Assurance Team - Allan Hall Business Advisors, Brookvale NSW

not-for-profit sectors.

Contact our Audit and Assurance team: Phone +61 2 9981 2300 Email allanhall@allanhall.com.au

Don Walter

Partner, Walter Allan Hall Full profile »

Karen Eaton

Client Service Director, Walter Allan Hall

Ashley Cowan

Manager, Walter Allan Hall Full profile »

Full profile »

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AASB 16 Leases: What You Need to Know

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Application of the Updated Lease Accounting Standard – AASB 16: What You Need to Know as a Business 13/02/2020 | Allan Hall

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AASB 16 Leases: What You Need to Know

AASB 16 Leases is the updated accounting standard that changes the way in which many companies account for leases in their financial statements. AASB 16 Leases was issued by the Australian Accounting Standards Board (AASB) and is effective for reporting periods beginning on or after 1 January 2019 i.e. year ended 31 December 2019 and year ending 30 June 2020.

Will this Update Impact Your Business? For many businesses, leasing is a vital necessity of their commercial activities, as it allows a business to gain access to their assets whilst minimizing vulnerability to the risks associated with the ownership of assets. The AASB 16 Leases will impact most Australian businesses that have finance and/or operating leases of property, including your rented premises, motor vehicles, manufacturing and other equipment.Â

AASB 16 Leases will cause the majority of leases of an entity to be brought onto the statement of financial position. There are limited exceptions relating to short-term leases and low value assets which may remain off-balance sheet. If you do not have a lease as an identified asset of your business, then there is no contract and therefore the updated Lease Accounting Standard AASB 16Â will not apply to your https://allanhall.com.au/aasb-16-leases-what-you-need-to-know/[28/05/2020 2:45:32 PM]

AASB 16 Leases: What You Need to Know

business.

What are the Changes under AASB 16 Leases? The main changes under the new standard will be: An increase in recognised assets and liabilities (right-of-use assets and liabilities recognised); Timing differences – more lease expense will be recognised in the early periods of a lease, and less in the later periods; A shift in lease expense classification from operating expenses to financing costs and amortisation (e.g. moving below measures such as operating profit, EBITDA or EBIT); For entities that present cash flows – allocation between cash from operations and financing activities will change.

AASB 16 Leases: What do Management Need to Consider? A number of aspects of the application of AASB 16 Leases will require the exercise of judgement – particularly in respect to the definition of a lease and the assessment of the lease term. Management should consider the following key questions: Do you know which of the entity’s contracts are, or contain, leases? Are your systems and processes capturing all of the required information and capable of monitoring leases and keeping track of the required ongoing assessments? Have you considered the practical expedients within AASB 16 Leases which can be used on transition? Do you know what discount rates you will be using for your different leases? Have you considered the impact of the changes on your financial results and position? How will you communicate the impact to affected stakeholders? Have you planned when you will consider the tax impacts? Have you considered whether your leasing strategy requires revision? Entities with a 30 June financial year end who are required to prepare financial statements that comply with the accounting standards will need to consider this updated accounting standard for the year ending 30 June 2020. Should you have any questions in relation to the application of the AASB 16 Leases, or if you require assistance with your 30 June 2020 financial statements, please contact our Audit and Assurance team at Walter Allan Hall or use the Contact Us button below.

AASB 16 Leases: What You Need to Know

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Important Information for Clients with a Discretionary Trust - Allan Hall Business Advisors, Brookvale NSW

News

Important Information for Clients with a Discretionary Trust 13/06/2019 | Allan Hall

Decisions Regarding Distribution of Income If you have a Discretionary Trust, the decisions about the distribution of the income of your Trust must be made and evidenced by 30 June 2019. Under the terms of most Trust Deeds it is not necessary for formal minutes to be prepared prior to 30 June as these can be prepared and signed at a later date. It is only necessary for the decision to be made and agreed on. Whilst this can be a verbal decision, we recommend that this is documented – as in all tax matters, the onus of proof is on the taxpayer and not the Tax Office. We may have already discussed this with you when we were completing your 2018 tax work and you may have recorded your distribution decision. If not, now is a timely opportunity. For your convenience we have provided a Trustee Distribution template for you to complete to evidence the distribution decision. Please use the button below to download the https://allanhall.com.au/important-information-for-clients-with-a-discretionary-trust/[28/05/2020 2:45:55 PM]

Important Information for Clients with a Discretionary Trust - Allan Hall Business Advisors, Brookvale NSW

document. Please note, the template can be filled in electronically, however please first save a copy of it on your computer before filling it in.

DOWNLOAD YOUR TRUSTEE DISTRIBUTION TEMPLATE

If you would like us to assist you in regards to your distribution decision for 2018/19 year please contact us.

Provision of TFNs for new Beneficiaries The ATO also now requires us to provide details of the Tax File Number of new beneficiaries for a Trust. For the most part we know this, but if you have any new beneficiaries, such as a child who has turned, or will turn 18 in the 2018/19 year, then please let us know. Please remember for security and privacy reasons however that TFNs should not be sent via email so please contact us via phone to provide this information. Should you have any questions in relation to these matters, please contact your usual Allan Hall advisor or use the Contact Us button below.

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Important Information for Clients with a Discretionary Trust - Allan Hall Business Advisors, Brookvale NSW

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Important Information for Clients with a Discretionary Trust - Allan Hall Business Advisors, Brookvale NSW

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Instant Asset Write Off changes announced in Budget 2019 are now law - Allan Hall Business Advisors, Brookvale NSW

News

Instant Asset Write Off changes announced in Budget 2019 are now law 15/04/2019 | Allan Hall

The measure announced in the 2019 Federal Budget to give medium-sized businesses (turnover greater than $10M but less than $50M) the ability to immediately deduct the cost of assets costing less than $30,000 is now law. The new Act also increases the current threshold for the instant asset write off for small businesses (turnover less than $10M) from $25,000 to $30,000. There have been a couple of changes to the instant asset write off this financial year so here is a quick snapshot of the changes that have occurred: Date assets purchased

Business Turnover

Instant Asset Write Off

1/7/2018 – 28/1/2019

Less than $10M

Less than $20,000

29/1/2019 – 1/4/2019

Less than $10M

Less than $25,000

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Instant Asset Write Off changes announced in Budget 2019 are now law - Allan Hall Business Advisors, Brookvale NSW

2/4/2019 – 30/6/2020

Less than $50M

Less than $30,000

It is important to note that it is the date the asset is installed and ready for use in your business that determines the date that the instant asset write off applies. Also, the cost of the asset includes all costs involved in getting the asset ready for use, such as installation and delivery costs. For assets that exceed the thresholds outlined above and cannot be instantly written off: Small businesses (turnover less than $10M) can use the small business pool and claim a 15% deduction in the first year and 30% each year after; Medium businesses (turnover greater than $10M but less than $50M) must use the general depreciation rules.

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Instant Asset Write Off changes announced in Budget 2019 are now law - Allan Hall Business Advisors, Brookvale NSW

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Instant Asset Write Off changes announced in Budget 2019 are now law - Allan Hall Business Advisors, Brookvale NSW

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Home Loans & Mortgages | Mortgage Brokerage Services

Home Loans

Home Loans Investment Loans Business Loans

Home loans for buying, building or renovating.

“We are very thankful for your communication and commitment to the borrowing process and the total service experience provided was faultless.” Tania and Hamish McLean

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Mortgage Broker Services | Find Your Perfect Home Loan With so many lenders in the market to choose from, the process of purchasing your new home, commencing construction or renovating can be extremely harrowing and exhausting at the best of times. At Allan Hall Finance, we ensure that you have a highly-skilled mortgage broker to

Home Loans & Mortgages | Mortgage Brokerage Services

guide you through the whole process from start to finish. Our goal is to take the stress out of the situation by ensuring you are getting the best rate and product from the right lender. This means that we will do the hard work for you. discussing your financial situation determining potential borrowing capacity scanning the market negotiating with multiple lenders on your behalf to ensure you receive the best product available for your needs Â Once we have achieved your desired outcome, the service does not stop there, our home loan specialists at Allan Hall Finance will continue to monitor your loan with regular check-ups to ensure your loan is always competitive with the ever-changing market. We work for you and not the banks and we pride ourselves on ensuring that you are satisfied and comfortable with your home loan situation throughout every stage.

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Home Loans & Mortgages | Mortgage Brokerage Services

Our Finance team is waiting to help you.

+61 412 038 205

mitchell@allanhallfinance.com.au

Learn more about our Finance team

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Investment Property Loans | Investment Property Finance & Advice

Investment Loans

Home Loans Investment Loans Business Loans

We make the process as simple as possible

â&#x20AC;&#x153;We could not be happier with your services. You responded promptly to any and all enquiries, pressed buttons for action when needed, are very easy to talk to and personable, and conduct yourself as a true https://allanhall.com.au/finance/investment-property-loans/[28/05/2020 2:47:02 PM]

Whether you want to know if you have the capacity to begin an investment portfolio or want to know if or how to use existing equity, Allan Hall Finance has expert finance brokers that are available to guide you through the process. The investment landscape can be an intricate process with many different things to consider when making your decision. This is where our accomplished mortgage brokers, working in unison with Allan Hallâ&#x20AC;&#x2122;s

Investment Property Loans | Investment Property Finance & Advice

professional. We would certainly not hesitate to use your services in the future and will recommend you highly to friends.â&#x20AC;? Ron and Kellie Alexander

expert accountants, can help you make the best decision on which investment is the right one for your current situation. After assessing your finance situation and discussing your personal goals that you would like to achieve, our mortgage brokers will then begin to do the legwork and navigate the often at times, volatile investment lending market. Once we have achieved your desired outcome, the team will continue to monitor your current loan and will be available to discuss your next investment opportunity. We pride ourselves on making the process as simple as possible and ensuring you receive ongoing support for your investment loans.

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Investment Property Loans | Investment Property Finance & Advice

Our Finance team is waiting to help you.

+61 412 038 205

mitchell@allanhallfinance.com.au

Learn more about our Finance team

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Business Loan Specialist | Business Finance | Allan Hall Northern Beaches

Business Loans

Home Loans Investment Loans Business Loans

Supporting you with the extra commercial finance you need

If you are an existing business operator, or plan to be, Allan Hall Finance can assist you with your finance requirements. We have extensive experience with all types of commercial loans, from property purchase to working capital and equipment finance. So, if your business is looking to obtain that extra capital it needs, purchase much needed equipment or find a new warehouse, we have the experience and can access the right loan products for your requirements from an extensive list of lenders. We also offer a service to review and analyse your current banking arrangements, from loans to general banking. We will ensure that your commercial banking arrangements are what you

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Business Loan Specialist | Business Finance | Allan Hall Northern Beaches

deserve.

Our Finance team is waiting to help you.

+61 412 038 205

mitchell@allanhallfinance.com.au

Learn more about our Finance team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us

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Legislation

Business Loan Specialist | Business Finance | Allan Hall Northern Beaches

Business Loans

Home Loans Investment Loans Business Loans

Supporting you with the extra commercial finance you need

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Business Loan Specialist | Business Finance | Allan Hall Northern Beaches

deserve.

Our Finance team is waiting to help you.

+61 412 038 205

mitchell@allanhallfinance.com.au

Learn more about our Finance team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us

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Legislation

Our Finance Team - Allan Hall Business Advisors, Brookvale NSW

Our Finance Team

Nothing is too much trouble for our Finance team Built on strong family values, our finance division is managed by brothers, David Cleary and Stephen Cleary. Between them they have over 80 yearsâ&#x20AC;&#x2122; experience in the finance industry.

Contact our Finance team: Phone +61 2 412 038 205 Email mitchell@allanhallfinance.com.au

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Our Finance Team - Allan Hall Business Advisors, Brookvale NSW

David Cleary

Stephen Cleary

Full profile »

Director, Allan Hall Finance

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Tips on Why You Should Refinance Your Home Loan - Allan Hall Business Advisors, Brookvale NSW

News

Tips on Why You Should Refinance Your Home Loan 16/03/2020 | Allan Hall

If we were to ask you what your current interest rate is for your home loan, would you know the answer?

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Tips on Why You Should Refinance Your Home Loan - Allan Hall Business Advisors, Brookvale NSW

Many clients tend to focus only on the approval process of a home loan, letting it sit and then forgetting about it. This however, is a common mistake which many clients make, so we have put together some key tips that you should consider to get the best out of your home loan now and into the future.

Tip 1: Review Your Home Loan on an Annual Basis Due to a rapidly changing mortgage market, a home loan should be reviewed every 12-18 months at least. Whilst the interest rate and product you originally received may have been the lowest and best suited at the time, chances are that in 12-18 months, there will be lower interest rates and better offerings from a number of other lenders looking for new business.

Tip 2: Know the Best Interest Rates Available by Seeking Advice from a Mortgage Broker There is a distinct difference between what lenders offer their existing customers compared to what they offer new business. The majority of the time, new business will always get the better deal. For example, if you took out a loan for $500,000 for owner occupied purposes with principle and interest repayments 18-24 months ago, on average, your interest rate would have been 3.80%, whereas now you should be looking at a rate of 2.85% or less. For example, this https://allanhall.com.au/tips-on-why-you-should-refinance-your-home-loan/[28/05/2020 2:48:35 PM]

Tips on Why You Should Refinance Your Home Loan - Allan Hall Business Advisors, Brookvale NSW

reduced interest rate could save you around $3,000+ per annum in interest. A mortgage broker can tell you which lenders are offering the best interest rates at the time and advise which lenders have refinancing offers. A current example is that NAB, St George and Westpac will reimburse you up to $4,000 if you choose to refinance your loan with them.

Tip 3: Consolidate Other Debts Another reason to refinance your home loan is that you can take the opportunity to consolidate other debts you may have. Whether the debts may be credit cards, personal loans or car loans, where the interest rates are much higher, it makes sense to bundle the debts together under your home loan rates, if this is possible for you. This will allow for fewer monthly payments and you may even be eligible for a lower overall interest rate.

Tip 4: Consider the Costs Involved One of the most important tips when refinancing your home loan, is to always consider the cost involved in doing so. Most lenders will charge a discharge fee, solicitors fees, break fees (if the loan is fixed), which can make the option of refinancing not commercially viable. Our team of experienced mortgage brokers at Allan Hall Finance are ready to discuss all refinancing options with you and answer any questions you may have. Please do not hesitate to contact us, should you have any queries. Contact Us

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Tips on Why You Should Refinance Your Home Loan - Allan Hall Business Advisors, Brookvale NSW

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Tips on Why You Should Refinance Your Home Loan - Allan Hall Business Advisors, Brookvale NSW

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Comprehensive Credit Reporting and How This Will Impact Your Credit Report

News

Comprehensive Credit Reporting and What this Means for Your Credit Report 16/01/2020 | Allan Hall

Comprehensive Credit Reporting (CCR)

https://allanhall.com.au/comprehensive-credit-reporting/[28/05/2020 2:48:58 PM]

Comprehensive Credit Reporting and How This Will Impact Your Credit Report

What is Comprehensive Credit Reporting (CCR)? Comprehensive Credit Reporting, or more commonly known as Positive Credit Reporting, is Australiaâ&#x20AC;&#x2122;s new credit reporting system that has been introduced to ensure a smoother and easier way for lenders to assess a personâ&#x20AC;&#x2122;s credit history.

Changes to your Credit Report Australia has previously used Negative Credit Reporting where only information such as credit enquiries, bankruptcies or defaults/late/missed payments would have shown up on your Credit Report. This will change the way a lender assesses your application for finance and the information that will be available to the lender when looking at your Credit Report.

Your New Credit Report Will Show: Repayment history (good or bad) for the last 24 months The date an account was opened or closed Credit limit and the type of credit Lenders will be able to share all this information with other credit providers, which will give a greater insight into your current financial commitments.

Credit Information Collected Before CCR and After CCR:

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Comprehensive Credit Reporting and How This Will Impact Your Credit Report

How will this Change Benefit You? Whilst there will be a lot more information now available to lenders on your current and past financial commitments, this will ultimately reduce the amount of paperwork required from you when submitting an application to a lender. This change should also lead to quicker turnaround time for a response from your lender. With Comprehensive Credit Reporting now showing positive credit history as well as negative, your credit applications will be strengthened and in time, potentially provide better interest rates. It is very important to have an understanding of your credit standing and we recommend that you obtain a current copy of your Credit Report. If you would like to obtain and discuss your Credit Report, the team at Allan Hall Finance will be very happy to assist you. Please contact the Allan Hall Finance team today to book in for a free consultation. Contact Allan Hall Finance

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Comprehensive Credit Reporting and How This Will Impact Your Credit Report

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Comprehensive Credit Reporting and How This Will Impact Your Credit Report

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Comprehensive Credit Reporting and How This Will Impact Your Credit Report

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Allan Hall Finance named Brokerage of the Year 2019

News

Allan Hall Finance, Awarded Brokerage of the Year for 2019 15/11/2019 Â |Â Allan Hall

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Allan Hall Finance named Brokerage of the Year 2019

CEO David Haythorn commented that the awards were the most competitive in the aggregator’s history, with a number of broker members “vying” for the top spots in each category. “As a group we have achieved outstanding success over the past year,” Mr Haythorn remarked, adding, “our broker members are setting new benchmarks for the group and the winners exemplify how to run a successful finance broking business through their dedication and hard work”. Allan Hall Finance, was one of the biggest winners on the day, named Brokerage of the Year for their efforts over past 12 months. We congratulate David, Stephen & Mitchell on their achievements which is a testament to the value that they provide to their clients and our team at Allan Hall Business Advisors. Have you got a question about your mortgage, or looking to refinance? Get in touch with our Finance Team today who will be able to assist.

SEARCH Search …

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Allan Hall Finance named Brokerage of the Year 2019

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Allan Hall Finance named Brokerage of the Year 2019

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HR Advise | Professional HR Support for your business

General HR Advice & Support

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Practical HR advice so you can focus on your business

â&#x20AC;&#x153;Allan Hall HR offer a highly personal service. They have provided us with outstanding https://allanhall.com.au/hr/hr-consultant-services/[28/05/2020 2:49:43 PM]

What we offer Allan Hall Human Resources removes the complexity of navigating Australiaâ&#x20AC;&#x2122;s national workplace relations system. We help you

HR Advise | Professional HR Support for your business

advice and the expert support necessary to confidently work through complex HR issues.â&#x20AC;? Trevor Jones, Director GuihenJones

manage your employees by providing clear and practical outsourced HR advice and support, saving you time to focus on your business. Our goal is to assist you to achieve your business goals, while ensuring you remain compliant with relevant legislation; reducing the likelihood of employee claims and compliance breaches and increasing HR efficiencies and profitability.

Our HR Advice and Support service includes:

While we are based on the Northern Beaches, our clients are located across all Australian states and territories, range from small to large businesses and operate within a diverse range of industries. We understand that not all leaders have the same strategic objectives and therefore our HR experts will establish a support arrangement in accordance with your needs.

Support arrangements may be in the form of: Ad-hoc advice Full outsourced HR support

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HR Advise | Professional HR Support for your business

Specific project support

Our Approach With a broad, national client base, our HR experts offer a flexible approach to ensure you receive value-for-money advice and support which meets your individual requirements in your preferred location. We are available to answer a one-off query or provide you with our full range of services. We offer a flexible approach with the level of support and cost structure tailored to the size and needs of your business. We work closely with you to understand your business, industry and goals, in order to provide a practical approach and optimal solution. Options for support over phone, skype or face-to-face at any location across Australia. We focus on providing a quality and responsive service. We provide you with answers, or attend meetings and take action with employees on your behalf. We are happy to provide advice and support to any contact within your business; including the managing director, senior management, HR manager/administrator, or other employees. We stay on top of changes in legislation, to ensure you are compliant with current workplace laws

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HR Advise | Professional HR Support for your business

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

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Recruitment Agency & Outsourced Recruitment Services

Recruitment

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

A highly personal recruitment approach so you get the right people for your business

What we offer A substantial part of our outsourced HR service involves recruitment â&#x20AC;&#x201C; finding the best candidates for your business. Our recruitment and selection process is effective as we utilise our expertise and knowledge of your organisationâ&#x20AC;&#x2122;s requirements. We tailor our recruitment approach to your specific needs and only put forward candidates that tick all the boxes.

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Recruitment Agency & Outsourced Recruitment Services

“ASCIA (Australasian Society of Clinical Immunology and Allergy) has been using Allan Hall HR services since 2013, with excellent results. The staff we have recruited using their services have become integral members of our small, efficient and dynamic team. Allan Hall HR services have also assisted us with developing new employment agreements and amending existing agreements to ensure they are compliant with current requirements.” Jill Smith, CEO Australasian Society of Clinical Immunology and Allergy (ASCIA)

Our Recruitment Services include: Job brief Advertising Screening applicants Headhunting Interviewing Psychometric testing Reference checking Job offers Employment commencement Contracts of employment Your people are your most important asset – we find people who will thrive in your business and help your business grow. Allan Hall HR works with SMEs as well as national organisations across a wide range of industries from electrical wholesaling and construction to advertising and accounting. Whether you are looking for a Business Development Manager in a national manufacturing organisation, a senior graphic designer or an entry level accounts or administration assistant, we offer comprehensive recruitment solutions.

Our Approach Our custom approach does not come with the usual high-cost recruitment fee. We charge an hourly rate for our service that delivers exceptional value for money – no placement fees, no high commissions based on a percentage of salary package. You can choose from our range of recruitment https://allanhall.com.au/hr/recruitment/[28/05/2020 2:50:06 PM]

Recruitment Agency & Outsourced Recruitment Services

services to meet your specific hiring requirements â&#x20AC;&#x201C; from advertising and shortlisting, to interviewing and providing comprehensive employment contracts, we support you all the way. Many of our clients are now utilising our psychometric testing services as an integral part of the recruitment process to provide valuable insights about candidate selection â&#x20AC;&#x201C; we have specialists in our team that can guide employers through this process. Some of our clients grow-their-own great people through successful graduate recruitment programs, we can help if you are interested in developing your own graduate program. Our professional and friendly approach results in extremely satisfied clients and candidates who report a positive recruitment process, even when they are not successful!

Graduate Recruitment & Development With a strong background in graduate recruitment across a range of industries, our team can assist in navigating the competitive and dynamic market of graduate recruitment. https://allanhall.com.au/hr/recruitment/[28/05/2020 2:50:06 PM]

Recruitment Agency & Outsourced Recruitment Services

What We Offer We work collaboratively with our clients to find the best approach to market and build their brand presence with todayâ&#x20AC;&#x2122;s graduates. As a member of the Australian Association of Graduate Employers (AAGE), we keep up to date with the latest trends and research on what graduates are looking for in their recruitment experience, career progression and professional development.

Allan Hall HR offers a range of services in Graduate recruitment, including: Tailored branding / recruitment campaign Customised psychometric testing Assessment centres Transcript and reference checks

Our Graduate Recruitment Approach We are able to tailor our graduate recruitment approach to your business needs. We currently work with our clients Australia-wide in developing marketing campaigns, connecting them with University contacts, building their brand presence on University campuses and ensuring we engage with the right candidates. Our team can work with you to customise a small or large-scale recruitment process to tap into the graduate market. Whether you want to attend a University Careers Fair, build a profile on relevant graduate websites or advertise your opportunities to students https://allanhall.com.au/hr/recruitment/[28/05/2020 2:50:06 PM]

Recruitment Agency & Outsourced Recruitment Services

on their University portal, we can assist you with finding the best solution. We can work with you to customise a clear recruitment process, whether you would like assistance with video interviews through to assessment centres. We have a range of psychometric testing services that we can utilize throughout the recruitment process.

Our Human Resources team is waiting to help you.

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Recruitment Agency & Outsourced Recruitment Services

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

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Psychometric Testing | Psychometric Assessment for business

Psychometric Testing

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Passion, expertise and a full range of assessment tools

Where can you use psychometric testing? Recruitment Psychometric testing is invaluable throughout the recruitment process in all businesses, both large and small. It can help reduce employee turnover by accurately identifying and selecting employees with desirable traits, who are competent and have a good cultural fit for the business. Bad hiring decisions are a costly mistake and have been reported to cost an employer up to twice an employeeâ&#x20AC;&#x2122;s base annual salary.

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Psychometric Testing | Psychometric Assessment for business

Psychometric testing can be used to measure an individual’s aptitude and ability, personality and behavioural styles, talents and motivations; all which assist in predicting the way they will perform in a job. As an employer, you can gain valuable insights into how a candidate is likely to communicate with others, make decisions, solve problems, cope with challenges and deal with stress. These traits and behaviours are critical in many jobs and they cannot be accurately assessed using traditional recruitment techniques alone, such as resume screening, interviews and reference checks. Research shows that when used as part of a focused and well-structured recruitment process, psychometric testing can significantly increase the reliability and validity of hiring decisions.

“Using Allan Hall HR’s full range of services helps us get the most from our people, which is great for our business.” Brendan McMahon, Regional General Manager MM Electrical Merchandising

Other Uses Psychometric assessment can also be utilised outside of the recruitment process. It can provide a valuable source of information to help businesses get the most out of existing employees and assist with employees’ career and management development. It can add value in: Career development and planning: clarifying an individual’s strengths, areas for development and personal goals, highlighting employee potential, interests and career aspirations Team building: making people aware of the differences among team members and enabling them to work more effectively together Succession planning: identifying those with potential for progression and evaluating their fit for a particular position Performance management:

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Psychometric Testing | Psychometric Assessment for business

determining underlying causes of under-performance

Why Allan Hall Human Resources?

Knowledgeable Our consultants and organisational psychologists bring expertise, knowledge and passion to deliver solutions assisting you to hire talent, build talent and lead talent. We have assisted clients in all industries both nationally and internationally, and offer solutions for any business, from small to large. Key roles include but are not limited to: Directors, managers and professionals Graduates and trainees Administration https://allanhall.com.au/hr/psychometric-testing/[28/05/2020 2:50:29 PM]

Psychometric Testing | Psychometric Assessment for business

Customer service Sales Technical staff

Tailored Solutions We work with you to understand your business, your people and your requirements. We have found that psychometric solutions work best when theyâ&#x20AC;&#x2122;re individually tailored to your situation. We provide custom reporting options shaped to each specific role or candidate, including reports written by our Registered Psychologists delivered within guaranteed turnaround times.

Diverse Range of Instruments We have a diverse range of reliable and valid psychological testing instruments at our disposal including personality, cognitive ability and aptitude, but also specific skills and abilities. All assessments utilise the latest technology and can be completed online to ensure automation and effortless delivery, positive candidate experience and low costs. We offer a wide range of testing options including supervised assessments in our offices or affiliated test centres, to unsupervised volume screening or assessment centre solutions. We have built a strong reputation for our expertise and responsiveness in providing cost effective, tailored psychometric assessment services to https://allanhall.com.au/hr/psychometric-testing/[28/05/2020 2:50:29 PM]

Psychometric Testing | Psychometric Assessment for business

assist our clients in areas such as recruitment, career development, team building, succession planning, conflict resolution and performance management.

Cost Effective At Allan Hall HR, we offer the services of psychometric testing as a standalone cost to ensure you have all of the information available to you to make your own recruitment and selection decisions. Many organisations such as recruitment agencies offer psychometric testing as an additional cost within an end-to-end recruitment process. This means that the tests have the aim of â&#x20AC;&#x153;sellingâ&#x20AC;? candidates. Our extensive range of psychometric testing instruments each have their own competitively priced cost depending on the combinations, usage amounts and individual requirements. For more information on pricing, please contact us. Our tailored pricing model gives your business flexibility in the recruitment and selection process to ensure you make the right decisions for your business.

https://allanhall.com.au/hr/psychometric-testing/[28/05/2020 2:50:29 PM]

Psychometric Testing | Psychometric Assessment for business

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/psychometric-testing/[28/05/2020 2:50:29 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Psychometric Testing | Psychometric Assessment for business

https://allanhall.com.au/hr/psychometric-testing/[28/05/2020 2:50:29 PM]

Workplace Training | Corporate & Staff Training Services

Training

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

25 yearsâ&#x20AC;&#x2122; experience developing and delivering tailored, practical workplace training programs to clients Australia wide

Allan Hall Human Resources have over 25 yearsâ&#x20AC;&#x2122; experience developing and delivering tailored, practical training programs to clients Australia wide. Our team will partner with you to develop bespoke training programs to meet the needs of your business and achieve better learning outcomes for your employees. We offer the flexibility of having the option to create long-term learning and development projects

https://allanhall.com.au/hr/training/[28/05/2020 2:50:54 PM]

Workplace Training | Corporate & Staff Training Services

or standalone training programs.

“Being a smaller business, we did not have an HR specialist employed in the business. Allan Hall HR provided the perfect solution, allowing us to access their expertise on an “as-needs” basis. Six years later, Gordon and his team have guided us through our company growth, providing highly professional, knowledgeable and practical advice, securing a long term partnership.” Rachel Dixon, Finance Director GuihenJones

Whether you are looking to enhance your team’s people management skills or wanting to improve their time management skills, we have a training program we can tailor to suit your needs. Some of our more popular training programs we have available include: Business Development & Sales Customer Service Skills People Management Delegation Skills Time Management Entrepreneurship Discrimination, Harassment and Bullying Workplace Coaching Recruitment Skills & Techniques Allan Hall Human Resources offers flexibility to tailor any of our training programs, whether it’s the duration, location or learning outcomes of the session, we will work closely with you to create a practical session that covers all your business essentials. Our clients are located in all states and territories across Australia. We can develop training sessions to be facilitated either online or face-to-face at any location across Australia. We utilize tools and instruments to enable participants to better understand themselves

https://allanhall.com.au/hr/training/[28/05/2020 2:50:54 PM]

Workplace Training | Corporate & Staff Training Services

and how to work more effectively with others. In these programs, we use validated and well-regarded psychometric assessments and these are supported by specialists in our team.

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

https://allanhall.com.au/hr/training/[28/05/2020 2:50:54 PM]

Workplace Training | Corporate & Staff Training Services

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/training/[28/05/2020 2:50:54 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Workplace Mediation Services | Conflict Resolution in the Workplace

Investigation & Mediation

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Effective resolution of workplace complaints and conflict

â&#x20AC;&#x153;Whenever I have needed assistance on any HR matters, Allan Hall Human https://allanhall.com.au/hr/investigation-mediation/[28/05/2020 2:51:16 PM]

Workplace complaints and unresolved conflict can be a major cost to organisations, not only due to the financial impact of legal claims and reputational damage, but also due to loss of productivity and morale in the workplace.

Workplace Mediation Services | Conflict Resolution in the Workplace

Resources Services has always offered excellent advice to ensure we are in compliance with the related regulations and doing the best we can for our staff.” Ada Barden, Practice Manager Quantumcorp Australia

Our aim is to assist you to manage these issues efficiently, in a way that minimises the risks to your staff and your business and enhances workplace relationships.

Conflict and Mediation Services We offer our services as an independent and impartial third party to facilitate discussions between employees and resolve disputes through mediation. We have a legally qualified, nationally accredited mediator who offers a structured and confidential mediation process which encourages effective dialogue between parties so that workable outcomes can be achieved. Mediation can be beneficial to deal with communication breakdowns, some bullying and harassment complaints and interpersonal or team dysfunction. In addition, we offer conflict coaching which supports mediation outcomes and equips employees with the skills and techniques required to work together more effectively and resolve ongoing issues within their team.

Independent Investigations In more serious matters, we may recommend an informal or formal investigation. Our team has experience and expertise in conducting fair and impartial investigations into: Employee fraud Theft Serious safety breaches https://allanhall.com.au/hr/investigation-mediation/[28/05/2020 2:51:16 PM]

Workplace Mediation Services | Conflict Resolution in the Workplace

Workplace violence Bullying Sexual harassment Discrimination Misuse of social media Grievance complaint handling Policy breaches We use effective and thorough investigative techniques to ensure that you achieve the right outcome.Â We also ensure that obligations of procedural fairness are met so that your decisions will withstand legal challenge. Depending on your needs, we are able to provide a full investigation service from initial interview to final report. Our comprehensive reports consider all the evidence and make findings as to whether the complaint has been made out. We also analyse underlying causes of the complaint and provide recommendations as to systemic improvements to minimise the risk of future complaints. If you do not require a fully outsourced service, we can also provide support services to meet your budget including: phone advice interviewing employees drafting allegations and checking documentation reviewing your grievance/investigation reports providing training to your staff to improve their skills and expertise when handling workplace complaints and disputes If you think you may have an issue requiring https://allanhall.com.au/hr/investigation-mediation/[28/05/2020 2:51:16 PM]

Workplace Mediation Services | Conflict Resolution in the Workplace

investigation or mediation, or you just need some guidance, please do not hesitate to contact us.

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

https://allanhall.com.au/hr/investigation-mediation/[28/05/2020 2:51:16 PM]

Workplace Mediation Services | Conflict Resolution in the Workplace

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/investigation-mediation/[28/05/2020 2:51:16 PM]

Liability limited by a scheme approved under Professional Standards Legislation

HR Compliance audit for small to large businesses

HR Compliance & Audit

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Compliance audits for small to large businesses

â&#x20AC;&#x153;As a successful UK marketing agency starting up in Australia, Allan Hall HR https://allanhall.com.au/hr/hr-compliance-audit/[28/05/2020 2:51:39 PM]

What we offer Australian workplace legislation is broad and complex. It is critical you ensure your business is compliant with all legislation to

HR Compliance audit for small to large businesses

provided prompt, professional, legally sound advice and assistance and set up tailored employment contracts. This allowed us to quickly bring on a team to support our clients in the local market.” Steve Cox, Operations Director Blackdog Creative Marketing

avoid costly liabilities or negative publicity down the track as a result of an employee claim or an ATO, Work Cover or Fair Work audit. Allan Hall HR offers compliance audits for small, medium and large businesses, where we review your business operations against requirements within the: Fair Work Act 2009 Anti-discrimination and Equal Employment Opportunity (EEO) legislation Your industry Modern Award State-specific legislation Work Health Safety Legislation You decide upon the level of support you require, which can include: On-site audit: meeting with one of our experienced HR consultants to further understand your business, the specific risks you may face, and any concerns you wish to address. Off-site desktop audit: audit of mandatory documents and audit trails via email. A report identifying areas of noncompliance and recommendations for implementation. A comprehensive report: which provides additional recommendations to achieve best-practice HR and/or WHS management. Implementation support: including tailored documents to achieve legislative compliance and minimise risk to your business moving forward.

https://allanhall.com.au/hr/hr-compliance-audit/[28/05/2020 2:51:39 PM]

HR Compliance audit for small to large businesses

Our compliance audit will provide you greater peace of mind that you have correctly classified workers and are conducting operations in accordance with legislative requirements.

Our Approach

Our tailored approach means we can focus on specific areas of concern you have raised, or conduct a full audit to provide you with a higher level of comfort within key areas which may expose you to the risk of penalties for non-compliance. We understand that your objectives will change based upon your industry of operation and stage of the business life cycle, and your needs might grow from an initial compliance audit to implementing bestpractice processes and procedures. We have experience in a wide range of industries and support small, medium and large businesses across Australia with phone, email or face-to-face support.

https://allanhall.com.au/hr/hr-compliance-audit/[28/05/2020 2:51:39 PM]

HR Compliance audit for small to large businesses

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

https://allanhall.com.au/hr/hr-compliance-audit/[28/05/2020 2:51:39 PM]

HR Compliance audit for small to large businesses ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/hr-compliance-audit/[28/05/2020 2:51:39 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Industrial Relations support for businesses of all sizes.

Industrial Relations

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

We help you understand your obligations and manage your regulatory requirements

What we offer Substantive legislative provisions, such as the National Employment Standards (NES) and the 122 Modern Awards, has led to issues of interpretation and application for many employers. Allan Hall Human Resources provides industrial relations services to assist you in understanding your obligations to your employees and managing your regulatory

https://allanhall.com.au/hr/industrial-relations/[28/05/2020 2:52:03 PM]

Industrial Relations support for businesses of all sizes.

requirements.

“Using Allan Hall HR’s full range of services helps us get the most from our people, which is great for our business.” Brendan McMahon, Regional General Manager MM Electrical Merchandising

https://allanhall.com.au/hr/industrial-relations/[28/05/2020 2:52:03 PM]

Our experienced HR Consultants can assist you in: Modern Award interpretation: Understanding your obligations in regard to minimum pay and employee entitlements under the Modern Award system; Employment Contracts: Drafting and tailoring employment contracts based on the desired arrangement. Enterprise Agreements: Developing and drafting your enterprise agreement in accordance with desired outcomes. Enterprise bargaining: Negotiation with employees and/or a trade union with you, or on your behalf, with the aim to achieve your desired Enterprise Agreement objectives. Advice in relation to good faith bargaining requirements and scope orders, the Fair Work Act 2009, National Employment Standards (NES) and other applicable legislation. Individual Flexibility Agreements: Drafting flexibility agreements on your behalf in accordance with relevant award requirements and the individual’s needs. HR policies and procedures: Company-wide or developed for a specific work-site. Workplace mediation: Assistance with confidentially settling disputes

Industrial Relations support for businesses of all sizes.

between, or with, your employees. Representation in claims of unfair dismissal, adverse action, discrimination, bullying and harassment. Support through termination of employment, restructures and redundancies.

Our Approach

Our expert HR Consultants have been supporting employers across a broad range of industries to achieve their desired outcomes in the area of Industrial Relations for nearly 40 years. Providing a wealth of experience in negotiation, relevant legislation and best-practice approaches, you will feel confident that your issues are being tackled thoroughly and professionally. We offer support over the phone or via email for straight-forward or ad-hoc questions, and are available to meet with you, or negotiate

https://allanhall.com.au/hr/industrial-relations/[28/05/2020 2:52:03 PM]

Industrial Relations support for businesses of all sizes.

on your behalf, in any state or territory within Australia. We can be engaged to assist you at your head office, or on a specific project site. We work closely with you to understand your business, strategy and desired outcomes, to provide documentation and support to achieve your objectives.

Our Human Resources team is waiting to help you.

https://allanhall.com.au/hr/industrial-relations/[28/05/2020 2:52:03 PM]

Industrial Relations support for businesses of all sizes.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/industrial-relations/[28/05/2020 2:52:03 PM]

Liability limited by a scheme approved under Professional Standards Legislation

HR Advise | Professional HR Support for your business

General HR Advice & Support

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Practical HR advice so you can focus on your business

â&#x20AC;&#x153;Allan Hall HR offer a highly personal service. They have provided us with outstanding https://allanhall.com.au/hr-consultant-services/[28/05/2020 2:52:28 PM]

What we offer Allan Hall Human Resources removes the complexity of navigating Australiaâ&#x20AC;&#x2122;s national workplace relations system. We help you

HR Advise | Professional HR Support for your business

advice and the expert support necessary to confidently work through complex HR issues.â&#x20AC;? Trevor Jones, Director GuihenJones

Our HR Advice and Support service includes:

Support arrangements may be in the form of: Ad-hoc advice Full outsourced HR support

https://allanhall.com.au/hr-consultant-services/[28/05/2020 2:52:28 PM]

HR Advise | Professional HR Support for your business

Specific project support

https://allanhall.com.au/hr-consultant-services/[28/05/2020 2:52:28 PM]

HR Advise | Professional HR Support for your business

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions https://allanhall.com.au/hr-consultant-services/[28/05/2020 2:52:28 PM]

Liability limited by a scheme approved under Professional Standards Legislation

HR Advise | Professional HR Support for your business Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr-consultant-services/[28/05/2020 2:52:28 PM]

Recruitment Agency & Outsourced Recruitment Services

Recruitment

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

A highly personal recruitment approach so you get the right people for your business

https://allanhall.com.au/recruitment/[28/05/2020 2:52:50 PM]

Recruitment Agency & Outsourced Recruitment Services

Our Human Resources team is waiting to help you.

https://allanhall.com.au/recruitment/[28/05/2020 2:52:50 PM]

Recruitment Agency & Outsourced Recruitment Services

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/recruitment/[28/05/2020 2:52:50 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Psychometric Testing | Psychometric Assessment for business

Psychometric Testing

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Passion, expertise and a full range of assessment tools

https://allanhall.com.au/psychometric-testing/[28/05/2020 2:53:14 PM]

Psychometric Testing | Psychometric Assessment for business

“Using Allan Hall HR’s full range of services helps us get the most from our people, which is great for our business.” Brendan McMahon, Regional General Manager MM Electrical Merchandising

https://allanhall.com.au/psychometric-testing/[28/05/2020 2:53:14 PM]

Psychometric Testing | Psychometric Assessment for business

determining underlying causes of under-performance

Why Allan Hall Human Resources?

Psychometric Testing | Psychometric Assessment for business

Customer service Sales Technical staff

Psychometric Testing | Psychometric Assessment for business

assist our clients in areas such as recruitment, career development, team building, succession planning, conflict resolution and performance management.

https://allanhall.com.au/psychometric-testing/[28/05/2020 2:53:14 PM]

Psychometric Testing | Psychometric Assessment for business

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/psychometric-testing/[28/05/2020 2:53:14 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Psychometric Testing | Psychometric Assessment for business

https://allanhall.com.au/psychometric-testing/[28/05/2020 2:53:14 PM]

Workplace Training | Corporate & Staff Training Services

Training

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

25 yearsâ&#x20AC;&#x2122; experience developing and delivering tailored, practical workplace training programs to clients Australia wide

https://allanhall.com.au/training/[28/05/2020 2:53:38 PM]

Workplace Training | Corporate & Staff Training Services

or standalone training programs.

https://allanhall.com.au/training/[28/05/2020 2:53:38 PM]

Workplace Training | Corporate & Staff Training Services

and how to work more effectively with others. In these programs, we use validated and well-regarded psychometric assessments and these are supported by specialists in our team.

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

https://allanhall.com.au/training/[28/05/2020 2:53:38 PM]

Workplace Training | Corporate & Staff Training Services

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/training/[28/05/2020 2:53:38 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Workplace Mediation Services | Conflict Resolution in the Workplace

Investigation & Mediation

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Effective resolution of workplace complaints and conflict

â&#x20AC;&#x153;Whenever I have needed assistance on any HR matters, Allan Hall Human https://allanhall.com.au/investigation-mediation/[28/05/2020 2:54:01 PM]

Workplace Mediation Services | Conflict Resolution in the Workplace

Our aim is to assist you to manage these issues efficiently, in a way that minimises the risks to your staff and your business and enhances workplace relationships.

Workplace Mediation Services | Conflict Resolution in the Workplace

investigation or mediation, or you just need some guidance, please do not hesitate to contact us.

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

https://allanhall.com.au/investigation-mediation/[28/05/2020 2:54:01 PM]

Workplace Mediation Services | Conflict Resolution in the Workplace

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/investigation-mediation/[28/05/2020 2:54:01 PM]

Liability limited by a scheme approved under Professional Standards Legislation

HR Compliance audit for small to large businesses

HR Compliance & Audit

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

Compliance audits for small to large businesses

â&#x20AC;&#x153;As a successful UK marketing agency starting up in Australia, Allan Hall HR https://allanhall.com.au/hr-compliance-audit/[28/05/2020 2:54:23 PM]

What we offer Australian workplace legislation is broad and complex. It is critical you ensure your business is compliant with all legislation to

HR Compliance audit for small to large businesses

https://allanhall.com.au/hr-compliance-audit/[28/05/2020 2:54:23 PM]

HR Compliance audit for small to large businesses

Our compliance audit will provide you greater peace of mind that you have correctly classified workers and are conducting operations in accordance with legislative requirements.

Our Approach

https://allanhall.com.au/hr-compliance-audit/[28/05/2020 2:54:23 PM]

HR Compliance audit for small to large businesses

Our Human Resources team is waiting to help you.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

https://allanhall.com.au/hr-compliance-audit/[28/05/2020 2:54:23 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Industrial Relations support for businesses of all sizes.

Industrial Relations

Advice & Support Recruitment Psychometric Testing Training

Investigation & Mediation Compliance & Audit Industrial Relations

We help you understand your obligations and manage your regulatory requirements

https://allanhall.com.au/industrial-relations/[28/05/2020 2:54:48 PM]

Industrial Relations support for businesses of all sizes.

requirements.

“Using Allan Hall HR’s full range of services helps us get the most from our people, which is great for our business.” Brendan McMahon, Regional General Manager MM Electrical Merchandising

https://allanhall.com.au/industrial-relations/[28/05/2020 2:54:48 PM]

Industrial Relations support for businesses of all sizes.

Our Approach

https://allanhall.com.au/industrial-relations/[28/05/2020 2:54:48 PM]

Industrial Relations support for businesses of all sizes.

Our Human Resources team is waiting to help you.

https://allanhall.com.au/industrial-relations/[28/05/2020 2:54:48 PM]

Industrial Relations support for businesses of all sizes.

1300 675 393

support@allanhallhr.com.au

Learn more about our HR team

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/industrial-relations/[28/05/2020 2:54:48 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

Our HR Team

Working with the Allan Hall HR team is like working in a true partnership

Based on Sydneyâ&#x20AC;&#x2122;s Northern Beaches, Allan Hall HR has a highly skilled, diverse https://allanhall.com.au/our-hr-team/[28/05/2020 2:55:13 PM]

Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

team of HR specialists to support employers with tailored, outsourced HR consulting services. We share a passion for helping clients to achieve their business goals through having the right employees in place who are happy, motivated and high performing. Our HR team will provide you with all the benefits of a dedicated internal HR professional, without the expense. We can support any business requirement by effectively drawing upon the diverse experience and qualifications within our team and will allocate your project to the most suitable team member based on an aligned skill set. We also have close alliances and access to specialist providers, including employment law specialists. We will provide you with a high level of professionalism, personalised service and integrity.

Contact our Allan Hall HR team: Phone 1300 675 393 Email support@allanhallhr.com.au

https://allanhall.com.au/our-hr-team/[28/05/2020 2:55:13 PM]

Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/our-hr-team/[28/05/2020 2:55:13 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Our WHS services

Our WHS services Our consultative approach Who we work with

Your safety is our business

We understand that the safety requirements of one business can be very different from another, and offer a range of services from which to choose, that can be tailored to your business according to your workplace needs. All our WHS services incorporate the latest Australian Standards, practice and research.

Our services include: Safety Management Systems System Auditing Workplace/Site Safety Plans Risk Assessments Safe Work Procedures Consultancy Services https://allanhall.com.au/workplace-health-safety/our-whs-services/[28/05/2020 2:55:35 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Training Workplace Health and Wellbeing Environmental Management Systems If the service you require is not listed here, please contact us and we can develop a custom offering to suit your specific safety requirements.

Safety Management Systems Our customised, easy-to-use Safety Management System is affordably priced and can be packaged to suit the size and scope of your organisation. It includes policies, simple step-by-step instructions and easy to use templates and tools to assist you to identify and control hazards within the workplace. It is fully compliant with Australian Standard AS/NZS4801 and satisfies federal and state government requirements. We work closely with you to ensure it is successfully implemented and provide you with ongoing support.

System Auditing We are fully qualified to provide structured auditing of your safety systems, either with regular scheduling, or on a one-off basis. Auditing enables you to understand your strengths and weaknesses and develop continual improvement in your work health and safety management. Our safety auditors are fully qualified, ensuring your safety system audit is performed to best practice standards.

Workplace/Site Safety Plans If your business requires a workplace/site safety plan, we have the expertise to deliver this service quickly, effectively and economically. We work with you to determine your site-specific details, safety risks, safe work procedures, emergency contacts and procedures, assembly points and first aid, and ensure these are clearly communicated to all staff, contractors, suppliers and visitors.

“Knowing the challenges in implementing workplace safety with workers across multiple sites, I was pleased with the Allan Hall approach.

Risk Assessments Do you know how safe you are? The law requires all employers to identify, assess, eliminate or effectively control all potential hazards. We provide a comprehensive workplace risk assessment and report as a

https://allanhall.com.au/workplace-health-safety/our-whs-services/[28/05/2020 2:55:35 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Implementing and maintaining safety on all our projects is now straightforward and we intend to continue using the Allan Hall Safety team to audit and update our Safety Management System as required.” Stephen Upton, Managing Director PHD Building

first step to identifying and assessing the hazards that exist within your workplace.

Safe Work Procedures Safe Work Procedures support consistent and safe work practices that can help improve work effectiveness and reduce injury or illness. In construction, Safe Work Method Statements are a legal requirement for high risk construction work and are commonly used for many other construction activities. We assist you to develop Safe Work Procedures and Method Statements that are appropriate for your business and clearly convey the best practical method of performing the tasks and activities as well as meeting all compliance requirements.

Consultancy Services If it is Work Health and Safety advice you need, our experienced consultants can cover everything from site-specific queries, to hazardous chemicals advice, workplace assessment and reporting, safe work practices, legal compliance support, and more.

Training As well as personalised on-site training, we host a range of in-house training sessions, delivered by qualified and professional trainers, accredited by relevant Registered Training Organisations. These are competitively priced and designed to give maximum benefit to our clients. https://allanhall.com.au/workplace-health-safety/our-whs-services/[28/05/2020 2:55:35 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Workplace Health and Wellbeing It’s increasingly recognised that good health equals good business. A workplace that provides ‘good work’ through positive and healthy interaction with employees creates a healthy workforce, which in turn promotes healthy business. Whether your business is just a few people or involves many employees, Allan Hall can help develop programs appropriate to the business that supports: Improving workplace morale Reducing stress-related issues Improving employee physical and mental health Increasing staff resilience Allan Hall’s health and wellbeing programs support improved business performance with happier and healthier staff, improved productivity and performance, reduced absenteeism and reduced staff turnover.

Environmental Management Systems Many businesses are now conscious of the environmental impacts of their operations and are looking to improve their environmental and sustainability performance while at the same time introducing more efficient operations and improving profitability. Allan Hall can assist in developing creative and relevant Environmental Management

https://allanhall.com.au/workplace-health-safety/our-whs-services/[28/05/2020 2:55:35 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

System solutions that support the business to: minimise environmental liabilities maximize the efficient use of resources reduce waste demonstrate a good corporate image build awareness of environmental concern among employees gain a better understanding of the environmental impacts of business activities Developing an environmental management system also supports businesses working within regulatory requirements and keeps businesses ahead of increasing levels of regulation and community expectations of business.

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Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

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Health & Safety Advisor | Workplace Health & Safety | Allan Hall

Our consultative approach

Our WHS services Our consultative approach Who we work with

Trusted advisors for all your WHS needs

“We were recommended to Allan Hall Safety by Multiplex, one of the largest construction companies in the country. Graeme and Gordon were very helpful and professional and were able to implement a seamless Safety

Allan Hall Safety & Environment pride ourselves on our commitment to safety and the highly personal approach we take to implementing safety solutions. We believe that working as partners with you will achieve more meaningful change and better safety practices. Just like the other accounting and business advisors that we work with at Allan Hall, we are your trusted advisors for all your WHS needs. We are sensitive to the cost, time and

https://allanhall.com.au/workplace-health-safety/our-consultative-approach/[28/05/2020 2:55:57 PM]

Health & Safety Advisor | Workplace Health & Safety | Allan Hall

Management System, tailored to our business, to meet our Work Health and Safety obligations and requirements of the principal contractor. We were really pleased with the results and the friendly and efficient service.” Fiona Maher, Owner Aardvark Steel Constructions

effort required by businesses to demonstrate WHS legislative compliance and our aim is to make this process as easy as possible for you and your workers. When you engage our services, our safety experts are accessible via phone or email during business hours to give you the advice you need when your safety issues arise. Our experience has also shown that many businesses find Safety Management Systems cumbersome and difficult to implement, so we have developed a cost effective and user-friendly online or paper based system, supported with our consultative approach to implementation, that aims to convert your WHS compliance from being a burden on your business to a driver of productivity.

https://allanhall.com.au/workplace-health-safety/our-consultative-approach/[28/05/2020 2:55:57 PM]

Health & Safety Advisor | Workplace Health & Safety | Allan Hall

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

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Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

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Safety Management System | Allan Hall Workplace Health & Safety

Who we work with

Our WHS services Our consultative approach Who we work with

Our safety business began in 2008, primarily servicing the needs of both large and small businesses involved in building and construction. Over the years we have built a wealth of knowledge and experience in this area and have been engaged by many of the large players as their preferred WHS provider for both their own businesses and those of their contractors. Over more recent years, primarily through the integration of our services with Allan Hall Human Resources, the industries we work with have diversified and now span a broad range, encompassing large warehousing and logistics businesses, clubs, importers, in-home health providers right through to small local office environments, to name a few. Through the expertise of our team, and the ability to deliver our Safety Management System in an online platform, we have also developed a speciality in providing safety

https://allanhall.com.au/workplace-health-safety/who-we-work-with/[28/05/2020 2:56:20 PM]

Safety Management System | Allan Hall Workplace Health & Safety

solutions to franchisorsÂ across different industries who haveÂ a national network of franchisees.

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

https://allanhall.com.au/workplace-health-safety/who-we-work-with/[28/05/2020 2:56:20 PM]

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Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Our WHS services

Our WHS services Our consultative approach Who we work with

Your safety is our business

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

“Knowing the challenges in implementing workplace safety with workers across multiple sites, I was pleased with the Allan Hall approach. https://allanhall.com.au/our-whs-services/[28/05/2020 2:56:43 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

first step to identifying and assessing the hazards that exist within your workplace.

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

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Health & Safety Compliance | WHS services | Allan Hall Business Advisors

https://allanhall.com.au/our-whs-services/[28/05/2020 2:56:43 PM]

Health & Safety Compliance | WHS services | Allan Hall Business Advisors

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

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Health & Safety Advisor | Workplace Health & Safety | Allan Hall

Our consultative approach

Our WHS services Our consultative approach Who we work with

Trusted advisors for all your WHS needs

Health & Safety Advisor | Workplace Health & Safety | Allan Hall

https://allanhall.com.au/our-consultative-approach/[28/05/2020 2:57:05 PM]

Health & Safety Advisor | Workplace Health & Safety | Allan Hall

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

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Safety Management System | Allan Hall Workplace Health & Safety

Who we work with

Our WHS services Our consultative approach Who we work with

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Safety Management System | Allan Hall Workplace Health & Safety

solutions to franchisorsÂ across different industries who haveÂ a national network of franchisees.

Our Workplace Health and Safety team is waiting to help you.

+61 2 8978 3752

info@allanhallsafety.com.au

Learn more about our WHS team

https://allanhall.com.au/who-we-work-with/[28/05/2020 2:57:27 PM]

Liability limited by a scheme approved under Professional Standards Legislation

Our WHS Team - Allan Hall Business Advisors, Brookvale NSW

Our WHS Team

We are passionate about making Australian workplaces safer Allan Hall Safety & Environment is headed up by Graeme Powell who brings nearly 20 years business experience and over 10 years practical experience in Work Health and Safety solutions. Our WHS team has the knowledge and expertise to answer all your Work Health and Safety compliance needs and we take a highly committed and consultative approach to help you create a safer workplace.

https://allanhall.com.au/whs-team/[28/05/2020 2:57:49 PM]

Our WHS Team - Allan Hall Business Advisors, Brookvale NSW

Contact our WHS team: Phone +61 2 8978 3752 Email info@allanhallsafety.com.au

Graeme Powell

Gordon Parish

Full profile Âť

Manager, Allan Hall Safety and Environment

https://allanhall.com.au/whs-team/[28/05/2020 2:57:49 PM]

Managing Director, Allan Hall Human Resource Services

Our WHS Team - Allan Hall Business Advisors, Brookvale NSW

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How your business can gain a competitive advantage - Allan Hall Business Advisors, Brookvale NSW

News

How your business can gain a competitive advantage 17/11/2017 | Allan Hall

Business owners are increasingly recognising that certification is a highly worthwhile investment. Certifying your management systems to relevant Australian and international standards means you have an independent, expert assess your business who has industry knowledge to help your organisation benchmark your systems against a proven standard. This provides your business with external recognition of operational excellence and compliance and can add significant value to your business including: Increasing customer confidence in your business and its management procedures Assuring your stakeholders, shareholders, regulators, management and staff that you have implemented ‘best practice’ in your business and met a number of legal and regulatory requirements Providing marketing advantages over rival businesses Giving access to work/tenders with larger clients or work not previously available https://allanhall.com.au/business-can-gain-competitive-advantage/[28/05/2020 2:58:12 PM]

How your business can gain a competitive advantage - Allan Hall Business Advisors, Brookvale NSW

Improving the effectiveness of your business management systems Aligning your business systems to reach your business goals sooner and more effectively Improving worker morale –showing a clear commitment to quality and safety of your staff contributes to a more motivated, efficient and productive workforce Reducing worker absenteeism and worker injuries – more effective systems and fewer accidents mean less downtime for your organization Highlighting whether or not your employees are competent for the task they are performing, and continually monitor and improve your workforce skills and health and safety performance Ensuring a safer workplace by identifying hazards, assessing risks and putting the necessary risk control measures in place to prevent accidents and non-conformances Business systems certification standards include: Quality Environment WH&S Information Technology Graeme Powell who heads up our Safety and Environment division is an accredited Safety Quality and Environment auditor and can talk to you about how business certification could help your business. Please call Graeme on 8978 3755.

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CATEGORIES Auditor Business Advisory Chartered Accounting COVID-19 Resources https://allanhall.com.au/business-can-gain-competitive-advantage/[28/05/2020 2:58:12 PM]

How your business can gain a competitive advantage - Allan Hall Business Advisors, Brookvale NSW

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ARCHIVES May 2020 April 2020 March 2020 February 2020 January 2020 December 2019 November 2019 October 2019 September 2019 August 2019 July 2019 June 2019 May 2019 April 2019 March 2019 November 2018 October 2018 September 2018 August 2018 July 2018 June 2018 https://allanhall.com.au/business-can-gain-competitive-advantage/[28/05/2020 2:58:12 PM]

How your business can gain a competitive advantage - Allan Hall Business Advisors, Brookvale NSW

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How your business can gain a competitive advantage - Allan Hall Business Advisors, Brookvale NSW

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Auditor news and updates from Allan Hall

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Application of the Updated Lease Accounting Standard â&#x20AC;&#x201C; AASB 16: What You Need to https://allanhall.com.au/auditor/[28/05/2020 2:58:35 PM]

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Important Information for Clients with a Discretionary Trust

Auditor news and updates from Allan Hall

Know as a Business 13/02/2020 | Allan Hall

13/06/2019 | Allan Hall

Instant Asset Write Off changes announced in Budget 2019 are now law

Allan Hall’s 2019 Federal Budget Tax Summary

15/04/2019 | Allan Hall

https://allanhall.com.au/auditor/[28/05/2020 2:58:35 PM]

04/04/2019 | Allan Hall

Auditor news and updates from Allan Hall

current threshold for the instant asset write off for small businesses (turnover less than $10M) from $25,000 to $30,000. There have been a couple of changes to the… Read more

New whistleblower protections – what could it mean for your business? 29/05/2018 | Allan Hall

Being a pre-election budget, the Treasurer continually stressed throughout delivery of his… Read more

The 2018-2019 Federal Budget has been announced – so what does it mean for you? 10/05/2018 | Allan Hall

https://allanhall.com.au/auditor/[28/05/2020 2:58:35 PM]

Auditor news and updates from Allan Hall

https://allanhall.com.au/auditor/[28/05/2020 2:58:35 PM]

Auditor news and updates from Allan Hall

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Business Advisory news and updates from Allan Hall

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Cost Reduction Tactics for Small Businesses 18/05/2020 Â |Â Allan Hall

https://allanhall.com.au/business-advisors/[28/05/2020 2:58:59 PM]

Chartered Accounting

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NSW Government Announcement: 2020 Land Tax COVID-19 Relief

Business Advisory news and updates from Allan Hall

At a time like this, money is tight for pretty much every business. Cutting costs can be a quick and easy way to improve the profitability of your business. Introducing costcontrol measures can bring immediate savings and ensure you remain profitable in the long term. But it’s important that costcontrol measures are carefully managed. Eliminating errant expenses is clearly beneficial, but indiscriminate cost-cutting could lead to a drop in quality,… Read more

13/05/2020 | Allan Hall

JobKeeper Payment: Important Next Steps

JobKeeper Payment Webinar FAQs

06/05/2020 | Allan Hall

29/04/2020 | Allan Hall

It is very important to keep up to date with the JobKeeper Payment next steps and upcoming key dates to ensure you don’t miss critical deadlines to receive payments. The ATO has identified 3 key steps in order to receive the JobKeeper payment. If you have already completed Step 1 and enrolled for JobKeeper, the important next steps you need to complete from this week in order to

The Australian Government and the ATO continue to update JobKeeper Payment FAQs on a daily basis to assist you with the latest information regarding the JobKeeper Scheme and what you need to know as an employer. Click here to access the JobKeeper Payment FAQs from Treasury. Click here to access the JobKeeper Payment FAQs from the ATO. We have also created a

https://allanhall.com.au/business-advisors/[28/05/2020 2:58:59 PM]

Business Advisory news and updates from Allan Hall

receive JobKeeper payments for your employees are: Step 2: Identify and maintain eligible employees…

JobKeeper Webinar FAQs that directly reflects the most… Read more

NSW Small Business COVID19 Support Grant Applications Now Open

Applications Open: How to Apply for the JobKeeper Payment Scheme

23/04/2020 | Allan Hall

As outlined in our earlier Allan Hall mailout, in addition to the Federal Government’s stimulus measures to support businesses and individuals through the COVID-19 pandemic, Australia’s state and territory governments are also providing support measures for small businesses throughout the country. As the majority of our clients are based in NSW, we wanted to ensure that you were aware that applications are now open for the Small Business COVID-19 Support…

Detailed information regarding the application for the JobKeeper Payment Scheme has now been made available by the ATO. If your business has been largely impact by the COVID-19 Pandemic, we encourage you to apply, should you meet eligibility criteria. The ATO has created specific JobKeeper guides to provide you with a high-level summary of the JobKeeper Payment Scheme to suit your unique business structure. These include key dates, how to prepare and the steps to…

Read more Read more

https://allanhall.com.au/business-advisors/[28/05/2020 2:58:59 PM]

…

Business Advisory news and updates from Allan Hall

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Chartered Accounting news and updates from Allan Hall

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JobKeeper Payment: Important Next Steps 06/05/2020 Â |Â Allan Hall

https://allanhall.com.au/chartered-accounting/[28/05/2020 2:59:23 PM]

Chartered Accounting

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NSW Small Business COVID19 Support Grant Applications Now Open

Chartered Accounting news and updates from Allan Hall

23/04/2020 | Allan Hall

Applications Open: How to Apply for the JobKeeper Payment Scheme

Changes to Capital Gains Tax Main Residence Exemption for Non-tax Residents

23/04/2020 | Allan Hall

26/03/2020 | Allan Hall

In December 2019 the government passed laws that affect the main residence exemption for non-tax residents. If you are a nonresident of Australia, for tax purposes, you may need to consider selling your Australian family home before 30 June 2020*. *Note: This article was drafted before the Coronavirus pandemic which has had a significant impact on the value of residential

https://allanhall.com.au/chartered-accounting/[28/05/2020 2:59:23 PM]

Chartered Accounting news and updates from Allan Hall

to suit your unique business structure. These include key dates, how to prepare and the steps to…

homes. While for tax purposes it may be appropriate to… Read more

Boosting Cash Flow for Employers incentive 25/03/2020 | Allan Hall

In response to the current economic climate, legislation has now been put in place by the Government to provide temporary cash flow assistance and incentives to support small to medium businesses that have been affected by the Coronavirus (COVID-19). We want you to be at the forefront of these assistance measures, to ensure that you receive the correct information and proper entitlements, to assist your business during these difficult times. Our team… Read more

Why Your Company Should Consider Using a Business Advisor 25/03/2020 | Allan Hall

A good business advisor will build upon decades of experience across multiple industries, to deliver deep insights and knowledge of your business and the wider competitive landscape. They can best be described as a knowledgeable, accessible, motivated and forwardthinking professional, who will work closely with you to achieve both your business and personal goals – think of them as a highend coach for your business! Whether it is working with you to protect your assets, fund your business growth, or develop an exit… Read more

https://allanhall.com.au/chartered-accounting/[28/05/2020 2:59:23 PM]

Chartered Accounting news and updates from Allan Hall

Next Âť

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Chartered Accounting news and updates from Allan Hall

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COVID-19 Resources Archives - Allan Hall Business Advisors, Brookvale NSW

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COVID-19 Return to the Workplace: Safe Work Principles https://allanhall.com.au/covid-19-resources/[28/05/2020 2:59:59 PM]

Chartered Accounting

Financial Services

SMSF

HR Services

Tax Accounting

WHS

Cost Reduction Tactics for Small Businesses 18/05/2020 Â |Â Allan Hall

COVID-19 Resources Archives - Allan Hall Business Advisors, Brookvale NSW 28/05/2020 | Allan Hall

NSW Government Announcement: 2020 Land Tax COVID-19 Relief

JobKeeper Payment: Important Next Steps

13/05/2020 | Allan Hall

06/05/2020 | Allan Hall

COVID-19 Resources Archives - Allan Hall Business Advisors, Brookvale NSW

employees are: Step 2: Identify and maintain eligible employees…

land tax payable for 2020, by up to 25 per cent, for a taxable portion of land (both commercial and residential),…

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JobKeeper Payment Webinar FAQs

NSW Small Business COVID19 Support Grant Applications Now Open

29/04/2020 | Allan Hall

23/04/2020 | Allan Hall

Read more Read more

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COVID-19 Resources Archives - Allan Hall Business Advisors, Brookvale NSW

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COVID-19 Resources Archives - Allan Hall Business Advisors, Brookvale NSW

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Financial Planning and Advice news and updates from Allan Hall

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Investing for Income

EoFY Super Contributions

15/11/2019 | Allan Hall

13/06/2019 | Allan Hall

The search for income is a major driver for

Don’t leave your contributions to the last

https://allanhall.com.au/financial-planning-and-advice/[28/05/2020 3:00:22 PM]

Financial Planning and Advice news and updates from Allan Hall

many Australian investors, particularly those who have retired and/or who are running a Self-Managed Superannuation Fund. As official interest rates have slipped over the last decade from 7.25% to a record low of 0.75%, it has become more difficult to generate income. Here is a snapshot of the current climate and some considerations for investing. The move away from Term Deposits…

minute This is particularly important if you plan to claim a tax deduction for any of your contributions. Contributions are included in a financial year if they are received in your fund’s bank account by 30 June. With 30 June falling on a Sunday this year, it would be prudent to make your contributions by Wednesday 26 June to ensure they are received… Read more

Changes to Insurance inside Superannuation

Super opportunity for downsizers

13/06/2019 | Allan Hall

30/05/2018 | Allan Hall

After 1 July 2018, if you’re over 65 and sell your home, you can now put some of the money you receive into your super. How does it work? You can use the money from the sale of your house to make a ‘downsizer contribution’ to super of up to $300,000 or $600,000 for a couple. Who is eligible? You are eligible to take advantage of this scheme if you…

https://allanhall.com.au/financial-planning-and-advice/[28/05/2020 3:00:22 PM]

Financial Planning and Advice news and updates from Allan Hall

The 2018-2019 Federal Budget has been announced – so what does it mean for you?

Mark O’Connell wins Adviser of the Year award 29/11/2017 | Allan Hall

10/05/2018 | Allan Hall

https://allanhall.com.au/financial-planning-and-advice/[28/05/2020 3:00:22 PM]

Financial Planning and Advice news and updates from Allan Hall

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Financial Planning and Advice news and updates from Allan Hall

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Financial Services news and updates from Allan Hall

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Tips on Why You Should Refinance Your Home Loan 16/03/2020 Â |Â Allan Hall

https://allanhall.com.au/financial-services/[28/05/2020 3:00:46 PM]

Chartered Accounting

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Comprehensive Credit Reporting and What this Means for Your Credit Report

Financial Services news and updates from Allan Hall

16/01/2020 | Allan Hall

Allan Hall Finance, Awarded Brokerage of the Year for 2019

What You Need to Know About the New First Home Loan Deposit Scheme

15/11/2019 | Allan Hall

04/11/2019 | Allan Hall

https://allanhall.com.au/financial-services/[28/05/2020 3:00:46 PM]

Financial Services news and updates from Allan Hall

Mortgage Brokerage of the Year for 2019. CEO David Haythorn commented that the awards were the most competitive in the aggregator’s history, with a…

market, particularly in Sydney. Whilst this has been a positive outcome for existing property owners, the trend has not been so kind… Read more

Are you taking advantage of the best interest rates available?

Finance EoFY Wrap-up 13/06/2019 | Allan Hall

09/07/2019 | Allan Hall

https://allanhall.com.au/financial-services/[28/05/2020 3:00:46 PM]

Financial Services news and updates from Allan Hall

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HR Services news and updates from Allan Hall

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New Federal Court Ruling: Time to Review Your Casual Employment Arrangements https://allanhall.com.au/hr-services/[28/05/2020 3:01:10 PM]

Chartered Accounting

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COVID-19 Return to the Workplace: Safe Work Principles

HR Services news and updates from Allan Hall 28/05/2020 | Allan Hall

28/05/2020 | Allan Hall

JobKeeper Payment: Important Next Steps

JobKeeper Payment Webinar FAQs

06/05/2020 | Allan Hall

29/04/2020 | Allan Hall

https://allanhall.com.au/hr-services/[28/05/2020 3:01:10 PM]

HR Services news and updates from Allan Hall

receive JobKeeper payments for your employees are: Step 2: Identify and maintain eligible employees…

JobKeeper Webinar FAQs that directly reflects the most… Read more

Webinar Recap: JobKeeper Payment – Your Questions Answered

JobKeeper Scheme $1500 per fortnight…and so much more

16/04/2020 | Allan Hall

14/04/2020 | Allan Hall

The Government’s JobKeeper Payment will provide much needed relief for many businesses and individuals who have been impacted by COVID-19. On Wednesday the 15th of April, our team at Allan Hall Business Advisors and Allan Hall Human Resources ran a FREE webinar for Allan Hall clients and friends, that focused on the JobKeeper Payment, providing insights and guidance and the opportunity to have your questions answered. We also covered some…

The passing of the $130 billion JobKeeper Scheme in Parliament last Wednesday, aimed at ensuring businesses stay in operation and Australians stay employed and engaged with their employer, has created a financial lifeline for many of our clients during the COVID-19 crisis. It also heralds history making changes to the Australian employment landscape with never-before seen temporary amendments to the Fair Work Act 2009 to enable the practical operation of…

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https://allanhall.com.au/hr-services/[28/05/2020 3:01:10 PM]

HR Services news and updates from Allan Hall

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Our Community news and updates from Allan Hall

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Allan Hall Staff Raise Vital Funds for Women in Crisis 14/05/2020 Â |Â Allan Hall

https://allanhall.com.au/our-community/[28/05/2020 3:01:38 PM]

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Allan Hall Wraps Up Another Big Year of Charity and Community Support for 2019

Our Community news and updates from Allan Hall

with 30 Hairy Days for Movember 03/12/2019 | Allan Hall

The Allan Hall Surfing Team Secures 3rd Place at the 2019 USANA SurfAid Cup

Gotcha4Life Founder Gus Worland talks all things Men’s Mental Health

28/10/2019 | Allan Hall

24/09/2019 | Allan Hall

Allan Hall competes in the SurfAid Cup, raising funds for SurfAid’s Mother & Child Health Programmes The sun was shining and the surf was pumping for the annual USANA SurfAid Cup, held at Queenscliff Beach last Friday 18th of October, where 20 teams raised over $180,000 for SurfAid’s

https://allanhall.com.au/our-community/[28/05/2020 3:01:38 PM]

Our Community news and updates from Allan Hall

Mother & Child Health Programmes. Vying against 19 other teams for the winning trophy, the Allan Hall Surfing Team, alongside our friends… Read more

Allan Hall Steps it Up for Steptember 18/09/2019 | Allan Hall

profit foundation that inspires to educate, raise awareness and increase talk around men’s mental health. Gus Worland and his closest friends stand by the concept… Read more

The Allan Hall Team are ready to turn up the heat in support of the 2019 SurfAid Cup 12/09/2019 | Allan Hall

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Our Community news and updates from Allan Hall

Next Âť

Our Community news and updates from Allan Hall

recent awards, click below. Read more

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SMSF news and updates from Allan Hall

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Pension Requirements Halved by Australian Government 27/03/2020 Â |Â Allan Hall

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Business Advisory

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Have you paid your Superannuation Guarantee Contributions for the

SMSF news and updates from Allan Hall

December 2019 Quarter? 09/01/2020 | Allan Hall

EoFY Super Contributions 13/06/2019 | Allan Hall

Changes to Insurance inside Superannuation 13/06/2019 | Allan Hall

SMSF news and updates from Allan Hall

received…

whose accounts are deemed “inactive” for a continuous 16 month period and where the member has not elected to maintain insurance. Broadly, a…

What the Coalition win means to your Superannuation

Allan Hall named finalist in 6 categories in the Australian Accounting Awards 2019

03/06/2019 | Allan Hall

17/04/2019 | Allan Hall

We are very excited to announce that Allan Hall Business Advisors has been named a finalist in the Australian Accounting Awards 2019 in the following 6 categories: Firm-wide Awards: Multi-service Firm of the Year SMSF Firm of the Year Employee Wellness Program of the Year Network of the Year (Alliott Group, the international association of accounting and law firms of which Allan Hall Business Advisors is affiliated have been nominated…

https://allanhall.com.au/smsf/[28/05/2020 3:02:01 PM]

SMSF news and updates from Allan Hall

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SMSF news and updates from Allan Hall

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Tax Accounting news and updates from Allan Hall

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Should You Buy a Motor Vehicle in Your Business Name or Personal Name? https://allanhall.com.au/tax-accounting/[28/05/2020 3:02:25 PM]

Chartered Accounting

Financial Services

SMSF

HR Services

Tax Accounting

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Superannuation Guarantee Obligations: Donâ&#x20AC;&#x2122;t Get Caught Out by the ATO!

Tax Accounting news and updates from Allan Hall 05/03/2020 | Allan Hall

21/01/2020 | Allan Hall

Increased ATO Activity with Employers’ Superannuation Guarantee Obligations Over the last couple of years, the ATO has introduced multiple new systems to change the way in which employers meet superannuation guarantee obligations for their employees. The two most recent significant changes regarding superannuation guarantees are: SuperStream Single Touch Payroll (STP) Here is a quick summary on what both systems are: SuperStream SuperStream is the way you must pay employee superannuation…

Fringe Benefits Tax Implications of Work Christmas Parties and Gifts 15/11/2019 | Allan Hall

Fringe Benefits Tax – What You Need to Know for the Christmas Period As Christmas approaches, you are likely to be planning your end of year function and perhaps thinking about Christmas gifts for your valued clients and employees. During this planning stage, it is important to understand and https://allanhall.com.au/tax-accounting/[28/05/2020 3:02:25 PM]

EoFY Super Contributions 13/06/2019 | Allan Hall

Tax Accounting news and updates from Allan Hall

received…

consider the implication of Fringe Benefits Tax on your gifts and parties, to ensure your generosity doesn’t cause unwanted tax consequences…

Single Touch Payroll: What you need to know

Instant Asset Write Off changes announced in Budget 2019 are now law

14/05/2019 | Allan Hall

15/04/2019 | Allan Hall

From 1 July 2019, all employers will need to start complying with Single Touch Payroll, which has been introduced by the ATO to streamline payroll reporting. STP commenced for employers of 20 or more employees as at 1 July 2018. What is Single Touch Payroll? When you complete your payroll, you will be reporting the payments made, tax withheld, allowances, deductions and super information for each employee directly to the ATO…

https://allanhall.com.au/tax-accounting/[28/05/2020 3:02:25 PM]

Tax Accounting news and updates from Allan Hall

https://allanhall.com.au/tax-accounting/[28/05/2020 3:02:25 PM]

Tax Accounting news and updates from Allan Hall

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(WHS) Workplace Health and Safety news and updates from Allan Hall

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The 2018-2019 Federal Budget has been announced â&#x20AC;&#x201C; so what does it mean for

(WHS) Workplace Health and Safety news and updates from Allan Hall 28/05/2020 | Allan Hall

you? 10/05/2018 | Allan Hall

How your business can gain a competitive advantage

Keeping it safe this Christmas

17/11/2017 | Allan Hall

The lead-up to Christmas creates its own challenges in the workplace with busy schedules, tight deadlines and planning for celebrations. With this in mind, as we draw closer to the end of the year, workers and employers are urged to consider any additional risks involved and work together to prevent Christmas-time workplace incidents and injuries. Workplace Injuries The Christmas ‘rush’ can mean an increase in injuries as businesses are pushed…

03/11/2017 | Allan Hall

(WHS) Workplace Health and Safety news and updates from Allan Hall

operational excellence and compliance and can add significant value to your business including: Increasing customer confidenceâ&#x20AC;ŚÂ

Allan Hall named finalist in numerous firm-wide categories, https://allanhall.com.au/whs/[28/05/2020 3:02:48 PM]

(WHS) Workplace Health and Safety news and updates from Allan Hall

including the Australian Accounting Awards 2019 Allan Hall Business Advisors continues to impress with individual, network and firm-wide awards and accolades, with our latest nomination as finalists in 6 categories of the Australian Accounting Awards 2019, Women in Finance Awards and HR Manager of the Year. For further details and a full list of our recent awards, click below. Read more

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Using KPIs to monitor and improve business performance - Allan Hall Business Advisors, Brookvale NSW

News

Using KPIs to monitor and improve business performance 01/08/2017 | Allan Hall

The key performance indicators (KPIs) for one company will invariably be different from the KPIs of another firm. What both hypothetical companies share however, is the challenge of selecting which KPIs are best suited for measuring the goals and progress of their particular business model. Indeed, entrepreneurs have a vast array of reports and data sets from which to choose and select from, but that data needs to target those specific areas that are most critical to answering the questions that managers need to make cogent business decisions. As such, effective managers are able to distil down the essential information that is hidden deep within the mounds of data that emerges from an improperly targeted search.

What Are Key Performance Indicators? Key performance indicators are the tools business organizations use to define their goals, and establish quantitative measurements designed to determine whether any progress is being made towards those goals. They provide data that can be used to spotlight performance https://allanhall.com.au/using-kpis-to-monitor-and-improve-business-performance/[28/05/2020 3:04:50 PM]

Using KPIs to monitor and improve business performance - Allan Hall Business Advisors, Brookvale NSW

characteristics across a variety of matrixes such as financial performance, customer relations, marketing efforts, and even employee productivity.

Financial Performance At the end of the day, the bottom line is why we are all in business and understanding how well your financials are doing is the equivalent of knowing what is going on in the centre of your car’s engine when it’s rolling down the road. For instance, if you are losing sleep at night over whether or not your latest marketing plan was worth the check you signed at the bank on Monday, you will want to explore your Returnon-Investments (ROI) with a detailed ROI KPI. Conversely, a KPI can highlight underperforming net profit margins, or lacklustre revenue growth rates, and the information obtained can present valuable information to ensure the meeting of the company’s original financial goals.

Customer Relations As noted, a profitable bottom line is the ultimate goal of businesses, and customers are the key to achieving enviable sales numbers. As such, understanding what motivates your clients provides inestimable advantages to the entrepreneur who knows what they are looking for. Utilizing customer relation-focused KPIs, merchants can track levels of customer engagement and subsequent retention rates. If customer satisfaction scores are sagging or turnover rates are high, the worried business owner can target their reports to help develop meaningful responses to address these lapses.

Marketing Efforts Without a viable marketing plan, few businesses can expect to prosper. With KPIs designed to highlight marketing performance, you can break down your cost per lead, brand equity positions, conversion rates, social networking footprint, and more. Get the most of every marketing dollar by discovering what is working and what is not moving you towards your sales goals.

Employee Productivity While your marketing functions are designed to drive in the customers that you are hoping will add to your bottom line, your employees are typically tasked with closing the deal. Indeed, when you are tallying up your operating expenses, locating, screening, hiring, and training new employees looms large in any budgetary considerations, so using KPIs to measure employee performance just makes sense. Savvy entrepreneurs use KPI to monitor the average revenue https://allanhall.com.au/using-kpis-to-monitor-and-improve-business-performance/[28/05/2020 3:04:50 PM]

Using KPIs to monitor and improve business performance - Allan Hall Business Advisors, Brookvale NSW

per employee, engagement level, and average employee tenure to name just a few of the reports that can be tailored to get a feeling for the pulse of your workforce.

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COVID-19 OPTIONS TO MANAGE EMPLOYMENT COSTS MAY 2020

PREPARED BY:

COVID-19 OPTIONS TO MANAGE EMPLOYMENT COSTS

AN INTRODUCTION FROM ALLAN HALL HR

The coronavirus (COVID-19) pandemic has meant that employers are having to make some very difficult employment decisions within a very short time frame in order to keep their business afloat or sadly, shut their doors. The COVID-19 situation has now progressed to a point where most businesses are seriously considering all means to manage their way through the crisis, including, where necessary, reducing labour costs. A resounding sigh of relief was heard from many employers when the JobKeeper wage subsidy was officially passed by parliament. The $1,500 (before tax) payment will be a welcomed relief to those eligible employers and employees. But what about those employers who are not eligible? Sure, it is usually seen as a positive sign when you are not eligible for the JobKeeper subsidy as your business does not anticipate experiencing a 30+ % drop in turnover. But what about a 20% drop? This is still a significant change, particularly to those small business employers. Or what about those businesses that have managed to escape the financial thorn of the pandemic, however their business operations have completely transformed. Perhaps employees with a specific set of skills are no longer required or are required in a completely different capacity? Or worse yet… what happens when the JobKeeper subsidy expires? What we are clear on is that the JobKeeper subsidy is only in effect for 6 months. So, what happens after this? Enclosed are a number of labour altering and labour cost reduction options that may be utilised to help maintain financial viability during the crisis. This paper is intended to provide a broad overview of the main options presently available, although the landscape is changing quickly in response to the increasing seriousness of the situation. It is important to keep in mind that there are also specific contractual, award and legislative requirements that need to be considered in each situation. Accordingly, we strongly recommend that employers seek advice to confirm the specifics of their particular situation. At Allan Hall HR, we have a team of experienced specialists dedicated to helping clients work through these issues.

MAY 2020

PAGE 02

COVID-19 OPTIONS TO MANAGE EMPLOYMENT COSTS

OPTIONS FOR EMPLOYERS TO MANAGE EMPLOYMENT COSTS BELOW ARE A NUMBER OF OPTIONS THAT EMPLOYERS CAN TAKE TO ASSIST THEIR BUSINESSES IN REMAINING FINANCIALLY VIABLE DURING THE COVID-19 PANDEMIC WITH RESPECT TO STAFFING. If an employee has an excessive accrual of annual leave, an employer can direct them to use a specific portion of this. If your employee is covered by an award, there are strict provisions outlining how the direction to take excessive leave must be made and how leave must be taken. These provisions also vary between different awards. It is therefore important to check if your employees are covered by an award and what the specific provisions are that relate to them. As a general rule, if an employee has more than 8 weeks of annual leave accrued or

ANNUAL LEAVE

a shift worker has more than 10 weeks of annual leave accrued, this balance is considered ‘excessive’. Under the NES, when directing an employee to take annual leave, the direction must be ‘reasonable.’ The following factors should be considered to determine if it is reasonable to direct the employee to take annual leave: - The needs of the employee and the employer’s business - Any agreed arrangement with the employee - Custom and practice of the business - Timing of the direction or requirement to take leave - The length of the period of notice given LSL entitlements vary between states and are determined by individual state or territory laws, unless an employee is covered by a more generous LSL scheme such as in an enterprise agreement. Some states have introduced changes to LSL legislation which has allowed greater flexibility for employers and employees to access LSL

LONG SERVICE LEAVE (LSL)

leave during the COVID-19 crisis. For example, the NSW Long Services Leave Act 1955 was amended to; - waive the one-month notice period for taking leave (it can now be agreed upon sooner by mutual agreement between employee and employer) and; - provides greater flexibility for employees to take LSL in shorter blocks (rather than traditional monthly blocks) if they wish. If your employee is entitled to LSL, you can meet with them to discuss the possibility of taking their LSL entitlements, or in certain circumstances an employer can direct an employee to take LSL with appropriate notice. Please ensure you refer to the relevant State or Territory legislation surrounding LSL when determining LSL entitlements.

MAY 2020

PAGE 03

COVID-19 OPTIONS TO MANAGE EMPLOYMENT COSTS

An employer and employee can agree to an employee taking a period of leave without pay. It is important to note that in this circumstance the employer cannot

LEAVE WITHOUT PAY

coerce, assert undue influence or force an employee to take leave without pay. If the employer and employee agree to such an arrangement, the arrangement and period of time should be documented to ensure clarity around the leave period. If an employee takes leave without pay, they do not accrue annual leave or personal/carers leave entitlements during this period, however, leave without pay does not break the continuity of service.

REDUCING LABOUR ARRANGEMENTS

Another way to reduce labour expenses is to rationalise your use of labour hire and casual workers. It is important to remember that casual employees are those that are not employed on a regular and systematic basis. If a casual staffing arrangement is more similar to that of a part-time employment relationship e.g. the employee has the same set shifts each week and have an ongoing expectation of work, then they may be incorrectly classified as a casual staff member and care should be exercised in terminating the arrangement. An employer and employee can agree to reduce an employee’s hours of work. As

REDUCING HOURS

above, it is important to note that in this circumstance the employer cannot coerce, assert undue influence or force an employee to reduce their hours of work and this must be agreed to by both parties (the employee and the employer). Furthermore, the agreement should be documented for clarity and transparency. An employer and employee can agree to reduce an employee’s pay. Again, it is

REDUCING PAY

important to note that in this circumstance the employer cannot coerce, assert undue influence or force an employee to take a pay cut and reduction to pay must be agreed to by both the employee and the employer. Pay cuts can be made for a specified or indefinite period of time. However, you must ensure that you still meet the minimum Award and NES requirements. Redeploying a staff member to a different area of the business may be a viable option for your business. Things that should be considered before redeploying a staff member include: Whether a job or a position is available and exists for redeployment Whether the employee is in agreement and if not, whether the employment

REDEPLOYMENT

contract permits it The nature of the job The qualifications required to perform the job The employee's skills, qualifications and experience The location of the job in relation to the employee's residence and the remuneration (pay and entitlements) which is offered. Redeployment arrangements should be clearly documented.

TERMINATING EMPLOYEES DURING THE MINIMUM EMPLOYMENT PERIOD MAY 2020

When hiring a new employee, there is a minimum employment period (commonly known as a probation period) whereby employees cannot make an unfair dismissal claim if terminated, provided the termination is not for a prohibited reason (e.g. discrimination, exercising a workplace right, temporary absence for illness or injury). For businesses with 15 or more employees there is a 6-month minimum employment period from the time the employee commenced work. For small businesses of fewer than 15 employees, there is a 12-month minimum employment period.

PAGE 04

COVID-19 OPTIONS TO MANAGE EMPLOYMENT COSTS In the event of a financial downturn businesses can consider if redundancy is an option for certain employees. For a redundancy to be genuine there are 3 key requirements: 1.The position is no longer required

REDUNDANCY

2.The employer must follow consultation requirements as applicable (e.g. under an Award or agreement) 3.The employer must have considered alternatives to redundancy e.g. redeployment options within the business It is important to keep the above points in mind when considering or implementing a redundancy. The Fair Work Act 2009 allows employers to stand down employees without pay, if 'the employee cannot usefully be employed' and standing them down is 'because of...a stoppage of work for any cause for which the employer cannot reasonably be held responsible.' This is a legitimate course of action for employers to take, and is possible under the FWA, in certain circumstances. This provision may apply if the COVID-19 situation directly or indirectly prevents an employee from conducting useful work. A direct prevention may be a government order for a business or industry to cease operations and as a result of this order an employee cannot usefully be employed working from home.

STAND DOWN

A stand down, is not a termination of employment. It is simply a ‘freeze on work’ for a set period of time. Once the stand down has been lifted, it is expected that an employee will resume their previous duties again. During a stand down, it is also reasonable to allow employees to access their accrued leave entitlements. However, if they have exhausted their leave accrual or if they are casual employees, it may present a situation whereby they are simply stood down without pay.An employer cannot stand down employees simply due to a financial downturn in their business. If a business has experienced financial downturn, they may be eligible for the government JobKeeper wage subsidy. Businesses should exercise caution when considering standing down an employee as there are limits to the provision. If an employer is found to have unfairly or unlawfully applied a stand down, they may be liable for a backpay, recovering all unpaid wages.

NEED FURTHER SUPPORT? Email: support@allanhallhr.com.au Call: 1300 675 393 Website: www.allanhall.com.au/hr

MAY 2020

PAGE 05

Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Industries we work with

Medical and Health

Property and Construction https://allanhall.com.au/industries-we-work-with/[28/05/2020 3:05:24 PM]

Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Manufacturing

Transport and Logistics

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Retail

Technology

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Professional Services

Media, Marketing and Creative

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Sports and Entertainment

Hospitality, Leisure and Tourism

Importing, Wholesale and Distribution

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

Can't find your industry?

Latest news

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

New Federal Court Ruling: Time to Review Your Casual Employment Arrangements

COVID-19 Return to the Workplace: Safe Work Principles

28/05/2020 | Allan Hall

A decision by the Federal Court last week on casual employment in the WorkPac v

As restrictions ease across Australia, there are some essential WHS considerations for

Rossato case has significant implications for clients with long term or regular casual

businesses to prepare for the re-opening of the workplace. With the progressive easing

employees. The main take-outs of the decision regarding casual employment arrangements are as follows: Under certain circumstances, employees who have been regarded as casuals (ie. where there is a “firm advance commitment”) may be misclassified, as they should be treated as ongoing…

of COVID-19 restrictions, it is essential for you to meet your obligations for workplace health and safety and provide an environment that allows a safe return to the workplace for your employees, customers and suppliers. This simply requires the workplace to be safe and without… Read more

Cost Reduction Tactics for Small Businesses 18/05/2020 | Allan Hall

At a time like this, money is tight for pretty much every business. Cutting costs can be a quick and easy way to improve the

https://allanhall.com.au/industries-we-work-with/[28/05/2020 3:05:24 PM]

Industries we work with - Allan Hall Business Advisors, Brookvale NSW

profitability of your business. Introducing cost-control measures can bring immediate savings and ensure you remain profitable in the long term. But itâ&#x20AC;&#x2122;s important that costcontrol measures are carefully managed. Eliminating errant expenses is clearly beneficial, but indiscriminate cost-cutting could lead to a drop in quality,â&#x20AC;ŚÂ Read more

Our team at Allan Hall Business Advisors is waiting to help you.

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Request appointment

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Industries we work with - Allan Hall Business Advisors, Brookvale NSW

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Community - Allan Hall Business Advisors, Brookvale NSW

Community

About us Our Partners Awards Global Alliance Industries Community Careers

Current Jobs with Allan Hall Current Jobs with Our Clients

Community Involvement

Allan Hall celebrates its 60th year anniversary in 2017/18 with 60 Acts of Kindness Allan Hall is extremely proud to be celebrating 60 years of operation on the Northern Beaches this financial year. To commemorate this outstanding milestone, our goal is to give back to our https://allanhall.com.au/community/[28/05/2020 3:05:47 PM]

Community - Allan Hall Business Advisors, Brookvale NSW

clients and the community who have supported our firm throughout our history with at least 60 Acts of Kindness throughout our 60th year. We are encouraging all our staff to get involved in our 60 Acts of Kindness through volunteering, fundraising and/or participating in activities or events that will benefit worthwhile causes which have meaning to our staff, clients and community. These include activities such as group charity walks/fun runs, fundraising, blood donations, internal events supporting clients or charities and after-hours volunteering. We kicked off our 60th Anniversary/60 Acts of Kindness celebration, with a staff morning tea in support of the Cancer Councilâ&#x20AC;&#x2122;s Australiaâ&#x20AC;&#x2122;s Biggest Morning Tea. We are now calling for our clients and community to let us know how else we can help. Whilst we obviously cannot support everyone, we have a formal process for assessing all requests.

Ongoing Community involvement At Allan Hall, we highly value our standing in the community. We recognise the importance of a strong local economy and a positive and cohesive local community where people strive to help each other. Giving back to our community is therefore an important part of who we are and how we operate on an ongoing basis.

Our approach Our partners lead by example by supporting community organisations, events and causes wherever possible, with a view to making a positive and enduring difference to others in need. As many of our partners and staff live on the Northern Beaches, we take pride in supporting many local charities and organisations and actively engaging in local events and projects. We also support many other causes in the wider community, seeking https://allanhall.com.au/community/[28/05/2020 3:05:47 PM]

Community - Allan Hall Business Advisors, Brookvale NSW

input from our staff and clients as to which organisations are important to them.

How we have helped Our community involvement over our 60-year history has included providing support through sponsorships, donations, charitable fundraising, actively participating in charitable events, volunteering, giving our time on committees, boards or special projects, involvement in local sporting organisations, clubs or schools and engaging in community partnerships. We also hold themed drinks or breakfasts on a monthly basis and our staff donate to a chosen charity for the privilege of being able to dress in casual clothes every Friday and attend the monthly event. The firm matches all contributions raised by staff. Stay up to date with the latest news on how Allan Hall is helping to strengthen communities.

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Community - Allan Hall Business Advisors, Brookvale NSW

Our team at Allan Hall Business Advisors is ready and waiting to help you.

+61 2 9981 2300

Latest news

Allan Hall Staff Raise Vital Funds for Women in Crisis 14/05/2020 | Allan Hall

Allan Hall Wraps Up Another Big Year of Charity and Community Support for 2019 with 30 Hairy Days for Movember 03/12/2019 | Allan Hall

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Community - Allan Hall Business Advisors, Brookvale NSW

The Allan Hall Surfing Team Secures 3rd Place at the 2019 USANA SurfAid Cup 28/10/2019 | Allan Hall

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Careers at Allan Hall Business Advisors - Learn More

Careers

About us Our Partners Awards Global Alliance Industries Community Careers

Current Jobs with Allan Hall Current Jobs with Our Clients

Outstanding career opportunities at Allan Hall

At Allan Hall, you have the opportunity to be your best self at work and at life. We understand that professional success is reliant on personal health and wellbeing and we provide you with the resources to thrive in all aspects of your life. Â

https://allanhall.com.au/careers/[28/05/2020 3:06:10 PM]

Careers at Allan Hall Business Advisors - Learn More

At Allan Hall, we are passionate about our people. We know that by attracting and retaining the best people and investing in their success, we will deliver the best results for our clients. If you share our passion for innovative solutions, teamwork, sound advice and delivering client success, then we will be the perfect match. So what’s so great about working for us?



Lifestyle Located in a sustainable, energy efficient building just minutes from the sand on Sydney’s Northern beaches, our head office boasts flexible work spaces… Read more

 Growth

We are a fast growing company and committed to investing in your professional development. We offer regular in-house training and development… Read more



Community As a local firm, community is everything to us. We recognise the importance of a strong local economy where people strive to help each other… https://allanhall.com.au/careers/[28/05/2020 3:06:10 PM]

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 Culture

We are a firm that works hard to kick goals, but we make sure that we have a good time while doing it. To us, well-being is more than just maintaining … Read more

SUBMIT YOUR RESUME

We’re always on the hunt for highly skilled and motivated staff, from graduates to senior managers. Work from day one on real client projects in a supportive team, where you will have dedicated training and mentoring along the way. If you believe you are the right fit, we want to hear from you.

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Careers at Allan Hall Business Advisors - Learn More

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POSITIONS WITH ALLAN HALL

Allan Hall Business Advisors is a firm of Chartered Accountants and specialist business advisors established on the Northern Beaches.Â Would you like to be a part of a progressive, growing, local firm that truly cares about its employees, clients and community? Find a role

POSITIONS WITH OUR CLIENTS

https://allanhall.com.au/careers/[28/05/2020 3:06:10 PM]

Careers at Allan Hall Business Advisors - Learn More

Our firm includes a highly skilled in house HR department, which means that all of our recruitment is done internally and not outsourced. We also manage the recruitment for our clients. Apply directly to any roles that we are currently advertising on behalf of our clients. Find a role

https://allanhall.com.au/careers/[28/05/2020 3:06:10 PM]

Careers at Allan Hall Business Advisors - Learn More

Our team at Allan Hall Business Advisors is waiting to help you.

+61 2 9981 2300

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https://allanhall.com.au/careers/[28/05/2020 3:06:10 PM]

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Current vacancies with Allan Hall - Allan Hall Business Advisors, Brookvale NSW

Current vacancies with Allan Hall

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Current vacancies with Allan Hall - Allan Hall Business Advisors, Brookvale NSW

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Current vacancies with Allan Hall - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/careers/current-vacancies/[28/05/2020 3:06:33 PM]

Current vacancies with Allan Hall - Allan Hall Business Advisors, Brookvale NSW

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https://allanhall.com.au/careers/current-vacancies/[28/05/2020 3:06:33 PM]

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Current vacancies with our clients - Allan Hall Business Advisors, Brookvale NSW

Current vacancies with our clients

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Current vacancies with our clients - Allan Hall Business Advisors, Brookvale NSW

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https://allanhall.com.au/careers/current-vacancies-clients/[28/05/2020 3:06:55 PM]

Current vacancies with our clients - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/careers/current-vacancies-clients/[28/05/2020 3:06:55 PM]

Current vacancies with our clients - Allan Hall Business Advisors, Brookvale NSW

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Lifestyle - Allan Hall Business Advisors, Brookvale NSW

Lifestyle

 Lifestyle Located in a sustainable, energy efficient building just minutes from the sand on Sydney’s Northern beaches, our head office boasts flexible work spaces filled with fresh air and sunlight. Fancy a dip at lunchtime? Access the outdoor pool, gym or purchase some healthy snacks from the cafe all located within the building, or get out and about with direct access to Warringah Mall which is located next to the building.

https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

ď&#x20AC;&#x2019; Growth

We are a fast growing company and committed to investing in your professional development. We offer regular in-house training and development, financial support for CA/CPA qualifications and time off for exams, as well as the opportunity to take additional courses to excel in new skills. We are dedicated to supporting our team to the achievement of long term goals and providing clear career pathways. We strive to help our employees reach their utmost potential through an inclusive, engaging work environment, open communication, knowledge sharing, training and career development.

ď&#x192;&#x20AC; Community As a local firm, community is everything to us. We recognise the importance of a strong local economy where people strive to help each other. Giving back to our community is an important part of who we are and how we operate. We are committed to giving back by supporting community organisations, events and causes wherever possible, most recently surpassing our goal of achieving 60 Acts of Kindness in our 60th year of operation. As many of our partners and staff live on the Northern Beaches, we take pride in supporting many local charities and organisations and actively engaging in local events and projects. From fundraising breakfasts to surfing competitions, we love to https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

get involved where we can, and its part of how we operate as a firm.

 Culture We are a firm that works hard to kick goals, but we make sure that we have a good time while doing it. To us, well-being is more than just maintaining a work-life balance. Our team are given the opportunity to pursue passions outside of the office which is led by our dedicated THRIVE well-being committee. From casual dress days to yoga, fitness classes, team building and everything in between, we’re proud of our culture. We are committed to building a team with the right people for our firm and providing a supportive workplace with a positive work ethos where employees are valued and in turn become contributing and enthusiastic advocates of our business. So what’s the THRIVE well-being all about? We believe that thriving employees translates to a thriving business, which translates back to thriving employees… and so the cycle continues. Our THRIVE well-being program encompasses a full spectrum of initiatives aimed at assisting our staff to achieve healthy, thriving bodies, minds and spirits that contribute to a more fulfilling, stress free and engaging workplace. Our latest community news and activities at Allan Hall Business Advisors can by seen in our blog articles below (Latest News), or feel free to click here for our complete range of community content! For a snapshot of life as an Allan Hall employee, please click on the links below to view some of our past Thrive staff newsletters from 2018/2019.

https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

Issue 1_Thrive Newsletter Issue 2_Thrive Newsletter Issue 3_Thrive Newsletter Issue 4_Thrive Newsletter Issue 5_Thrive Newsletter Issue 6_Thrive Newsletter Issue 7_Thrive Newsletter

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Lifestyle - Allan Hall Business Advisors, Brookvale NSW

Latest news

Allan Hall Staff Raise Vital Funds for Women in Crisis 14/05/2020 | Allan Hall

Allan Hall Wraps Up Another Big Year of Charity and Community Support for 2019 with 30 Hairy Days for Movember 03/12/2019 | Allan Hall

The Allan Hall Surfing Team Secures 3rd Place at the https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

2019 USANA SurfAid Cup 28/10/2019 | Allan Hall

https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/careers/lifestyle/[28/05/2020 3:07:19 PM]

Lifestyle - Allan Hall Business Advisors, Brookvale NSW

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Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

Our HR Team

Working with the Allan Hall HR team is like working in a true partnership

Based on Sydneyâ&#x20AC;&#x2122;s Northern Beaches, Allan Hall HR has a highly skilled, diverse https://allanhall.com.au/hr/our-hr-team/[28/05/2020 3:07:42 PM]

Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

Contact our Allan Hall HR team: Phone 1300 675 393 Email support@allanhallhr.com.au

https://allanhall.com.au/hr/our-hr-team/[28/05/2020 3:07:42 PM]

Outsourced HR Consulting | Sydney's Northern Beaches | Allan Hall HR

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/hr/our-hr-team/[28/05/2020 3:07:42 PM]

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Michael Bowman - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/team-members/michael-bowman/[28/05/2020 3:08:08 PM]

Michael Bowman - Allan Hall Business Advisors, Brookvale NSW

Michael Bowman Manager

About Michael Michael is known for his friendly nature and enthusiastic attitude with anyone he has dealings with. He prides himself on his attention to detail and ability to provide advice across SMSF and Business Advisory due to his specialisation in these areas. Michael has 15 years experience in public practice and over 5 years specialising in SMSFs. He commenced his career in 2003 at a small suburban firm, before moving to Nexia Australia in the Sydney CBD where he specialised in SMSFs. Searching for a sea change, Michael joined Allan Hall in 2013 and is an authorised representative of Allan Hall SMSF Advisory Pty Ltd. His area of specialisation with SMSFs include the provision and implementation of advice for taxation, retirement and estate planning strategies.

Qualifications and Memberships Bachelor of Business and Commerce from the Western University (2009) Graduate Diploma of Chartered Accounting (CA) (2011) Certified Tax Adviser (CTA) (2012) SMSF Association Member (2014) Diploma of Financial Planning (2015) CA SMSF Specialist (2017) Finalist â&#x20AC;&#x201C; SMSF and Accounting Professional of the Year, Metropolitan (2018) https://allanhall.com.au/team-members/michael-bowman/[28/05/2020 3:08:08 PM]

Michael Bowman - Allan Hall Business Advisors, Brookvale NSW

Download Financial Services Guide

Contact Phone: +61 2 9981 2300 Email: allanhall@allanhall.com.au

Allan Hall named finalist in numerous firm-wide categories, including the Australian Accounting Awards 2019 https://allanhall.com.au/team-members/michael-bowman/[28/05/2020 3:08:08 PM]

Michael Bowman - Allan Hall Business Advisors, Brookvale NSW

Allan Hall Business Advisors continues to impress with individual, network and firm-wide awards and accolades, with our latest nomination as finalists in 6 categories of the Australian Accounting Awards 2019, Women in Finance Awards and HR Manager of the Year. For further details and a full list of our recent awards, click below. Read more

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https://allanhall.com.au/team-members/michael-bowman/[28/05/2020 3:08:08 PM]

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Rob Bell - Allan Hall Financial Planning, Brookvale NSW

https://allanhall.com.au/team-members/rob-bell/[28/05/2020 3:08:30 PM]

Rob Bell - Allan Hall Financial Planning, Brookvale NSW

Rob Bell

Financial Adviser, Allan Hall Financial Planning

About Rob Bell Rob Bell brings a level of energy, fun, commitment, and professionalism to all his business dealings, engendering a confidence in his clients that he will always give 110% to deliver on their goals. Rob Bell started his Financial Services career at a major Private Bank in Sydney. Joining Allan Hall in February 2016, Rob holds a Bachelor of Economics with a Major in Finance from the University of Sydney plus an Advanced Diploma of Financial Planning. Rob is passionate about the financial markets and being relevant to Allan Hall’s clients through their financial journey. He prides himself on his focus on building healthy relationships by understanding his clients’ needs throughout their many life stages. Rob provides the highest quality investment and portfolio management services to his clients.

Qualifications and Memberships Bachelor of Economics Advanced Diploma of Financial Planning SMSF Association Member 2016 Finalist – SMSF Advisor of the Year (2018)

Authorisations https://allanhall.com.au/team-members/rob-bell/[28/05/2020 3:08:30 PM]

Rob Bell - Allan Hall Financial Planning, Brookvale NSW

Rob and Allan Hall Financial Planning Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd, AFSL 230323 Download Financial Services Guide

What you may not know about Rob Rob is an ex-professional slalom canoeist. Whilst he is quite modest about his achievements, he has competed in three Summer Olympics, winning a bronze medal in the C-1 event in Beijing in 2008.

Contact Phone: +61 2 8978 3770 Email: admin@ahfp.com.au

https://allanhall.com.au/team-members/rob-bell/[28/05/2020 3:08:30 PM]

Rob Bell - Allan Hall Financial Planning, Brookvale NSW

https://allanhall.com.au/team-members/rob-bell/[28/05/2020 3:08:30 PM]

Rob Bell - Allan Hall Financial Planning, Brookvale NSW

ÂŠ 2020 Allan Hall Business Advisors Pty Limited Contact Us Privacy Terms and Conditions Sitemap Newsletter Signup Download our Allan Hall App today! Website by BizInk

https://allanhall.com.au/team-members/rob-bell/[28/05/2020 3:08:30 PM]

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Scott Somerville - Allan Hall Business Advisors, Brookvale NSW

https://allanhall.com.au/team-members/scott-somerville/[28/05/2020 3:08:52 PM]

Scott Somerville - Allan Hall Business Advisors, Brookvale NSW

Scott Somerville Partner

About Scott You would be hard pressed to find anyone on the Northern Beaches who is not connected to Scott through work, family or his many active pursuits. The ultimate networker, Scott has an entrepreneurial mind that equips him with the ability to think outside the square for all your business and financial needs. Scott was honoured to win the highest award of Most Client Focused Accounting Practitioner in Australia and New Zealand in the highly prestigious Financial Review Client Choice Awards in 2017. With a wealth of experience in a range of business advisory, taxation and accounting services, together with a highly personable style, Scott is widely recognised for his ability to provide advice and business solutions to individuals, small businesses and multinational corporations alike. He has in-depth experience in providing a range of taxation planning, compliance and financial solutions and has assisted many clients in preparing their business for sale with sound business due diligence. Scott joined Allan Hall after starting his career at KPMG and has personally dealt with well over 1000 businesses over the past 35 years at Allan Hall.

Industries Scott specialises in: Sports and Entertainment https://allanhall.com.au/team-members/scott-somerville/[28/05/2020 3:08:52 PM]

Scott Somerville - Allan Hall Business Advisors, Brookvale NSW

Hospitality, Leisure and Tourism Property and Construction Medical and Health Media, Marketing and Creative Importing, Wholesale and Distribution

Qualifications and Memberships Bachelor of Commerce Member, Institute of Chartered Accountants in Australia (ICAA)

What you may not know about Scott Scott once survived four sequential 15 – 20ft waves while on a surfing trip to the Mentawais in Indonesia. There is a video on youtube “Mentawais Clean Up Set” that captured the moment and has been viewed close to 240,000 times.