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Our people

Scott O’Neill,  BBus CPA CTA– Director
Scott has been in public practice on the Gold Coast for the last 20 years. This has equipped Scott with a broad knowledge base and the ability to work through various issues whether they are complex Capital Gains Tax issues, GST or Income Tax. Scott has a strong technical background and specialises in taxation, business accounting services and superannuation.

James Sullivan,  BCom CPA – Director
Prior to joining the firm in 1996, James worked with a CA firm in Brisbane for 5 years and spent two years as a financial controller at a quarrying and earthmoving company.  He specialises in Taxation (Income Tax, CGT and GST) with a focus on construction, property development and civil contracting.

Michael Lucas, BBus CPA – Consultant
Michael joined Sullivan Rees in 1983, after two years of experience in Audit in Sydney. He became a Director in 1996, and currently specialises in Superannuation and Taxation – Income Tax, CGT and GST.

Stephen Brotherton, BBus CPA – Senior Accountant
Stephen joined Sullivan Rees in 1990 and offers his broad experience to assist with personal & business taxation and accounting functions. Stephen currently specialises in retirees & individual income tax returns, small businesses and prepares financial statements and income tax returns for Self-Managed Superannuation Funds (SMSFs)

Lousie Turner, BBus CPA – Senior Accountant
Louise joined Sullivan Rees in 2010 and enjoys assisting clients with their day to day accounting, preparing financial statements, income tax returns and activity statements. Louise specialises in business accounting services and taxation services.

Janelle George – Bookkeeper
Janelle joined Sullivan Rees in 2016 and provides assistance to Michael in preparing financial statements, income tax returns and business activity statements.

Joanne Baker – Office Administrator/Corporate Secretarial
Joanne has been with the firm for many years and is responsible for all administrative duties and enjoys managing client accounts.

Cathy Pegg – Reception/Administration/ATO Liaison
Cathy enjoys assisting clients to coordinate their accounting and taxation needs.

Sarah Lowrie – Reception/Administration
Sarah enjoys assisting clients to coordinate their accounting needs.

Kirsten Rayward – Reception/Administration
Kirsten enjoys assisting clients on a day to day basis to find the best outcomes..

 

 

 

Accounting
services

In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters...

Business
services

Thinking strategically about future changes in the marketplace can be the key to running a sustainable business...

company
secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you...

finance
services

We can help you to secure the essential finance for you and your business....

managing your wealth

We can help ensure that your personal wealth is managed as tax-efficiently as possible. ...

tax services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation....

specialist services

In addition to our normal services, we have a developed specialist knowledge and expertise in Self-Managed Superannuation Funds....

firm news

Conducting your business’ health-check

Posted on May 28, 2020 by admin

With the current economic slowdown, now is the perfect time to review your business strategy and conduct a business “health check” to come out the other side improved and ready to go. Analyse whether or not your business is in the state that you want it to be in and any improvements you can make to prepare for when the economy starts to recover.

Clients and customers

Client and customer loyalty is a trait all businesses should appreciate, but if your clients’ values are misaligned with yours, conflict is inevitable. Hence, now is the time to re-evaluate which clients you want to keep loyal and which ones you can see a cooperative future with. Re-assessing your target audience and deepening your understanding of the wants and needs of your clients would also be beneficial, as you can perfect your marketing strategies now while you have the time. If you have clients who frequently struggle to pay you on time, rude to your service and employees and generally disrespectful to your business, take the time to assess whether your attention is worthwhile and if you would like to continue to work with them when the economic situation improves.

Employees

Your employees are another stakeholder to check up on during this downtime opportunity. Your employees will always be your business’ representatives so make sure they are up to standard and help them improve on their skills now when they have the time to. Take the time to teach your employees more about your business goals and strategies and improve the team atmosphere by introducing team recreational activities. Your relationship with your employees now during a global crisis will dictate how they feel about you as a leader and if they can rely on you in the future. Foster respectful, strong and healthy bonds between you and your employees and only good things will be coming your way.

Suppliers

The key question to ask when reviewing your suppliers is whether or not you are getting what you need from them at a reasonable cost. Of course, not all sales deals are made equally and while you may get the bad end of the stick now, that is sometimes for the benefit of the long term. However, if this is not the case and you feel that your suppliers are asking too much from you, letting you down with their product quality or causing other complications, take the time now to look for other options. As most businesses struggle through current economic conditions, more and more suppliers are becoming competitive and hence, there are more options to consider. Do your research and decide on the suppliers you want to work with for the long-term future.

Financing

Managing your finances is always a difficult task but it is now more important than ever. Your budget and profit predictions for this year are likely going rogue so reevaluate your finances and research other funding options such as commercial rent, interest rates and banking services. Consider how you can minimise cost while maximising efficiency and productivity, save as much money as you can during these downtimes, and review your investments in detail to determine whether or not they are worthwhile.

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