BISHOP COLLINS CHARTERED ACCOUNTANTS

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1 CHARTERED ACCOUNTANTS OUR PEOPLE > OUR FIRM > OUR SERVICES expert commercial professional ADVISORS

2 OUR People OUR Firm Director IAN RODRIGUES Master of Taxation Fellow of the Taxation Institute of Australia A dynamic professional services firm with a proud history of delivering financial and business solutions to its clients. For many years, Bishop Collins has taken the time to develop business relationships and understand the needs of its clients. This vital process allows us to match your needs with our services. Director GLENN HARRIS Bachelor of Economics Fellow of the Taxation Institute of Australia SARAH KEENAN PHILLIP KEENAN Master of Taxation Director Audit REBECCA RYAN Member of CPA Australia Diploma of Financial Planning SMSF Specialist Advisor TM DAVID McCLELLAND Certified Legal Trust Examiner Audit MARTIN LE MARCHANT Bachelor of Business (Accounting) Bachelor of Information Technology Master of Business Administration Certified Information Systems Auditor Professional Member of Institute of Internal Auditors Australia Our Service Philosophy Success through professional knowledge, commitment and partnership. At Bishop Collins it is our goal to listen and understand our client s financial and business needs, their individual circumstances and the environment in which they operate. Our task is to comprehensively consider your needs and implement strategies that are designed to minimise your financial burden and taxes, legally. To do this, we listen, we develop concepts, we consult and we implement a financial strategy specifically for you, now and into the future. We want to develop lasting business relationships with our clients based on honesty, trust and results. To forge these relationships we will strive to provide you with the best possible service, understanding and open communication. Our Values Our team is committed to providing exceptional service in accordance with our values: Honesty Respect Trust Quality results Relationships Service Understanding Open communication

3 OUR Services TAXATION & Business Services At Bishop Collins we offer a comprehensive range of services to our clients. We can provide you with the right knowledge, expertise, service and commitment to help you achieve your financial goals. Let us be part of your financial success. Our core business areas include: Bishop Collins Pty Ltd We pride ourselves on achieving the best solutions for our clients based on the highest level of technical quality together with the warmth of a relationship based on communication and trust. Commercial Specialists Asset Protection Business Plans & Sale Business Succession Plans & Valuations Estate & Retirement Plans Employee Share Ownership Finance & Leasing Property Development & Syndicates Risk Management Reviews Taxation Specialists Capital Gains Tax Concessions International Tax Sale of Business Superannuation Advice Taxation Audit Support Workers Compensation Insurance Compliance In a complex taxation world Bishop Collins will assist you to comply with all of your regulatory requirements including: Income Tax Goods & Services tax Capital Gains Tax Land Tax Fringe Benefits Tax Payroll Tax Tax Advisory Our specialist taxation service assists you with complex taxation matters, structuring and advice on business transactions: Tax Planning Strategies for Ongoing Business, Business Sales or Restructures Specialist Taxation Advice Managing ATO Audits & Disputes Indirect Taxes Audit & Assurance Services Internal & Statutory Audit Special Purpose Audit Specialist Registered Club Audit Specialised Aged Care & Retirement Village Auditor IT Audits Due Diligence Technical Accounting Advice Risk Management Financial Planning We are a fee for service practice and do not take commissions. Strategic Financial Planning Advice Holistic Planning Insurance, Wills & Estate Planning Self Managed Superannuation General Investment Advice Compliance Services BAS Returns Computerised Accounting Assistance Land Tax Payroll Tax Taxation Returns Risk Services We are a fee for service practice. Business Succession Planning Advice Key-person Asset & Revenue Protection Personal Protection Insurance Life & TPD Insurance Trauma Insurance Income Protection Bookkeeping For businesses which do not have a finance function, are starting up, or are foreign organisations operating in Australia. We can assist you with all of your transactional reporting requirements: Monthly bookkeeping Payroll BAS Preparation Financial Reporting Outsourced CFO As an extension of our bookkeeping service we can offer a highly qualified CA as a virtual CFO to oversee the finance function of your organisation. Cash Flow Management Budgeting Financial Reporting to Board Preparation of Financial Reports for your External Auditors Finance Applications Business Modelling & Proposals All of the above services are co-ordinated via your dedicated Client Services Manager an experienced senior accountant who will bring in the appropriate resources from both within and outside our organisation, to ensure your specific needs are met. We pride ourselves on achieving the best of both worlds for our clients the highest level of technical quality, together with the warmth of a relationship based on communication and trust. We encourage our clients to speak openly with us about their plans for the future whether it be how to finance a motor vehicle purchase, or how to prepare your business for sale.

4 FINANCIAL Services AUDIT & ASSURANCE Services Bishop Collins Financial Services Pty Ltd Financial Planning To achieve your financial goals you need a plan. At Bishop Collins we have a dedicated financial planning service that can provide the guidance you need. Whether you are just starting to develop your goals, or whether you have been working with a financial plan for years, we can assist you with sound professional advice based on knowledge, experience and results. Fees are agreed up front and are based on the time, expertise and value added to your affairs. As we do not promote or receive any payment from financial product providers your interests are always placed first and protected. Honesty, integrity and trust are important in any business relationship. These values are the cornerstone of Bishop Collins Financial Services and its people. We stand by the quality and professionalism of the services that we provide to our clients. Bishop Collins Audit Pty Ltd As authorised financial planners, we provide financial advice and gives us access to the latest information. All of this helps us to deliver the best possible results for you. Our business is based on providing strategic financial planning services and investment advice for a fee. As a fee for service business, we provide professional advice that you can trust. We do not take commissions from any providers of financial products. Risk A vital element of achieving your financial goals is to consider all of the factors that could prevent you and your family from enjoying the wealth that you have worked to build. At Bishop Collins we have a dedicated risk service that can provide the guidance you need. Our business is based on providing risk analysis, protection and funding advice for a fee. At times it may be in a client s best interest for us to be paid a commission instead and we will only do so on our client s instructions. As a fee for service business, we provide professional advice that you can trust. Bishop Collins goes beyond compliance: we provide our clients with value-added audit and assurance services. Our audit team provides assurance to stakeholders and underpins the integrity of your financial statements, reports, processes and controls. Our specialist team has the expertise and knowledge to assist with all your financial reporting, compliance and accounting issues. We further add value by ensuring we contribute to your ongoing cycle of risk assessment and management. Our clients receive nothing less than our complete commitment to being honest, professional and trusted advisors. We achieve this through: Providing a specialist and consistent team with a high level of Director / Associate- Director involvement; Undertaking a risk-based audit approach compliant with applicable Australian and International Auditing Standards; Presenting meaningful and forward-thinking recommendations to add value to our clients; Delivering tailored services to each and every client in an open and transparent manner; Maintaining open communication and the greatest degree of professionalism; and Maintaining the highest standards of independence.

5 GROUP Bishop Collins Audit Pty Ltd Audit Bishop Collins Pty Ltd Taxation & Business Services Bishop Collins Financial Services Financial Services (Authorised Representative of Progressive Wealth Services Pty Ltd) SYDNEY Suite 1, Level 11, 49 York Street Sydney NSW Australia T F TUGGERAH Unit 1/1 Pioneer Avenue Tuggerah NSW Australia T F NEWCASTLE Level 6/384 Hunter Street Newcastle NSW Australia T F PO Box 3399 Tuggerah NSW Australia 2259 E BC000 Copp This Graphics

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