Agnes specialises in family business succession, transition and exit readiness advice and works with owners to achieve their succession objectives. Working with small and large privately owned companies, trusts and partnerships involving one or more family groups, Agnes provides advice to enable an orderly business transfer whilst maximising the value to the owners. Agnes also provides advice to business owners regarding asset protection and estate planning.
In the area of compliance, Agnes provides a wide range of accounting services including the preparation of financial statements to meet statutory requirements and financier required financial reports as well as reports for owners and managers. She also provides taxation advice, structuring and strategies as well as preparation of taxation returns for income and indirect taxes to meet statutory obligations. Agnes also looks after the Australian compliance obligations for a number of Australian subsidiaries and branches of foreign companies.
Privately-owned clients which Agnes works with in an advisory capacity include businesses operating in the manufacturing, retail, agricultural, professional services (legal, medical, architectural, engineering, recruitment), telecommunications, transport and property industries, and including high net worth individuals and families.
Bachelor of Business (Acc)
Graduate Diploma, Financial Planning (FINSIA)
Fellow, Chartered Accountants Australia & New Zealand (CA ANZ)
Family Business Australia Accredited Advisor
Authorised Representative of KPMG Superannuation Services
Registered Tax Agent
Director and Company Secretary, Radio Lollipop (Australia) Ltd
Member (past Board member), Zonta