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Protect your business


It’s easy to get caught up in the next big product launch, sale or acquisition and not spend enough time ensuring your foundations are solid and secure.

We help ensure you get the building blocks right and don’t overlook anything, now or in the future, which could bring the house down. We will work closely with you to ensure your policies, procedures, finances and insurance are fit-for-purpose and set you up for growth.

 

 

 

Business insurance

You put your heart and soul into your business – you take risk. But those risks can be managed. We can make sure you have the right policies in place to protect you and your business if something unexpected happens. We will examine both your personal and business circumstances to make sure you have just the right types and levels of cover to look after you, your business, your employees and others you care about.

 

 

Business insurance

Business expense cover

Buy-sell agreement

Key person insurance

Personal insurance

Business expense cover

Pays for the regular fixed operating costs of your business if you are unable to work for an extended period, due to illness or injury.

Buy-sell agreement

It protects the equity in a business you own with other people, such as a partnership. Should you die or become disabled, the remaining owners can acquire your equity through pre-agreed conditions.

Key person insurance

Protects your business should a principal or ‘key person’ die or become disabled. This insurance offsets a reduction in revenue and covers the cost of finding and training a suitable replacement.

Personal insurance

We’ll recommend the right personal insurances, suggest changes when required and make sure your personal cover is integrated with any business cover, superannuation and estate planning strategies.

 

 

Risk and compliance

The compliance landscape constantly changes and despite perennial government promises to cut red tape, it keeps holding businesses back. Our years of experience advising growing businesses helps us ease your compliance burden.

 

 

Risk and compliance

Regulation

Competition

Information and data security

Regulation

For some businesses it’s not always clear which regulations apply to you. With local, state, national and increasingly international laws all having some impact on Australian businesses it can be a full-time job just keeping track. We can map out which regulations affect your business, manage your compliance and alert you when things change.

Competition

You may have studied your competitors very thoroughly in the early days of your business, but do you still track them regularly? With digitisation, open data, AI and other massive disruptions your main competitor in a few years’ time may not exist right now.

Information and data security

Businesses around the world are spending more and more money on IT and data security each year and this shows no sign of easing. We can help you put in place best practice security measures and show you how you’re tracking against the market.

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Stuart Le Cornu
BCom (Hons), MTax, CA, CTA
Partner
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Neil Cahir
BCom/BEcon, CA
Partner
Darren.Wilson-2_WEB.jpg
Darren Wilson
BBus (Acc), Grad Dip Tax, MTax, CA, FTI
Partner
Stuart Le Cornu
Stuart%20Le%20Cornu.jpg

Stuart Le Cornu

BCom (Hons), MTax, CA, CTA Partner
Bio

Having worked in tax and accounting since 1997, Stuart has a wealth of experience helping business owners achieve their financial, business and personal goals.

Stuart Le Cornu assists companies to meet their objectives with strategic planning, including financial and taxation planning. He particularly relishes the challenge of helping clients manage their complex lives. This includes interpreting the intricacies of international tax, foreign controlled entities, resident and non-resident trusts, and large public and private companies.

As one of our tax advisory specialists, Stuart is an expert in all taxation matters. His approach to tax planning includes a thorough review of existing structures, interrelationships between entities, location of assets, liabilities and IP, history, capital gains cost bases, loan accounts, previous tax strategies and future plans. He regularly presents at Tax Institute seminars in matters such as the taxation of trusts, Division 7A and small business Capital Gains Tax matters.

Industry specialisation: Manufacturing, Franchising 

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Neil Cahir
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Neil Cahir

BCom/BEcon, CA Partner
Bio

Neil discovered Fordham at a university open day and was immediately drawn to our focus on people, private businesses and premium service. After a recommendation from a friend already working for us, Neil joined Fordham in 2005 as a graduate with our Motor Dealer Services team.

Since then, Neil has worked with a wide variety of clients and tackled a diverse range of issues – from simple family and business issues, to complex sales, acquisitions and everything in-between. In addition to having outstanding taxation and business-structuring capability, Neil also has a deep expertise in commercial advisory services and business optimisation, with a focus on privately-owned motor retailers. In addition to his clients in the motor industry, Neil uses his knowledge and experience to assist business owners across a range of industries.

He has a passion for guiding his clients through the Fordham Wealth Journey®, with a particular focus on the taxation, structuring, profit improvement and succession planning components that are so sought after by today’s business owners.

Happily, Neil’s instincts as a young university graduate were correct. He loves his role at Fordham, loves helping his clients, and it shows … for every client, every day.

Industry specialisation: Motor Dealer Services 

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Darren Wilson
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Darren Wilson

BBus (Acc), Grad Dip Tax, MTax, CA, FTI Partner
Bio

For more than twenty years, Darren has been providing business, taxation and asset protection solutions to the owners of privately-owned businesses. His passion lies in not only looking after their business needs, but also ensuring the growth and protection of his clients’ family wealth.

Darren has managed many projects to a successful conclusion for his clients including sale of business, matrimonial disputes and ATO audits. He also has significant experience assisting clients with estate planning, business acquisition and business divestment.

His experience covers a broad range of industries including retail, wholesale, professional services and property development. Darren has substantial practical experience in taxation matters and leads Fordham’s internal tax excellence group. This puts him at the forefront of tax minimisation strategies for income tax, capital gains tax, superannuation and GST.

Having completed a Master of Taxation degree to add to his Chartered Accounting qualification and Fellow status of the Tax Institute of Australia, Darren is a regular tax presenter at industry events.

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