Property and construction

We often assist our clients with the initial establishment of their business structures to ensure tax efficiency & asset protection, accessing finance through our intermediary network, preparing detailed models to forecast future cashflow & LVR requirements, navigating strategies for tax effectively exiting and/or winding up existing property development structures, providing organisational design insight, initial and/or periodic business planning, providing reward & recognition programs for key staff and providing ongoing assistance to management through active participation in management & owner board meetings to ensure that the business remains focussed and accountable to the key financial & operational issues to be successful in this industry.

Some clients we help:

Here our work often involves assisting businesses with their initial establishment of structuring for tax efficiency and asset protection, accessing finance for bank guarantees or bonds, gaining accreditation with Construction Supplier Register for pre-approval of government projects, providing organisational design insight, initial & ongoing business planning facilitation, providing reward & recognition programs for key staff and providing ongoing assistance to management through active participation in management & owner board meetings to ensure that the business remains focussed on the key financial & operational issues to be successful in this industry.

Some clients we help:

Aside from the above core clients, who have been shown as illustrative of clients operating within a specific sector of the broader industry, we should note that it is not uncommon for clients to operate across these specific segments. Often commercial builders will also build high end residential homes and further both residential & commercial builders are often engaged in property development to some extent.

Aside from this we also work with clients in broader Property & Construction industry from pure play property developers to allied businesses such as architects, scaffolding suppliers, structural steel, pre- cast suppliers, engineers, project managers, land forming businesses & real estate agents.

Often these clients are high net worth investors or business owners who are actively engaged in the property industry, some of which also have businesses in other unrelated industries. Here our developer clients range from those developing single holding commercial or residential apartment projects to clients developing entire suburbs and master planned communities.

Whilst the services provided by our clients vary, we support our clients in all facets of their business from establishment through business improvement to ultimately transitioning management & ownership to new owners usually either as part of a trade sale event or internal sale to management or family.

Whilst similarities often exist between clients, ultimately all services provided by Fordham are tailored to the specific needs of each client.

Some clients we help:

The Fordham business unit is jointly engaged with the broader Perpetual business to provide a complete solution to our valued Managed Investment Trust (MIT) & Real Estate Investment Trust (REIT) clients.

Perpetual is a specialist in the provision of trustee and custody services to fund and asset managers, ranging from some of the world’s largest investors and pension funds to boutique domestic fund managers. Perpetual is the leading independent provider of corporate trustee & responsible entity services for REITs in both Australia & Singapore with over $800bn in assets under advice.

Perpetual’s core business and focus is the provision of best-in-class trustee services, and our dedicated team are available to assist clients through all aspects of their business, from transactions through to regulatory compliance, ensuring a smooth and efficient running of the REIT.

Fordham complement Perpetual’s core offering as Trustee with the provision of high-quality accounting, tax & regulatory services to significant REIT’s both with domestic operations & often with international connections. 

Some clients we help: