When you’re as busy and ambitious as the typical Fordham client, a certain amount of mingling between ‘work-life’ and ‘home-life’ is inevitable. That’s why we need to understand both so we can put together a plan to grow and protect your personal wealth alongside your business.
Yorkshire. Toowoomba. London. Melbourne. Our people have diverse backgrounds and a wealth of experience and skills. What unites us are the values we share, as well as our absolute commitment to seeing our clients succeed.
Our vision at Fordham is built on the values we share. These values guide us in the decisions we make for ourselves, our clients and our world.
In short, they are business owners who want to succeed and who work hard to achieve their goals.
Running a business can be challenging. Yet it’s also incredibly rewarding. At Fordham we offer business owners accounting, business advisory and financial advice services designed to make their business - and their lives - better.
We will advise you on the best way to grow and protect your business and your personal wealth, in tandem.
Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help.
This, in many ways, is the culmination of everything you’ve been working towards. We will ensure that your successful business sets a great foundation for your future.
Starting a business is a lonely business. Having partners that you can rely on to give you the right advice at the right time can make all the difference. It’s why you want advisers that know you, not just your business.
As businesses grow and mature, they often outgrow the structures and strategies which initially worked so well. But how do you know when to make a change?
Central to every successful business is a professional approach to risk management. Without a properly considered strategy, business owners can make poor decisions and may not achieve their true potential.
The most important point is, whether sale, succession, or somewhere in-between, exiting a business should be a carefully planned and controlled process.
We have significant experience in assisting clients across a range of diverse industries. Click below to learn more about each area.
Fordham Motor Dealer Services has been a leading advisory and accounting firm to motor dealers in Australia since 1984. We help dealership owners improve their profits and generate greater value in their businesses by only giving them the services they want, value and need.
Construction and related downstream businesses are all subject to the same boom and bust cycles. The key to success is being able to gear up quickly when work is plentiful, and to downsize effectively when times are tough.
Since 1992 Fordham have been providing services to this sector, as well as having leadership positions with the Franchise Council of Australia.
Retail is tough and retailers face unique challenges … but clever operators know how to convert challenges into opportunities. How do they do it?
The transport industry brings its own complexities. There are courier businesses, line haul, refrigerated, express and specialist logistics businesses being launched every week.
Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, to sport, the arts and medical research, they make Australia a better place.
Perpetual and Fordham work together to help Aboriginal communities invest and distribute their money sustainably and in the best interests of the whole community.
We make it easy for investors from outside Australia to take advantage of the concessional tax benefits available within a Managed Investment Trust (MIT) structure.
We’re looking for the right graduates and experienced people to join us. Have a look around to find out what makes Fordham a great place to work.
The Fordham Graduate Program is an essential component in building our pipeline of talent and will support you to grow your skills to deliver exceptional outcomes in an environment of high performance and integrity.
The Fordham Vacationer Program can help you gain valuable working experience while finishing your studies. Great careers can be defined by where they started and we at Fordham believe we offer an exciting opportunity to be part of a growing business.
We're always on the look out for high-quality individuals (and teams) who are committed to their clients and want to take their career to the next level.
What’s it like to work at Fordham? Think challenge, great people, diversity, flexibility and a broader career path than your average accounting firm.
Fordham experts – and investment and economic experts from Perpetual - help you understand the likely effect of global and local economic trends.
Business owners and managers often need help turning success into wealth that secures their future. Fordham – a specialist part of Perpetual, offers the help you need to reap the rewards you deserve.
Across the business lifecycle, from foundation to growth to divestment and succession, Fordham can help.
Complex, competitive and global, the Motor Dealer industry needs specialist insights. Fordham offers tailored advice based on local experience, global thought leadership and industry benchmarking.
Whatever your tax needs, Fordham can help - whether it’s day-to-day tax accounting or advice on tax strategy, transactions and structuring.
Helping clients get the best deal when buying and selling companies is one of Fordham’s specialities. We provide help on strategy, structure, tax and valuation.
Catch up on news about Fordham - Stay up to date with recent developments in our organisation.
Fordham Motor Dealer Services is pleased to again be offering our four day Automotive Financial Management Program to assist dealers grow their business through a more educated management team.
Business owners often use the same lending institution to finance both their trading (active) business and investment (passive) assets which can lead to unnecessary and avoidable exposure to risks.
In the wake of the Royal Commission, many of our banking contacts have expressed the importance of Private Business Owners ensuring that they are bringing their banks along with them as they go on their Wealth Journey.
Accounting for non-accountants: Learn the language of accounting Are you confused by accounting jargon? Do you need help to make sense of ﬁnancial reports? Want a safe space to ask about the basics? Our Accounting for non-accountants workshop is for you!
These benchmarks are used to identify areas of potential improvement. Use these guidelines as a tool to identify areas of under-performance, allowing for factors such as location, size and franchise.
The ATO has announced that its Tax Avoidance Taskforce will be expanded and will also now oversee three new programs that specifically monitor and address tax risks relating to private groups, private businesses and high wealth individuals.
NSW imposes surcharge purchaser duty on acquisitions of residential land by a foreign. Further, surcharge land tax applies to residential land owned by a ‘foreign person’. There is no tax free threshold available in respect of surcharge land tax.
This article looks at the benefits of management team workshops as part of business planning and how Fordham can assist in the process.
This will be the 8th Study Tour led by Fordham, hosting like-minded Dealers and Industry attendees at one of the world’s premier automotive retail education and expo conventions.
Having worked extensively with privately owned businesses, it is often the same key issues that keep popping up with clients when we first start working with them. If left unaddressed, many of these issues can be catastrophic for a business, but with a little forward thought and planning, these same problems can help a business succeed.
Most business collapses can be attributed to the failure of operators to recognise the warning signs of the onset of financial problems. Owners need to identify and manage any weaknesses in their business whilst not being blind sighted to any new opportunities that might emerge.
Recently, the Victorian Government has handed down its 2019-20 State Budget, and there are a number of changes to the Motor Vehicle Duty treatment which will have an impact on car dealers.