South East Property Seminar. 10 November 2016

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Leslie Bell
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1 South East Property Seminar 10 November 2016

Contents Agenda 1 Property Services 2 Profiles 4 About Pitcher Partners 8 Large accounting firms do not always provide value equal to their costs.

2 Contents Agenda 1 Property Services 2 Profiles 4 About Pitcher Partners 8 Large accounting firms do not always provide value equal to their costs. In a business our size we are always trying to get the right balance of relationships and cost. Pitcher Partners and the Baker Tilly network have a relationship style that is more supportive and provides exactly the balance I am looking for and what this company needs that was the reason we moved back to Pitchers from a Big 4 firm. Hansen Technologies Limited Awards TAX & ACCOUNTING EXCELLENCE AWARDS 2015 WINNER Accounting Firm of the Year AUSTRALIAN ACCOUNTING AWARDS 2015 Accounting Firm of the Year FIRM OF THE YEAR 2015 LESS THAN $1BN Indirect Tax Team of the Year Tax Team of the Year AUSTRALIAN ACCOUNTING AWARDS 2015 AUSTRALIAN ACCOUNTING AWARDS GRADUATE PROGRAM OF THE YEAR 2015 THOUGHT LEADER OF THE YEAR Alexis Kokkinos David Knowles Disclaimer // In this proposal, Pitcher Partners refers to the Victorian partnership and its associated entities including Pitcher Partners Advisors Proprietary Limited, Pitcher Partners Consulting Pty Ltd, Pitcher Partners Corporate Pty Ltd, Pitcher Partners Corporate Finance (Vic) Pty Ltd and Pitcher Partners Investment Services Pty Ltd.

3 1 Agenda: 7:00am 7:30am 7:40am 8:40am 9:00am Event registration Breakfast service Speaker presentation Q & A Event conclusion

2 Pitcher Partners in the Property Sector Pitcher Partners works with a wide range of privately owned, public and government organisations operating in the Property Sector.

4 2 Pitcher Partners in the Property Sector Pitcher Partners works with a wide range of privately owned, public and government organisations operating in the Property Sector. Our clients receive the highest level of technical standards, applied commercially, matched with a personal understanding and involvement with their affairs. Pitcher Partners is a full service accounting, tax, business advisory, assurance and consulting firm with a strong reputation for providing personal service and quality advice to clients with a particular focus on the middle market. Within this rapidly changing and diverse industry, Pitcher Partners consistently offers our range of clients: trusted advice, a reputation for integrity, business excellence and a long term commitment to delivering the best outcomes. Pitcher Partners Melbourne is one of the leading accounting firms in Australia with 45 partners and over 600 professional and support staff. This means we are large enough to have technical depth and breadth and yet our structure allows us to maintain close and personal involvement with our clients. Nationally we have firms throughout Australia all with superior property credentials and expertise. We also have extensive connections into global markets, particularly Asia and have built a reputation among Asian property investors as possessing the right skill sets and commercial knowledge to assist their foray into the Australian property market. This is delivered through the leveraging of our networks and local knowledge base, and through the provision of quality advice. We consider the key aspects of cross border funding, finding the right property type for their finances and, as always, the inherent tax implications. Property professionals Pitcher Partners has one of the largest property and construction client bases in Australia, many of whom have been clients of the firm for more than 20 years. There is a reason for this. Our commitment to the sector in terms of providing insight and new ideas, delivering smart solutions to achieve outcomes, sharing knowledge through the sector, through networking and events and providing exceptional service. So whether you are developing, investing, building, occupying or advising in the property industry in Australia our deep expertise and knowledge is second to none. Advisory services a full range of services Clients can access the full range of business, taxation and accounting services including: Tax consulting Structuring advice Business advisory Corporate advisory Assurance services audits and independent reviews IT consulting Outsourced financial controller Project control group accounting and administration Cashflow modelling and project feasibility Outsourced reporting Finance and equity proposals Banking relationships Superannuation GST advice

5 Property networks an invaluable network Our Property and Development Group reports on current issues affecting the property industry and continually collaborates with external property industry stakeholders to ensure we can advise on all potential impacts of the changes in market conditions to our property clients. The Property and Development Group provides our clients with access to an extensive network through our strong working relationships, forged with professional firms and organisations over many years of servicing the property industry, both locally and throughout Asia. These include: Financiers Equity participants and mezzanine financiers Lawyers Valuers Real estate agents Quantity surveyors Our frequent property events ensure our clients have access to this invaluable network and the opportunity to leverage these relationships. Over recent times we have delivered a series of events in Malaysia, China, Singapore and other South East Asian countries, aimed at bringing cross border property groups together to explore mutual opportunities and to shore up and develop long term relationships. Pitcher Partners are our only tax advisors. Pitchers have been able to provide us with good tax advice because they not only have indepth knowledge of the building and industry and the property taxation issues but they also know us so well. Pitchers deliver real value by making sure we comply with tax legislation, they remove the tax risk from our business and have been able to save us money. I would recommend Pitchers to anyone seeking Australian tax advice. Tony Blackshaw // Finance Director // Henley Property Group A proven track record helping you succeed Pitcher Partners has a well-established and proven track record in contributing to our clients success based on our extensive industry knowledge and our intimate approach to servicing our clients. Just some of our clients include: Porter Davis Homes Henley Property Group PDG Corporation Pellicano Group Drapac Group Kador Group Latitude 37 MAB Corporation Alpha Partners The Little Group Proven performance Grollo Equiset Hallmarc Group Gandel Group Construction Engineering Icon Construction Schiavello Group Dennis Family Group UEM Sunrise Blue Earth Group Fragrance Groups 3

4 Purpose and perspective Key reasons for working with Pitcher Partners Our ability to assess each individual project at the outset and determine the structural, business, financial, taxation and

6 4 Purpose and perspective Key reasons for working with Pitcher Partners Our ability to assess each individual project at the outset and determine the structural, business, financial, taxation and accounting issues critical to its success. Our extensive experience in conducting feasibility assessments based on appropriate and realistic financial modelling and benchmarking. We provide the taxation advice critical to the effective legal structuring and risk management of property projects, as well as the management of GST and stamp duty. Our experience in building effective financing structures including introduction of equity and joint venture partners and mezzanine financiers. Our experience in developing detailed reports and financial models to be able to continually monitor the project s performance and provide both the client and the financier with regular and accurate information. Our property and business expertise assists clients with an improved and more efficient decision making process for better bottom-line results, additional rigor to strategic thinking, and the ability to guide and mentor clients through many aspects of their daily business. Value for money. Our philosophy is to provide experienced and expert partners and senior staff at value for money rates. Ease of doing business. In the hustle and bustle of your daily life, it is important that your interactions with advisors are as seamless as possible. We understand this at Pitcher Partners and ensure partners and senior staff are readily accessible with a number of contact points including regular industry functions, technical briefings and bulletins as well as the traditional telephone, and meetings. We are always there for you. Pitcher Partners provides a great one on one service. The partner and senior manager are always available, we just have to ring and they get things done. Pitcher Partners assistance and advice have enhanced our reporting systems, which makes reporting easier across the group Antonio Pellicano // Joint Managing Director // Pellicano Group

5 Michael Langhammer Partner/Executive Director Business Advisory & Assurance +61 3 8610 5148 michael.langhammer@pitcher.com.

7 5 Michael Langhammer Partner/Executive Director Business Advisory & Assurance michael.langhammer@pitcher.com.au Professional Background Michael is a partner/executive director in the Business Advisory and Assurance division of Pitcher Partners Melbourne and leads the firm s Management Accounting service offering. Michael joined Pitcher Partners predecessor firm in 1987 and was admitted to the partnership in He specialises in providing advice to owner-managed businesses who do not have access to an internal Financial Controller, providing support to their management. He advises clients in relation to the structuring of their affairs, taxation, management and growth of their businesses. Throughout his career Michael has gained specific expertise within the property industry, leading to his appointment as co-chair of the firm s Property and Development group. Michael is a registered company auditor and tax agent. Industry Experience Property development, building and construction Advertising Government Manufacturing Not for profit Retail Service Areas of Expertise Business advice: commercial business advice, business planning, succession planning, management consulting, business re-structuring, annual financial statements, management reporting and asset protection Audit and assurance: statutory audits, statutory accounts and business acquisitions Professional Qualifications and Memberships Bachelor of Business (Swinburne Institute of Technology) Member of the Institute of Chartered Accountants in Australia (ICAA) Member of the Australian Society of Certified Practising Accountants

6 John Brazzale Managing Partner +61 3 8610 5110 john.brazzale@pitcher.com.au Professional Background John is the Managing Partner of Pitcher Partners Melbourne.

8 6 John Brazzale Managing Partner john.brazzale@pitcher.com.au Professional Background John is the Managing Partner of Pitcher Partners Melbourne. He joined the firm in 1998 and was admitted to the partnership in John has significant experience in advising both public and private clients on a broad range of taxation issues arising from structuring, restructuring, mergers and acquisitions, and also in liaison with revenue authorities. Throughout his career, John has developed specific expertise within the property and construction industry, leading to his appointment as co-chair of the firm s Property, Construction and Development Group. John also sits on a number of Advisory Boards to some of his clients and advises them in areas of growth, business succession, estate planning and general commercial and business advice. John was for many years a committee member representing CPA Australia on the ATO s National Tax Liaison Group Capital Gains Tax Sub Committee, and was also a leader of CPA Australia s Capital Gains Tax Centre of Excellence. He is a regular presenter at seminars conducted by the Taxation Institute of Australia and CPA Australia. Industry Experience Property development and construction Property management Government Manufacturing Technology Travel Areas of Expertise Tax consulting and compliance: corporate tax, corporate compliance, international tax, indirect tax and specialist tax Corporate transactions: restructuring Professional Qualifications and Memberships Graduate Dip. Taxation Law (Monash University) Fellow of the Taxation Institute of Australia Affiliate of the Institute of Chartered Accountants in Australia (ICAA) Fellow of the Australian Society of Certified Practising Accountants

7 Simon Briggs Director +61 3 8610 5278 simon.briggs@pitcher.com.au Professional Background Simon is a Director in the Investment Advisory practice of Pitcher Partners.

9 7 Simon Briggs Director simon.briggs@pitcher.com.au Professional Background Simon is a Director in the Investment Advisory practice of Pitcher Partners. He joined the firm in 2002 after gaining experience with Arthur Andersen and Ernst &Young Pty Ltd in Australia and the UK. Simon is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-forprofit organisations. Areas of Expertise Investment structuring Risk profiling Strategic asset allocation Portfolio construction Investment analysis Investment selection Retirement planning Financial planning Self managed super funds Professional Qualifications and Memberships Certified Financial Planner (Financial Planning Association) Financial Planning Certificate (Chartered Insurance Institute, UK) Member Association of Taxation Technicians (UK) Bachelor of Economics (Hons) (University of Wales - College of Cardiff)

10 8 About Pitcher Partners Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That s the difference. Since 1991 Pitcher Partners Melbourne has grown to become the leader in our market and the fifth largest Melbourne based accounting firm. As a full service accounting, tax and business advisory firm, we have the technical depth and breadth to provide our clients with the highest levels of service however our flat structure allows us to maintain close and personal involvement with clients and each other. Our clients in Melbourne s South East region can now access the expertise and specialist skills of our Melbourne based partners and professional staff, at a location that is easily accessible and convenient to them. Pitcher Partners partnering with Melbourne s South East Our South East clients are afforded the same superior service we offer all our clients, no matter what their size or structure. Our practice is built on a culture of caring for clients and providing high quality services that are cost effective an approach that has contributed to the ongoing success of our clients for many years. Pitcher Partners a global approach Pitcher Partners is an association of independent accounting firms, located in Melbourne, Sydney, Perth, Adelaide, Brisbane and the Hunter region. This gives clients access to 110 partners and more than 1,200 staff located around Australia. Pitcher Partners is also an independent member of Baker Tilly International, an Australian-wide and global network of like-minded independent firms who all believe in providing exceptional client service. 28,000+ $3.8bn Partners and staff globally Worldwide revenue 2015 (USD) 110 1,200+ Partners nationwide People nationally Countries Firms worldwide Independent member of the Baker Tilly International global network Pitcher Partners services Investment Advisory Audit and Assurance Private Clients Business Advisory Risk Services Business Recovery and Insolvency Superannuation Consulting Taxation Corporate Finance

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Get in touch... John Brazzale Partner Tax Consulting +61 3 8610 5110 john.brazzale@pitcher.com.au Craig Whatman Partner Tax Consulting +61 3 8610 5617 craig.whatman@pitcher.com.au Rebecca Gagliardi Senior Manager Business Advisory & Assurance +61 3 8610 5357 andrew.

12 Get in touch... John Brazzale Partner Tax Consulting john.brazzale@pitcher.com.au Craig Whatman Partner Tax Consulting craig.whatman@pitcher.com.au Rebecca Gagliardi Senior Manager Business Advisory & Assurance andrew.clugston@pitcher.com.au Michael Langhammer Partner Business Advisory & Assurance michael.langhammer@pitcher.com.au David Knowles Business Assurance and Advisory Partner david.knowles@pitcher.com.au Nicholas Lee Client Director Business Advisory & Assurance nicholas.lee@pitcher.com.au MELBOURNE SYDNEY PERTH PITCHER.COM.AU partners@pitcher.com.au sydneypartners@pitcher.com.au partners@pitcher-wa.com.au ADELAIDE partners@pitcher-sa.com.au BRISBANE partners@pitcherpartners.com.au NEWCASTLE newcastle@pitcher.com.au Pitcher Partners is an association of independent firms. Liability limited by a scheme approved under Professional Standards Legislation. SE Property Seminar_161107

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