BISHOP COLLINS CHARTERED ACCOUNTANTS

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1 CHARTERED ACCOUNTANTS OUR PEOPLE > OUR FIRM > OUR SERVICES expert commercial professional ADVISORS

2 OUR PEOPLE are highly credentialed and regarded professionals. They are committed to delivering exceptional service in accordance with our values of honesty, respect and quality. We are supported by an experienced, dedicated team, looking to build strong working relationships that focus on your needs, now and into the future. OUR LEADERSHIP TEAM Director IAN RODRIGUES Master of Taxation Fellow of Chartered Accountants Fellow of the Taxation Institute of Australia Director GLENN HARRIS Bachelor of Economics Member of Chartered Accountants Registered Company Auditor Fellow of the Taxation Institute of Australia Director PHILLIP KEENAN Master of Taxation Member of Chartered Accountants Chartered Tax Adviser Associate Director SARAH KEENAN Fellow of Chartered Accountants Associate Director REBECCA RYAN Member of CPA Australia Diploma of Financial Planning SMSF Specialist Adviser TM Director Audit MARTIN LE MARCHANT Bachelor of Business (Accounting) Bachelor of Information Technology Master of Business Administration Member of Chartered Accountants Registered Company Auditor Certified Information Systems Auditor Professional Member of Institute of Internal Auditors Australia Director Audit DAVID McCLELLAND Fellow of Chartered Accountants Registered Company Auditor Certified Legal Trust Examiner OUR FIRM Bishop Collins are a dynamic professional services firm with a proud history of delivering financial and business solutions to its clients. For many years, Bishop Collins has taken the time to develop business relationships and understand the needs of its clients. This vital process allows us to match your needs with our services. Bishop Collins has a team of highly qualified auditors, accountants, business advisors and staff who specialise in audit, taxation and business consultancy. You can rely on us to be prompt, accurate and professional in everything we do. We will provide you with the best possible advice, information and assistance to help you achieve business and financial success. OUR VALUES Our team is committed to providing exceptional service in accordance with our values: Honesty Play it straight Quality Expect the best Respect Builds success Caring Care for Clients & Colleagues OUR COMMITMENTS At Bishop Collins we are committed to delivering expert, commercial and professional services to our clients. We aim to: Provide professional advice you can depend on Maintain our level of expertise to give you relevant and current advice Give efficient and responsive attention Respect and protect the confidentiality of information that we obtain from you Build strong working relationships that focus on your needs now and into the future SOCIAL RESPONSIBILITY We recognise our obligation to the community and we encourage staff to participate in charitable and community organisations. Bishop Collins supports many organisations through the offer of gratis services or financial sponsorships. We are proud to be the community partner and major sponsor of the Westpac Rescue Helicopter Service and The Marching Koalas.

3 Our Services Bishop Collins offers a broad range of services designed to address the financial needs of our clients in business and personal contexts. As a one stop shop solution, our clients enjoy the peace of mind of knowing that their financial responsibilities and obligations are being met. They also know that we do not stop there; we are always exploring opportunities to increase their efficiency and grow their wealth. Why we do what we do Our driver is to work with you our client to provide outcomes for you in relation to your finances which include: Control Freedom Clarity Independence How we operate All of the above services are coordinated via your dedicated Client Services Manager, an experienced senior accountant, who will bring in the appropriate resources from both within and outside our organisation to ensure your specific needs are met. We pride ourselves on achieving the best of both worlds for our clients, the highest level of technical quality, together with the warmth of a relationship based on communication and trust. We encourage our clients to speak openly with us about their plans for the future, whether it be how to finance a motor vehicle purchase, or how to prepare your business for sale. TAXATION AND BUSINESS SERVICES From managing your books to providing an outsourced CFO for your growing business, Bishop Collins offers a full suite of taxation and business services that enable you to spend more time building your business. Bishop Collins Pty Ltd AUDIT AND ASSURANCE From internal and statutory audits to due diligence and risk management, the team at Bishop Collins can help you meet your reporting requirements and make better management decisions. Bishop Collins Audit Pty Ltd WEALTH MANAGEMENT From strategic financial planning to a range of insurance products, Bishop Collins can protect and optimise your financial future. Bishop Collins Wealth Management Pty Ltd (Corporate Authorised Representative (No ) of Primestock Securities Ltd ABN Australian Financial Services Licence )

4 ACHIEVE YOUR BUSINESS OBJECTIVES Taxation & Business Services We pride ourselves on achieving the best solutions for our clients based on the highest level of technical quality together with the warmth of a relationship based on communication and trust. COMMERCIAL SPECIALISTS Asset Protection Business Plans & Sale Business Succession Plans & Valuations Estate & Retirement Plans Employee Share Ownership Finance & Leasing Property Development & Syndicates Risk Management Reviews COMPLIANCE SERVICES Income Tax Payroll Tax Goods & Services Tax Land Tax Fringe Benefits Tax TAXATION SPECIALISTS Capital Gains Tax Goods and Services Tax Sale of Business Taxation Audit Support Workers Compensation Insurance Property Development and Investment MIGRATION TO CLOUD ACCOUNTING Bishop Collins offers a comprehensive solution to help your business transition to the cloud. Our detailed migration approach consists of the following stages: Initiation agreed scope Requirements Gathering Feasibility Engage Bishop Collins to prepare a feasibility report to determine the best cloud solution for your business Vendor Selection customised to your business Implementation We offer a choice of either Bishop Collins managing the implementation or you manage your own implementation Post Implementation Review Training BOOKKEEPING For businesses that do not have a finance function, are starting up, or are foreign organisations operating in Australia; we can assist you with all of your transactional reporting requirements: Computerised Accounting Assistance Monthly Bookkeeping Payroll BAS Preparation Financial Reporting OUTSOURCED CFO As an extension of our bookkeeping service we can offer a highly qualified CA as a virtual CFO to oversee the finance function of your organisation. Financial Reporting Reliable management reports Provide commentary on financial reports Develop KPI s for decision making Ongoing maintenance of the system Financial Advisory Budgeting and forecasting Cash flow management Ratio analysis and KPI reporting Strategic Planning Company health checks Planning sessions Business goal setting Growth strategies

5 Assurance & Advisory Bishop Collins goes beyond compliance: we provide our clients with value-added audit and assurance services. Our audit team provides assurance to stakeholders and underpins the integrity of your: financial statements, reports, processes and controls. Our specialist team has the expertise and knowledge to assist with all your financial reporting, compliance and accounting issues. We further add value by ensuring we contribute to your ongoing cycle of risk assessment and management. Our clients receive nothing less than our complete commitment to being honest, professional and trusted advisors. ASSURANCE SERVICES & EXPERTISE Our Audit and Assurance specialists provide a suite of services including: Internal & External Audit Special Purpose Audit and Reviews IT Audits Due Diligence Technical Accounting Advice Risk Management Process Improvement Other Advisory Services FINANCIAL AUDIT Providing a specialist and consistent team with a high level of Director and Associate Director involvement Undertaking a risk-based audit approach compliant with applicable Australian and International Auditing Standards Presenting meaningful and forward thinking recommendations to add value to our clients Delivering tailored services to each and every client in an open and transparent manner Maintaining open communication and the greatest degree of professionalism Maintaining the highest standards of independence IT AUDIT Bishop Collins offers a broad range of IT audit services, tailored to your business and security needs. Our IT audits are performed by Certified Information System Auditors. INTERNAL AUDIT Bishop Collins internal audit services can help you and your organisation: Ensure your accounting processes are efficient and effective Identify, understand and manage high risk areas Ensure compliance with policies, procedures, laws and regulations Measure and streamline operations Safeguard assets Ensure governance and risk assessment processes are in line with best practice INDUSTRY SPECIALISATION Bishop Collins specialises in the following industries and sectors: Registered Clubs Not for Profit Aged Care

6 Wealth Management To achieve your financial goals, you need a plan. At Bishop Collins we have a dedicated wealth management service that can provide the guidance you need. Whether you are just starting to develop your goals, or have been working with a financial plan for years, we can assist you with sound professional advice based on knowledge, experience and results. As authorised financial planners, we provide financial advice with access to the latest information. All of this helps us to deliver the best possible results for you. Our business is based on providing strategic financial planning services and investment advice. Honesty, integrity and trust are important in any business relationship. These values are the cornerstone of Bishop Collins Wealth Management and its people. We stand by the quality and professionalism of the services that we provide to our clients. Primestock Securities Limited Bishop Collins has a diverse team of experts to accommodate your financial needs and goals. We have developed an experienced financial services team. Bishop Collins Wealth Management has partnered with a specialist firm in financial services, Primestock Securities Limited Prime (Australian Financial Services Licence ). We chose to partner with Prime because: Prime s financial service offering completely integrates with our tax and accounting service The depth of experience within their team, which is national Prime s philosophy on investing, which underpins a successful approach to direct investing, centres on providing flexibility with greater control ACCOUNTING ADVICE Financial & Retirement Planning Life Insurance Superannuation inc SMSF Investment Advice Estate Planning Lending & Finance ASSET PROTECTION ADVICE WEALTH MANAGEMENT ADVICE You and your family Understanding where you are now and where you want to be. Full assistance, from reviewing any existing insurance cover to discussing the protection strategies available. We offer Self Managed Super Funds (SMSFs) and retail super structures, recommended specific to your needs. Maximise benefits and minimise risk across your portfolio through a comprehensive investment strategy and strong asset allocation. Asset Protection involves the structuring of your personal, family and business affairs to minimise your risk exposure whilst providing a platform to build your wealth. Access customised lending and financing solutions via our lending and finance service (Primestock Finance Group Pty Ltd ACL No ).

7 OUR SERVICE PHILOSOPHY Success through professional knowledge, commitment and partnership. At Bishop Collins it is our goal to listen and understand our client s financial and business needs, their individual circumstances and the environment in which they operate. Our task is to comprehensively consider your needs and implement strategies that are designed to minimise your financial burden and taxes, legally. To do this, we listen, we develop concepts, we consult and we implement a financial strategy specifically for you, now and into the future. We want to develop lasting business relationships with our clients based on honesty, trust and results. To forge these relationships we will strive to provide you with the best possible service, understanding and open communication. GROUP Bishop Collins Audit Pty Ltd Audit Bishop Collins Pty Ltd Taxation & Business Services Bishop Collins Wealth Management Pty Ltd (Corporate Authorised Representative (No of Primestock Securities Ltd) ABN Australian Financial Services Licence ) SYDNEY Suite 1, Level 11, 49 York Street Sydney NSW Australia T F TUGGERAH Unit 1/1 Pioneer Avenue Tuggerah NSW Australia T F WARNERS BAY Suite 2, 41 Charles Street Warners Bay NSW Australia T F PO Box 3399 Tuggerah NSW Australia 2259 E mail@bishopcollins.com.au bishopcollins.com.au BC257 Copp This Graphics