Business Advice

As specialist advisors to the small to medium sized business sector and to not-for-profit entities, we offer a range of business management tools to help our clients realise the full potential of their enterprise.

The services we provide include:

• Business structure advice
• Due diligence reports for business acquisitions
• Finance, funding and refinancing strategies
• Business planning through to strategic plan development
• Corporate governance
• Charities and deductible gift recipient status
• Risk management and internal controls
• Financial management
• Cash flow projections and live-working budgets
• Business performance reviews and KPI analysis
• Benchmarking against industry standards
• Asset protection
• Estate and business succession planning
• Information systems.

At Manser Tierney & Johnston we aim to enhance your business' cash flow, growth and profitability, protect your assets and provide a clear succession plan.

Audit & Assurance

Manser Tierney & Johnston specialises in the audit of not-for-profit entities. We are leaders in the audit of independent schools and charitable institutions.

Our Firm has a policy whereby an Audit Partner has an integral involvement and presence in all aspects of the audit. We believe that the Audit Partner's presence during the course of the audit enable early intervention and awareness of any reportable issues or opportunities for improvement.

Our audit methodology typically focuses on:

• Fee income
• Government funding
• Donations
• Corporate governance
• Current economic influences
• Internal control
• Insurance Cover
• Payroll and other employee entitlements
• Movement of funds between related party transactions
• Risk management assessment
• Integrity of the Financial Statements
• Budgeting for income, expenditure, capital and cash
• Assessment of staff
• Compliance with corporate and taxation authorities
• Reporting to management.

In providing our services we offer:

• To provide you with direct Audit Partner participation at all levels during the conduct of the audit together with Senior audit staff
• Our speciality in independent school and charitable institution audits enables us to provide the highest level of proactive advice
• Continuity of the audit team
• Specialist knowledge in not-for-profit educational and charitable institutions
• Delivery of services on time and within budget.

Financial Planning

Manser Tierney & Johnston provide Financial Planning as part of our firm’s offering.

By offering Financial Planning, we are able to provide for all your tax, accounting and financial needs. All aspects of your Wealth Management will integrate seamlessly into your tax and accounting affairs as managed by MTJ.  Our advisors are experienced Chartered Accountants.

The key Wealth Management areas we focus on are:

• Ensuring your wealth structures are optimum for tax and asset protection.
• Structuring your assets and cash flows to protect against share market volatility.
• Directing your cash flows to build wealth tax effectively for our wealth accumulating clients.
• Establishing and operating quality investment portfolios that provide strong returns but are first and foremost focused on capital preservation.

The services we provide include:

• Asset / investment structuring to minimise tax and maximise asset preservation and protection.
• Retirement planning
• Superannuation
• Self Managed Superannuation Funds (SMSFs)
• Diversified investment portfolios
• Direct share portfolios
• Personal insurance
• Estate planning

Please contact MTJ for more information.