Lexon Advisory

Advice across the decisions that matter.

Accounting, tax and advisory capability brought together around the circumstances of the business, its owners and the decisions ahead.

Accounting Services

Reliable numbers. Better decisions.

Financial reporting, compliance and financial information that give owners and management a dependable understanding of position and performance.

Financial statements that provide more than compliance. We prepare clear, reliable financial reporting that gives owners, boards and other stakeholders a useful view of the business's financial position and performance.

Management reporting designed around the decisions you need to make. We help businesses establish reporting that highlights performance, trends, cash flow and areas requiring attention.

Accounting systems should support the business rather than create unnecessary work. We help businesses assess and improve their accounting processes, systems and reporting structures so information is timely, reliable and useful.

Accurate and timely compliance remains the foundation of good financial management. We manage financial accounts, income tax returns, BAS and other recurring obligations while identifying issues that warrant attention rather than simply processing the numbers.

Payroll, superannuation and employment tax obligations administered correctly, with exposures identified before they become assessments.

Not every business needs a full-time CFO. We provide senior finance capability where a business needs stronger financial oversight, reporting, planning or decision support without the cost or commitment of a permanent executive.

Understanding future cash requirements is essential to making sound decisions. We help businesses prepare cash flow forecasts, assess funding requirements and understand the financial consequences of different decisions.

Financial statements tell you what happened. We help determine why it happened and what it means for the business. Analysis can include margins, profitability, working capital, revenue performance and other measures relevant to the business.

The difficult questions rarely belong to one discipline.

A restructure may involve tax, accounting, ownership, cash flow and succession. We look at the decision as a whole rather than treating each issue in isolation.

Tax Advisory

Tax considered before the decision, not after it.

Tax positions planned well ahead of the transaction, grounded in the circumstances of the business and its owners, and considered in the context of how they actually operate.

Tax planning is most effective when considered before a transaction or decision is made. We advise on the tax consequences of proposed transactions, structures and changes in circumstances so that decisions can be made with the full picture in view.

The right structure depends on more than the immediate tax outcome. We advise on structures for operating businesses, investments and ownership arrangements, considering tax, commercial, asset protection and succession objectives together.

Trust distributions, shareholder loans and Division 7A can create significant tax consequences when not managed properly. We advise private groups and business owners on the application of these rules and the practical steps required to manage associated risks.

CGT often becomes significant when a business, investment or other asset is sold or transferred. We advise on the tax implications of transactions and restructuring, including the availability and application of relevant concessions and exemptions.

Tax can materially affect the outcome of an acquisition, disposal or restructure. We provide advice before transactions are undertaken, helping clients understand the tax implications of different approaches and identify issues that need to be addressed.

Good tax advice is not only about minimising tax. It is also about understanding and managing risk. We help clients identify areas of exposure, assess positions taken and establish appropriate processes and documentation.

When the ATO questions a position, the response needs to be technically sound and commercially considered. We assist clients with ATO reviews, objections and disputes, including assessing the underlying position and developing an appropriate response.

Advice on GST, payroll tax and other indirect or employment tax obligations, including identifying exposures and addressing issues before they become significant.

Cross-border transactions and ownership structures can introduce complex Australian and international tax considerations. We assist clients where international dealings, investments or ownership structures create Australian tax issues.

Business Advisory

Advice for the decisions that determine performance.

Advice grounded in the business's own numbers and tested against what the owners are actually trying to build.

A business may need senior financial expertise without needing a full-time CFO. We provide ongoing or project-based CFO support across financial management, reporting, forecasting, cash flow, performance and decision support.

Good decisions require an understanding of what may happen next. We build financial forecasts and models that help owners and management assess scenarios, funding requirements, profitability and the potential impact of major decisions.

We help owners understand the financial drivers of their business and where performance can improve. This can include analysing margins, pricing, costs, working capital, profitability and key performance indicators.

Strategy needs to translate into numbers and actions. We help business owners assess opportunities, risks and priorities and translate strategic objectives into practical financial and operational plans.

Buying or selling a business involves financial, tax and commercial considerations that need to be assessed together. We assist with financial analysis, structuring, due diligence and planning around acquisitions and disposals.

When a business is under pressure, timely advice matters. We assist with financial analysis, cash flow, restructuring options and practical plans to stabilise the business and address underlying issues.

Improvement often comes from understanding where the business is performing below its potential. We analyse financial and operational information to identify opportunities to improve profitability, cash flow and financial discipline.

Boards and management need information that helps them make decisions, not simply more information. We design reporting that focuses attention on financial performance, risks, trends and the issues requiring action.

We help businesses improve the way their finance function operates, including systems, processes, controls, reporting structures and financial workflows.

Good advice considers what the decision changes next.

The right structure today may affect tax, ownership, succession and wealth tomorrow. We consider those connections when they matter.

Specialist & Private Advisory

One view across the business, the family and the wealth.

Advice for business owners and private groups where the business, family and personal wealth are connected, and a decision in one place can change the answer somewhere else.

Private groups often involve multiple entities, trusts, investments and family interests. We provide integrated accounting, tax and advisory support across the group, helping owners understand how individual decisions affect the broader structure.

Succession is rarely just an ownership issue. We advise business owners on the financial, tax and structural considerations involved in transferring ownership, preparing the business and planning for the next stage.

We work alongside clients and their legal advisers on the accounting, tax and structural considerations that arise when planning the transfer of wealth between generations.

The way assets and businesses are owned can have long-term tax, commercial and succession consequences. We advise on ownership and investment structures with the broader objectives of the client in mind.

Asset protection should be considered when structures are established, not after a problem arises. We advise on ownership and structural considerations designed to manage risk while remaining appropriate for the client's circumstances.

We provide accounting, tax and advisory support for SMSFs, including financial statements, tax compliance, administration and advice on issues affecting the fund and its members.

Personal wealth often develops alongside business interests, investments and family structures. We help clients understand the accounting, tax and structural considerations that arise as their financial affairs become more complex.

Family groups can involve businesses, investments, trusts, superannuation and multiple generations. We take an integrated view of these interests and provide advice that considers the family's broader financial and tax position.

High-income professionals and executives often have more complex tax and investment affairs than a standard individual return reflects. We provide advice across tax planning, investments, structures, remuneration and other issues affecting their personal position.

Next step

Some decisions sit between disciplines.

A transaction can raise tax questions. A change in ownership can affect succession. Growth can expose weaknesses in the finance function. We bring the right disciplines together around the decision, with one senior adviser accountable for seeing the whole position.

Often, a short outline is enough. We can identify where we can help, give you a clear sense of the cost and tell you if timing matters.