We are pleased to announce that, for the 5th consecutive year, SW is a finalist in the beaton Client Choice Awards Best Accounting & Consulting Firm ($50m – $200m revenue) category.
We are also finalists again for Most Innovative Firm and, in recognition of the value we place on client service, a finalist for Best CX Firm.
“A special thank you to our clients for their ongoing support and to our people, who are dedicated to delivering consistent and outstanding service and outcomes, “ said Mr Duane Rogers, CEO of SW.
“As a values-led culture, we place great emphasis on building strong and trusted relationships with our clients that aim to add value. For the past two years, our people and our clients have had to overcome many challenges together, so it’s very pleasing to receive this independent recognition of our client-first thinking and dedication to supporting our clients.
“Over the past 12 months the economy has faced shock after shock, but these results tell us professional services firms have been there every step of the way for their clients,” said Dr George Beaton, Executive Chairman of beaton.
“The calibre of entrants this year was very high, but by reviewing over 15,000 pieces of client feedback we were able to determine who is the best of the best. It is those firms who can differentiate themselves and offer superior client experience who achieve success in the Client Choice Awards.”
The Client Choice Awards recognise best practice in the professional services sector and are based on client feedback for professional services firms in Australia and New Zealand. There are no panels, judges or self-nominations, only client ratings that are independently researched by Beaton Consulting + Research (‘beaton’).
The Awards reward firms and professional practitioners for excellent client service, expertise in clients’ areas of need, innovation and superior client experience. These are the only multi-profession and fully client-judged Awards anywhere in the world. The Client Choice Awards is now in it’s 18th year, with 250+ firms entering in 2022. Over 15,000 pieces of client feedback were used to adjudicate the awards.
“We are honoured to again be part of this highly regarded independent annual research undertaken for professional services firms across Australia and New Zealand, and wish all finalists the best for the award announcements,” said Mr Rogers.
The beaton team is dedicated to providing professional services firms with insights and advice related to their clients and business performance.
“Every firm that enters the Client Choice Awards is to be commended for their commitment to client feedback. These objective and independent Awards reward firms that have a culture of client-centricity and continuous improvement,” said Dr Beaton.
With the Federal election around the corner, how will the Federal Budget support Australia’s economic recovery and encourage sustainable growth?
Covid-19 continues to present significant challenges with labour shortages, supply chain issues and inflationary pressures. Australian businesses want to know how Treasurer Josh Frydenberg will tackle our economic recovery.
Join us for the 2022/23 Federal Budget Webinar where we will bring you expert insights into challenges and potential opportunities, tailored for your industry or business sector.
We will once again welcome back Catherine Birch, ANZ Senior Economist and our panel of experts hosted by Matt Birrell to share their insights and key takeaways from the Budget.
Register via the link below to find out what the budget means for you and your business.
Online registration details
Date
Time
Wednesday, 30 March 2022
9.30am – 11.30am
Expert speakers
 Catherine Birch ANZ Senior Economist |  Matt Birrell SW Director, Tax |
The Board and Partners of SW (formerly ShineWing Australia) have endorsed the appointment of Partner and current Chief Operating Officer, Mr Duane Rogers, to the newly formed role of CEO effective from 1 January 2022.
Current Managing Partner, Danny Armstrong, will continue with the firm as the leader of SW’s Banking Industry Group.
A chartered accountant by training, Mr Rogers has been with SW since 2014. He was previously an audit partner with one of Australia’s leading mid-tier firms.
“I’m excited to lead the firm through the next phase of its evolution. There will be a focus on national growth and building on our existing areas of strength, to continue to deliver value to our clients, whilst providing an engaging and flexible environment for our people,” said Mr Rogers.
“I look forward to working with the Board and our teams in bringing this strategy to life.
“It has been a privilege to work with Danny during his tenure as Managing Partner and we are extremely fortunate he will continue providing key advisory services for our clients given his strong background and experience in the Australian and Asian banking sectors and deep knowledge of export and trade,” said Mr Rogers.
Said Mr Armstrong: “Since joining SW, Duane has been an integral leader on the SW Executive Committee as Chief Operating Officer and has supported the firm’s growth agenda.
“He has been recognised by Partners and SW teams alike for his exceptional leadership through a global pandemic and he has been instrumental in helping design and implement measures to support the development of the firm’s new new workplace strategy as we work towards the launch of new working environments nationally.”
SW also announced the appointment of Stephen O’Flynn as the Chair of SW. Stephen has been with the firm for 25 years. He has led the National Tax team, is a member of the firm’s Executive Committee and chairs the Financial Services Industry Group.
He looks forward to working with Duane as he implements the firm’s strategy and will continue as a Director within the Tax group, supporting clients across the Property Funds, Education and Government sectors.
Tax Director and Chair of the Agribusiness Industry Group, Sam Morris, steps into the role as National Tax Leader.
Each session in the series will be focusing on topics that are expected to be of particular importance for financial reporting in 2021.
Webinar 1 (18 March 2021): Removal of special purpose financial reporting
- Moving from Special Purpose to General Purpose Financial Statements
- Exempt entities
- Requirements of AASB 1060 i.e. New tier 2 General Purpose Financial Statements – Simplified Disclosures
- Applying AASB 1 First-time Adoption of Australian Accounting Standards
Webinar 2 (29 April 2021): Valuation of assets
- Identifying impairment indicators
- Fair valuing assets in accordance with accounting standards
- Estimating key inputs
- Accounting for impairment of assets
Webinar 3 (27 May 2021): Financial Reporting update for 30 June 2021
- Accounting standard changes
- Key focus areas for 30 June 2021 reporting
- ASIC update and focus areas
- Corporate governance update
- Other regulatory changes
Webinar 4 (11 November 2021): Financial Reporting update for 31 December 2021
- Accounting standard changes
- Key focus areas for 31 December 2021 reporting
- ASIC update and focus areas
- Corporate governance update
- Other regulatory changes
- Not-for-profit update
- Employee share schemes update
Series speakers
Brent Sheers
Senior Manager
Trent Godden-Minette
Senior Manager
Contact us
If you have any queries or would like more information, please contact the Marketing team via [email protected]
Our team of experts discussed the latest changes to Australian reporting requirements and their potential implications for preparers of financial statements.
In this webinar recording Bessie Zhang, Jimmy Cao, Tom Mullarkey, Callum Murray and Kerry McGoldrick covered the following topics:
- ASIC update and other regulatory changes
- Removal of Special Purpose Financial Reporting
- Asset valuation and impairment
- Financial reporting in a COVID environment
- Modern slavery statements
Contact us
| Bessie Zhang | Kerry McGoldrick | Tom Mullarkey |
| Jimmy Cao | Callum Murray |
A number of recent articles in the Australian press have discussed the liquidation or voluntary administration of several large funds that were specifically created as complying funds for the Significant Investor Visa (SIV) program.
This is devastating news for many, and has caused a variety of issues for those SIV holders who have been impacted by these investments which that need to be considered and actioned in a timely manner. In some instances, there is little time to reorganise these affairs, and many clients have shared with us that they have limited time to find a solution.
In response to these concerns, ShineWing Australia has put together a panel of experts to assist impacted individuals to help provide them with a ‘full-circle’ solution comprising legal, migration and financial help in one place.
Seeking out qualified, registered and independent migration and investment advice is particularly important at all times. This will ensure that any conflict of interest on the advisor side is removed, and that you are being informed of options that are right for your situation before making investment choices.
Migration
ShineWing Australia has highly experienced migration agents with particular expertise in assisting clients from the Asia-Pacific region to obtain an Australian visa. We advise on many different visa classes according to individual circumstances and personal needs, including SIVs.
As Registered Migration Agents (RMA) we act independently, and we also adhere to the Code of Conduct set out by the Office of the Migration Agents Registration Authority.
If you are a current SIV holder and have been affected by breaches of complying funds, and you think it may have jeopardised your visa status, we will be able to offer you a free consultation on your visa and investment status. Our services areas are listed below but we are happy to assist in other visa matters as appropriate.
Financial Services
ShineWing Australia’s Financial Planning and Debt Advisory services are provided by Authorised Representatives of ShineWing Australia Wealth Pty Ltd AFSL/ACL 236556.
When investing as an SIV or otherwise, it is important to perform sound due diligence on your intended investment target and ensure:
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there are no conflicts of interest
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the investment vehicle has a proven track record of underlying managed funds
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it has a strict compliance regime
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it has the correct diversification per section of the SIV framework
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the fund or investment vehicle is registered and compliant with ASIC
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that the fund is backed by independent advice and focused on asset quality, as opposed to a focus on the sale of a particular product.
Managing the wealth and private affairs of business owners, families and high net worth individuals requires a deep appreciation of individual circumstances, and a detailed understanding of immediate needs and future financial objectives.
Private Clients and Wealth covers the following services:
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For an immediate response and for the services below, our panel members will be able to help you with the following:
Migration Law services
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Legal Services
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Tax advisory
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Investment Services
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If you require assistance with one or more of the above areas, and would like to discuss your options in a private, confidential and free of charge consultation with one of our panel experts, please get in touch in one of the following ways.
SIV enquiries
Click here to contact our experts today.
Email us via [email protected].
Follow us on WeChat for the latest updates and webinars.
ShineWing Australia is delighted to invite you as our guest to the upcoming Harvard Club event:
Beyond shareholder value: The emerging sustainable enterprise.
In August, 181 of the 193 members of the US Business Roundtable, signed a new statement of its principles of corporate governance. The Sydney Morning Herald cited that the existing statement no longer accurately described the way CEOs strive to create value for all stakeholders. Addressing the long term interests of all stakeholders is now thought to directly include issues such as diversity, social inclusion and the environment. This new statement has significant ramifications for corporate governance in Australia.
Our expert speaker Rob Gell AM, Principal Consultant, ShineWing Australia will provide insights on the changing nature of corporate governance, with an ever increasing focus on sustainability. Our panel will be moderated by David Lynch, Principal Consultant, ShineWing Australia, will explore the complexity of issues corporations now face and provide insights on how leading enterprises are responding.
A light lunch will be served and there will be an opportunity to network with Club members and guests.
Event details
| Date: | Friday, November 29th, 2019 |
| Time: | 12pm for 12:30pm start, concluding at 2pm |
| Venue: | ShineWing Australia, L 10, 530 Collins Street, Melbourne |
| Cost: | Free |
Speakers
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Presenter: Rob Gell AM, Principal Consultant, ShineWing Australia Rob is an environmental geographer, Founder and Executive Director of ReThink Sustainability Pty Ltd., a Fellow of the Royal Geographical Society and an Inaugural Fellow of the Environment Institute of Australia and New Zealand. He is a member of the council of the Royal Society of Victoria and a member of the Melbourne Sustainable Society Institute Advisory Board, he is also a published author and a photographer and a Life Australia Day Ambassador. |
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Panel moderator: David Lynch, Principal Consultant, ShineWing Australia David is Principal Consultant at ShineWing Sustainability and CEO & Executive Director of ReThink Sustainability, he has been helping businesses, governments and consumers accelerate the adoption of the UN Sustainable Development Goals and sustainability best practices. David is a technologist, an innovator and a digital thought leader who has combined these passions over many years with a strong focus on sustainable business practices, particularly during his career in China. |
Registration and more information
For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via [email protected].
We look forward to your attendance.
Following the release of Australia’s Federal Budget on the evening of 2nd April, this seminar will focus on the tax and accounting impacts resulting from changes announced in the Budget by the Government. The seminar will also contrast these with the Federal Opposition Labour Party’s proposed Tax Policies with our speakers providing their expert analysis on their respective budget proposals, with a focus on how these changes might affect Chinese-owned and invested entities doing business in Australia and overseas. Finally, updates on any relevant tax and accounting changes that have arisen since our last update, will also be provided.
This seminar series is delivered entirely in Mandarin.
Event details
Sydney
Date: Wednesday 10 April 2019
Time: 3:00pm for 3:30pm start, concluding at 5:00pm
Venue: Press room, Radisson Blu Sydney, 27 O’Connell St, Sydney
Melbourne and Brisbane details will be announced shortly.
For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via [email protected]
We look forward to your attendance!
Each person recognised below has demonstrated expertise in their field and developed valuable client relationships. We are proud of their achievements and contributions to the firm.
“We have a robust promotions framework at ShineWing Australia and we are so proud that these people have consistently demonstrated consistent excellent to achieve the next step in their career” David Meagher, Head of People & Culture.
Promotions: January 2019
| Name | Division | Location |
| Associate Director | ||
| Chris Dexter | BPCA | Melbourne |
| David Foord | BPCA | Melbourne |
| Senior Manager | ||
| Rick Hemphill | BPCA | Melbourne |
| Manager | ||
| Brent Sheers | AAD | Melbourne |
| KH Tan | AAD | Melbourne |
| Richard Cai | TAX | Sydney |
| Assistant Manager | ||
| Elizabeth Kalyvas | AAD | Melbourne |
| Jake Ryall | BPCA | Melbourne |
| Rebecca Cateley | AAD | Melbourne |
| Trent Godden-Minette | AAD | Melbourne |
| Senior Consultant | ||
| Adam Wreford | AAD | Melbourne |
| Ayshwarya Malhotra | BPCA | Melbourne |
| Aidi Zhong | TAX | Melbourne |
| Francis Ravida | BPCA | Melbourne |
| Kristy Le | BPCA | Melbourne |
| Matthew Haynes | BPCA | Melbourne |
| Megan Chen | BPCA | Melbourne |
| Megan Mackay | BPCA | Melbourne |
| Michael Chen | TAX | Sydney |
| Tristan Hong | AAD | Sydney |
| Consultant – Intermediate | ||
| Claudia Maguire | BPCA | Melbourne |
| Lingbo Li | AAD | Sydney |
| Marianne Fearon | AAD | Melbourne |
| Parisse Kotsoris | BPCA | Melbourne |
| Renae Hyde | BPCA | Melbourne |
| Sarah Genovese | BPCA | Melbourne |
These promotions are effective from 1 January 2019.
Professional development achievements
Congratulations to Megan Mackay, Ashleigh Langley-Bates, Matthew Haynes and Adam Wreford who successfully completed the CA Capstone module; the final chapter of the Charted Accountants Program. An outstanding achievement! We are proud to have them as charted accountants in our team to continue to deliver great outcomes and present opportunities for our clients.
The Emerging Property Funds Series is a five-part series of interactive sessions for an exclusive group of aspiring leaders in property funds management.
We have created this interactive five-part series aimed at tomorrow’s leaders who are looking to learn more about the ‘business’ of property funds management, entrepreneurs looking to break into the sector and developers looking to establish a property funds management business.
We are also delighted to bring you highly regarded leading industry speakers from APN Property Group, Property Funds Association, Open Corp, Commonwealth Bank of Australia, Aliro Group and McMahon Clarke.
Benefits of attending
- Network with today and tomorrow’s leaders in the sector
- Learn what worked well and what didn’t work well from industry leaders
- Learn the pitfalls and traps industry veterans experienced during their journey
- Learn how to protect your personal and business assets
- Understand the market trends in the asset class
- Recognise methods to raise your debt and equity
- Understand what structure is best for a tax effective exit for your investors
- Identify strategies to raise your debt and equity
- Master your compliance obligations – learn how to obtain an AFSL and stay compliant
Event details
Date: 5 sessions hosted on a monthly basis starting Tuesday, 9 October 2018 (Melbourne) / Wednesday, 10 October 2018 (Sydney)
Time: 5.45pm – 8.00pm (canapes and refreshments provided)
Melbourne Venue: ShineWing Australia, Level 10, 530 Collins Street, Melbourne
Sydney Venue: ShineWing Australia, Level 8, 167 Macquarie Street, Sydney
Format: Interactive class-room style format where our expert guest speakers will share their insight and expertise on a key component of the property fund management process
Cost: $800 per person for the series or group booking for up to 3 people for $1,600 (prices exclude GST)
This includes:
- Five 2-hour sessions and networking opportunities with speakers and attendees
- Soft and hard copies of speaker presentations and handouts
- Automatic inclusion to our Emerging Property Funds Series, including invitations to future networking events
Session topics and dates
Session 1: Fundamentals for Success, Property Funds – Tuesday, 9 October 2018 (Melbourne) / Wednesday, 10 October 2018 (Sydney)
Speakers/Panelists: Howard Brenchley (APN Property Group), Paul Healy (Property Funds Association), Rami Eltchelebi (ShineWing Australia), Hugh Thomson, Moelis Australia
This introductory session will provide a brief overview of the series structure. You will hear first-hand from industry specialists the key lessons they’ve learnt, what challenged them the most, what worked, what didn’t and tips on building the right team.
Session 2: Fundamentals for Success, Personal and Business Issues – Tuesday, 20 November 2018 (Melbourne) / Wednesday, 21 November 2018 (Sydney)
Speakers/Panelists: Daren McDonald (ShineWing Australia), Rosalind Myint (ShineWing Australia) and Abi Chellapen (ShineWing Australia)
How do you separate your business fund from your personal assets? In this second session you will learn how to protect yourself, your funds and the appropriate ownership structures recommended to protect your investment and maximise your return.
Session 3: Fund Structuring – Tuesday 19 February 2019 (Melbourne) / Wednesday, 20 February 2019 (Sydney)
Speakers/Panelists: David Southon (Aliro Group), Matthew Chun (Development & Property Consultant) and Simon Tucker (ShineWing Australia)
You may have a plan, but do you know which fund structure will give you the best competitive advantage? The industry experts will talk you through the fund structure matrix which covers local and international equity, fee structure and more.
Session 4: Debt and Equity – Tuesday, 19 March 2019 (Melbourne) / Wednesday, 20 March 2019 (Sydney)
Speakers/Panelists: Warren Boothman (Open Corp), John Blight (ShineWing Australia), Dan Freeman (Commonwealth Bank of Australia)
This session covers everything you need to consider and what to avoid in modern-day financing. Identify both the traditional and alternative methods for obtaining funding, how to strike a deal with the banks and how best to raise your debt and equity.
Session 5: Legal, Regulatory and Compliance – Tuesday 16 April 2019 (Melbourne) / Wednesday, 17 April 2019 (Sydney)
Speakers/Panelists: Brendan Ivers (McMahon Clarke) and Rami Eltchelebi (ShineWing Australia)
Ensuring your i’s are dotted and t’s are crossed are important for the property funds management industry. Our experts will talk you through the documentation and practical application involved in your fund set-up and provide tips on avoiding common pit-falls to ensure you stay compliant.
More information
Know someone interested in property fund management? You are welcome to direct any interested property professionals to this web page or to the ShineWing Australia Marketing team via [email protected].