This year, the series was delivered online with a focus on topics of particular relevance and importance to our clients in 2023, and also provided a general update on what’s new in financial reporting.

Series details

Webinar 1: Financial Reporting update for 30 June 2023

Our experts provided insight and an update on:

• Accounting standard changes
• Key focus areas for 30 June 2023 reporting
• ASIC update
• Corporate governance update
• Sustainability standards
• Other regulatory changes

Webinar 2: Financial Reporting update for 31 December 2023

Our experts covered:

• Accounting standard changes
• Key focus areas for 31 December 2023 reporting
• ASIC update
• Corporate governance update
• Sustainability standards
• Other regulatory changes

Series experts

Tom Mullarkey
Partner, Assurance and Advisory Services
SW 

René Muller
Partner, Assurance and Advisory Services
SW 

Jimmy Cao
Associate Director, Assurance and Advisory Services
SW 

James Serpell
Senior Manager, Assurance and Advisory Services
SW 

Contact us

If you have any queries or would like more information, please contact the Marketing team via marketing@sw-au.com.

The post Financial Reporting Webinar Series appeared first on SW Accountants & Advisors.

He is dedicated to creating business efficiencies and improve profitability and value through for his clients through the development of bespoke systems, reporting processes, dashboards and data management.

John is passionate about working with sporting organisations, franchise businesses, large family businesses, mining services and health service businesses including private hospitals, pharmacies and medical practices.

John’s experience includes:

• business planning
• forecasting & reporting
• taxation
• audit
• financial reporting
• internal control, and
• business health valuations
• emissions reduction fund (ERF) audits
• soil carbon
• savanna fire management
• renewable energy target – exemption certificate audits
• greenhouse and energy reporting audits under the National Greenhouse and Energy Reporting (NGER) scheme
• safeguard mechanism audits
• Climate Active verification audits for carbon neutrality verification and the Carbon Disclosure Project (CDP).

John is often called upon by groups in the franchise sector to present his in-depth knowledge and insights at conferences and other franchise-related events. He utilises his system development skills within the franchise sector by developing new franchise systems and building reporting processes so that franchisors and franchisees alike can better manage their businesses.

Along with reporting, John also conducts solvency and marketing fund audits, and ensures businesses are complying with the latest requirements of the Franchising Code of Conduct.

John has been providing assurance services as a Greenhouse and Energy Auditor since 2012. He is registered under the Australian Government Clean Energy Regulator, Greenhouse and Energy Auditor (Category 2) under 75A of the National Greenhouse and Energy Reporting Act 2007 (registration No: 0152/2012).

John Dorazio is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

The post John Dorazio, Partner appeared first on SW Accountants & Advisors.

This year, the series will be delivered online, and sessions are spread across the year with a focus on topics of particular relevance and importance to our clients in 2022, and also provide you with a general update on what’s new in financial reporting.

Series details

Webinar 1 (28 April 2022): Share-based payments

This session delved into the key tax and accounting issues surrounding share-based payments with insightful worked examples. The webinar covered:

• Overview and background
• Recent changes to tax legislation
• What is a share-based payment?
• Vesting conditions
• Recognition and measurement – worked example
• Valuation methodologies

Webinar 2 (19 May 2022): Financial services

Our experts focused on financial services and provided an update on:

• Regulatory update – accounting standards, regulatory bodies
• SIV fund compliance update
• AFSL compliance update including transition to general purpose financial reporting
• Tax update for financial services

Webinar 3 (9 June 2022): Financial Reporting update for financial year end 30 June 2022

Our experts provided insight and an update on:

• Accounting standard changes
• Key focus areas for 30 June 2022 reporting
• ASIC update and focus areas
• Corporate governance update
• Other regulatory changes

Webinar 4 (17 November 2022): Financial Reporting update for financial year end 31 December 2022

Our experts will cover:

• Accounting standard changes
• Key focus areas for 31 December 2022 reporting
• ASIC update and focus areas
• Corporate governance update
• Other regulatory changes

Series experts

René Muller
Partner, Assurance and Advisory Services
SW 

Tom Mullarkey
Partner, Assurance and Advisory Services
SW 

Jimmy Cao
Associate Director, Assurance and Advisory Services
SW 

Justin Batticciotto
Associate Director, Tax
SW

Vikas Nahar
Director, Corporate Finance 
SW

Bessie Zhang
Partner, Assurance and Advisory Services
SW

Rami Eltchelebi
Partner, Assurance and Advisory Services
SW 

Simon Tucker
Director, Tax 
SW

Brent Sheers
Senior Manager, Assurance and Advisory Services
SW

Mark Smit
Associate Director, Assurance and Advisory Services
SW 

Contact us

If you have any queries or would like more information, please contact the Marketing team via marketing@sw-au.com.

The post Financial Reporting Webinar Series appeared first on SW Accountants & Advisors.

Corporate advisory services

We leverage our deep industry knowledge, extensive international and domestic networks, strong technical capabilities and time-tested processes to help our clients with corporate transactions including:

• mergers and acquisitions
• business sale and divestments
• debt and equity capital raisings
• project finance
• joint ventures
• cross border transactions.

As your lead advisors, we project manage the transaction for you from – origination to completion – liaising with your other advisors as well as potential investors or acquisition targets.

Our team also provides strategic review and advisory services helping you prepare for a corporate transaction including:

• strategic reviews
• feasibility assessments
• financial modelling
• business case preparation
• sale readiness
• transaction readiness
• pre-deal valuations.

Transaction support

Whether you are looking to acquire / divest a business or raising capital you need independent advisors that can provide unbiased advice and help you understand and mitigate transaction risks. As your financial advisor, we offer a “safe pair of hands” that provide carefully considered and commercially relevant advice.   Our team offers the following services to help you navigate through some of the most complex transactions:

• acquisition due diligence
• vendor due diligence  
• financial model review
• investigating accountant reports for Initial Public Offerings (IPOs)
• IPO project management.

Valuation advisory services

Valuations are often complex with a wide range of legal, technical and pragmatic commercial considerations.

Our highly experienced team values businesses, intangible assets, derivatives and other financial assets for M&A transactions, financial reporting, tax compliance, and litigation purposes.

Our valuations methodologies are cutting edge and compliant with internationally recognised theory and practice. While theory is important, the cornerstone of our approach is demonstrating sound commercial acumen. 

Our team has extensive experience in delivering independent valuation assessments to assist clients in diverse range of matters including: 

• independent expert report on corporate transaction pursuant to Corporation Act and ASX Listing Rules
• business combinations, impairment testing, share based payments and fair value measurement for financial reporting
• business restructures
• implementation of employee share / option plans
• tax consolidation, tax compliance and stamp duty assessments
• shareholder disputes
• family law matters
• business sales & mergers
• public company takeovers
• related party transactions
• capital raisings.

Vikas Nahar and Philip Rundell are Authorised Representatives of ShineWing Securities Pty Ltd trading as SW Securities.

Australian Financial Services No 509026

Aurora Place, Level 7, 88 Phillip Street Sydney NSW 2000 

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