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Your Needs

Davidson's clients are diverse. We have specialty teams well versed in the unique issues faced by individuals and by business in every stage, from start-ups to large, established firms.

Select the description that best suit you to learn how we can help:

Large Family Businesses

We understand you

Did you know Davidsons started as a small family business in 1905? Now with a team of 70 professionals, our history and family values provides Davidsons with the skill set to deliver all the services required by large family businesses.

We do more than manage your tax compliance. We have a strong focus on planning for your business succession including generational estate planning.

We work with our clients to build their financial wealth with a future-driven focus.

You need to:

How we help:

Ensure business systems are strategic, seamless, efficient and provide real-time information.

Davidsons offer an extensive range of Business Services, including business planning workshops, benchmarking, budgeting, cashflow advice and forecasting and governance practices. Our Cloud consulting and bookkeeping, business system reviews, financial and dashboard reporting and risk management services are also vital in keeping your business on track.

Successfully manage cash flow, maximise mitigation and deferment opportunities and manage multiple tax structures.

Our Tax team assist with all aspects of administration, consultancy, returns & BAS, structure advice and all forms of tax, such as GST and FBT.

Protect your business.

We have a range of Audit & Assurance Services which are tailored to suit the needs of larger family businesses. Our expertise includes statutory audits, funding acquittals, sales audits and stock controls, internal audits, risk assessments, due diligence, forensic and fraud reviews, financial governance, statutory and government reporting.

Build a valuable business that can be sold in the future.

We have experts that advise on the whole spectrum of Succession Planning, including family succession and estate planning, business agreements and buy-sell arrangements, mergers and acquisitions, business valuations and estate administration.

Grow your non-business investment portfolio and position yourself well for a comfortable retirement.

Our full range of Superannuation services include administration services, retirement and pension strategies, SMSF audits, SMSF establishment and structure, transition of wealth to super including contribution strategy, SMSF borrowing, SMSF investment structuring strategies, pension strategies and implementation.

Access finance to support future investment and growth.

Our Financial Services team are experts in navigating the complex areas of asset financing, mortgage broking, insurance and lending.

Michelle Jones

I’ve always found the staff at Davidsons to be friendly, approachable and very professional over the twenty years I have dealt with them both personally and professionally.

Michelle Jones

Tony leen

Davidsons Accountants have been with us every step of the way, for over 25 years, advising and helping us to grow our business. Davidsons provide us with what I like to call the full range of modern accounting services – from performing essential, regular accounting tasks to advising on complex, strategic financial and business issues like succession planning, an important matter for any family business. 

They look after all our accounting needs, whether big or small. I know Davidsons will get it right and I have faith in them. This means I have time to focus my energies on our core business, what we do best and to concentrate on our businesses future growth.

Tony Leen
Joint Director, Bernie Leen & Sons

David Woolman Image

Our business, like many, is complex and we often require specialist advice in a number of areas. Davidsons is one of the very few local firms that is large enough to have specialists on hand that we are able to consult with immediately, when needed. 

We have dealt with Davidsons for over 20 years and for much of that time Clinton Fraser, who is a Davidsons Director, has managed our affairs. We appreciate that we can see Clinton in the Torquay office, which is local to us, and that he has built up a comprehensive knowledge of our business. He has assisted us with a wide range of activities, from due diligence for business purchases, to management reporting and superannuation issues. Clinton provides continuity, excellent professional advice and is able to manage the broader Davidsons team when we require an expert in a certain field of accounting. 

David Woolman
Director, Woolman Investments

Lincoln Smith Image

Yes, Davidsons can number crunch, and when they do they are always accurate.  But the real value Davidsons bring to us is their Business Advisory services. 

When my father signalled he wanted to step back from the day-today running of the business Davidsons helped us to put in place a Succession Plan. This ensured my transition to General Manager was a smooth one.

The people we work with at Davidsons take the time to explain our financial results, benchmark our performance and generate forecasts that are invaluable when budgeting.

They are always available to advise on how to maximise the financial implications of our business strategies and they mentor us, providing a sounding board. They have no hesitation in asking us pointed questions that make us consider how we can be leaner, more efficient and more profitable.

I absolutely recommend Davidsons if you are looking for an Accountant that is doesn’t just record historical results but is genuinely focused on improving profitability and your future business growth.

Lincoln Smith
Owner/Manager, Fletchers Choices Carpets

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