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Meet Our Team

Our team at ProAdvice are our greatest asset. The company was originally formed by individuals who had the confidence to put together the traditional accounting services with farm consulting. This has evolved today to a fully integrated business coaching and accounting business operating across multiple business types. Our management consultants have been coaching family businesses for over 20 years and strive to keep ahead of the rapid changes we are seeing in the business world.


  • All
  • Geelong Team
  • Launceston Team
  • Victor Harbor Team
  • Management
  • Associates
Aiden Sutherland

Aiden Sutherland

Accountant

Andrew Beattie

Andrew Beattie

Director

Andrew Dunbabin

Andrew Dunbabin

Consultant

Ann Coltish

Ann Coltish

Senior Accountant

Ben Leditschke

Ben Leditschke

Consultant

Ann Coltish

Bronwyn Walker

Senior Accountant

Callum Klein

Callum Klein

Accountant

Catherine Jackson

Catherine Jackson

Senior Accountant

Catherine Speedie

Catherine Speedie

Undergraduate Accountant

Charlie Hepworth

Charlie Hepworth

Accountant

Chris Scheid

Chris Scheid

Director

Clinton Peake

Clinton Peake

Managing Director

Dianne Ketchell

Dianne Ketchell

Accountant

Faith Thistlethwayte

Faith Thistlethwayte

Bookkeeper/PA

Hamish Whitten

Hamish Whitten

Undergraduate Accountant

Haylee McCallum

Haylee McCallum

Agribusiness Support Officer

James Nott

James Nott

Taxation Law Specialist

Jane Chopping

Jane Chopping

Consultant

Jarrod Lundie

Jarrod Lundie

Senior Accountant

Jeannette Bruder

Jeannette Bruder

Bookkeeper

John Gibson

John Gibson

Senior Accountant

Judd Smith

Judd Smith

Associate

Kaylee Wilson

Kaylee Wilson

Team Admin

Lachlan Polkinghorne

Lachlan Polkinghorne

Consultant

Lionel Gralton

Lionel Gralton

Senior Accountant

Lisa Cunningham

Lisa Cunningham

Team Co-ordinator

Marilyn Williams

Marilyn Williams

Accountant

Nawpreet Kaur

Nawpreet Kaur

Accountant

Peter Norrish

Peter Norrish

Senior Accountant

Rodney Lush

Rodney Lush

Associate

Ryan Van Agtmaal

Ryan Van Agtmaal

Accountant

Savannah Gray

Savannah Gray

Marketing & Administration

Tori Hose

Tori Hose

SMSF Accountant

Tracey Maconachie

Tracey Maconachie

Superannuation Specialist

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Aiden Sutherland

Accountant

I grew up on the family farm situated near Hamilton before completing my Advanced Diploma of Agriculture at the Melbourne University (Longerenong Campus Horsham), I then worked as a retail manager/agronomist at an agricultural outlet in the Wimmera before moving to Albury. Whilst in Albury I completed my Bachelor of Commerce at Latrobe University (Wodonga Campus) in 2012 and worked for a private accounting firm for close to five years before joining the Geelong ProAdvice team in November 2015.

At ProAdvice, I work predominantly in preparing forecast budgets and reporting on budget to actual results, as well as the preparation of financial statements and income tax returns.

Phone: 0428 286 466

Andrew Beattie

Director

I am a director of ProAdvice. I have been a management consultant since 1995, assisting clients with strategy development, implementation of improved business systems including management of risk, business analysis and facilitation of succession. I started my career at the Tasmanian Department of Primary Industries as a research officer before moving to private consulting. I hold a Bachelor of Agricultural Science from University of Tasmania and I am a member of the Australian Institute of Agricultural Science and Technology (AIAST). I am also involved (as investor and management oversight) in 2 syndicated farming enterprises.

I enjoy travelling, running, supporting the North Melbourne Kangaroos, lazing about on the coast, and spending as much time as possible with my wife and two sons.

Phone: 0419 522 147

Andrew Dunbabin

Consultant

I specialise in providing services to farmers with an emphasis on business structures, succession and estate planning. Prior to joining ProAdvice, I was a Partner of Day Neilson Accountants and then WHK in Geelong. Before joining Day Nielson in 1991, I worked as an accountant for a number of firms based in Tasmania and the UK. I hold a Bachelor of Commerce from Deakin University and a Diploma in Farm Management from Glenormiston Agricultural College.

I enjoy farming, sport, collecting antiques, kayaking and bushwalking.

Phone: 0418 514 825

Ann Coltish

Ann Coltish

Senior Accountant

I have worked in the Business Advisory and Taxation Services since 1987.
Working as a Senior Manager in a major accounting firm before joining the ProAdvice team, has put me in good stead with knowledge and experience.

As a Senior Accountant holding a Bachelor of Commerce and a member of CPA Australia, I work closely with my clients to minimise their taxation obligations and assist in following through with their financial strategies.

I love living in Ocean Grove with my husband and two children. I’m a passionate St Kilda supporter and enjoy both local and AFL. During football season I also follow netball and enjoy reading.

Phone: 03 5244 8877

Ben Leditschke

Ben Leditschke

Consultant

I am a consultant based from my home office, South of Hobart, but spend most of my time working with irrigated and dryland mixed cropping and livestock clients in South Eastern Tasmania. Prior to commencing work with ProAdvice in 2017, I worked in the agribusiness sector for 20 years with a Tasmanian based company called Serve-Ag. I was involved with various management and advisory roles within that business and bring >20 years agronomy and production experience to ProAdvice. Through my experience, I am able to create client value through providing strategic agronomy services, as well as other planning and analytical assistance.

I completed a Science Degree and a Post Graduate Diploma at the University of Adelaide initially working in the Riverland then moved to Tasmania in 1996 to further develop my career. I now live on a small property south of Hobart where I farm beef cattle and tend to an extensive garden with my partner and my three daughters. I also enjoy travel and many outdoor pursuits such as long distance trail running, rock-climbing, bushwalking and snow skiing.

Phone: 0419 332 704
Email: bleditschke@proadvice.com.au

Bronwyn Walker

Senior Accountant

I started my accounting career in 1998 and joined our team in 2007.

I completed a Bachelor of Commerce majoring in Accounting and Finance at Deakin University, before undertaking and completing the Chartered Accountants qualification through the Institute of Chartered Accountants in Australia.

Coming from a family farm, I have seen firsthand many of the issues that our clients encounter and would like nothing more than to see our clients run successful businesses. I am responsible for the preparation of financial statements, tax returns, BAS, year end planning and management of client groups, clients accounting IT assistance, as well as in house IT . I am married with two children and work part-time allowing me to fulfil my family commitments.

Phone: 0418 122 705

Callum Klein

Callum Klein

Accountant

I grew up in the town of Ballarat and completed my VCE at St Patricks College. I then moved to Geelong where I studied Commerce (majoring in Accounting and Finance) at Deakin University and I am now a provisional member of the CA (Chartered Accountants).

After graduating I found a Graduate Accounting job at T2 Tea in Melbourne where my role consisted of Accounts Receivable, Payable, FBT and monthly BAS reporting/lodgement.

Outside of the office I enjoy spending my time with my fiancé Jodie, travelling, playing basketball and supporting the Richmond football club.

Phone: 03 5244 8872

Catherine Jackson

Catherine Jackson

Senior Accountant

I joined ProAdvice in April 2019 after eight years in another local family practice. I enjoy working with clients to maintain their compliance while minimizing tax paid, but also work towards reaching their financial goals. Although I have experience in other areas of finance and compliance, my professional interests include Business & Individual tax minimisation, Self Managed Superannuation, effective structures for asset protection and Capital Gains.

I have gained a Bachelor of Business from Victoria University, CPA & IPA qualified and I am also a registered Tax Agent and hold a limited AFSL.

Having grown up on the outskirts of Geelong, I am a cats fan and also support Liverpool and Melbourne Victory in Soccer. I also enjoy walking, reading, history, crotchet and playing with my fur babies.

Catherine Speedie

Catherine Speedie

Undergraduate Accountant

I joined the ProAdvice team in January 2020.

I have a Diploma in accounting, I am a BAS registered agent and I am studying/working towards becoming a CPA.

I started working in an accounts/bookkeeping role in 2014 whilst I was studying the diploma of Accounting.

Outside of work I enjoy spending time with my husband and our four children.

Phone: 03 5244 8882

Charlie Hepworth

Charlie Hepworth

Accountant

I joined ProAdvice in August 2019 as a Bookkeeper in the Geelong office.

I worked for 3 years as an Accounting intern while studying a Bachelor of Business majoring in Accounting at Latrobe University. Prior to entering the Accounting field, I worked for several years as a mechanic in Sydney and Albury predominantly working in V8supercars.

Originally from the Goulburn Valley, we moved to Geelong so we could enjoy the beach, but live far enough away that we won’t get flooded if there is a tsunami. In my spare time I enjoy running, cycling and spending time with my wife and kids.

Phone: 03 5244 8896

Chris Scheid

Director

I am Director and Co-Owner of ProAdvice, managing the South Australian Branch located at Victor Harbor. Since 1989, my career focus has been in southern Australia working with rural clients but now extends to assisting small to medium enterprises (SMEs) as well.

My primary role with ProAdvice is supporting 25 businesses as their Client Manager. This puts me in a position of trust, whether the business consists of a farming family, a corporate business, an SME or a local small business.

I act as “Chairman of the Board’ with many clients, and this creates a forum where we can focus on the long term strategy of the business, short term plans and direction, successful succession within the business, improving business systems and assisting with change management.

It is only when people work together in teams on a common objective that a businesses true potential and true profit can be achieved. I enjoy being part of this journey with clients.

My work often involves helping to coordinate the clients’ professional adviser team, which may include their Accountant, Solicitor, Agribusiness Manager. In summary, we help people achieve their business and personal goals.
One of my most enjoyable roles is conducting training for ProAdvice’s Farm Management Courses, which I have done for the past 20 years. It is in this forum where I have assisted a large number of farming businesses throughout Southern Australia. I feel a sense of pride and personal reward when I can help clients combine the understanding of their financial picture with the complexity of managing a set of physical resources, whether they be with farming clients or SMEs.

  • With this kind of role, there is a responsibility to manage projects. Recent projects include: Dairy SA – 4 years of data collection and reporting of the SA Dairy Farm Monitoring program to SAs dairy farmer suppliers and to dairy service providers.
  • DairySA – a program called “Review & Renew” which assisted the dairy industry during tight times.
  • DairySA & Tas Dairy – a program I develop and delivered called “InCharge Financial Literacy”, later adopted and delivered to the Limestone Coast Red Meat Cluster group, where red meat producers calculated, analysed and re-designed their own business having turned their taxation records into a set of management accounts.

Victor Harbor is where I live with my wife Tanya and our two sons, Matthew and Andrew. My recreational time is spent playing tennis with Victor Harbor Tennis Club (VHTC) where as President of VHTC, I have assisted our club to grow our playing numbers, improve our tennis court facilities and as a representative on our tennis association expand tennis play on Fleurieu Peninsula. In winter, I like nothing more than seeing the Adelaide Crows play each week.

Phone: 0427 186 133

Clinton Peake

Managing Director

I commenced work in a public practice accounting firm in 1998 before joining ProAdvice in 2007. My role has been primarily in taxation, but I have also evolved into elements of succession and estate planning. I share the desire of most clients to protect their assets whilst minimising taxation obligations.

I work closely with clients to find equitable solutions for all financial situations. I hold a Bachelor of Commerce at Deakin University, where I majored in Accounting and Management before undertaking and completing the chartered accountants qualification through the institute of Chartered Accountants of Australia.

My interest outside work are sports, particularly playing cricket in the summer and trying to keep up with two active sons

Phone: 0458 711 922

Dianne Ketchell

Dianne Ketchell

Accountant

I joined the ProAdvice Launceston office in August 2021 in the position of Accountant.

I have 30+ years combined experience in public practice and a diverse range of industries. My qualifications are a Bachelor of Business degree from The University of Tasmania and Certified Practicing Accountant (CPA).

Tasmanian born, I live in the beautiful Tamar Valley on an acreage property with my family and animals.

Phone: 03 6348 3825

Faith Thistlethwayte

Faith Thistlethwayte

Bookkeeper / PA

I joined our team in January 2015, working part-time as a Personal Assistant & Bookkeeper in the Victor Harbor Office.

I bring with me 20+ years experience in office administration and bookkeeping and hold a Diploma of Accounting. I live in the Adelaide Hills with my husband on a small hobby farm and enjoy walking, tennis and caravanning.

Hamish Whitten

Hamish Whitten

Undergraduate Accountant

I joined the ProAdvice team in January 2021 as an Undergraduate Accountant. I am currently completing a Bachelor of Commerce at Deakin University.

In my free time I enjoy spending time in the outdoors, gardening and photography.

Phone: 03 5244 8895

Haylee McCallum

Haylee McCallum

Agribusiness Support Officer

I joined ProAdvice in May 2021 as an Agribusiness Support Officer.

Since 2017 I have worked from home as an Office Manager for a small business located in Katherine in the Northern Territory.

I have over 10 years’ experience in office administration, HR, QHSE and a broad knowledge base of varying roles within the civil construction, pastoral and veterinary industries. I have a passion for animals and seem to accumulate them… My time away from work is spent with my 3 young children and we love everything outdoors: horse riding, playing sports, motorbike riding, camping and attending to our menagerie.

Phone: 03 5244 8870

James Nott

James Nott

Taxation Law Specialist

I joined our team in 2006 and work as an accountant and taxation adviser.

I hold a Bachelor of Commerce from the University of Melbourne, and I am also a Chartered Accountant and a member of the Taxation Institute of Australia. I started my accounting career in 1968 working for one of the top four chartered accounting firms. I have had the pleasure of working for accounting firms in London.

In the past I wrote a series of booklets on GST when it was first introduced and contributed a fortnightly column in the Geelong Advertiser for twelve years. I have lectured in tax at Deakin University and have been a Past President of The Rotary Club of Geelong Central. I enjoy travelling in France, the French language and culture, cricket and other sports and my Rotary Club.

Phone: 0408 137 658

Jane Chopping

Team Leader

I am based in the Launceston office where I have been a member of our team since 2005. I am responsible for co-ordinating workflow of the Tasmanian based team, assisting clients with budgeting and management reporting and administration of our education and training events. I have completed a Bachelor of Business Management (Farm Management) at Marcus Oldham College.

Prior to college I spent four years working as an Executive Assistant in a Financial Planning firm. I grew up on a beef cattle property in the North West of Tasmania where I spent fourteen years showing my family’s beef cattle and assisting to manage the stud herd.

Phone: 03 6348 3822

Jarrod Lundie

Jarrod Lundie

Senior Accountant

Jarrod Lundie is the Head of the Compliance Team at ProAdvice Pty Ltd and is an experienced Accountant and Business Advisor. With over 15 years of experience in guiding clients through their business and accounting needs, Jarrod makes sure his clients are set up to have the best chance to prosper and achieve their goals.

Jarrod has a Bachelor of Commerce Degree from Deakin University and is both of the Chartered Accountant and Chartered Tax Advisor, which ensures you are receiving the best advice available for your business.

Running a successful business is only one part of the overall wealth creation process. Decisions around capital allocations either back into the business or into passive income assets external to the business are critical in determining the long term financial stability of you and your family. At ProAdvice, Jarrod and the team ensure you have up to date reporting to enable you to make the right decisions to set you up long term without distracting you from your sole role, which is running your business.

Outside of work, Jarrod spends time with his wife and two children, playing the sharemarket and supporting the Geelong Cats.

Phone: 03 5244 8868

Jeanette Bruder

Jeannette Bruder

Bookkeeper

I started with ProAdvice in 2006 and have over 25 years experience in administration and accounts management. In our team I am responsible budgets, bookkeeping and BAS. Originally from Switzerland I moved to Perth WA, where I was the Payroll Officer for Perth Racing for 11 years, before moving to Launceston in 2005.

I enjoy travelling, bush and beach walking, reading and movies.

John Gibson

John Gibson

Senior Accountant

I joined the ProAdvice team in June 2015. Prior to this I worked for several other firms in public practice.

I work closely with our clients on preparing Financial Statements and Tax Returns.

My Bachelor of Accounting and Advanced Diploma of Accounting, along with the Chartered Accountants Program places me in good stead as a Chartered Accountant. I have also completed a Masters Degree in Taxation through the University of New South Wales.

I grew up in North West Tasmania, where I still live with my busy wife and two energetic boys. I enjoy spending time with my family, Brazilian Ju-Jitsu, Bush Walking, Eight-ball and keep busy as President of the North West Eight Ball Union.

Judd Smith

Judd Smith

Associate

I am a consultant based in Murray Bridge, South Australia, and joined the ProAdvice team in August 2021. This follows an extensive history of working with rural business clients throughout South Australia with the NAB for over 18 years.

I hold a Bachelor of Economics in Agricultural Business and have always enjoy being involved in Agribusinesses. I have experience in wine and viticulture, broadacre (sheep, cereal cropping and cattle), dairy, irrigation/horticulture, animal feedlots, piggeries and poultry. I focus on understanding each business and its needs, together with finding ways to add value and to help them succeed. This includes, but is not limited to; succession planning, business re-structure, strategic direction, business expansion, finance review, cashflow management, improving business systems and improving financial performance.

My wife and I have a farm locally, where we run a grazing operation of 450 merino ewes, we have three children who are very active in local football and netball clubs.

Phone: 0439 806 360

Kaylee Wilson

Kaylee Wilson

Team Admin

I have completed a Bachelor of Business (Tourism & Hospitality) in 2017 and previously have worked in varying reception & administration roles in the tourism, medical and governance fields in both Melbourne and London.

Originally from Portland and after living in both Melbourne & London I moved to Geelong with my partner in 2021 to be back close to the beach.

Outside of work I enjoy spending time with family & friends, travelling, keeping active and watching sport, particularly AFL.

Phone: 03 5244 8866

Lachlan Polkinghorne

Consultant

I have been involved in Agricultural Consulting since 1992. During this time I have held many key roles pertinent to the Agricultural industry including Director of Farm Management at Marcus Oldham College and National Landcare Facilitator.

I have completed a Diploma Farm Management (Hons), Bachelor of Business (Agriculture) and a Graduate Diploma of Financial Planning. I joined the ProAdvice team in 2011 and work closely with family businesses providing them with leadership and guidance.

I enjoy fishing, cricket, gardening and learning German.

Phone: 0417 357 728

Lionel Gralton

Lionel Gralton

Senior Accountant

I joined the ProAdvice accounting team in April 2019. My considerable public practice experience spans a period of more than 15 years. I hold a Bachelor of Commerce (Accounting) degree from James Cook University and am also CPA qualified. Additionally, I am also a registered tax agent.

My partner Melinda and I moved from the Sunshine Coast in March 2019 for the cooler Tasmanian climate and to experience a more relaxed way of life. We live on a property in Lilydale, just outside Launceston.

Phone: 03 6348 3829

Lisa Cunningham

Lisa Cunningham

Team Co-ordinator

I Joined the ProAdvice team in August 2018, working in reception and administration support.

I bring with me 20 plus years’ experience in office administration, reception and customer service.

I am originally from England and spent the first seventeen years of my life there, and emigrated to Australia in 1985, where I have lived in Geelong the entire time.

Outside of work I enjoy spending time with my husband and three teenage children. Travelling and reading is also a passion of mine.

Phone: 03 5244 8862

Marilyn Williams

Marilyn Williams

Accountant

I joined the ProAdvice team in October 2018 and work closely with our clients on preparing Tax Returns and Financial Statements.

I received my Bachelor Degree in Business Administration with honors from Florida Atlantic University before moving to Australia. I completed my Chartered Tax Adviser qualification from The Tax Institute while working in the business advisory and compliance division of a public accounting firm in regional Victoria.

Out of the office I enjoy my veggie garden and my fur babies. I do lots of handicrafts including quilting, stained glass and leather work.

Phone: 03 6348 3827

Nawpreet Kaur

Nawpreet Kaur

Assistant Accountant/ BAS Preparer

I started with ProAdvice in Feb 2022 as an Assistant Accountant/ Bas Preparer.

Originally from the Himalayan Kingdom, I grew up in various parts of the world until I fell in love with Australia in 2016.

I moved to Sydney where I graduated with Bachelor of Commerce (Accounting) in 2019 and started my career in Finance as an Accounts Officer before moving to Launceston in 2022.

In my spare time, I like to keep myself active, read some philosophy and spend time out in the wilderness

Phone: 03 6348 3824

Peter Norrish

Senior Accountant

I hold a Diploma in Farm Management from Marcus Oldham, a Bachelor of Commerce from Deakin University and are a CPA.

I joined the team in 2006 and have worked in Business Advisory and Taxation Services since 1989. Before becoming an accountant, I spent 8 years working on cropping and grazing properties in WA. I have specialised in self managed superannuation to complement my practical experience in the primary production sector.

My community mindedness has seen me act as a loaned executive to United Way and have acted as treasurer of the Hope Bereavement Services Inc for 15 years.

I live in Geelong with my wife and daughter and enjoy supporting the West Coast Eagles in the AFL, cycling and gardening.

Phone: 0448 522 325

Rodney Lush

Associate

I am a long term client of ProAdvice and joined the team as an Associate in 2008.

My wife and I have farmed at Keith SA for 24 years, producing lucerne seed, lamb and wool. The synergies created between ProAdvice, my practical management experience and my consulting role bring significant value to the businesses I own and work with.

After completing a Bachelor of Applied Science in Agriculture (1987) I have remained committed to lifelong learning, completing various professional and personal development courses within and beyond the ProAdvice network. I am a current member of Ag Institute Australia.

I value the opportunity to work with clients throughout Central and South East SA and Western Victoria, providing the strategic business management support and coaching that each family requires.

Beyond farming and consulting, I enjoy time with my wife and three children, tennis, reading, umpiring junior footy and supporting the Adelaide Crows.

Phone: 0419 862 510

Ryan Van Agtmaal

Ryan Van Agtmaal

Accountant

I grew up in the coastal town of Wonthaggi. After completing my VCE I relocated to Melbourne to study my Bachelor of Commerce, majoring in accounting. I commenced my professional accounting career in 2015 where I worked at accounting firms in the suburbs of Melbourne before joining the team at ProAdvice in June 2021. During this time, I also completed my Certified Practicing Accountants (CPA) qualification.

I enjoy building relationships with my clients and learning about their businesses so that I can help with their accounting and taxation requirements, and business or personal goals. I look forward to developing these relationships and using my knowledge and experience to help clients of ProAdvice.

Outside of work I love spending time with family and friends, I enjoy coastal living and being at the beach, and I am a passionate golfing tragic.

Savannah Gray

Marketing & Administration

I joined ProAdvice in 2021 in a Marketing & Administration role following 7 years working within the real estate industry. I thrive off building strong long-term relationships with clients to help them achieve their goals.

I have lived in Tasmania all my life and love everything it has to offer. I enjoy spending my free time with my partner and daughter making memories with our family and friends.

Phone: 03 6348 3823

Tori Hose

Tori Hose

SMSF Accountant

I joined ProAdvice in April 2019 as part of the SMSF Accounting team.

I have lived in Geelong all of my life and completed VCE at Sacred Heart College and currently in my final year of study at Deakin University.

Previously I have worked at a small accounting firm whilst completing my studies so I have gained a lot of practical experience in the Accounting field.

Outside of work I enjoy playing netball and spending time with Family & Friends.

Tracey Maconachie

Superannuation Specialist

I have been a member of our team since 2008 and work as an accountant in the Geelong office. I specialise in the area of accounting and tax for self managed superannuation funds. I started my accounting career in 1989 and in that time have worked at two local public accounting firms, working primarily in business and taxation services. I have a Bachelor of Commerce from Deakin University and I am a qualified CPA. I have also completed my SMSF Specialist Qualification through the University of NSW.

I live in Grovedale, married and have two young children, with whom I love to spend time with. I enjoy supporting my children in their sporting interests, socialising with family and friends and am a very devoted Geelong Cats fan.

Phone: 03 5244 8873

Taxation Services

At ProAdvice our focus is to assist our clients with their business management needs. Our team of qualified accountants help you to ensure you are meeting your tax accounting and reporting obligations and can take care of your income tax, BAS and any other tax compliance.

Our team also work with you to plan out your future profit position to assist in managing associated tax obligations and achieving optimum outcomes.

When it comes to compliance, our in-house taxation specialists are across all tax matters that relate to primary production giving you peace of mind while you focus on other things.

At ProAdvice we also have a dedicated Self Managed Super Fund (SMSF) team, who can assist you with all compliance related matters of a SMSF.

Business Structures

Whether you are starting a new business, expanding or planning for succession of an existing business, knowing which structure is right for the job, in terms of management, tax and future proofing can be a challenge.

Our tax specialists provide guidance on the taxation consequences and the asset protection aspects, whilst our consultants bring in their business management experiences and together recommend a structure that achieves optimum outcomes for tax and management.

Management Consulting

ProAdvice have been providing management consulting to family businesses to improve their businesses for over 20 years. Our business coaching improves the bottom line.

Our management consultants have helped take businesses from average performance to consistently performing in the Top 20% of our in house benchmarking data set. Our team understands the difficulties that can arise when families work together and are trained and experienced in family meeting facilitation.

ProAdvice Management Consulting can help you:

  • With goal setting and business discipline through formal board meetings
  • To improve your business profit
  • To understand and utilise benchmarking
  • To monitor and improve your business cashflow
  • To improve your budgeting and forecasting
  • To improve your production through grazing plans
  • And your family to work together through facilitated family meetings
  • With your succession and estate planning
  • With major expansion decisions
  • To continue your personal development through our networking events
  • If you are interested in discovering more about our management consulting services, please don’t hesitate to contact us via any of our below office numbers. ProAdvice have a proven track record in helping family businesses meet their business goals.

Succession Planning

Succession and estate planning in any business is a complex process that requires good communication, planning and ideally a long lead in time to maximise the chance of a successful transition.

What is Succession Planning? The transfer of ownership and control of farming assets to the next generation charged with the responsibility of continuing the business.

What is Estate Planning? Provides for the transfer of assets between generations (either on death or in a structured and progressive manner).

Both of the above usually have a high level of complexity due to laws and asset classes, taxation implications, skills, values, needs and aspirations of all family members as well as dealing with the dynamics of family relationships. Farm based succession planning should cover both succession and estate planning.

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There are a number of factors that are important to improve the likelihood of a successful succession process. These are:

  • Separate the succession and estate plans.
  • People matter most. Set the ground rules and guiding principles for decision making.
  • Start with inpidual needs and objectives.
  • Time frame is important (i.e. do it early, take your time – don’t barge through).
  • Allow for a balance of flexibility and certainty.
  • Ensure education about future implications.
  • Understand the “What ifs” – death, divorce, disagreement, disaster and disability.
  • Formal agreements are vital – deed of family arrangements.
  • Succession is a process and a journey not a destination.

Most importantly, a qualified and experienced external facilitator is essential to achieve a successful outcome. To get started on your Succession Planning journey within your business, please make contact with one of our Strategy and Planning team members.

Farm Finance Review

At ProAdvice we are committed to ‘helping family business grow’ and as part of that commitment we have developed the ProAdvice Farm Finance Review service aimed at rural and agricultural based businesses.

ProAdvice has forged a strong business based on the relationships built around the farming and agricultural businesses. We understand your industry, we have been helping rural farming families for over 15 years. Our accountants and consultants are very knowledgeable about accounting and financial issues and solutions for the agricultural industry.

The ProAdvice Farm Finance Review will assist you to:

  • Make informed decisions about your finance
  • Source the best banking product to suit your business
  • Improve your business profit
  • Save you time and money

The ProAdvice Farm Finance Review assesses your farm business debt and assists you to determine:

  • If your borrowing costs are competitive
  • If your interest rate is competitive
  • If your current facility suits your future needs

ProAdvice do not receive brokerage or commission, so you know that your ProAdvice advisor is working for you to get the best deal for your business.

Agricultural Investment Service & Support

ProAdvice can assist you with agricultural investment syndicates, equity investments, cooperative farming and corporate agricultural support.

Our senior consultants and accountants have experience in the establishment, oversight and support of syndicated agricultural investment, joint ventures and cooperative farming ventures.

For over 20 years ProAdvice has provided valued advice and support to agricultural and family based businesses with great success. ProAdvice provide the following range of services for investment to agricultural investors, cooperative farming ventures and corporate agriculture:

  • Seeking and joining together suitable investment and farm management partners
  • Analysis and due diligence of agricultural investments
  • Negotiation of purchase of investments
  • Facilitating agreements including shareholder/partner agreements and leases
  • Independent adviser and/or chairman role in ongoing operation
  • Management reporting/CFO and accounting function including system set up and design
  • Investor reporting

If you are interested in discovering more about our agricultural investment services, please don’t hesitate to contact us via any of our below office numbers. ProAdvice have a proven track record in helping agricultural and family businesses meet their business goals.

Please Note: We do not offer financial advice.

Management Reporting

As a business owner you are probably familiar with the tax accounting reports required to meet the compliance obligations of the Australian Taxation Office (ATO). These reports can be misleading for effective business management due to the required treatment of items such as inventory values, depreciation, transfers and capital items, also the reports are historical in nature. Management reporting, on the other hand, provide a more accurate representation of how your business is performing in ‘real time’ with ‘real’ values. The table below provides a snapshot of the differences:

TableDescription automatically generated

Management Reporting allows you to communicate effectively with other stakeholders in your business. Management Reporting help you to monitor critical items and answer key questions such as:

  • Is my business profitable?
  • Is there enough cashflow to cover pending interest, payroll and creditor payments?
  • Are the divisions or enterprises profitable?
  • How is the business performing against budget?
  • Will the business meet our goals and targets?

We all know ‘you can’t manage what you don’t measure’, so knowing the answers to the above questions allows you to make changes and improve your business outcomes.

Bookkeeping

At ProAdvice we recognise that professional and profitable businesses need accurate and update records to make sound strategic decisions.

At ProAdvice we recognise that professional and profitable businesses need accurate and up to date records to make sound strategic decisions, that is why we offer a bookkeeping service. The ProAdvice Bookkeeping team can bring your books up to date, and keep them up to date, they can even assist you with implementing administration systems, saving you time in the office.

The ProAdvice Bookkeeping team can complete your:

  • Data entry
  • Accounts receivable and accounts payable
  • Payroll
  • Bank reconciliations
  • BAS

The ProAdvice Bookkeeping team work with a range of software including:

  • MYOB
  • Cashbook Platinum
  • QuickBooks
  • Xero
  • Phoenix
  • Agrimaster

Software Setup

Managing the business books can often be a chore and with the advent of cloud computing, it has become confusing! At ProAdvice we have developed a software conversion process that makes transitioning from your old desktop based software package to a new cloud based system easy and painless.

Out software conversion specialists will meet with you and scope out your needs and wants, identify key items you would like to keep or replicate from your current system and any pain points you would like to overcome. With this information our team develop a proposal specifically for you, once you are happy with the proposal, our team jump straight into designing and setting up your new business management system.

As well as focusing on the right accounting system to meet your needs, this process also covers any applicable ‘addon software’, such as point of sale, inventory management or payroll management systems.

Once the design phase is complete, we sit down and review the implementation with you, prior to launch. However, our software conversion package doesn’t end there, the most critical step now begins with our conversion specialists providing you with one to one training on how to use your new system.

All of this is covered in an up front fee for service proposal, so no hidden surprises.

Contact our conversion team today to find out how we can assist you.

ProNet National Conference

ProAdvice is proud to present the next ProNet National Conference on 24th, 25th & 26th August 2022 at Peppers Mineral Springs Hotel, Daylesford, Victoria. Please RSVP before the 5th August 2022.

Book Now

It has been an interesting few years to say the least, however we are hoping 2022 might resemble some kind of normal, so we are really excited to announce the return of the ProNet National Conference. This year’s event is coming earlier than normal and is being held at the Peppers Mineral Springs Hotel, (as no doubt we could all benefit from a little RnR), at Hepburn Springs, about 60 mins north west of Melbourne.

We have a more relaxed bus (business) tour than normal with just one business on the program, and that is the team from Honest Eggs. We will make a few stops, visiting their packing and grading shed and their farm. Then we have two days packed with thought provoking speakers to get you thinking and planning for the future of you, your business and your family.

This program covers everything from preparing for the carbon market, to preparing for succession, to implementing new technologies. It is going to be a great event! If you are itching to get back out and about, then sign up now. The full program is attached, and a summary of some key highlights is provided below.

The Bus(iness) Tour

This year, we will be visiting Honest Eggs, who transitioned from traditional sheep farming to an egg business! We will get the low down on how to make new ideas scalable, how to manage enterprise diversification, find out what the drivers were for ‘big change’ and how to implement key changes successfully, as well as take a look at regenerative farming practices. And maybe (if anyone is brave enough to ask), we can find out what came first, the chicken or the egg!…

Then we have some time on the program to soak up the spoils the venue and location have to offer, so feel free to book yourself in for a spa treatment or enjoy other activities within the region.

The Conference (see the full program)

Tim Moore is head of science and strategy at RegenCo. Tim has over 20 years professional experience in natural resource management related science, policy and commercialisation. With the target set by the MLA for the red meat industry to be carbon neutral by 2030, Tim will present on:

  • The process of carbon assessment
  • Understanding the carbon credit sale process
  • The role of grazing and cropping in sequestering carbon
  • The benefits of building and retaining carbon

Following on from that, Robert Herrmann from Mecardo returns to share his research and insights on the commodity prices as well as the carbon prices. With everything seemingly at an all-time high, how long will it last?

How often do we hear about ag tech and big data these days?…with that in mind Mark Morton will lead a panel discussion including Philip Chan of Agriwebb, Ben Van Delden from KPMG, Jack Briscoe from Xytovet and our very own Chris Scheid. All panellists have been dealing with ag tech and big data in various forms and will share with us their wisdom on the topic, as Mark quizzes them on ‘is ag tech just solutions looking for problems; or, where is the real value?’

We end the day with (technology permitting) a live link to Bernd Schanzenbacher. Bernd travels the world looking for primary production businesses to invest in. Bernd will provide his views on the global agriculture sector and the trends he is seeing in different regions, as well as providing insight into how to be investor ready as a primary production business.

Day 2 – It’s All About You, yep this session is all about you, and is presented by Rob Edwards. Rob’s focus is to ensure you are focused on looking after your best asset, which is yourself. In this session you will learn how small, consistent actions, can make the biggest difference to your long-term performance and the quality of your life, both personally and professionally. Rob will also teach us how to set goals that really matter.

The last session is a client case study with the Diprose family. In this case study discussion facilitated by Clinton, we will hear how this forward planning family farming business has gone from blue gums, to wind farms, and now dairy farms. Themes of the discussion include key drivers behind considering alternative power sources and how to approach making significant business changes.

The Venue & Accommodation

As mentioned, the venue is the Peppers Mineral Springs Hotel. For your convenience, we have rooms on hold for you, please call the venue on 03 5348 2202 to book your room, and mention the ProAdvice National Conference.

Conference Expenses

The Conference Registration Form outlines the costs for attendance. Please complete and return the form and we will issue you a tax invoice for your records. You are to cover your own accommodation and external catering costs.

After reading all of this, we hope you are as excited as we are about this year’s event, please book now by completing the web form here.

If you have any questions or queries, please feel free to give us a call on 03 5241 3888.

Look forward to seeing you in Daylesford.

Book Now

Beef Farming For The Future

Book Now

Managing the balance between the generations in family business has always been and will continue to be a challenge. The older generation have worked hard and have dealt with many challenges such as market crashes, droughts and high interest rates over their career in farming. The next generation are now coming though with an appetite for risk, gearing, driving production and utilising technology in a farming environment where commodity prices are high, investment in irrigation has offset some of the seasonal risks, interest rates are at historical lows and land asset valuations are on a steep upward trajectory.

The combination of the above can create conflict within the family unit where sometimes contradictory business philosophies meet. The conservative and traditional management strategy of the older generation can sometime be at odds with the energy, enthusiasm, and appetite for risk of the younger generation. This can sometimes limit the opportunities for growth and paralyse innovation in business. The content in this course is aimed at breaking down this paradigm and providing the next generation with the skills and knowledge to lead change through their own business and industry as a whole.

The objectives of the course are to increase knowledge and understanding in the next generation of farmers in the following key areas:

  • Business and finance
  • Strategy
  • Planning
  • Risk
  • Effective communication
  • How to make the business opportunity ready?

This workshop will be delivered via a combination of face to face and webinar format.

Face to Face Workshop A

Preparation

Participants will provide their recent financials to ProAdvice to be entered in a Quick Business Analysis Template for analysis of key business ratios and profitability metrics during the initial workshop.

Content to be covered

  • Defining profit
  • 3 secrets to profit in detail
  • Know and understand your own business profitability
  • What are the key ratios and what do they mean (liquidity, solvency, profitability, efficiency, repayment capacity)?
  • Your financials on one page – What does it all mean?

Webinar Series (held weekly during midweek evenings +/- 1hr)

  1. See your business through your lenders eyes
  2. The risk of not considering risk – where are the pitfalls?
  3. Tax financials vs management financials – what is the difference? (how do we accurately measure and manage valuations for land, livestock, P&E, allowing for labour and ‘normal’ depreciation
  4. Business / strategic / succession planning – what to consider?
  5. Making your business opportunity ready

(homework to complete their own plan and create a presentation to share with the group – business, banking, land, enterprise, people, technology)

Face to Face Workshop B

Preparation

Fill your own strategic plan including setting goals for business, banking, land, enterprise, people and technology as homework to bring to the workshop. The webinar content will provide the necessary background to complete the plan. Prepare a 10 min presentation to deliver to the group.

Other content to covered

  • Summary of key learnings to date
  • What does a successful farming business look like?
  • Setting realistic goals and strategic objectives - SMART
  • Making good decisions with good information (financial, production, people, enterprise)
  • Introduction to family advisory panels and how they work
  • Participants deliver 10 min presentation to the group to make them accountable to making their plan become a reality!
  • Wrap up and review

Dates:

  • Face to face training session 1 - 3rd August 2022
  • Webinar session 1 - See your business through the eyes of lenders - 10th August
  • Webinar session 2 - The risk of not considering risk - 17th August
  • Webinar session 3 - Tax financials vs managment financials, what is the difference - 24th August
  • Webinar session 4 - Business/strategic/succession planning, what to consider - 31st August
  • Webinar session 5 - Making your business opportunity ready - 7th September
  • Face to face training session 2 - 14th September

A Better Farm Bu$iness By Your Design

You’re invited to register for a funded two and a half day Better Farm Bu$iness by Your Design (BFBYD) course for farmers within the Living Flinders, Goyders Line or BIGG footprint.

This short course will teach and show participants how easy it is to calculate a range of profit and financial indicators from taxation financials.

With the assistance of business coaches, you calculate your own businesses profit and financial indicators using your taxation financials – doing it, not just talking about how to do it!

Finally, in your peer boards, you compare your business to industry benchmarks, examine how your banker would assess your business using common financial indicators and create an action plan for real business change.

‘What’s in it for me and my business?”

  • Work out and truly understand your businesses ‘real’ profitability (ROA);
  • A clear pathway to improve your business – identify your businesses profit drivers – is it turnover, gross margins or overheads affecting your businesses profitability?
  • See your business through your Agri Managers eyes – what is required to obtain a lower interest rate or another loan to expand
  • Explore real changes to your business design that will increase ‘real’ profitability;
  • Shared wisdom from coaching/mentoring and from other like-minded producers who have already made changes and improved their business profitability.
  • Confidence to implement important decisions.

Workshop 1: Learn profitability principles, work through a (real) case study business together turning tax figures to real profit figures. As ‘consultant for the day’ learn what to do to improve the ‘case study’ businesses profitability.

Workshop 2: You will be coached, using your own taxation financials, to calculate real profitability indicators for your business. (NB: your figures are not shared in any discussions)

Workshop 3: Experience a real ‘business board’, both giving and receiving business assistance (and learning in doing both). Go home with ‘real’ changes to make – not just talk about making changes.

There will be a cost of $250 per business(encouraging all family members to attend) to participate.

Workshop Options are:

  • Goyder’s Line Project – Jamestown (28th, 29th & 30th June 2022)

You can register by clicking here.

General Calculators

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