Maxim Private Advisory has a proud history of providing audit, taxation and business advisory services to not for profit entities. Headed by Mark Lester, heralding 40 years experience working with clients in the not for profit sector, we understand the needs of clients and the importance of direct Partner involvement in every engagement. Our experienced specialist not for profit team currently assists organisations spanning the arts, health and indigenous sectors.
AUDIT & ASSURANCE SERVICES
> Financial Statement Audits
We provide a risk based audit, focusing on business risks that may affect the financial statements to ensure that they are not materially misstated and comply with relevant accounting standards.
We work with our clients to ensure their statutory obligations, including those recently mandated under the ACNC legislation, and the needs of stakeholders are met in an effective and timely manner. Our financial statement audit services cover:
• Financial reports prepared under both the Corporations
Act and ACNC Act; and
• Review Engagements required under the ACNC Act.
> Special Purpose Audit & Review
We can assist you with your non-statutory audit requirements and other specific reviews based on individual requirements. Our special purpose audit and review services cover:
• Special Purpose Audits;
• Agreed-upon procedure engagements;
• Grant Acquittals; and
• Assistance around compliance with end of year accounting requirements.
> Risk Reviews and Assessment of Internal Control systems
We are able to assist you in reviewing and assessing the operating effectiveness of your internal control system. We are able to provide constructive feedback to you to assist you in strengthening your internal control system to safeguard your business.
TAX & BUSINESS SERVICES
Maxim Private Advisory Pty Ltd Taxation and Business Services Division can assist not for profit entities with the following services:
• Preparation of business activity statements;
• Specialist tax advice;
• Payroll services, superannuation obligations and other statutory
reporting requirements; and
• Assistance in applications for DGR status; and
• Assistance with Public Ancillary Fund status.
Mark Lester, Director
Gino Terriaca, Director