Agribusiness capability statement Sowing the seeds for a stronger financial future Audit | Tax | Advisory | Financial Advice Offering a fresh alternative Focus, passion and great resilience are undoubtedly key attributes of farmers. Similarly, Crowe Horwath advisors are focused and passionate about ensuring agribusiness clients are provided access to the very best expertise they need, and robust financial solutions that will see them through their entire business journey. It’s for this reason Crowe Horwath has established itself as a leading agribusiness advisory firm in Australia and New Zealand. We have a proven track record in advising agribusinesses and primary producers on financial issues that may impact them – in fact, it’s one of largest industries we service. From environmental conditions to risk management plans, volatile macro implications to succession structures, we understand the range of complex factors that affect farming business in this country. Crowe Horwath has a broad array of rural clients, from the contract milker to the corporate farming operation in all types of horticultural and agricultural activities, through to the processor and supplier. As Australia’s leading provider of accounting and financial related services to small and medium sized enterprises, Crowe Horwath has the largest regional footprint of any accounting and business advisory firm, with a network of around 80 offices across the country. Supported by 2,800 employees across Australia, Crowe Horwath has the diversity of skills and resources to provide comprehensive integrated financial services to both small and large operations. Coupled with our extensive knowledge and broad network, we have many years of collective farming advisory experience, and can offer clients a unique alternative to existing providers. The key benefits Crowe Horwath brings to clients are: n n n We identify with local opportunities and challenges, and pride ourselves on understanding the communities with which we work in. It is, after all, our local connections and community relations which ultimately determine our business success. While being local, our business has access to marketleading specialists, and is part of an international network. Our macro insight to global issues and knowledge means our clients can rest assured that they are being provided with state-of-the-art business solutions. We believe in developing long-term, sustainable connections with farmers, built upon a foundation of trust and mutual respect. This belief is at the heart of everything we do. Audit | Tax | Advisory | Financial Advice Achieve more from your agribusiness Crowe Horwath’s team provides assistance and advice on a wide range of issues. From evaluating assets, business and trust structures, investment portfolios and looking at ways to reduce tax payments, advisors can prepare and interpret cash flows. They can also assess and assist with farm viability and provide advice and assistance with: n Business and strategic planning n Agricultural investments n Agribusiness financial modelling n Feasibility studies and reports n Property development planning, training and mentoring n Expert opinions of agribusiness ventures n General management services n Agribusiness n Property management reporting n Water transfers n Project evaluations n Finance proposals n International trade About Crowe Horwath Crowe Horwath is the fifth largest accounting and business advisory firm across Australasia, and one of the world’s largest accounting groups. The network has more than 205 member firms, over 31,000 people and 726 offices in some 125 countries around the globe. We are the relationship you can count on Our clients tell us that we’re friendly, accessible and easy to do business with. They value our practical, commercial, industry specific advice, and our ability to translate accounting information and financial reports into pragmatic advice. Our geographical footprint across Australia means that local knowledge and expert insight is just around corner – helping you make the most of your time and resources. Furthermore, our unique combination of agricultural knowledge, economics and accountancy qualifications, and above all, our deeprooted knowledge in the agribusiness space enables us to provide unrivalled practical support to the agriculture sector. www.crowehorwath.com.au An unrivalled geographic footprint North QLD Central West Western VIC n n n n n n Cairns Charter Towers Hughenden Townsville Brisbane & South QLD n n n n n n n Brisbane Chinchilla Dalby Darling Downs Gold Coast Goondiwindi Toowoomba n n n n n n n Sydney n n Canberra Albury n Eastern VIC n n n n n n n n n n n Armidale Ballina Casino Coffs Harbour Glen Innes Grafton Inverell Kyogle Lismore Murwillumbah Walcha Warialda Yamba n n n n n n n n n n n n n n Beyond agricultural advice n Entertainment and Sports n Foreign Subsidiaries n Government n Manufacturing n Not-for-Profit n Private and Family Business n Agribusiness n Professional Services n Asia Business n Property and Development n Automotive n Resources n Education Sector n Retail and Franchise Audit | Tax | Advisory | Financial Advice Bairnsdale Mulgrave Pakenham Sale Traralgon Warragul Yarra Junction TAS n Sector specialisation includes: Sydney Norwest Central North n Our comprehensive approach means our capabilities extend beyond the agribusiness industry. We go further. Our accounting, business, audit and assurance and tax advisory teams are a one-stop shop for businesses and individuals wanting to maximise their growth potential and achieve financial goals. Our practical advice covers all your business and personal financial affairs. Dubbo Bathurst Forbes Lithgow Orange Warren Wellington West Wyalong Burnie Devonport George Town Hobart Launceston Scottsdale Smithton St Helens n n n n n n n n n n n n Apollo Bay Ararat Ballarat Camperdown Colac Geelong Hamilton Lorne Ocean Grove Stawell Torquay Warrnambool Werribee Murray Darling n n n n n n n Berri Broken Hill Hopetoun Loxton Mildura Ouyen Robinvale Prescott Securities Perth n n Perth Osborne Park Meet some of the Crowe Horwath agribusiness specialists The agriculture team at Crowe Horwath understand farmers’ needs – many of whom having lived and breathed farming themselves. Inside knowledge, hands-on experience and local insights are ingrained in everything that we do. With years of collective farming background and advice, the Crowe Horwath agribusiness team of specialists will work to ensure that your core business gets the service it needs to survive and thrive in one of Australia’s most vital industries. Southern QLD Kylee Valentine Managing Principal Client base/specialisation: Primary production Region: Toowoomba A skilled strategist, Managing Principal Kylee is particularly adept at helping her clients articulate exactly what they want their hard work to achieve. Operating across a diverse range of industries, with a specialisation in the agribusiness space, Kylee draws upon all the elements which impact a business, creating a strong accountable foundation from which it can develop and grow. Andrew Bullen Senior Advisor, Business Advisory Client base/specialisation: Grain, beef, primary production Region: Dalby As Senior Advisor, Andrew has worked with the Crowe Horwath business for 20 years. His key areas of specialisation include, but not limited to, providing taxation advice to primary producers, with interest in the grain and beef sectors. Liam Hawkswell Senior Manager, Corporate Finance Client base/specialisation: Mergers and acquisitions, financial modelling, transaction services including due diligence, business analyst research, valuations Region: Brisbane Liam is a Senior Manager within the Corporate Finance division of Crowe Horwath, Brisbane. Liam has core expertise in the areas of mergers and acquisitions, financial modelling, transaction services including due diligence, business analyst research, valuations and independent experts reports, and industry experience in the agribusiness sector. North QLD Colin Ryan Senior Manager – Tax Advisoy Client base/specialisation: Primary production Region: Townsville Colin Ryan is a Senior Manager with Crowe Horwath, working across tax advisory and business advisory disciplines. Colin has over 10 years of practical experience, working in both commercial and public accounting roles. This blend of experience provides Colin with an appreciation for clients’ perspectives and the importance of practical business outcomes from any advice. Sonia Viero Malone Principal – Business Advisory Client base/specialisation: Primary production (grazing, sugar cane, bananas) Region: Townsville Sonia has worked predominantly in taxation and business services during her professional career. With a keen interest in regional Queensland, Sonia specialises in taxation for primary production – in particular, grazing, sugar cane and bananas. Gordon McColl Principal – Business Advisory Client base/specialisation: Primary production (beef, wool, bananas, sugar cane) Region: Charters Towers Gordon specialises in income tax planning, business structures, succession planning and family business structuring advice for various size clients across a broad spectrum of industries. He has diverse experience in advising in relation to beef production, retailing, manufacturing, wool production, banana growers, sugar cane production and professional practices. www.crowehorwath.com.au North QLD Graham Wilson Principal – Business Advisory Client base/specialisation: Primary production (beef and sugar cane) Region: Townsville Graham acts for many small to medium sized businesses in all industry sectors. This includes dealing with taxation issues, business management, rural and commercial based family businesses, retailing, manufacturing, wool production, banana growers, sugar cane production and professional practices. Wendy Bailey Principal – Business Advisory Client base/specialisation: Primary production (beef) Region: Townsville Wendy provides quality advice and services to various sized clients including individuals, clubs and societies, and large family companies. Wendy has experience and expertise in taxation for primary production, in particular grazing businesses. Frank Collins Principal – Business Advisory Client base/specialisation: Primary production (beef) Region: Cairns Coming from a cattle grazing and cropping background, Frank understands the business issues facing primary producers. Frank has particular expertise in strategic planning, research and development and tax advice. Julie Gattera Senior Advisor – Busness Advisory Client base/specialisation: Primary production (cane, bananas) Region: Cairns Julie provides quality service and advice to business clients of all sizes across a broad range of industries. Julie has particular expertise in sugar cane and banana farming. Fay Skjonnemand Assistant Manager – Business Advisory Client base/specialisation: Primary production (cane, bananas) Region: Cairns Fay has accumulated a wealth of knowledge and experience working on businesses of all sizes. She has particular experience in the primary production industry, and provides services to sugar cane and banana growers. Albury Cade Gow Principal – Business Advisory Client base/specialisation: Primary production Region: Albury With 15 years’ experience in providing business advice, Cade brings a wealth of experience to his clients. Cade has provided specialist advice to many clients in the primary production field, and hosts a quarterly agribusiness forum with agribusiness bankers. Fiona Livermore Principal – Business Advisory Client base/specialisation: Primary production (dairy, beef, sheep, cropping, rice) Region: Albury With over 15 years’ accounting and advisory experience, Fiona has accumulated a wealth of knowledge and experience. She has particular interest in the primary production industry, and provides services to those in the areas of dairy, beef, sheep and cropping. Audit | Tax | Advisory | Financial Advice Sydney Paul Bakker Lead Partner – Business Advisory,Sydney Client base/specialisation: Wool and live stock, arable farming Region: Sydney Paul joined Crowe Horwath in 2004 before taking on the role of Partner in 2010, and Lead Partner of Business Advisory in 2013. He works with third party providers, and has specific experience with wool and live stock as well as arable farming, implementing solutions that deal with IT and business intelligence solutions to consolidate data. Leah Russell Lead Partner – Audit, Sydney Client base/specialisation: Livestock and horticulture Region: Sydney Leah brings together a strong body of technical knowledge, a dedication to agreed timelines and a diligent yet approachable demeanour. Leah works with many primary production clients, and more specifically those in the livestock and horticulture sectors. Rob Dando Associate Principal, Corporate Finance Client base/specialisation: Selling of large farms, IPO of Bega Cheese, dairy, beef and cattle Region: Sydney Rob is an Associate Principal in the Corporate Finance team, focusing primarily on transaction services. Specialising in advising corporate clients and financial sponsors, Rob has extensive knowledge across a range of client sectors, including farming, dairy and beef. Western VIC Luke Santamaria Manager – Business Advisory Client base/specialisation: Primary production Region: Hamilton Luke joined Crowe Horwath in 2007 having previously worked within the farming sector. Working closely with many clients in the primary production industry, Luke prides himself on helping clients achieve their objectives. Paul Clarke Senior Manager, Business Advisory Client base/specialisation: Primary production (dairy, beef, sheep) Region: Warrnambool Paul has over 25 years of accounting experience, and specialises in primary production. Paul comes from a dairy background, and specialises in dairy, beef and sheep. He also holds the position of Treasurer on the Western Victoria Dairy Board, and is a committee member of Rural Financial Counselling Service Victoria. Wayne O’Brien Managing Principal – Business Advisory Client base/specialisation: Primary production Region: Colac Wayne’s involvement as a Board member of Colac’s two largest employers provides local expertise on a broad range of business, financial and workforce issues. This is invaluable for small business advisory, financial analysis projects and adds value to his role as Managing Principal. Mark Whelan Managing Principal – Business Advisory Client base/specialisation: Primary production (dairy, sheep, beef farming) Region: Geelong Mark is the Managing Principal in Western Victoria of the Ballarat, Geelong, Ocean Grove, Torquay and Werribee offices. He has substantial management experience in his role on the regional Executive Committee for Crowe Horwath in Western Victoria. www.crowehorwath.com.au Western VIC Scott Johnsone Principal – Business Advisory Client base/specialisation: Succession planning Region: Colac Scott is a Principal in the Colac office and has over 20 years’ experience in rural and commercial areas. Scott specialises in farm and rural succession planning and budgeting. Troy Parker Principal – Business Advisory Client base/specialisation: Dairy farming Region: Colac Troy has over 10 years’ experience in accounting services and now specialises in business and taxation services acting for small to medium enterprises. He has extensive experience dealing with the dairy farming sector. Eastern VIC Tim Morrison Principal – Business Advisory Client base/specialisation: Sheep and beef farming Region: Bairnsdale Tim commenced with Crowe Horwath in 2007 as a Chartered Accountant. Tim’s expertise has allowed him to provide business advisory with particular focus on management accounting, estate planning, cloud accounting and taxations services with a special interest in the agribusiness sector. Murray Darling Tony Hickey Principal – Business Advisory Client base/specialisation: Agribusiness consultant Region: Mildura Tony Hickey has over 20 years’ experience working with large businesses in the area of project management and management accounting. Tony also specialises in agribusiness consulting services. David Walker Principal – Business Advisory Client base/specialisation: Agribusiness consultant, succession planning Region: Mildura David has many years’ experience in providing advice to large scale agricultural businesses. Further to this, David possesses great knowledge in passing farming business operations from one generation to the next. Chris Sharman Principal – Business Advisory Client base/specialisation: Agribusiness consultant Region: Mildura Chris is a well-known and respected Business Advisor in the Crowe Horwath team. A proud Mildura local, Chris is largely responsible for Crowe Horwath’s growth in the Mallee area of Victoria, and has particular expertise in the agribusiness sector. Nigel Sullivan Associate Principal – General Insurance Client base/specialisation: General and farm insurance Region: Mildura Nigel joined Crowe Horwath in 2009 having previously worked with the Allianz Group in their insurance and finance division in Melbourne. Nigel brings a wealth of knowledge in General Insurance, specialising in farm construction and insurance. Audit | Tax | Advisory | Financial Advice Murray Darling Geraldine Barraclough Account Executive – General Insurance Client base/specialisation: Insurance Region: Mildura Geraldine has a strong farming background and has a passion for farm insurance. Specialising in farm, crop and associated insurances, Geraldine has been in the insurance industry for nine years. Karen Hensgen Manager – Business Advisory Client base/specialisation: Agribusiness consultant Region: Mildura A dynamic Business Advisor with over 20 years’ financial management experience in the agriculture industry, Karen specialises in agribusiness consultancy, supporting clients in strategically growing and succeeding. Central West Yvette Pietsch Managing Principal Client base/specialisation: Agriculture, vineyards Region: Dubbo Yvette is the Managing Principal for the Crowe Horwath Central West region. In this role, Yvette leads a team of over 200 professionals across eight offices that make up the Crowe Horwath Central West team. Her specialisations include the agriculture and vineyards sectors. Peter Carnell Principal – Business Advisory Client base/specialisation: Primary production (sheep, cattle, broad acre grain growing, cotton) Region: Dubbo Peter is a certified practising accountant and is a Principal at Crowe Horwath, based in the Dubbo office. Peter has a wealth of experience working with rural and farming families to develop a holistic approach to business growth and development. Tom Larkin Principal – Business Advisory Client base/specialisation: Primary production (sheep, beef, grain, dairy) Region: Dubbo Tom joined Crowe Horwath in 2000 as a Cadet Accountant. Tom is a qualified certified practicing accountant and a registered tax agent. Although he is located in Dubbo, Tom spends much of his time visiting agri clients on-site at their premises, and believes trust is key to establishing sustainable relationships. Rachelle Nowland Associate Principal – Business Advisory Client base/specialisation: Broadacre winter cropping, sheep, beef, cotton, succession planning Region: West Wyalong/Canberra Rachelle is a Chartered Accountant and has worked at Crowe Horwath in West Wyalong since 2002. She has previous work experience with broadacre and irrigation farming, as well as excellent working knowledge and appreciation of the unique issues affecting primary producers from her own farming background. Pip Conn Senior Advisor – Business Advisory Client base/specialisation: Graziers (sheep, cattle), winter cropping enterprises Region: Wellington/Canberra Pip works with a range of clients, and specialises in the areas of agriculture and retail trade. She assists her clients with preparing and planning their tax, as well as business advisory services. Stuart Thomas Principal – Business Advisory Client base/specialisation: Primary production (grain, livestock, cotton, diary) Region: Forbes Stuart is well-regarded for his wealth of knowledge and experience in accounting. He joined Crowe Horwath as a Graduate Accountant in 1991 when the firm was known as Todd, Brindley & Co. He has specialist skills in the areas of farming, estate planning and business succession planning. www.crowehorwath.com.au Central West Alison O’Brien Senior Advisor – Business Advisory Client base/specialisation: Estate planning Region: Dubbo Since joining Crowe Horwath in 2007, Alison has been based in the Dubbo office specialising in the area of estate planning. Her personal interest and background in agriculture has influenced her focus on the issues facing the agriculture sector and small business. Samantha Comer Manager – Business Advisory Client base/specialisation: Primary production Region: Dubbo Sam has been with Crowe Horwath since January 2001, starting as a Cadet and progressing through her career to her current role as a Senior Taxation Consultant in our Tax Advisory Team. As the sole tax specialist in the Central West team, Sam has gained experience in a wide variety of industries, particularly with primary production. Central North Don McRae Lead Principal – Business Advisory Client base/specialisation: Grazing, wool, generally all farming types Region: Inverell Don specialises in farm business management, succession planning and taxation and has worked with a variety of clients principally in agriculture or industries based on agriculture. Troy White Principal – Business Advisory Region: Inverell Troy began his career under the guidance of Ian Witherdin in Crowe Horwath’s Inverell office in 1996. Troy specialises in providing business services advice to rural and small business clients, and has a great understanding of the agribusiness industry. Rod Schultz Lead Principal – Business Advisory Client base/specialisation: Retirement, succession planning Region: Armidale After commencing with Crowe Horwath in 1997, Rod was appointed to the role of Principal in 2002. A member of the Institute of Chartered Accountants, Rod works hands on in the rural industry and regularly advises rural businesses and families with retirement and succession issues. Helen McAuliffe Principal – Business Advisory Client base/specialisation: Accounts management aspects of farming, broadacre cropping Region: Inverell Helen’s speciality is making complex tax and trading structures simple and easy to understand. Helen specialises in the accounts management aspects of farming, and has great knowledge of farm specific packages, as well as broadacre cropping. Rod Wark Representative – Principal, Financial Planning Client base/specialisation: Primary production Region: Armidale Rodney is rural focused and provides personal advice to clients throughout NSW. He has completed his Diploma of Financial Planning and is also a Certified Financial Planner. Rodney believes he can add real value to clients’ situations, by utilising his experience in taxation and business to deliver results-orientated advice. He owns and operates grazing properties in Walcha and Guyra running sheep and cattle to maintain his lifestyle and interest in grazing. Audit | Tax | Advisory | Financial Advice Tasmania Aaron Robertson Principal – Business Advisory Client base/specialisation: Dairy Region: Smithton Aaron has over 20 years’ experience in public practice accounting. Leading Crowe Horwath’s Smithton office, Aaron is community focussed and dedicated to delivering results to his clients, and boasts a depth of experience in the agriculture sector. Leigh French Senior Managerl – Business Advisory Client base/specialisation: Dairy Region: Smithton Leigh has been in public practice accounting for over 20 years. Leigh now has excellent knowledge of all the local business needs and keeps a close eye on market changes affecting his clients. Leigh’s specialty is dairy. Dallas Frost Principal – Business Advisory Client base/specialisation: Crop/forrestry Region: Launceston Dallas started with Crowe Horwath in 1994 and has been a Principal of the firm since 2004. Dallas’ specialisation in the agribusiness sector includes crop and forrestry. Rodney Loone Principal – Business Advisory Client base/specialisation: Fertiliser trade Region: Launceston Rodney is a Principal of Business Advisory based in Launceston. Rodney’s experience dates back over 35 years’ in accounting and business management. He specialises in business modelling, cash flow management, succession strategies and tax planning. Anthony Loone Managing Principal – Business Advisory Client base/specialisation: Agribusiness advisory Region: Launceston With more than 20 years’ experience in Taxation, Accounting and Business Advisory, Anthony’s role involves a diverse and enjoyable combination of client interaction and business management responsibilities. Michael Batten Associate Principal – Business Advisory Client base/specialisation: Third party suppliers Region: Launceston Michael Batten commenced his career with Crowe Horwath in 2005. During his time at Crowe Horwath, Michael has assisted clients across a diverse range of industries, and holds specific interest and experience working with participants in the agribusiness sector. Peter Muckridge Principal – Business Advisory Client base/specialisation: Aquaculture Region: Hobart Peter is a Principal of Business Advisory in Hobart and has worked for Crowe Horwath for over 20 years’ as a tax specialist. Peter has advised agribusiness and aquaculture businesses in strategic business modelling, risk assessments and succession planning. www.crowehorwath.com.au Contact us We welcome the opportunity to help you find solutions to your challenges and explore opportunities to maximise your profitability and minimise any of your financial concerns. Tel 1300 856 065 www.crowehorwath.com.au @CroweHorwath_AU Crowe Horwath Australia The relationship you can count on This document provides general information only, current at the time of production. Any advice in it has been prepared without taking into account your personal circumstances. You should seek professional advice before acting on any material. Liability limited by a scheme approved under Professional Standards Legislation (other than for the acts or omissions of financial services licensees) in each State or Territory other than Tasmania. Crowe Horwath (Aust) Pty Ltd is a member of Crowe Horwath International, a Swiss verein. Each member firm of Crowe Horwath is a separate and independent legal entity. Crowe Horwath (Aust) Pty Ltd and its affiliates are not responsible or liable for any acts or omissions of Crowe Horwath or any other member of Crowe Horwath and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath or any other Crowe Horwath member. Crowe Horwath (Aust) Pty Ltd ABN 84 006 466 351. August 2015