Insight Accounting & Finance

Accounting and succession planning for Goondiwindi's farming region

Agricultural and regional businesses are the particular focus of Insight Accounting & Finance, which works from Goondiwindi and serves clients across the agricultural heartland of southern Queensland and northern New South Wales. The firm describes its work as strategic and innovative advice on accounting, finance, investment and generational planning. It is core adviser to many family business clients, and it says it works in partnership with those clients, their teams and their families.

Tax and accounting that work with the ATO

The firm's accountants and tax advisers help clients through a dense set of tax rules. The firm says it keeps a strong working connection with the Australian Taxation Office, and its aim is to maximise a client's after-tax result with a focus on building wealth over time. Advice covers the whole of a client's finances rather than only the annual return.

Business advisory: structures, records and budgets

Business advisory is a wide service in the firm's own description. It covers reviewing and setting up business structures, record keeping and cash books, planning business expansion or contraction, advanced tax planning, debtor management and equipment finance. It also includes family meetings, budgets and business plans, accountability and investment analysis, and risk assessment. The firm says these pieces only work when a client's finances and investments are tied to the outcomes the client wants.

Working alongside bankers and financial advisers

The firm works with clients' bankers and financial advisers to achieve an end-to-end result, so that the figures prepared by the accountants support what the bank and the adviser need to see.

Succession, estate and exit planning

Succession and exit planning starts early. Using its detailed knowledge of a client's financial position, the firm works with the client's solicitors, facilitators and other advisers to safeguard the results of many years of work, transfer them to the next generation or prepare an orderly exit from the business.

Clients across farming and regional trades

The firm acts for farmers, graziers, agribusinesses, investors, retirees, medical professionals, tradespeople, retailers, wholesalers, motel operators and foreign investors with Australian interests. Its clients come from a footprint that the firm describes as stretching from Orange to Port Douglas, from Brisbane to Windorah and into the Northern Territory. The firm presents itself as a regional business that understands regional clients, and it works from the conviction that long-term relationships produce lasting, personal solutions.