Jacob is a results-driven manager, catering to a diverse clientele that ranges from Small, Medium Enterprises (SMEs), family groups and large businesses including pharmacy, retail, hospitality and medical sectors to personal investors, property syndicates and developers. Providing guidance beyond the numbers, he actively engages with clients to address their questions and challenges, from navigating the complexities of tax regulations to the considerations behind investment decisions.

With a robust skill set in accounting and tax compliance, reporting, forecasting, valuation, structuring and planning, Jacob provides strategic business advice. He manages an inhouse and offshore team that underpins client value, delivering the reporting and analysis to assist clients in understanding their position and to support their decision making.

Jacob also has an interest in the property sector, where he supports a substantial number of clients engaged in property ownership, syndication, and development. As a sector that experiences constant growth and an evolving regulatory landscape, he actively stays informed to develop capability in advising on property related financial and tax matters.

Recent client projects include:

• Tax planning for the sale of a large commercial property investment, including calculating potential capital gains tax
• Evaluating the cashflow and profitability of a building development project
• Reviewing the South Australian land tax trust surcharge rate applied across multiple years for a business
• Assisting with a cashflow projection model for a group of businesses
• Preparing a business valuation of a professional practice, including advice and assistance in relation to the transaction
• Ongoing setups of property syndication structures
• Advising and assisting a new investor buying into an existing business
• Developing a tax plan to assess the implications using alternative structures for a client’s business.