Moffat & Morton

Company Profile

Moffat & Morton was formed in 2007 when Anne Moffat and Steve Morton merged their respective accountancy practices.

Our aim has always been to provide high quality service and exceed our client’s expectations.

We understand that the days of being a traditional “number cruncher” accountant have now passed. Our clients are expecting us to be connected, responsive and future focussed.

Clients want us to understand them and their businesses and be able to work together to provide strategic value. This is our firm’s ethos.

Our core business revolves around the provision of professional services to:

• Small to medium sized businesses
• High net worth individuals
• Retirees; and
• Expatriates

Our People

Steve Morton – Partner

Steve began his career in Perth with Ernst & Young in 1991.

He was promoted to Manager in the business services division in 1997 and headed to the UK to gain some commercial experience, which included a stint with Deutsche Bank. In 2004 he left the Brisbane-based branch of Ernst & Young to establish his own accounting practice.

Steve is a Chartered Accountant and holds a Masters of Taxation from Sydney University. He is an active member of professional industry bodies including the Taxation Institute of Australia and is a Registered Tax Agent.

Steve advises clients on their individual taxation and business affairs. He is an expert in succession planning for family-owned businesses and trusts. His tax knowledge and qualifications has been a strong asset when advising clients on the complexities surrounding tax regulations.

The combination of Steve’s broad practical experience together with his technical knowledge gives him the tools to provide solid, timely advice to his clients.

Jane Hutcheson – Associate

Jane joined Moffat & Morton in 2011 following roles as a Tax Manager in a number of accounting firms and various commercial roles.

Her experience spans a cross-section of industries including retail, manufacturing and exporting, residential and commercial property development, legal and not-for-profit organisations.

Until late 2003, Jane provided taxation and business services advice to one of the ‘Big Four’ firms in relation to entrepreneurial businesses including corporate taxation, restructuring, capital gains tax, fringe benefits tax and salary packaging advice.

Prior to joining Moffat and Morton, Jane worked as a Group Financial Controller with a privately owned investment and equity house based in London with a focus on start-up ventures and the development of businesses with a view to flotation. This role gave Jane a high level exposure to the various functions of the expanding business operations including accounting, taxation, treasury and general operational requirements.

Jane is a Chartered Accountant and holds a Bachelor of Business in Accountancy & Taxation Law.

Chanara Khun – Graduate Accountant

Chanara is a commerce graduate from The University of Queensland, where he majored in accounting and finance.

Prior to joining the team, he worked as a tax consultant preparing individual returns. He aspires to become a chartered accountant.

In his downtime Chanara enjoys fishing and playing basketball.

Jeanette Jones – Receptionist

Jeanette joined Moffat & Morton in 2007.

Her duties include reception, office administration, lodgements and bookkeeping.

Jeanette has been working in the administration area of small to medium tier chartered accounting firms in Brisbane and Perth since 1978.

After taking a break from the accounting industry in the early 90’s to attend Curtin University in Perth, where she obtained a BSc (Nursing), Jeanette was lured back with the offer to become the administration manager of a medium tier accounting firm in Perth.

In 2000, Jeanette returned to Brisbane where she was initially employed in this firm by former partner, Anne Moffat.

Moffat & Morton in Spring Hill, Brisbane, QLD is in the category of Accountants Offering Trusts Tax Returns, Superannuation, Personal Income Tax Returns.

Some other services offered by Moffat & Morton include Accounting, Bookkeeping, Business & Company Tax Returns, Estate Planning, Business Activity Statements Preparation, Tax Planning, Partnership Tax Returns, Retirement Planning.

Contact Moffat & Morton to find out more information about our services.

Services

Accounting services
As an accountancy practice we need to be responsive and willing to communicate to our clients in times of need. Working with our highly professional team your business will have access to a range of services tailored to your business. At Moffat and Morton our services are future focused with an eye to strategies that will help your business grow full circle.

We provide a wide range of accounting services to our clients including:

• Preparation of special purpose and general purpose financial statements
• Financial modelling and ratio analysis
• Bookkeeping support and assistance
• Maintaining asset registers

Taxation consulting

This area of taxation can be challenging for most people. We seek to provide our clients with commercial tax advice that is presented in simple terms in addition to keeping their compliance obligations up to date.

Our services include:

• Tax return preparation for individuals, partnerships, trusts and companies
• Restructuring tax advice in respect to acquisitions and disposals including consideration of income tax, capital gains tax and stamp duty.
• Advise on the appropriate structures to carry on a business having regard to both asset protection and taxation considerations
• Taxation advice in respect to matrimonial disputes and settlements
• Fringe benefits tax including salary packaging advice
• Cross boarder taxation advice for inbound and outbound expatriates
• Superannuation tax compliance and advisory

Superannuation administration and consulting

With the Self Managed Superannuation Fund (SMSF) sector growing at a rapid rate it is important that as advisors we are aware of the latest developments in this area.

Our services include:

• Preparation of financial statements and income tax returns
• Superannuation fund tax compliance and advisory
• Strategic advice including retirement planning
• Estate planning and advisory

Matrimonial advisory

With divorce rates in Australia increasing, the area of matrimonial advisory has been growing. We work together with solicitors to provide taxation certainty to clients in these emotional times.

Ours services include:

• Taxation advice regarding financial settlements
• Establishing new tax structures
• Estate planning

Due diligence advisory

When clients are looking at either acquiring or disposing of businesses or assets, a certain level of due diligence should be carried out. We work together with clients and their solicitors to ensure that transactions receive the appropriate level of sign off. Our systems, checklists and experience ensure that we ask the right questions and cover all bases.

Succession planning

Succession planning has been a “buzz” word in the accounting and taxation arena for some time now. The level of interest is usually heightened when the government release fresh data regarding the ageing population. The work that we carry out with our clients is always done with one eye on the future and the ultimate goal of managing their business to a timely exit.

We provide advice regarding:

• Estate planning including working with our client’s solicitors
• Taxation planning regarding restructuring, disposals, acquisitions or mergers
• Asset protection advice
• Superannuation structuring and advisory

Reviews

“We have been using Steven and his team for my small business accounting for many years and would highly recommend their services.
very happy customers.”