James Connelly

Senior Manager, Business Advisory

Adelaide, SA

Contact details
+61 8 8139 1177

About James

James is a Senior Manager in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.

He is a forward thinker who likes to keep clients up to date on their current financial situations to ensure they can make decisions based on relevant and timely information. He is meticulous in nature which allows him to produce high quality reports using both excel and external accounting software, that clients can rely on.

Experience

James undertakes monthly reporting including forecasting and budgeting for clients in the professional services, retail, property and construction and wholesale industries. This allows them to have current financial data presented in a user-friendly way to allow them to make decisions.
He is also able to assist with business plan analysis to ensure projected balance sheet, profit and loss, and cash flow analysis are as accurate as possible.

Qualifications

  • Member, Chartered Accountants Australia and New Zealand
  • Bachelor of Commerce, University of South Australia
  • Bachelor of Applied Finance, University of South Australia

Areas of expertise

Buying a business

Goods and services tax (GST)

Fringe benefits tax (FBT)

Tax planning

Professionals and high-net-worth individuals

Tax planning

Buying a business

Strategic advice and business planning

Individuals

Selling a business

Business growth

Drawing funds from your company or trust

Selling a business

Business restructure

Payroll and salary tax calculations

Tax risk management frameworks

Capital gains tax (CGT) concessions for SMEs

Raising capital

Consulting

Corporate transactions, valuations and strategy

Discretionary trusts

Business valuation

ATO dispute resolution

Business valuation

Wealth management for business

Corporate tax compliance

Trusts: anti-avoidance rule anyone could breach

Business restructure

Business growth

Fringe benefits tax (FBT)

Superannuation solutions

Goods and services tax (GST) advice

Sector expertise

Hospitality

Professional services

Real estate and construction

Wholesale and manufacturers

News by James

Managing debtors effectively in the current business environment

Understanding your financial statements to navigate your business’s success