Yianni has been a member of the team at Nexia for over nine years and, during this time, has rotated between the Superannuation, Business Advisory and Audit divisions. Having worked in several accounting fields, Yianni has gained expertise in organisations of all sizes and has benefited from having to analyse these organisations from multiple perspectives. He recruits this broad expertise when analysing a client’s business to ensure they reach their goals.

Whilst he has worked in several divisions, Yianni’s passion lies in Business Advisory due to his ardour for assisting the development of people and their businesses. He aims to establish a comfortable and easy working relationship with his clients and ensures he applies the knowledge gained from these relationships to deliver them customised solutions.

James 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.

Business consulting

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.

Taxation and corporate compliance

James assists clients with meeting their taxation requirements including assisting with Fringe Benefits Tax and Goods and Services Tax. He is also able to assist clients with meeting their ASIC obligations by producing share transfer, allotment forms and minutes when required.

Ken’s understanding of the range of taxes including income, fringe benefits, PAYG, GST, Capital Gains Tax, and payroll tax qualify him to assist with queries on a broad range of topics.

Ken's experience includes dealing with the Taxation Department, this includes successful objections to assessments and successful applications for Private Rulings. Ken has appeared before the Administrative Appeals Tribunal on behalf of clients in relation to taxation and valuation matters in connection with Centrelink assessments.

Ken has over 30 years of experience in valuation work and has been called upon to value a wide range of businesses that have been tested in the Family Courts for property settlement disputes and in relation to stamp duty submissions.

Dealing with the special taxation treatment of deceased estates has been an expertise Ken has gained over 25 years of working with solicitors on deceased estates.