Azimuth Partners

This October, Azimuth Partners continues its practical Lunch & Learn series, designed for lawyers, accountants, financial advisers, and small business owners.

These free sessions focus on business valuations and the upcoming CGT changes, offering valuable insights to help you guide your business-owner clients through decisions around meeting the upcoming June 30 CGT changes and tax reforms.

You're very welcome to bring a colleague or a client along too - anyone you feel would benefit from attending.

Our previous sessions in the Capricorn Coast and Wide Bay region were extremely well attended, so places for this round are limited. Sessions are running in North Lakes and Logan, kicking off at 12:00pm with a light lunch provided. Run time is approximately 1 hour with Q&As to finish.

➡️ To secure your spot, RSVP here: https://bit.ly/4yeYE8D

📍 NORTH LAKES | Thursday 15th October | The Boardwalk Cafe

📍 LOGAN | Wednesday 28th October | Fitzy’s Loganholme

The best business valuations don’t just tell you where you are, they help shape where you’re going.

A valuation can uncover key value drivers, operational weaknesses and strategic opportunities. Used properly, it becomes a powerful advisory tool for improving profitability, preparing for exit and building long-term business value.

Talk to your clients now about the CGT valuation requirements coming 1 July 2027.

Because valuation isn't legally governed by the ATO, the guidance around it matters more than ever - getting it wrong can mean hefty ATO dispute and investigation costs. Industry experts are urging accountants and financial advisers to triage clients early rather than leave things until the last minute, since a rushed, formulaic valuation is far more likely to fall short of what's required.

If your clients are considering an exit, succession, or sale in the next few years, now's the time to start that conversation - early engagement with a qualified valuation specialist gives them the best chance of a robust, ATO-aligned outcome.

Early engagement is key ahead of valuation requirements Ahead of valuation requirements on 1 July 2027, one specialist has said that because valuation is not legally governed by the ATO, it is crucial to engage trusted providers to avoid hefty ATO dispute and investigation costs.

This September, join Azimuth Partners for a practical Lunch & Learn, built for the professionals who guide business owners through their biggest decisions.

Designed for lawyers, accountants and financial advisers, this free session - focused on business valuations and upcoming CGT changes - will provide valuable insights to help you better guide your business-owner clients through important decisions around succession, sale, growth and their future.

Bring a colleague or a client along too - anyone you think would get value from the session is welcome.

Sessions are running in Rockhampton, Gladstone and Bundaberg, kicking off at 12:00pm with a 60 minute talk, followed by a light lunch with Q&As and networking afterwards. Places are limited, so RSVP is required to secure your spot: ➡️ https://form.jotform.com/262392264500048

📍 Gladstone | Tuesday 15th September | Port Curtis Sailing Club

📍 Rockhampton | Wednesday 16th September | Quality Hotel Regent

📍 Bundaberg | Friday 18th September | Burnett Riverside Hotel

Lunch & Learn Please click the link to complete this form.

Meet Tania Fitzgerald - Accountant, Senior Business Valuation Analyst, Azimuth Partners

Tania brings a wealth of experience to the team at Azimuth Partners, with a career spanning public practice, commercial businesses, government, and the medical and professional sectors.

That breadth gives her a genuine edge when it comes to business valuations, strategic financial reporting, outsourced CFO services, and forensic accounting.

She has a knack for cutting through complexity - streamlining operations, improving systems, and finding practical ways to boost efficiency. Tania genuinely enjoys getting stuck into a challenge, and clients value her tailored, strategic advice that's focused on real results.

Tania holds the Business Valuation iiBV / BVIUK accreditation and is an accredited member of the BVIUK.

Australia’s changing Capital Gains Tax landscape is putting a new focus on business valuations.

One of the important considerations under the new CGT framework is when and how the market value for assets held for more than 12 months is established. For certain assets, taxpayers will have the choice of using a prescribed apportionment method or establishing market value as of 1 July 2027. For business owners considering the market value approach, having reliable evidence of what the business was worth at that date will become an important part of their future tax planning position.

Let’s take a look at why timing matters...

Why the CGT changes put business valuations in the spotlight - Azimuth Partners Australia’s changing Capital Gains Tax landscape is putting a new focus on when business value needs to be established.From 1 July 2027, changes to the CGT framework will alter how capital gains are calculated for assets held for more than 12 months. If you’re considering a business valuation or...

You’ve spent years building your business. Now is the time to protect its value.

With Capital Gains Tax changes coming into effect from 1 July 2027, understanding your business value and establishing a clear position before the changes take effect are becoming an important part of future planning.

An independent valuation can help protect the value you’ve created and support decisions that maximise what can be passed on to the next generation.

Meet David Young - Director, Azimuth Partners.

David Young is an experienced accountant, board advisor, and business valuation specialist with 35 years of practice, preparing business valuations and forensic reports since 1997.

His experience spans expert witness appointments before the Federal Court of Australia, Supreme Courts and the Federal Circuit and Family Court of Australia, along with valuations for acquisitions, employee share schemes and strategic business planning. In the past year alone, David has valued more than 60 entities with a combined value exceeding $400 million across Australia, the United States and the United Kingdom.

A Fellow of the IPA and IFA, David also serves on the BVI UK Standards and Ethics Board and has completed international business valuation training.

David enjoys helping business owners and their advisers better understand business value and the opportunities it can create. Whether you're planning for growth, succession, a future sale or simply want to understand where your business stands, he welcomes the opportunity to have a conversation and share his expertise.

Your client’s biggest asset is often their business. Are you confident in its value?

More financial planners are being asked to guide clients on succession, retirement and exit planning. A specialist valuation provides clarity, strengthens advice and creates better long-term strategic planning outcomes.

Partnering with a business valuation expert can make all the difference.

Not all valuations are created equal.

A report may appear sound at first glance, but when challenged by the ATO, auditors or in legal matters, the methodology and supporting evidence matter.

Credibility is what gives a valuation strength.