Business Planning

The financial structure of your business can be the difference between standing still (or worse, going backwards), and the kind of strong sustainable business and personal growth your competitors only dream of.

Our business solutions are a collaboration between your aims and our experience.

By working together, we can give you the right advice and tools to get your next stage of growth off to a strong start.

What is your next step?

  • Strategic planning
  • Business Benchmarking
  • Taxation planning
  • Financial performance analysis
  • Financing
  • Investment and wealth creation
  • Succession planning
  • Employee equity schemes

Talk to us to work out what your next step will be.


Audit Services

Statutory Audits

These are audits that are required by law with their scope and depth determined by legislation.

Our staff and partners have extensive experience in the performance of statutory audits having for many years audited large listed multinational organisations as well as smaller corporations.

Our services in relation to statutory audits incorporate reporting as required but also provide you with detailed feedback on our findings and recommendations on improvements that should be made.

Financial Statements Preparation and Review

We have significant experience in preparing and reviewing all types of financial statements and are able to efficiently prepare and review financial statements on your behalf.

Trust Account Audits & Reviews

We have extensive experience in conducting audits for a wide range of trust accounts such as those for real estate agents, solicitors and travel agents.

As with all our audits we provide feedback on our findings and recommendations on improvements that should be made.

Superannuation Fund Audits

Our superannuation fund audits seek to determine compliance with the requirements of the relevant legislative regulations.

Strategic Planning

Why do you need strategic planning?

TO GROW! 99% of businesses state that one of their missions is to grow and develop. If you do not plan you will be a “survivor” and generally on a short term survivor.

The BDH Leaders approach to planning

A plan is not a document but a process – think strategically about the business, chart a course (which will be changed as conditions develop but it remains as an overall strategy), implement the action plan and then monitor the business plan.

You know your business, but have you stepped back and taken a critical look at its operations and performance?

At BDH Leaders we will guide you through a 3 step strategy session

A strategy session is basically a workshop that is facilitated by BDH Leaders. The workshop is an interactive session with key members of your business in attendance. The session begins with an analysis of where the business wants to be and concludes with the strategies and action plans of how the business will move from the now to the where.

A typical session will involve the following:

  1. Situation Analysis
  2. Indentify Core Values
  3. Develop Mission Statement
  4. Strategic Audit
  5. Key Strategies
  6. Action Plan
  7. Business Plan
  8. Review

Real Estate Solutions

BDH Leaders have a knowledge of real estate agents and their businesses that is second to none.

Not only do we understand the business of real estate agents but we have the resources to assist in their personal financial goals.

Our clients in the real estate industry are not limited to being only in New South Wales. BDH Leaders service real estate agents in Queensland, Victoria and South Australia as well.

Services to Real Estate Agents

The following is a list of the services that we offer to real estate agents:

Traditional compliance services

  • Preparation of yearly financial statements and tax returns
  • Audit of the trust accounts

Business management services

  • Business planning and implementation
  • Financial performance review on a regular basis including cash flow and budget analysis
  • Business Benchmarking
  • Key performance indicator development and reporting
  • Taxation planning
  • Review of remuneration packages, conditions of employment and bonus schemes
  • Financing – banking and leasing
  • Investment and wealth creation plans and strategies for principals and employees
  • Advice and management of self managed superannuation funds
  • Succession planning
  • Employee equity participation schemes

Consultative Committees

Tas Demos along with Ross Hedditch also sit on a number of consultative committees that meet on a regular basis. The purpose of these meetings is to ensure that the principals of the business are held accountable in achieving their objectives and goals in respect of their business.


Tax and BAS are unavoidable in business. BDH Leaders have extensive experience and knowledge in all areas of business taxation and will advise you on the most tax effective ways to manage your finances, from organisational structure, financial strategy to tax audits and SMSF tax.

  • Tax planning
  • Maximise franking credits and rebates
  • Tax audit assistance
  • Tax return preparation and submission
  • Tax effective salary packaging
  • Australian Taxation Office liaison
  • Tax for estate and succession planning

Self- Managed Superannuation Funds Advice

Self-managed super funds are becoming more popular and they can be financially beneficial, however the reality of setting up and administering your own super fund is more complex than most people realise.

We offer end-to-end SMSF services to help you get set up, manage and administer your SMSF.

  • Fund establishment – we help you get it right from the get-go
  • Technical strategy assistance – No matter what your stage of life, we advise you on how to structure your SMSF to reach your financial goals

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