Financial services

Experience. New Thinking.

Helping financial services businesses navigate complexity and seize new opportunities.

Whether your business is just starting, is growing, or you are considering succession issues, we deliver the insights and strategies that support your growth and resilience. Many of our Partners assist clients across all areas of the financial sector, including financial planning, insurance, fund and asset management, AFSL requirements and so on.

Our collaborative approach ensures you receive guidance that is both practical and progressive, empowering your organisation to comply with regulations, manage risks, and drive transformation.

Why Exant Advisory?

Over 40 years’ experience advising financial institutions
Advisors with the latest knowledge who care about your success
Innovative, integrated solutions across tax, audit, compliance, and business transformation
Personalised service and forward-thinking advice

Comprehensive business consulting services

Tax compliance: End-to-end tax services including income tax, goods and services tax (GST), fringe benefits tax (FBT), and other indirect taxes for companies, trusts, partnerships, and investment schemes.
Tax advisory & structuring: Strategic tax advice and structuring for investment vehicles, managed investment schemes, and registered trusts.
Tax opinion for prospectus: Tax opinions for prospectuses and information memorandums for funds.
AFSL licence audits: Comprehensive audits for Australian Financial Services Licence (AFSL) holders.
Regulatory advice: Guidance on AFSL requirements, including Net Tangible Assets (NTA), Surplus Liquid Funds (SLF), Adjusted Surplus Liquid Funds (ASLF), and cash flow calculations.
Valuations: Expert valuation of businesses, investments, and equity interests.

Offer documentation: Assistance with preparation of Information Memoranda (IM) and other offer documents.
Compliance plan audits: Assurance on compliance plan requirements and processes.
Trust distribution advice: Tax status determinations and annual distribution statement preparation for investment trusts.
Human resources and industrial relations: Comprehensive HR and IR solutions. For more information go to: exanthr.com
Outsourced accounting & payroll: Financial management services including payroll processing, financial reporting, and CFO advisory.
Corporate finance: Expansion planning, due diligence, valuations, and transaction support both on buy or sell side assignments to assist with growth or succession.

Meet our financial services experts

Our leadership team brings together some of the most experienced and trusted advisors in the industry. Get to know our partners.

Our other services

Experience. New Thinking across every service

Beyond numbers and compliance, Exant Advisory brings strategic insight to every facet of business. Explore our other services and discover how our experience, new thinking and our collaborative approach work together to support your long-term growth and success.

Audit & assurance

Accounting & business advisory

Outsourced accounting & payroll

Superannuation

Corporate secretarial

Financial planning & wealth management

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