SEIV3028 Our Services Intro 1 1

SERVICES

You work hard for your business. We work hard to make sure it works for you, with strategic advice, know-how and tools that back your goals in business and life.

LEVEL UP

“Whether you’re growing or reshaping, your goals lead the way from the numbers you want to hit to the life you want to live. We’ll tackle challenges, shape strategy and make sure your business plays nice with your big picture."

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Brent Szalay 1

Brent Szalay (Managing Director | Strategic Advisor | FCPA)

Brent

Darko Main

Darko Balicevic (Director | CA)

Darko

Jamescameron Main

James Cameron (Client Advisor)

James

Ellena Main

Ellena Amanatidis (Client Advisor)

Ellena

Chris Pino Main

Chris Pino (Associate Director)

Chris

Matt Dungan Main

Matt Dungan (Associate Director)

Matt

Warren Main

Warren Carron (Client Advisor)

Warren

Enci Main

Enci Rezaei (Associate Client Advisor)

Enci

Jayden Main

Jayden Van Zwienen (Associate Client Advisor)

Jayden

Natalie Camaniti Main

Natalie Caminiti (Associate Client Advisor)

Nat

Ryan Main

Ryan McEachern (Associate Client Advisor)

Ryan

Sam Khoury Main

Sam Khoury (Associate Client Advisor)

Sam

Tim Evans Main

Tim Evans (Associate Client Advisor)

Tim

BUSINESS STRATEGY & PLANNING

Craft clear strategies and action plans that align your business with the lifestyle and financial goals you want to achieve.

STRUCTURING, RISK & ASSET PROTECTION

Build your business on strong foundations with the right structure, risk management and protection for what matters most.

FINANCIAL LEADERSHIP & PERFORMANCE INSIGHTS

Get CFO-level expertise without the full-time cost. From financial reporting and modelling to budgeting and forecasting, we give you clarity and confidence to make smarter decisions.

PROFIT GROWTH & PRICING STRATEGY

Unlock sustainable growth by optimising profitability through effective pricing models and performance levers.

SUCCESSION & FUTURE PLANNING

Secure your future with partnership agreements, buy/sell arrangements and tailored succession strategies.

"SEIVA are very good accountants and financial / business advisers - very professional and well organised. Thanks to the SEIVA team."

SO EASY

“The right numbers in the right place at the right time so nothing slips through the cracks. We’ll handle the parts you’d rather not, from reconciling accounts to keeping your records clean and ready when you need them.”

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Stacey Z Main

Stacey Zuluaga (Director | FCPA)

Stacey

Joanna W Main

Joanna Wright (Senior Accountant)

Jo

Hazel main

Hazel Hwang (Senior Accountant)

Hazel

Emma K main

Emma Kearney (Senior Accountant)

Emma

Tegan Main

Tegan Krantz (Senior Accountant)

Tegan

Suz Main

Suzanne Ardi (Senior Accountant)

Suz

Jacinta Butcher Main

Jacinta Butcher (Client Services Coordinator)

Jacinta

Jamescameron Main

James Cameron (Client Advisor)

James

Matt Dungan Main

Matt Dungan (Associate Director)

Matt

Ellena Main

Ellena Amanatidis (Client Advisor)

Ellena

Warren Main

Warren Carron (Client Advisor)

Warren

Chris Pino Main

Chris Pino (Associate Director)

Chris

SYSTEM DESIGN & IMPLEMENTATION

Set up and streamline your accounting and payroll systems so everything runs smoothly and integrates with your business.

BOOKKEEPING & PAYROLL

Keep your books and staff payments accurate, timely and compliant, so you can focus on running your business.

ACCOUNTS PAYABLE & RECEIVABLE

Stay on top of cash flow with efficient management of bills, supplier payments and customer invoices.

BANK RECONCILIATIONS

Ensure every transaction is tracked, matched and error-free, so nothing slips through the cracks.

FINANCIAL REPORTING & MANAGEMENT

Go beyond compliance with clear financial reports, profit & loss analysis, and forward-looking financial guidance to keep your business healthy.

"I can highly recommend SEIVA! As a small business owner, it's a relief to know that all the complexities of bookkeeping, taxes, and financial planning are in their safe hands. Enci & Natalie are a great support with their expertise and knowledge."

STAY AHEAD

“From deadlines to deductions, we take care of the details so you can stay compliant, confident and a step ahead on tax. We keep the ducks in a row so the ATO doesn’t ruffle your feathers.”

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Kav Buduge Main

Kav Baduge (Accountant)

Kav

Bhagya Main

Bhagya Bogoda (Accountant)

Bhagya

Jody B Main

Jody Burkinshaw (Accountant)

Jody

Anu Main

Anutheipa Arulnathan (Accountant)

Anu

Pawi Main

Pawithra Sripakeerathan (Accountant)

Pawithra

Tegan Main

Tegan Krantz (Senior Accountant)

Tegan

Emma K main

Emma Kearney (Senior Accountant)

Emma

Joanna W Main

Joanna Wright (Senior Accountant)

Jo

Hazel main

Hazel Hwang (Senior Accountant)

Hazel

Suz Main

Suzanne Ardi (Senior Accountant)

Suz

Enci Main

Enci Rezaei (Associate Client Advisor)

Enci

Nick B Main

Nick Bobeff (Consulting Manager)

Nick

Stacey Z Main

Stacey Zuluaga (Director | FCPA)

Stacey

Jayden Main

Jayden Van Zwienen (Associate Client Advisor)

Jayden

Natalie Camaniti Main

Natalie Caminiti (Associate Client Advisor)

Nat

Sam Khoury Main

Sam Khoury (Associate Client Advisor)

Sam

Tim Evans Main

Tim Evans (Associate Client Advisor)

Tim

Ryan Main

Ryan McEachern (Associate Client Advisor)

Ryan

Allie Lowe Main

Allie Lowe (Client Services Coordinator)

Allie

Emma Bishop Main

Emma Bishop (Client Services Coordinator)

Emma

TAX RETURNS & FINANCIAL STATEMENTS

Accurate preparation and timely lodgement of tax returns and financial statements, so you stay compliant and stress-free.

BUSINESS COMPLIANCE & REPORTING

Meet all your ATO obligations with BAS/IAS lodgements, Single Touch Payroll (STP), TPAR, Fringe Benefits Tax (FBT), superannuation obligations and Self-Managed Superannuation Fund (SMSF) compliance handled for you.

TAX STRATEGY & PLANNING

Go beyond compliance with proactive tax planning and structuring advice to legally minimise tax and maximise savings.

ATO REPRESENTATION & NEGOTIATION

We deal directly with the ATO on your behalf, managing audits, disputes or payment plans so you can focus on business, not bureaucracy.

ONGOING ADVISORY & SUPPORT

Stay ahead with year-round guidance to keep your business compliant, confident and ready for growth.

“Suzanne and Sam have been supporting me with my accounting needs over the past 18 months and they have been nothing short of incredible. I see the SEIVA team as an extension of my own business, enabling me to focus on what I do best whilst feeling confident that my tax planning, tax returns and Xero file are in good hands. Thank you for all your help, guys!"

THINK BIG

“From growing your nest egg to building a fortress around it, we’ll make sure your wealth survives the ‘what ifs’ and thrives in the ‘what’s nexts'. Retirement, succession, security, we’ll plan it like your future depends on it, because it does.”

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Janahan K Main

Janahan Kumaralingam (Director | Wealth Advisor)

Jana

Gemma Main

Gemma Ciardulli (Financial Advisor)

Gemma

WEALTH PLANNING & INVESTMENT STRATEGIES

Create a 10-year roadmap for building and growing your wealth through property, shares and diversified investment strategies.

SUPERANNUATION & RETIREMENT PLANNING

Maximise your super and design tailored retirement strategies, including Self-Managed Super Funds (SMSFs), to ensure long-term security.

ESTATE & SUCCESSION PLANNING

Protect your legacy with smart estate structures and business succession strategies that safeguard your family and your business.

RISK & WEALTH PROTECTION

Shield what matters most with life insurance, income protection and personal risk management plans.

HOLISTIC FINANCIAL ADVICE & SUPPORT

Ongoing guidance to align your wealth, lifestyle and security goals so your plan is built to adapt, endure and prosper.

“Always on top of things, reliable!!!!"

SECURE IT

“We team up with the crew at GEN Finance to make funding simple. They’ll help you figure out what’s possible, cut through the jargon and find the lender that fits. The goal’s simple, get you the right funding now and set you up for what’s next.”

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Darko Main

Darko Balicevic (Director | CA)

Darko

Evette Main

Evette Anderson (GEN Finance | SEIVA Key Partner)

Evette

Chris Thompson Main

Chris Thompson (GEN Finance | SEIVA Key Partner)

Chris

Ngoc Main

Ngoc Tran (GEN Finance | SEIVA Key Partner)

Ngoc

LENDING STRATEGY & BORROWING POWER

Understand your borrowing capacity and create a tailored lending strategy that aligns with your short-term needs and long-term financial goals.

BUSINESS & COMMERCIAL LOANS

Access funding to grow your business, expand operations or manage cash flow with flexible business and commercial loan options.

HOME & INVESTMENT LOANS

Secure the right loan for your first home, dream home or investment property with expert guidance on structure, rates and lenders.

CONSTRUCTION, DEVELOPMENT & ASSET FINANCE

Get finance solutions for building projects, property development or essential equipment, keeping your plans moving without delays.

REFINANCING & SMSF LENDING

Restructure existing loans for better rates or flexibility and explore SMSF lending options to invest strategically through your super.

"Chris Thompson at GEN Finance was absolutely amazing to work with. Nothing was ever too hard, and he handled everything with ease. What started as a complex situation became completely stress-free thanks to Chris’ calm approach and expertise."

TAP IN

“If you need niche tax smarts or industry advice, we’ve got people for that. We’ll connect you with trusted experts, like our partners at Leaders in Business, so you get the right brains for the job without burning time chasing them down.”

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Nick B Main

Nick Bobeff (Consulting Manager)

Nick

Brent Szalay 1

Brent Szalay (Managing Director | Strategic Advisor | FCPA)

Brent

Darko Main

Darko Balicevic (Director | CA)

Darko

Josh Vanderloo Main

Josh Vanderloo (Leaders in Business | SEIVA Key Partner)

Josh

Jess Date Main

Jess Date (Leaders in Business | SEIVA Key Partner)

Jess

EDUCATION & TRAINING

Access tailored workshops and programs (through Leaders in Business and partners) to upskill and empower your team.

SPECIALIST TAX EXPERTISE

Tap into expert advice for complex or industry-specific tax matters — from advanced structuring to specialist compliance — without the stress of sourcing the right expertise yourself.

BUSINESS VALUATIONS & PERFORMANCE REVIEWS

Understand your business’s true value and benchmark performance with indepth reviews to identify strengths, gaps and growth opportunities. Prepare confidently for succession, investment or sale.

BUY & SELL BUSINESS SUPPORT

Guidance and expertise through the entire transaction process, from structuring deals to negotiating terms, so you maximise outcomes and minimise risk.

SUCCESSION & FUTURE PLANNING

Secure your business’s future with tailored strategies for ownership transition, succession and long-term continuity.

"Getting strategic help gave me a plan, not just a to-do list. Now I know where I’m heading and how to actually get there."