SW Accountants & Advisors

That is a wrap for the first 3 weeks of the vacationer program! From diving into Learning and Development workshops to meeting our CEO and battling it out in the ultimate Trivia showdown against our graduates, our vacationers have embraced the ride. And the highlight? Giving back to the community by preparing meals for those in need. The vacationers were able to make warm meals to over 500 individuals in need. We’re so proud to partner again with Alex Makes Meals Group LTD. and Our Big Kitchen to make a real impact for the second year running. We are wishing our vacationers a happy end of year break and looking forward to welcoming them in the new year! SW Vacationer Program has been ranked #6 in Australia’s Top Intern Programs - Medium Program by Australian Association of Graduate Employers (AAGE)! If you’d like to learn more about our award-winning graduate and vacationer programs, visit https://lnkd.in/gtwzf8Ar. SW Accountants & Advisors Liron Rapoport Hannah Mutch Georgia Glastonbury Ella Meager Karina Calder Maeve Cahill Sue Gibbs Angela Feraty Angus Illingworth Annika Ferguson Cara Lobo Elijah Andrews Ethan Smith isaac jee Jacinta Yan Jackson Daws Jashan Verma Kade H. Kane Hameister Lachlan Woodward Lucy Mulvahill Meg Callaghan Michael D. Minrada Hettiarachchi Olivia L. Rachael Lowe Sarina Wong Shelly Sun Sophie D. Tayla Pratt Tim Hoang Yashwanth Kolli #VacationerProgram #AustraliaBestKeptSecret #CommunityImpact 

SW Accountants & Advisors is pleased to have advised on the successful transaction of Yarra Valley Toyota and Croydon Toyota to Peter Kittle Motor Company, acting as the lead financial advisor for Yarra Valley Toyota and Croydon Toyota.   Yarra Valley Toyota and Croydon Toyota have been serving their communities since the 1970s, representing a proud legacy built by Danny Heffernan and his team.   Peter Kittle Motor Company, now led by third-generation CEO Andrew Kittle, is one of South Australia's largest companies and the biggest Toyota dealership in the region. This transaction strengthens their existing presence in Victoria. They now operate 10 Toyota dealerships across South Australia, Victoria, and New South Wales.   On this successful transaction, Vikas Nahar, CFA, SW Corporate Finance (CF) Partner, comments:   "I am confident that the new owners - Peter Kittle Motor Company and Andrew are well-positioned to continue and grow the legacy created by Danny Heffernan and his team, who have been fantastic clients of our firm for many years. I thank Danny, Andrew, and Alison from Yarra Valley and Croydon Toyota for the trust they placed in our team.   I would also like to thank and congratulate my team for delivering such an excellent outcome. This result further demonstrates SW’s position as a leading expert in the automotive industry.”   Brett Fowler Steven Edmonds Matt Birrell Ned Galloway Atanas Chernev Dilan Nanayakkara, CA Ayshwarya M. Sumit Mahajan Tom Liu Mihir Mandrekar Tats Banerjee Wil Reilly Yashasvi Budhraja Kane Hameister #opendoors #sharetheload #mergerandacquisitions #donedeal

Saved 60 lives in our first ever nationwide blood donation drive! Shout out to the Lifeblood Team at SW for their #takethelead spirit in participating in a life-saving program run by the Australian Red Cross Lifeblood. Recently, 20 brave and helpful donors from our different offices gave blood or plasma to help make a difference in the lives of those in need. Did you know, that every donation can save up to three lives? Giving blood is a selfless act that has a direct and positive impact on the lives of others. Each donation really counts, because next time, it could be helping you or a loved one. You can check out the photos of these amazing people below. This activity supports one of our key SDGs: #Goal3, Good Health & Wellbeing. #sdg3 #lifeblood #blooddonation Ivana T. Thomas McGillion Jack Hajro Alana Martin Nitin Kumar Andrew Casey Kelvin Lee Qiyu Wang Kelly Jeon Luke Fernandes

Our Tax Partners, Stephen O'Flynn and Abi Chellapen Chellapan, and our Tax Associate Directors, William Zhang and Carmelin De Francesco, have been successfully nominated to join the Property Council of Australia (PCA) Committees for 2025-2026. Stephen will join the Income Tax Committee within the Capital Markets group. This group develops industry positions on income tax issues impacting the property industry and focus on policy development, including MIT withholding, thin capitalisation and Pillar 2.    Reflecting on his involvement with the Committee for over a decade, Stephen shares: 'I look forward to once again contributing to the PCA’s Capital Markets Income Tax Committee. Over the past 10 years, I have seen how the Committee plays a vital role in trying to influence and advise government on good design of tax law to ensure that taxes do not inadvertently impact investment into Australian property."   These nominations further reinforce SW’s position in the property industry as a leading accounting and advisory firm and showcase why we are Australia’s best-kept accounting secret. Colin Stewart Daren McDonald Wanbo (Leo) Luan Matt Birrell Nick Michael Simon Tucker Vincent Shi Sam Morris Daren Yeoh Kirsty McDonnell Paul Hum Vanessa Priest Yang Shi Blake Rodgers Sejla Kadric Matthew Oakey Dale Sloman SW Accountants & Advisors #Propertyindustry #Propertytax #Australiasbestkeptaccountingsecret

SW Accountants & Advisors' well respected Translation Coordinator, Ningjia (Rocky) Han shared: "In my view, the AI era represents a new stage of Translation and Interpretation (T/I) evolution rather than its extinction. It’s comparable to how office workers decades ago needed to master word processing skills in DOS or the early WINDOWS systems when computers emerged or how mathematicians today leverage tools like Python or R for faster results. Embracing change and continuously learning is essential." Attending the 37th Australian Institute of Interpreters and Translators (AUSIT) National Conference at RMIT University, the event brought together industry professionals to discuss the latest trends and insights shaping the T/I industry. Rocky furthers stated: "Many sessions focused on the impact of AI on T/I due to the rapid rise of AI-powered technologies. An American scholar highlighted that 30% of the remote simultaneous interpretation (RSI) market is already occupied by AI-based tools." Rocky has been with SW for over eight years, playing a key role in our bilingual services. His contributions include translating critical documents and providing on-site interpretation for high-level meetings in China with the Global Group Leadership Team. He has also travelled to multiple countries for SW International Partner's Conferences, ensuring seamless communication between the Australian delegation and Chinese partners. Julia Lee Ming Wai (Derek) Tang Amanda Lee Feri Ibrahim Hayley Mahony Kate Morhi K Dara Larasati Yang Shi Bessie Yang ZHANG Michael Qin Wanbo (Leo) Luan Vincent Shi Sharon Tala CA (SA) Rami Eltchelebi David Chu Daren Yeoh

Our vacationers have officially wrapped up an incredible first two weeks across our offices, filled with learning, insights, and plenty of fun! The energy, enthusiasm, and curiosity they’ve brought have set the tone for an outstanding program ahead. We can’t wait to see what they will achieve in the coming weeks! SW Accountants & Advisors Vacationer Program has been ranked #6 in Australia’s Top Intern Programs - Medium Program by Australian Association of Graduate Employers (AAGE)! If you’d like to learn more about our award-winning graduate and vacationer programs, visit https://lnkd.in/gtwzf8Ar #australiasbestkeptaccountingsecret #awardwinninginternprogram #SWvacationers Liron Rapoport Hannah Mutch Georgia Glastonbury Ella Meager Karina Calder Maeve Cahill Sue Gibbs Angela Feraty Angus Illingworth Annika Ferguson Cara Lobo Elijah Andrews Ethan Smith isaac jee Jacinta Yan Jackson Daws Jashan Verma Kade H. Kane Hameister Lachlan Woodward Lucy Mulvahill Meg Callaghan Michael D. Minrada Hettiarachchi Olivia L. Rachael Lowe Sarina Wong Shelly Sun Sophie D. Tayla Pratt Tim Hoang Yashwanth Kolli

SW Accountants & Advisors (SW) is delighted to announce the promotion of Blake Rodgers to Partner, effective 1 January 2025. This appointment highlights SW’s commitment to recognising talent and building leadership within the firm. Commenting on Blake’s appointment, SW’s CEO, Duane Rogers, stated: "Blake’s promotion is a testament to his exceptional dedication, expertise, and contributions to our clients and the firm. His leadership in the Property & Infrastructure industry group and private client space has seen him involved in key initiatives including the flagship Emerging Developer Series, Commercial rent relief, State and Federal budgets and the ACBC Property Development working group. We are thrilled to welcome him to the partnership." Tim Stillwell, National Head of Business Private & Client Advisory, also shared his thoughts: "Blake’s high calibre of technical, personable, communicative and commercial acumen demonstrated over the past eight years is unquestionable. He consistently delivers tailored solutions to clients and mentors colleagues with genuine care and insight. His strategic thinking and collaborative approach make him an invaluable leader within SW." Since joining SW in 2016 from PwC as a Manager, Blake has demonstrated an outstanding commitment to providing innovative solutions and building strong relationships with clients across the property and construction sectors. He is well-regarded for his expertise in property, working with many clients that continue to grow, invest in projects, fund and syndicate third party projects. Blake’s focus in supporting national opportunities, with a focus also in Victoria and on regional areas such as Geelong, also demonstrates his passion for supporting team growth and development. Following his promotion, Blake says: "I'm thrilled to have the opportunity to join the SW Partnership. Working with our fantastic team and clients for the last eight years has been a privilege and I'm very much looking forward to growing together in the years to come." Mr Rogers further states: "This appointment reflects SW’s dedication to cultivating a thriving environment for its people and delivering exceptional value to its clients. Our Senior Leader program, having received several accolades this year is testament to the investment we make in our people in supporting them on their career journey." Trent Godden-Minette Kirsty McDonnell Vanessa Priest Christine Krause Luke Fernandes Daren McDonald Anna Zhayvoronok Isabella Lau Dale Sloman Ned Galloway Steve Allan Sejla Kadric Abi Chellapen Simon Tucker Heather Dyke Justin Batticciotto Amanda Lee Steven Edmonds Andy Lau Rick Hemphill Chris Dexter Janelle McPhee Matthew Oakey Stephen O'Flynn Hayley Underwood Sam Morris Greg Will Matt Birrell Bessie Yang ZHANG Danny Armstrong John Dorazio Vincent Shi Sangeeta Venkatesan #promotion #partner #career Official media release: https://lnkd.in/gsfTjSGF

From all of us here at SW Accountants & Advisors, we would like to thank you for your continued support throughout 2024. We are incredibly proud of how our community has demonstrated our much-loved values this year: #ownit #loveyourwork #embracetheride #sharetheload #opendoors. We wish you and your family the very best for the festive season and a healthy, happy and successful 2025. Our offices will be closed from Monday 23 December 2024, reopening Monday 6 January 2024.

Our Tax Partners, Stephen O'Flynn and Abi Chellapen, and our Tax Associate Director, William Zhang, have been successfully nominated to join the Property Council of Australia Committees for 2025-2026. Abi will join the Tax and Economic Trends Committee for Victoria, where she will provide technical advice on Victorian revenue legislation, including stamp duty, land tax, and tax design. The committee focuses on issues relevant to the State Revenue Office Victoria, identifies economic trends impacting property, and assists with policy development to enhance the investment appeal of property in Victoria. Upon her nomination, Abi shares: "I’m really pleased to join the Tax and Economic Trends Committee for another term. It’s been a challenging year for the property industry in Victoria and I look forward to continuing to work with the PCA to bring some much-needed reform and relief for the industry." These nominations further reinforce SW Accountants & Advisors’ position in the property industry as a leading accounting and advisory firm and showcase why we are Australia’s best-kept accounting secret. Colin Stewart Daren McDonald Wanbo (Leo) Luan Matt Birrell Nick Michael Simon Tucker Vincent Shi Sam Morris Daren Yeoh Kirsty McDonnell Paul Hum Vanessa Priest Yang Shi #Propertyindustry #Propertytax #Australiasbestkeptaccountingsecret

The Build-to-Rent (BTR) Managed Investment Trust (MIT) legislation has been passed, reducing barriers to foreign investment and encouraging growth in the Australian BTR sector. Key changes include a 15% MIT withholding tax rate (from July 2024) and increased capital works depreciation to 4%. Learn how this impacts your projects: https://lnkd.in/gzXcbMBn Our team of experts utilise their experience in property funds and property development to provide valuable advice on your tax situation. Stephen O'Flynn Matt Birrell Simon Tucker Abi Chellapen William Zhang #BTR #foreigninvestment