Lateral Partners

Lateral Partners is an innovative accounting firm based in Sydney, Australia, committed to providing comprehensive financial and tax solutions to a diverse clientele. Established as Lateral Partners Pty Ltd, the firm has been an active Australian Private Company since June 15, 2020, according to ABN Lookup records. They cater to the financial and tax needs of individuals, small businesses, and corporate clients, offering a broad spectrum of services designed to simplify complex financial matters and drive client success.

The firm distinguishes itself as a 'new age' accounting practice by focusing on clear communication, making finances easy to understand, and leveraging new technologies for streamlined and effective service delivery. This forward-thinking approach is evident in their commitment to building close relationships with clients to provide real-time solutions and their unique offering of upfront fixed quotes for R&D Tax Incentive applications, ensuring transparency and predictability in costs.

Lateral Partners’ service portfolio is extensive, covering core areas such as taxation, superannuation and retirement planning, business advisory, and general consulting. They also specialise in niches like R&D Tax Incentives, where they collaborate with companies in industries such as Information Technology, Engineering, and Biotechnology. For clients requiring audit services, particularly Self-Managed Superannuation Funds (SMSF) and corporate entities, Lateral Partners facilitates these through outsourcing arrangements with leading specialist companies, ensuring access to high-quality assurance. The firm also provides dedicated family office support, offering tax advice, compliance, and financial reporting for high-profile individuals and ultra-high-net-worth offices, handled with the utmost discretion.

Beyond traditional accounting, their consulting services extend to business valuations, M&A support (including due diligence, restructuring, and succession planning), and business turnaround services. They further assist businesses with outsourced CFO arrangements, staffing solutions, reporting packages, and software implementation, maintaining an impartial stance by not aligning with any specific software providers to ensure objective advice. While specific details on the leadership team are not publicly available on their website, Andrew Clinch is noted as a contact for privacy policy inquiries, indicating a commitment to adhering to the Australian Privacy Principles in their operations. Lateral Partners strives to be a trusted advisor, empowering clients with concise and understandable financial guidance to navigate an ever-changing economic landscape.