Platform Advisors

Platform Advisors is a Melbourne, Australia-based advisory firm that offers a comprehensive suite of accounting, taxation, and business advisory services to both commercial enterprises and not-for-profit organisations. The firm positions itself as more than just a numbers business, emphasising a "people business" approach where understanding and knowing clients is paramount to providing effective and appropriate advice. Their commitment extends to fostering long-term relationships and becoming an integral part of their clients' business teams, striving to be a platform for their clients' sustained success and growth.

The firm's core offerings include tailored accounting and taxation services, ensuring clients meet statutory requirements while optimising their financial positions. This encompasses preparing income tax returns, completing annual financial statements, and providing expert advice on taxation planning, Goods and Services Tax (GST), Capital Gains Tax (CGT), and Fringe Benefits Tax (FBT). Platform Advisors also specialises in R&D tax concessions, assisting eligible businesses in navigating the complexities of claiming research and development incentives. Their business advisory extends to strategic consulting, aiding clients in areas such as business reviews, legal restructuring, strategic planning, budgeting, forecasting, and the intricate processes involved in mergers, acquisitions, and business valuations.

A key differentiator for Platform Advisors is their dedicated focus and proven track record within the not-for-profit sector. They provide extensive support to charities, helping them with corporate governance, compliance with the Australian Charities and Not-For-Profits Commission (ACNC) regulations, and optimising taxation benefits specific to their charitable status. Founding Director (Retired) Glenn Scott held key positions with several local, national, and international charities, contributing to the firm's deep first-hand knowledge and expertise in this vital area. This specialised insight enables them to guide organisations through establishing, managing, and growing their charitable endeavours, ensuring compliance and effectiveness.

Leadership at Platform Advisors includes Directors Clinton Connane, Tyler Speak, and Steve Mathiasz, who, alongside their experienced team of qualified accountants, are members of CPA Australia. The firm prides itself on a collaborative environment where diverse individual strengths are harnessed to deliver optimal client outcomes. They are responsive, proactive, and committed to continuously updating their knowledge through industry training and forums, ensuring they remain informed of best practices and emerging trends to deliver the highest calibre of professional advice. Their approach is built on trust, open communication, and a genuine social conscience, aiming to leverage their expertise for positive change within the broader community.