Contact Details
Main: +61 2 8624 6130
Direct: +61 2 8624 6178
Mobile: +61 499 400 900
Email: james@firstequity.com.au

James
Manning

Partner

Contact Details
Main: +61 2 8624 6130
Direct: +61 2 8624 6178
Mobile: +61 499 400 900
Email: james@firstequity.com.au

James is a Partner with experience in taxation, management accounting, mergers and acquisitions, compliance and structuring. A background in property development and professional services gives him a unique insight into both practical deliverables as well as complex regulatory and cross border transactions. James sits on multiple family office boards and offers sound advice on a variety of matters.

James holds a Masters in Business Finance with a Bachelor of Accounting, is a member of the Institute of Public Accountants, and is a registered tax agent.

 

  • Due Diligence reviews on proposed business acquisitions/financial forecasts.
  • Preparation of Information Memorandum – for proposed sale of businesses.
  • Preparation of budgets, cash flow and forecasts for business.
  • Managed investment schemes (MIS), structured investments, AFSL relates issues
  • Assistance with equity raising in the public and private arenas.
  • Strategic planning advice.
  • Outsourced CFO solutions.
  • Income tax, GST and fringe benefit tax advice.
  • Management of disputes and dispute resolution.
  • Structuring advice.
  • Management accounting and production of Board papers including fully outsourced solutions.

Industries of Interest

  • Property
  • Building and Construction
  • Managed Investment Schemes

Professional Associations

  • Fellow – Institute of Public Accountants
  • Fellow – Australian Institute of Public Accountants
  • Senior Associate – Financial Services Institute of Australasia

© 2019 First Equity
Privacy Notification - Privacy Policy

P: +61 2 8624 6130
E: info@firstequity.com.au

A: Lvl 5, 97 Pacific Hwy,
North Sydney, NSW