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Steven Forgione

Location: Sydney
Position: Client Director
Phone: 02 9220 0700
Email

Profile

With over 10 years’ professional experience in this sector, Steven specialises in providing accounting, taxation and general business advice to private clients and small to medium sized businesses.

 

He understands the special needs of high net worth individuals and business groups and has provided valuable advice to clients from a broad range of industries, including primary production, share trading, property investment and retail.

 

Their different and complex business structures have given Steven a deep understanding of your needs at each stage of the business life cycle.

 

  

Specialist skills 

  • Accounting and advisory services

  • Taxation issues for corporate groups and high net worth individuals

  • Business structuring

  • Estate and succession planning

  • Business planning and advice

  • Audits (large proprietary, superannuation funds and performance based audits)

  • Training and presentations

Qualifications
  • Bachelor of Business – UTS
  • Justice of the Peace
Professional memberships
  • Institute of Chartered Accountants in Australia
Major projects

  • Restructuring a corporate group to simplify and preserve the tax efficiency of the group structure

  • Valuation of a quarrying business to assist in a business sale

  • Joining two tax consolidated groups mid-year, including business valuations to preserve tax losses

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