Services

Structure, statutory record and the decisions that sit on top of both.

Six areas of work, offered separately or as a standing arrangement. Each one is scoped and priced in writing before it starts.

Holdings

Corporate structuring

Establishing and maintaining the entities a business trades and holds assets through, so that ownership, control and risk end up where the owners actually intended.

  • Company incorporation and entity set-up
  • Share structure and shareholding changes
  • Group reorganisation and entity retirement
Compliance

Company secretarial and ASIC

The statutory record kept current: registers, resolutions, officeholder and address changes, and the annual review cycle tracked so lodgement dates are not missed.

  • Members and officeholders registers
  • Directors' resolutions and minute books
  • ASIC form preparation and annual review
Advisory

Business advisory

Commercial review work for directors: where the margin actually comes from, what the budget assumes, and what a proposed change would do to both.

  • Budgets and cash flow forecasting
  • Margin and cost structure reviews
  • Succession and restructure planning
Assets

Property and asset holding

Administration of the property, plant and equipment interests a group holds — leases, licences, insurance renewals and the registers that record who owns what.

  • Lease and licence administration
  • Asset registers and depreciation schedules
  • Renewal and expiry date tracking
Operations

Shared services and administration

Back-office functions run once for a group instead of duplicated in every entity: bookkeeping coordination, payroll administration and supplier contract management.

  • Bookkeeping and reconciliation oversight
  • Payroll and superannuation administration
  • Supplier and contract register upkeep
Transactions

Transaction support

Getting a company ready to be looked at. Assembling the corporate record, answering the structural questions on a due diligence list and coordinating the advisers involved.

  • Due diligence pack preparation
  • Vendor and buyer-side coordination
  • Completion documents and post-completion filings
Engagement

How an engagement runs.

Four stages, in this order. The sequence matters: nothing is billed before the scope is agreed, and nothing is filed before you have seen it.

  • Enquiry

    You send the entity details and a short description of the issue. We confirm whether it is work we can take on, and say so plainly if it is not.

  • Scope and fee

    A written scope setting out what is included, what is excluded, what we need from you and what it costs. Nothing starts until you accept it.

  • Delivery

    Documents are drafted, circulated for your review and only then executed or lodged. You approve every filing that goes out in the company's name.

  • Handover or standing arrangement

    You receive the completed record in a form you can keep. If ongoing maintenance makes sense, it moves to a standing arrangement with its own scope.

Scope of practice

What we do not do.

Being clear about the boundary is part of the service. Oatcor Group Pty Ltd is not a registered tax agent, a legal practice or an audit firm, and does not hold an Australian financial services licence.

That means we do not lodge income tax returns, give legal or financial product advice, or sign an audit opinion. Where your matter needs any of those, we will tell you at the enquiry stage and work alongside the appropriate licensed adviser.

Before you get in touch

  • The entity name, and the ACN or ABN
  • What you are trying to achieve
  • Any deadline you are working to
  • Who else is already advising you

Those four things are usually enough for us to tell you whether we can help and what it would involve.

Ready to scope a piece of work?

Send the entity details and a short outline. We will come back with whether we are the right fit and what the engagement would look like.