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Strategic business support and Australian international tax expertise for businesses operating across borders

Growing an international business involves more than maintaining accurate accounts.

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As businesses expand across multiple countries, entities and currencies, commercial decisions become increasingly complex. Expansion, funding, cash flow, pricing, profit extraction and Australian tax considerations often need to be considered together.

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Worldwide Advisory provides International Fractional CFO services to businesses with an Australian connection that operate internationally.

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Our service is designed to provide ongoing strategic business support, financial analysis and Australian international tax expertise to assist business owners and directors in making informed commercial decisions.

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Our role is advisory only. We do not assume management responsibility, make decisions on behalf of the business, provide financial product advice or personal financial planning, or undertake the duties of an employee, officer or director unless separately engaged under a written agreement.

Who this service is for

This service is generally suited to businesses that have Australian tax obligations or an Australian business presence and:

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  • Operate in Australia and at least one other country

  • Have overseas subsidiaries, branches or related entities

  • Have foreign shareholders or related parties

  • Employ staff or contractors internationally

  • Trade internationally

  • Operate in multiple currencies

  • Are expanding into or out of Australia

  • Have an existing accountant or finance team but require additional strategic support

  • Require coordination between Australian and overseas professional advisors

 

This service is not intended for businesses with no meaningful Australian connection.

How we can assist

Each engagement is tailored to the agreed scope of work.

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Business Strategy Support

We may assist with:

  • Reviewing business performance

  • Budgeting and cash flow discussions

  • Forecasting and scenario analysis

  • Profitability and margin analysis

  • Review of financial information provided by the business

  • Identifying commercial risks and opportunities

  • Discussing proposed business initiatives

  • Strategic input into growth and expansion decisions

  • Assisting directors in understanding the commercial implications of significant decisions

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International Business Support

We may assist with:

  • Reviewing the commercial implications of international expansion

  • Cross-border cash flow considerations

  • Multi-currency business operations

  • Intercompany funding discussions

  • Profit repatriation considerations

  • Coordination between Australian and overseas advisoers

  • Review of proposed group structures from an Australian perspective

  • Assisting with communication between professional advisors across jurisdictions.

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Australian International Tax Support

We may assist with:

  • Australian tax considerations relating to international operations

  • Australian tax implications of proposed commercial decisions

  • Transfer pricing considerations

  • Permanent establishment risk awareness

  • Central management and control considerations

  • Australian tax considerations relating to international restructures

  • Identifying Australian tax risks requiring further advice

  • Coordinating with appropriately qualified advisers in overseas jurisdictions where foreign advice is required

 

Worldwide Advisory provides Australian tax advice only. Advice relating to foreign law or foreign taxation is obtained from appropriately qualified advisers in the relevant jurisdiction where required.

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Governance Support

Where agreed, we may:

  • Participate in scheduled virtual board or management meetings

  • Review board or management papers

  • Provide strategic input during meetings

  • Discuss commercial considerations with directors

  • Assist in identifying matters requiring specialist advice

  • Coordinate communication between the business and its professional advisers

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All meetings, including board and management meeting attendance, are conducted virtually unless otherwise agreed in writing.

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Our Process

Step 1 – International Business Diagnostic

Every ongoing engagement begins with an International Business Diagnostic.

 

This allows us to understand:

  • your business operations;

  • Australian and international structure;

  • countries involved;

  • existing reporting systems;

  • current advisers;

  • strategic objectives;

  • key commercial issues; and

  • the level of ongoing support that may be appropriate.

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Investment from $2,500 + GST

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Step 2 – Engagement Roadmap

Where appropriate, we prepare a tailored roadmap outlining:

  • priority issues;

  • agreed scope of services;

  • meeting frequency;

  • expected deliverables;

  • exclusions;

  • communication protocols; and

  • proposed monthly fees.

 

Any significant technical advice, implementation projects or work outside the agreed scope is quoted separately before commencement.

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Step 3 – Ongoing International Fractional CFO Support

Ongoing support is provided under a fixed monthly retainer.

 

The scope, meeting frequency, response times and deliverables are agreed at the commencement of the engagement.

 

This is not an unlimited access service.

Pricing Guide

Essential

From $2,500 + GST per month

 

Typically includes:

  • one scheduled virtual meeting each month (up to 60 minutes);

  • review of business performance information;

  • discussion of key commercial matters;

  • Australian international tax input;

  • coordination with existing advisers; and

  • limited email support for agreed strategic matters.

 

Generally suited to businesses operating in Australia and one other jurisdiction.

 

Strategic

From $5,000 + GST per month

 

Typically includes:

  • two scheduled virtual meetings each month;

  • review of business performance and forecasts;

  • discussion of growth initiatives;

  • Australian international tax input;

  • coordination with overseas advisers;

  • review of significant proposed transactions;

  • review of selected board papers; and

  • agreed virtual attendance at management meetings.

 

Generally suited to businesses operating across multiple jurisdictions.

 

Executive

From $10,000 + GST per month

 

Typically includes:

  • regular scheduled virtual executive meetings;

  • agreed virtual attendance at board or management meetings;

  • coordination with Australian and overseas advisers;

  • strategic support for significant commercial initiatives;

  • review of complex cross-border matters;

  • assistance with international business planning; and

  • priority response times for agreed matters.

 

Generally suited to larger international groups with complex cross-border operations.

 

Fees

The above fees are indicative only.

 

Monthly fees depend on factors including:

  • number of entities;

  • number of jurisdictions;

  • annual turnover;

  • complexity of operations;

  • reporting requirements;

  • meeting frequency;

  • adviser coordination requirements; and

  • expected level of ongoing involvement.

 

A tailored proposal will be provided following completion of the International Business Diagnostic.

Why Worldwide Advisory?

Worldwide Advisory specialises in Australian international tax and cross-border business matters.

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Our International Fractional CFO service combines strategic business support with Australian international tax expertise to assist internationally operating businesses in navigating complex commercial environments.

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Where specialist advice is required in another jurisdiction, we work alongside appropriately qualified local advisers to help coordinate the overall strategy.

Resident Director Appointments

Worldwide Advisory does not provide passive nominee director services.

 

Resident director appointments are considered only where appropriate due diligence has been completed and a separate written engagement has been agreed.

International matters often involve the tax laws of multiple jurisdictions. Our advice focuses on Australian taxation. Where advice on foreign tax laws is required, we work with, or refer clients to, appropriately qualified advisers in the relevant jurisdiction.

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