Case studies

Industry: Professional services

Services: Business accounting, taxation, business planning, business structures, business coaching and accountability

Papermill Media needed to restructure their business to minimise their tax, automate processes and develop systems to allow for growth. Liston Newton Advisory provided advice on restructuring the business from a sole proprietor to a company & trust.

Papermill Media now has a two million dollar turnover.

Industry: Building and development

Services: Accounting, tax compliance, bookkeeping, business advisory, business structures, reporting and analysis, financial advisory.

Director of Cambridge Plumbing, Brett Marshall, needed help with bookkeeping and tax compliance on an ongoing basis. He also required aid in managing the cash flow of his business to cover overheads and promote business growth.

Brett has used Liston Newton Advisory's advice for wealth creation and asset allocation.

Industry: Industrial energy

Services: Business coaching and accountability, business structures, cloud accounting, reporting and analysis, Xero expertise, bookkeeping.

Quality Energy needed to increase profitability to obtain a bank loan so that business owners Luke Stratford and Holly Stratford could buy a house. Liston Newton Advisory provided quarterly business coaching to find ways to improve profit levels.

During the last year of business coaching, Quality Energy's profit increased by 90 per cent.

Industry: Line marking and traffic management

Services: Financial advisory, accounting, taxation, tax planning, and tax minimisation.

Shane Smith, founder of Safe T Pro, needed a clearer insight into his financials so he could identify opportunities for ongoing growth while minimising tax.

Shane now has a financial model and long-term tax strategy to help him scale his business effectively.

Industry: Retail

Services: Accounting, financial advisory, investment strategies, lending, and taxation.

Founder, Kate Nixon, wanted to partner with a financial and accounting team that could help her effectively scale her rapidly-growing lingerie business. By implementing financial modelling and setting up an investment portfolio, Kate was able to build wealth, both inside and outside of her business.

Since engaging Liston Newton in 2019, Kate's revenue has increased by 12x in Australia and the US.

Industry: Personal wealth

Services: Financial advisory, investment strategies, taxation, retirement planning, tax minimisation, selling a business, wealth management, and portfolio management.

Prior to selling her business, Claudia Martin engaged Liston Newton to help her with long-term financial planning and investment advice. She then sold the business tax-free and invested the remaining sale proceed, setting herself up for retirement.

Industry: Personal business

Services: SMSF advice, taxation, lending, and trusts.

Chris & Leanne Roberts had a dream of opening a B&B in Tasmania using savings from their recently sold business. With Liston Newton's help, they set up an SMSF, purchased the B&B, and are now living their Tasmanian dream.

Industry: Wellness

Services: Bookkeeping

Willow Urban Retreat owner Jeremy Basset wanted clearer insights into the financial performance of each business revenue stream, as well as help integrating the relevant software. Thanks to Liston Newton's Bookkeeping team, he now spends less hours completing daily finance tasks, giving him more time to focus on delivering the best customer experience.

Alison Bartlett’s holiday home

Alison Bartlett worked with Liston Newton’s lending team to help secure her dream holiday home on the Mornington Peninsula. We stepped Alison through multiple repayment scenarios and servicing calculations to determine how much she could responsibly spend on a new holiday home. 

Once Alison was comfortable, we prepared her home loan application, sourcing the best interest rates and loan structures. We guided Alison through key decisions and helped secure her deposit using equity from her primary home. Alison now treats her family to regular holiday getaways.