Since its inception in 1992, mhm has provided strategic business advisory services to the retirement estate industry.
From taxation consulting to financial modelling and investment analysis, our experts work closely with some of Australia's largest retirement estates to improve efficiency and enhance long-term profitability.
mhm provides the following industry-specific services to retirement estates of all sizes:
Tax Planning and Advice
- Assistance with restructuring business operations to improve efficiency
- Practical solutions for clients to minimise tax exposure and increase tax benefits
- Professional advice regarding income tax, GST and CGT
Financial Modelling
- Assess business investment and expansion opportunities
- Assess debt servicing and working capital
- Assess financial impacts of alternative business strategies
- Develop and implement fully integrated financial models
- Focus on work-in-progress, balance sheet and cash flow positions
Investment Strategies
- Analyse retirement estate development and investment opportunities
- Analysis and business case development
- Assist in setting up effective business structures with appropriate forms of development funding
- Assist in sourcing investors and clients
We Know Retirement Estates
mhm understands the specific business requirements of organisations operating in the retirement estate industry.
We have undertaken many successful projects for retirement estate clients, demonstrating our capacity to provide targeted services to a niche market that has unique and complex requirements.
The following provides a snapshot of projects undertaken by mhm for the retirement estate industry:
- Project managed the sale of a privately owned group of retirement estates, including negotiation of sale price, legal contracts and settlement arrangements
- Analysed retirement estate development opportunities with $25m investment level
- Assisted in business management restructuring
- Coordinated and established several retirement estate joint ventures, undertaking financial analysis of development projects and establishing business structure and accounting procedures
- Developed and assisted in the implementation of a succession model to enable the retirement of key stakeholders
- Packaged projects for external investment
- Prepared detailed medium-term financial projections and growth options for retirement estate clients throughout South Australia
- Prepared detailed valuation models for investors and clients
- Secondment of high level management positions in caretaker roles
Our Retirement Estates Experts
If you would like to discuss how mhm can benefit your organisation, contact any of our retirement estate specialists to arrange a meeting:
Graeme Hodge
Partner
graeme.hodge@mhm.com.au
Ian McLachlan
Partner
ian.mclachlan@mhm.com.au
Merri Wiese
Partner
merri.wiese@mhm.com.au
For more information visit our website at www.mhm.com.au or contact any of our retirement industry specialists by email or telephone (08) 8291 0300.
Adelaide Office
Level 1,
121 Greenhill Road,
Unley, SA 5061
PO Box 845,
Unley, SA 5061
T (08) 8291 0300
F (08) 8291 0400
Perth Office
45 Ventnor Avenue,
West Perth, WA 6005
T (08) 9389 4498
mail@mhm.com.au
