Australia

Our People

Biography

With over 20 years’ experience in the accounting industry, Brad can adhere to all business needs, from the commencement of business through to retirement.

Brad assists clients across all market sectors with a focus on childcare and agribusiness. By analysing their current structures, Brad is able to find unique solutions that complement the client’s business.

“I am motivated by reducing the complexity and stress being experienced by clients in business and personal lives.”

Exercising helps Brad unwind, and you can often find him running, cycling or rock climbing his way around the Adelaide Hills during his downtime.

Brad Loftus is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd. 

Solutions Brad LOFTUS provides basic_illustrations-02-evolution_of_tax-crop.png

  • Strategic and tactical reviews
  • Entity structuring advice
  • Acquisition/divestment planning and implementation
  • Balance sheet management and profitability improvement strategies
  • Annual accounts and tax compliance
  • Balance sheet management and profitability improvement strategies
  • Self-managed superannuation fund compliance

Significant projects

  • As businesses grow, they often outgrow their ownership structure. On a recent engagement with a long-term client, Brad helped transition a client to a more appropriate structure which provides better wealth protection and will provide significant benefits through the optimisation of future tax whilst incurring minimal upfront costs.
  • Provided due diligence support to a client on a $4m strategic acquisition including advice on the tax and commercial consequences of the offer, accounting and tax due diligence and modelling for finance purposes.
  • Successfully transitioned a client with four businesses to the cloud which now provides both our team and the client with up to date reporting and performance statistics. This facilitated the evolution of the working relationship to be future and performance-focused.
  • Successfully assisted a terminally ill client transfer the family wealth to the next generation in the manner that they desired whilst avoiding over $600k of taxes that would have been payable if no action was taken prior to their passing.
  • Cost impact report for peak industry body - analysis and report completed for a peak industry body to provide an independent assessment of the cost impact of the National Quality Agenda for commercially run long daycare centres as proposed by the COAG. The review modelled the cost effect for 100+ respondents.

Associations

  • Member, Chartered Accountants Australia and New Zealand

Qualifications

  •  Bachelor of Commerce (University of Western Australia)
Publications

Emergency Cash Grants for SA small businesses

9 April 2020
On 9 April 2020, the South Australian (SA) State Government announced a one-off $10,000 emergency cash grants for small businesses impacted by COVID-19. The grant is funded from the State Government’s $650m Job Rescue Package aimed at small businesses, not-for-profit entities including eligible sporting and community organisatio...

Set your child care centre up for success by managing cash flow

8 February 2017
One of the most common questions that an accountant is asked from the child care sector  is, 'So I made $150,000 last year; why don't I have another $150,000 in my bank account?' The answer is negative cash flow...  Did you know you can make a profit but also have negative cash flow? This means that your child care businesses ...

The NSW small business grant

6 January 2016
The NSW Government has introduced a new grant providing incentives for NSW businesses to employ new workers and expand their enterprises. The grant offers employers the opportunity to earn $2,000 for each additional employee they take on after 1st July 2015. To qualify, the new employee must be in a newly created role meaning the total number of ...