P: (02) 9597 6699
Ben Shulz
Ben has considerable experience in providing tax, accounting, superannuation, business advisory and audit services to an extensive range of clients. Ben ensures that the procedures employed by our firm are efficient and technically robust by managing the compliance and quality control aspects of services provided.
Ben is goal and process driven, and his strength as a business advisor is founded on his personalised approach, his ability to build strong and enduring relationships, and his commitment to obtaining the best solutions for his clients. Ben is able to draw on the wealth of knowledge he has obtained having serviced numerous business and individual clients over the past 20 years.
Ben’s strength as an auditor is founded on his considered, rational and practical approach to his assurance engagements, coupled with his technical knowledge and his determination to work with management to achieve desired outcomes. Ben sees the audit process as more than just providing a signed audit opinion, presenting at least annually to a number of our audit clients' boards on key matters identified during the audit process, and business insights obtained from the use of analytics, graphing and experience.
Ben joined Bradfield Martin as a graduate accountant in 1995. In 2001, Ben and Nick Bradfield joined Robert Bradfield, forming the new Chartered Accountancy Practice, Bradfield Partners.
Services provided include:
Accounting and reporting requirements
Corporate reporting
System reviews and due diligence
Specialised audits including:
Private enterprise
Australian Financial Services Licence (AFSL)
Independent schools and school systems
Religious based organisations
Retirement villages
Preschools
Private Ancillary Funds (PAFs)
Industry based membership organisations
Real estate trust accounts
SMSFs
General business advice
Estate and succession planning
Business performance measurement
Tax planning and structuring
Strategic and business planning
Business structuring for acquisitions and disposals
Capital gains tax including small business CGT concessions
Superannuation planning including SMSFs
Sectors include:
Family business
High net worth individuals and families
Franchises
Manufacturing
Motor dealerships
Real estate
Not-for-profit including education, member associations, clubs, private ancillary funds
Qualifications and affiliations:
Bachelor of Commerce, majoring in Accountancy
Associate - Chartered Accountants in Australia & New Zealand (CANZ)
Registered Company Auditor
Registered Tax Agent
Registered SMSF Auditor