4orward

ABOUT US

4orward is a Melbourne-based accounting and finance advisory business known for its experienced people and exceptional service.

We think deeply, we act quickly and we deliver results. Working across all areas of accounting, finance and business, we provide a complete service.

With 4orward, clients enjoy personal contact with the two founding partners and dedicated attention from a team of more than 30 professionals.

TAXATION PLANNING

Our taxation department advises a wide range of clients on a full breadth of tax matters.

Our specialist tax advisers deliver sound advice and complete solutions, tailored to help reduce the risks and impacts of ever-changing taxation laws.

Talk to us about:

Income tax for businesses
Income tax for individuals
Income tax for investments
Other business taxes
Tax planning
High level tax consulting, structuring and planning
ATO tax agent services

SELF-MANAGED SUPER FUNDS

Specialist SMSF accounting, advice and services

Our years of experience and technical proficiency have seen 4orward build develop a market-leading reputation as one of Melbourne’s most respected SMSF accounting and advisory firms.

Our ethical and pragmatic SMSF tax advisers deliver up-to-date and highly-specialised SMSF accounting, taxation and advisory solutions to trustees and anyone considering an SMSF.

Talk to one of our specialists about:

SMSF income tax
SMSF tax planning
SMSF regulatory services
High level SMSF tax consulting, structuring and problem solving
SMSF ATO tax agent services

FINANCIAL PLANNING

Strategies for building wealth and managing risk

We understand that setting, planning and achieving your financial goals can be difficult, and that the knowledge to protect your future against unknowns is complex.

At 4orward, our financial planning specialists can help. We have years of experience delivering personalised care at the highest standard. Our specialists pride themselves on their high degree of trust and professionalism as much as their comprehensive financial planning services.

We help our clients by providing tailored advice and strategies designed to grow financial wealth while always considering risk.

Talk to us about:

Specialised financial planning advice
SMSF specific advice
Personal risk insurance
Business risk insurance
Holistic financial planning advice
Superannuation and SMSF advice
Wealth creation and investment
Retirement planning
Estate planning
Social security
Personal risk insurance

FINANCE

Trusted advisors with ongoing and tailored advice

As qualified financial professionals with recognised business and commercial acumen, our accounting and financial planning professionals are privileged to hold the role of trusted advisors for their clients.

This relationship often means that our people are first responders to our clients’ financial questions. With a broad financial skill base and in-depth understanding of each client’s unique circumstances, we are able to offer prompt and relevant advice which meets their short and long-term financial goals.

From obtaining a new finance facility to re-financing existing arrangements, our strategic approach and our access to a wide panel of proven banking and finance specialists ensures our clients can rely on us to provide the right advice to achieve the outcomes they need.

COMMERCIAL ADVISORY

Our Commercial Advisory department team works hand-in-hand with businesses to provide financial services and advice that helps people make more informed decisions, achieve growth, and minimise risk.

Because we have a comprehensive understanding of our clients’ businesses, we can help with various requirements at different stages of a business’s lifecycle. It also means we are always ready to provide relevant and rapid advice when needed.

Talk to us about:

Commercial and strategic consulting
Financial consulting and management reporting
Business development and consulting