Azimuth Partners

This September, join Azimuth Partners for a practical Lunch & Learn, built for the professionals who guide business owners through their biggest decisions.

Designed for lawyers, accountants and financial advisers, this free session - focused on business valuations and upcoming CGT changes - will provide valuable insights to help you better guide your business-owner clients through important decisions around succession, sale, growth and their future.

Bring a colleague or a client along too - anyone you think would get value from the session is welcome.

Sessions are running in Rockhampton, Gladstone and Bundaberg, kicking off at 12:00pm with a 60 minute talk, followed by a light lunch with Q&As and networking afterwards. Places are limited, so RSVP is required to secure your spot: ➡️ https://form.jotform.com/262392264500048

📍 Gladstone | Tuesday 15th September | Port Curtis Sailing Club

📍 Rockhampton | Wednesday 16th September | Quality Hotel Regent

📍 Bundaberg | Friday 18th September | Burnett Riverside Hotel

Lunch & Learn Please click the link to complete this form.

Meet Tania Fitzgerald - Accountant, Senior Business Valuation Analyst, Azimuth Partners

Tania brings a wealth of experience to the team at Azimuth Partners, with a career spanning public practice, commercial businesses, government, and the medical and professional sectors.

That breadth gives her a genuine edge when it comes to business valuations, strategic financial reporting, outsourced CFO services, and forensic accounting.

She has a knack for cutting through complexity - streamlining operations, improving systems, and finding practical ways to boost efficiency. Tania genuinely enjoys getting stuck into a challenge, and clients value her tailored, strategic advice that's focused on real results.

Tania holds the Business Valuation iiBV / BVIUK accreditation and is an accredited member of the BVIUK.

Australia’s changing Capital Gains Tax landscape is putting a new focus on business valuations.

One of the important considerations under the new CGT framework is when and how the market value for assets held for more than 12 months is established. For certain assets, taxpayers will have the choice of using a prescribed apportionment method or establishing market value as of 1 July 2027. For business owners considering the market value approach, having reliable evidence of what the business was worth at that date will become an important part of their future tax planning position.

Let’s take a look at why timing matters...

Why the CGT changes put business valuations in the spotlight - Azimuth Partners Australia’s changing Capital Gains Tax landscape is putting a new focus on when business value needs to be established.From 1 July 2027, changes to the CGT framework will alter how capital gains are calculated for assets held for more than 12 months. If you’re considering a business valuation or...

You’ve spent years building your business. Now is the time to protect its value.

With Capital Gains Tax changes coming into effect from 1 July 2027, understanding your business value and establishing a clear position before the changes take effect are becoming an important part of future planning.

An independent valuation can help protect the value you’ve created and support decisions that maximise what can be passed on to the next generation.

Meet David Young - Director, Azimuth Partners.

David Young is an experienced accountant, board advisor, and business valuation specialist with 35 years of practice, preparing business valuations and forensic reports since 1997.

His experience spans expert witness appointments before the Federal Court of Australia, Supreme Courts and the Federal Circuit and Family Court of Australia, along with valuations for acquisitions, employee share schemes and strategic business planning. In the past year alone, David has valued more than 60 entities with a combined value exceeding $400 million across Australia, the United States and the United Kingdom.

A Fellow of the IPA and IFA, David also serves on the BVI UK Standards and Ethics Board and has completed international business valuation training.

David enjoys helping business owners and their advisers better understand business value and the opportunities it can create. Whether you're planning for growth, succession, a future sale or simply want to understand where your business stands, he welcomes the opportunity to have a conversation and share his expertise.

Your client’s biggest asset is often their business. Are you confident in its value?

More financial planners are being asked to guide clients on succession, retirement and exit planning. A specialist valuation provides clarity, strengthens advice and creates better long-term strategic planning outcomes.

Partnering with a business valuation expert can make all the difference.

Not all valuations are created equal.

A report may appear sound at first glance, but when challenged by the ATO, auditors or in legal matters, the methodology and supporting evidence matter.

Credibility is what gives a valuation strength.

A business valuation should never be treated as a box-ticking exercise.

Every valuation has a purpose - whether it’s for succession planning, capital gains tax, litigation, restructuring or a business sale. That purpose shapes the methodology, assumptions and ultimately the outcome.

Understanding why a valuation is being prepared is just as important as understanding the number itself.

While many financial planners attempt to value businesses internally, business valuation is a specialised discipline. A valuation needs to be more than a broad estimate, it needs to be accurate, credible, and able to stand up under scrutiny when required.

At Azimuth Partners, we work alongside financial planners to provide independent, evidence-based business valuations that give both advisers and their clients confidence.

Why financial planners should partner with business valuation specialists for SME clients As business owners begin to think more strategically about their future, financial planners are often the first trusted adviser they turn to. Questions around business succession, retirement funding, asset protection and Capital Gains on the sale of the business are becoming increasingly common. But...