Meridian Advisory — Tax, CFO & Business Advisory
Meridian Advisory is a Melbourne CBD accounting practice founded in 2011 by ex-Big 4 partners. We work with SMEs turning over $1M to $30M across tax strategy, virtual CFO engagements, and business advisory. Three partners, twelve staff, Level 14 of 360 Collins Street. We left large firms to build a practice where every client has a named partner on their file and every tax position is reviewed by two signatories.
Proactive structuring, not reactive compliance. We review your entity structure, trust arrangements, and Division 7A exposure before the ATO does. R&D tax incentive claims lodged with full technical documentation. CGT small business concessions applied where the criteria are genuinely met, not where they might hold up if nobody looks too closely.
We handle trust distribution resolutions, Section 100A risk assessments, SMSF compliance, and private ruling applications. Our tax work covers the full cycle from planning through lodgement to dispute resolution. If the ATO writes to you, we write back.
Monthly management reporting that tells you where the cash went and why. We build the dashboards, run the board packs, manage the 13-week cash flow forecasts, and sit in the meetings. Fractional finance leadership for growth-stage businesses that need CFO-grade reporting without the $300K salary.
Board-ready financials delivered by the 10th of each month. KPI tracking tied to your actual drivers, not generic templates. We work inside your Xero or MYOB instance, reconcile the numbers, and present them in a format your bank manager and board can act on. BAS lodgement is included as standard.
Succession planning, M&A due diligence, restructuring, and ATO dispute resolution. We build the financial models, run the valuations, and sit across the table from the other side's lawyers with you. Over 40 transactions closed, from $500K asset sales to $15M business acquisitions.
If you are buying, selling, restructuring, or defending an ATO position, we scope the engagement upfront with fixed fees. No timesheets running in the background. We also advise on capital raising, investor-ready financials, and pre-sale restructures designed to maximise CGT concession eligibility.