We know it can be hard to find the business advisory, self-managed super funds (SMSF), taxation and valuation information you want. At Magnolia Capital Advisory, our approach is to always be upfront, transparent and to the point. While we can't include absolutely everything on our website, we do try to make sure all common questions are covered.

If you want to learn more about the services we offer or discover how we can help you achieve financial success, our frequently asked questions have you covered. If your question isn't answered below, all you have to do is contact us. One of our specialists will get back to you as soon as possible to help assist with your enquiry.


Frequently Asked Questions​

What services does Magnolia Capital Advisory offer?

At Magnolia Capital Advisory, we offer a variety of services designed to help medium-to-large sized businesses and individuals reach their financial and business oriented goals. Our areas of expertise include accounting and taxation, investments and superannuation, mergers, acquisitions and valuations, capital raisings, business compliance and much more. We understand that every business and individual is unique, which is why we offer a variety of services that can be used as a stand-alone or combined to create a comprehensive, in-depth package.

Do you provide other services besides business advisory services?

Absolutely. Our experienced team work across the four pillars of business success. Aside from business advisory, we are also able to offer taxation services, self-managed super fund services, capital raising services, valuations, mergers and acquisitions services. Each of our services are designed to go hand-in-hand with one another for a comprehensive, strategy-based approach across the board. This affords you the ability to ensure all areas of your business are perfectly optimised and managed for maximum growth and profitability.

Why should I use Magnolia Capital Advisory for SMSF?

When it comes to SMSFs and superannuation, the last thing you need are salesmen. Salesmen don't care about your success, they care about those dollars going into their bank account. At Magnolia Capital Advisory, we know all too well that SMSFs are an extremely complex area, especially for those not familiar with the industry. Having a highly-qualified professional advisor to help you navigate the legalities and complexities can make all the difference between failure and success. Your business is our business, meaning your success is our success.

Can you help with sales or acquisitions?

Of course. Regardless of whether you are looking to sell or purchase a business, expert advice is essential. At Magnolia Advisory, we provide unbiased, honest and objective advice, be it for a sale, a merger or an acquisition. Just a few of the areas we specialise in include company sales, exit strategies, joint venture structuring in the execution, corporate and asset acquisitions, company valuations and much more.

What industries do you specialise in?

At Magnolia Capital Advisory, we provide fully integrated business advisory services, tax accounting, cash flow forecasting and board advisory under one umbrella. We help businesses up and down the country achieve their financial goals and make the right financial decisions. Our team has a wealth of experience across all markets and industries and are able to help you and your business realise it's maximum potential, minus the confusion.

Do I need to use all of your services at the same time?

No. depending on your business needs, you can engage in just one or all of our available services. Of course, it makes good business sense to cover all bases and ensure every area of your business is optimised. As each member of our team is an expert in their specialised field, combining their knowledge and experience as part of a package gives your business the fully-rounded attention and care it deserves; we don't offer a "one person does all" approach. Regardless of whether you need just one service, or if you decide you need two or more, you can rest assured that each service comes with its own dedicated consultant.

How much do your services cost?

This will largely depend on which services you use. But regardless of whether you use one service or take advantage of several of them, we guarantee that your bill won't be filled with unexpected or hidden fees and charges. Once you have decided on a service or services, pricing will be agreed in advance. In an industry saturated with smoke and mirrors, Magnolia Capital Advisory is proud to offer transparent, honest pricing from day one. If you are interested in working with us, contact us to get a quote. No surprises. No gimmicks. No hidden costs.

What should I know before coming to Magnolia Capital Advisory?

At Magnolia Capital Advisory, your success is our goal. To be able to service your needs with the highest standards possible, it's always recommended that you have a good idea about what kind of results you want to see. Take a moment to consider your current financial situation and think about where you envision it being in 5, 10, even 20 years time. This helps us understand your goals and expectations and enables us to head in the right direction for a successful outcome.

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