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Your Mission Is Our Focus

This sector might be our favourite – but don’t tell the others! We specialise in providing comprehensive accounting services molded to meet the unique needs of world-changers. As a dedicated partner to the not-for-profit sector, we understand the challenges and complexities you face in managing your finances while fulfilling your mission. Our team of experienced professionals is here to help you navigate the regulatory landscape, maximise your financial resources, and achieve your organisational goals.

How We Can Help You Do More Good, with Less Stress:

1. Tax Compliance and Reporting:

Ensuring compliance with tax laws and regulations is crucial for not-for-profit organizations. Our team will assist you in preparing and lodging your tax returns, including those required for income tax exemption, fringe benefits tax, and goods and services tax (GST). We’ll also provide ongoing support and guidance to help you stay up-to-date with changes in tax legislation and reporting requirements.

2. Financial Statement Preparation:

Accurate and transparent financial reporting is essential for maintaining the trust and confidence of your stakeholders. Our experts will work with you to prepare comprehensive financial statements that comply with accounting standards and provide meaningful insights into your organization’s financial performance. Whether you need assistance with annual reporting or preparing financial statements for grant applications, we’re here to help.

3. Grant and Funding Compliance:

Securing funding and grants is vital for the sustainability of not-for-profit organizations. Our team can assist you in navigating the complex requirements of grant applications and funding agreements, ensuring compliance with reporting obligations and performance measures. We’ll help you maximize your chances of success and optimize the use of grant funds to support your mission.


4. Governance and Risk Management:

Effective governance and risk management are essential for safeguarding the interests of your organization and its stakeholders. Our experts can provide guidance on governance best practices, board responsibilities, and internal controls to help you mitigate risks and enhance organizational resilience. We’ll work with you to develop policies and procedures that promote transparency, accountability, and ethical conduct.

5. Strategic Financial Planning:

Planning for the future is critical for the long-term sustainability of not-for-profit organizations. Our team can assist you in developing strategic financial plans that align with your mission and objectives. Whether you’re looking to expand your programs, diversify your revenue streams, or optimize your resources, we’ll help you develop a roadmap for success.

Discover how working with a
Financial advisor creates real impact.

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I cannot recommend Trident Financial Group highly enough! Their expertise and support in estate planning and business consulting and advice is truly outstanding. They took the time to understand my unique requirements financial goals and provided a clear, personalised strategy that exceeded my expectations. ... more

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Provides a world class personal service - Trident has the knowledge and experience to navigate the most complex business structures. I appreciate all the time saving tools used to help us sign/pay/approve changes and processes easier ... more

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Haydn has always been super helpful. Barely have to do anything when it comes to my tax return, he has everything ready by the time we have a phone call. Super easy to work with! ... more

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My husband and I wanted to thank you for your amazing services for the last 15 years + we came to you for the first time with a very complex tax picture, and with only a couple of weeks before the tax deadline we provided you with initial documentation, you went right to work and prepared the needed documents in short order. ... more

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