Rebecca Roberts

Rebecca has over 20 years of experience in the Public Practice working with individuals and small business to assist them with their financial matters. She has also previously worked as a Financial Planner and holds a keen interest in ensuring all aspects of a business and indivdual’s financial lives are in order.

Rebecca holds a Bachelor of Commerce in Accounting from the University of Canberra and is a full member of CPA Australia. She is a qualified Public Practitioner and Registered Tax Agent in Australia.

Chau Lam

business@verusadvisory.com.au

Chau has over 17 years of experience in providing compliance, business, strategic and performance improvement advice to all entity types including Self-Managed Superannuation Fund. She is focused on quality and building strong relationships with clients, enabling cooperation from both her clients and her team. Having started her professional career in public practice over 17 years ago with a mid-tier firm in Melbourne, she grew from being an accountant, to business advisor and leader of Verus Advisory.

Chau holds a Double Degree, Bachelor of Business (Accounting) and Bachelor of Business (Management) from Monash University in Melbourne and is a full member of CPA Australia. She is a qualified Public Practitioner and Registered Tax Agent in Australia.

Services

• Business structuring and establishment
• Self-managed superannuation fund (SMSF) establishment and compliance
• Merger and acquisition
• Due diligence
• Financial modelling and forecasting
• Measurement and monitoring of business performance
• Financial, governance, and operational standards assessments
• Transfer pricing
• Strategic planning
• Tax planning and advice
• Tax compliance and advice
• Indirect tax compliance and advice
• Fringe benefit tax compliance
• Systems and process development

Sectors

• IT communication
• Property and construction
• Healthcare
• Financial services
• Not-for-profit
• Hospitality
• Small and mid-sized enterprises (SME)
• Self-managed superannuation fund (SMSF)
• High net worth individuals

Qualifications

• Registered Tax Agent
• Certified Practising Accountant (CPA)
• Bachelor of Business (Accounting)
• Bachelor of Business (Management)
• Diploma in Economics

Affiliations

• Fellow, CPA Australia