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Grantley
Stevens
Grantley is the Partner responsible for Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
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t: +61 8 8139 1140
m: +61 418 828 816
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As a sharp strategist, a business mind and a respected board director, Grantley Stevens FCA (Partner) leads Nexia Edwards Marshall’s Business Consulting and Taxation divisions
Grantley has strong leadership skills including 30 plus years’ experience advising medium-to-large businesses in the provision of strategic advisory, consulting and taxation services where his immersive nature sees him understand every client’s business from the ground up. He has broad experience in the Property & Construction, Sporting, Healthcare and Wine sectors as well as being able to advise a local food manufacturer, a leading hotel or an international family trust structure. Grantley’s foresight sees him guide our larger clientele of Nexia Edwards Marshall to achieve greatness.
Grantley adds impressive board experience as the current Chair of Greyhound Racing SA Ltd, Company Secretary for the Alexander & Symonds Group, Director of Port Adelaide Football & Community Club and confidential Board Advisor to many clients.
In Grantley’s mind, there is no business that cannot be improved – his positivity, enthusiasm and forward thinking approach sees him lead workshops for clients and colleagues alike to discuss, outline and implement strategic plans, while his ongoing management reporting and strong interpersonal connections see him play key advisory roles for many of Nexia Edwards Marshall clients.
From business to personal achievements – trust Grantley to mentor, monitor, lead with passion and to strive for success.
Professional expertise
• Strategic Planning
• Corporate Governance
• Business Structure Reviews
• Tax-effective Asset Protection
• Strategic Taxation Advice
• Business and Management Consulting
• Due Diligence/ mergers and acquisitions
Strategic planning
Grantley works closely with clients to improve their businesses. His passion and enthusiasm coupled with his strong interpersonal skills allow him to work with clients to achieve their goals through a holistic approach.
Grantley enjoys leading workshops to discuss, plan and then assist with the implementation of the strategic plan to achieve the goals of the clients. Strong ongoing management reporting and prioritising key performance indicators play a key role in achieving these plans as well as ensuring that information is communicated in a method that the client is able to understand and apply the information provided to them.
He also provides detailed strategic taxation advice, conducts various management consulting assignments and enjoys performing due diligence for mergers and acquisitions.
Structuring
Grantley is often approached for his expertise to undertake comprehensive reviews of business structures to ensure key asset protection and family succession occurs in a tax-effective manner. In doing this Grantley considers the tax and accounting implications as well as the impacts of potential change for the organisation.
Corporate governance
Through Grantley’s significant board experience he has strengthened his corporate governance expertise. He currently is the Chair of Greyhound Racing SA Ltd and is the company secretary for the Alexander & Symonds Group as well as being a key adviser to our larger clients on all elements of their business.
His reputation within the Taxation field is highlighted by his past appointments within The Tax Institute including Chair of State Council and Chair National Education Committee.
Other past appointments include Chair of National Disability Support Partners Pty Ltd and Chair of Racing & Wagering SA Ltd further reinforcing his corporate governance expertise.
To mix business with pleasure he has been privileged to also be an active member of a number Port Adelaide Football Club committees and is also currently a member of the Finance & Audit Committee, a position which he has held for a number of years.
Formal qualifications
Grantley holds a Bachelor of Arts degree in Accountancy from the University of South Australia. He is a Fellow of both Chartered Accountants Australia and New Zealand and The Tax Institute as well as being a member of the Australian Institute of Company Directors.
Experience
Grantley enjoys watching his clients grow and develop, his knowledge coupled with his passion and enthusiasm results in a great outcome for his clients.
Assignment
Assisted one of Adelaide’s leading engineering businesses to sell both their business and the commercial property associated with it.
Process and outcome
Grantley assisted the client to determine a buyer with the initial planning revolving around how they could best integrate their staff and clients into the business which purchased them. Grantley assisted with the due diligence to ensure a successful integration of the ongoing projects to the new owners.
As part of the sale the clients sold the business premises which was owned in a different entity. Grantley and his team applied to the ATO for a private ruling to successfully utilise the Small Business Capital Gains Tax concessions resulting in the client paying no Capital Gains Tax.
Assignment
Identified an ongoing taxation issue with a new client and effectively assisted with a corporate restructure which fixed two problems, the tax issue and the succession plan for the next generation.
Process and outcome
The client is a successful food manufacturer operating through a family trust. They required a succession plan for a number of their adult children to continue to grow the business for the next generation.
The client also had various taxation issues due to the complexity of Div 7A which were inherited from a previous accountant. Grantley applied to Revenue SA to effectively licence the business to an operating company and through the use of various family trusts as shareholders has not only fixed the various taxation issues but also provided the succession plan the family required.
Assignment
Engaged by a client to undertake a business transition by introducing new shareholders.
Process and outcome
Longevity of businesses can be difficult due to the dynamics of the economy, cash flow requirements, technology and careful planning is also required to successfully integrate new owners.
Grantley places a great emphasis on communication under these circumstances and as such he conducted a workshop to introduce new shareholders. This involved explaining the differences between shareholding, investing, employment, director roles and duties.
Grantley then assisted with the preparation of a shareholder agreement which established the rules especially for future exits and entry of shareholders and the method of valuing the business at these key times.
Assignment
Assisted a large property portfolio client with a Land Tax issue.
Process and outcome
Land tax can be a significant cost of clients growing wealth by property holdings and hence careful planning is required. Grantley assisted the client by developing a plan to restructure which utilised various family members, companies and trusts. The client now has a structure that protects the commercial holdings from the various business interests, provides an efficient and effective tax structure and enables the properties and business to be transitioned to the next generation protecting the family wealth.
Assignment
Acquired a business on behalf of a client.
Process and outcome
Grantley was involved from the outset, performing the due diligence, determining the correct purchase price, considering the appropriate structure, liaising and reviewing the legal documents, assisting successful implementation of the business including IT selection and requirements.
This meant the client had peace of mind throughout the process which limited their stress and also allowed them to have the confidence they had achieved a great deal.
