James Harvey BA(Acc) ACA CPA FTIA

Title

Director - Privately Held Business

Experience

James Harvey brings a common-sense approach to business and taxation advice, and extensive experience in primary industry, professional practice and high net worth investors.  In particular James has been involved in setting up syndicates of investors in primary production and property ventures

James can relate to primary industry due to his hands-on and management experience with his family farming enterprises.  He currently owns Yalkuri Pty. Ltd. – a large- scale mixed farming enterprise in the Lower Lakes District.

He has further increased his value to rural businesses affected by drought by acting as a consultant as part of the Planning for Recovery Program, an initiative by the Government of South Australia.

Key Expertise

In addition to providing accounting and taxation advice, he is involved in:

• business planning including assessment of expansion opportunities
• succession planning in family businesses
• retirement and exit strategies for private businesses and professional practices
• administration and management of deceased estates and client investment portfolios
• supporting owner-managers to transition to a structured management and governance model

• Bachelor of Arts (Accountancy) Adelaide University
• Member of the Insititute of Chartered Accountants in Australia
• Associate, Institute of Chartered Accountants in Australia
• Member, Taxation Institute of Australia
• Registered Tax Agent
  

T +61 8 8372 6666
E james.harvey@au.gt.com