A summary of the types of services provided to both current and former clients is summarised below.

• Consultancy clients
• Coopers & Lybrand clients
• Queensland Government departments
• ASIC clients
• Communications and media clients

Services to Consultancy clients

Governance

Advice in relation to establishing effective governance practices in a range of organisations

• Advice and assistance on compliance with ASX Corporate Governance Council principles and best practice recommendations
• Advice on the rights of officers of corporations
• Advice on the rights of shareholders of corporations
• Advice on developments in governance practices in Australia, USA, UK and Europe as a consequence of legislation such as USA Sarbanes-Oxley Act; USA Patriot Act; UK Smith and Higgs Reports
• Advice in relation to compliance with governance practices in Australia including Australian Standards and whistleblower protection legislation
  

Risk Management

• Advice and assistance in developing a risk management strategy and plan
• Review of risk management plans
• Monitoring risk management plans
• Guidance and advice on business strategies to expand a business
• Advice in relation to compliance with governance practices in Australia including Australian Standards
  

Compliance

• Advice on compliance with the corporate Constitution, the Corporations Law, ASX Listing Rules
• Advice to directors and officers on compliance with legislation
• Advice to shareholders on compliance with legislation
• Advice and options to resolve disputes between directors
• Advice and options to resolve disputes between directors and management
• Advice and options to resolve disputes between directors and shareholders
• Preparation and presentation of complaints to regulators on behalf of clients
  

Fundraising

• Acting as a member of a due diligence committee
• Preparation of due diligence files
• Advice in relation to disclosures in Prospectuses, Product Disclosure Statements and Information Memorandum
• Advice in relation to ensuring compliance with Corporations Act and ASX Listing Rule disclosures
• Advice in relation to continuous disclosure requirements for both listed and unlisted disclosing entities
• Preparation of Prospectuses, Product Disclosure Statements and Information Memorandum
  

Audit

• Review and report on the content and quality of audit working papers
• Expert evidence on audit work
• Advice in relation to the impact of CLERP 9, Sarbanes-Oxley and other legislation on audit work
• Advice on auditor independence issues affecting corporations post CLERP 9
• Preparation of relevant documents and co-ordinating an audit tender
  
  

Directorships

• Acting as an independent director of various large private companies including unlisted disclosing entities
  

Audit Committee

• Acting as an independent member of audit committees (while not a director of any of the group entities) including an unlisted disclosing entity
  
  

Services to Coopers & Lybrand clients

Audit and Assurance

Clients included listed companies, Australian subsidiaries of overseas entities, local authorities, large proprietary companies, associations, joint ventures, cooperatives and other entities

Taxation

Clients included listed companies, Australian subsidiaries of overseas entities, large proprietary companies, trusts other entities, sole traders, partnerships and individuals

Business valuations

In relation to a number and variety of businesses

Business planning, budgeting and management accounting

Involved a variety of businesses in relation to start-up operations and ongoing operations

Industry specialisation

Tourism, Hospitality and Mining.

Services to Queensland Government clients

Business plans

For international operations

Internal audit and compliance proceedures

Prepared internal audit procedures manuals

Communications

Developed and implemented corporate communications policy
Provided communications advice regarding corporate image and promotional projects

Services provided to ASIC clients

Advice

To accountants, lawyers and corporations on a range of issues including, but not limited to, interpreting the Corporations Act, ASIC Policy Statements, Information Releases and Class Orders

Various responsibilities included providing advice in relation to:

• disciplinary action to auditors and liquidators including the preparation of expert reports and giving evidence in relation thereto
• financial analysis of data
• preparation of statements, affidavits and expert reports
• continuous disclosure and corporate governance
• compliance with ASX Listing Rules and ASX Guidance Notes
• compliance with Auditing Standards and Audit Guidance Statements
• education and training
• establishing and monitoring key performance indicators
• developing and managing various projects including high yield bond schemes and financial reporting surveillances
• liaising with external parties
  

Services to Communications and media clients

Corporate image and communications

Create process and procedures for communications projects to enhance corporate image

Integrated corporate communication

Planning and analysis for integrated marketing activities

Quality control

Develop and implement corporate standards manual for all promotional and advertising materials

Marketing strategies

Ensure cost effective marketing tactics are incorporated into communications strategies

Advertising plans

Prepare advertising briefs to implement marketing goals and objectives