At Conrad Carlile we offer a list of Specialist Services. We have listed our Specialist Services below; these range from Acquisitions and Mergers, Estate Planning to Trusts.


We offer services specific to each client to ensure their ambition is fulfilled. If you have any services that you require that are not listed, please do not hesitate to be in touch.

Acquisitions and Mergers

There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Conrad Carlile can remove the stress from the process and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and expertise you require. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions, and find the required answers.

The services we provide cover every stage of the process – From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:

  • A review of your goals and objectives
  • Due diligence services
  • Preparation of financial forecasts
  • Advice on the potential pitfalls and rewards involved in a merger
  • Assistance with purchase negotiations
  • Advice on financing
  • Assistance with preparing a business plan

Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let Conrad Carlile show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be.

Company Secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Conrad Carlile we can relieve this burden for you. Our services include:

  • General advice on company law
  • Company formations
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Share transfers
  • Registered office facility

Please contact us for further information on how we can help you get back to running your business.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Conrad Carlile we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – valuations, inventories, and appraisals
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Rural Management Accounting

Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Conrad Carlile we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.

Our services include:

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning

Rental Property Analysis

At Conrad Carlile we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on purchasing a property
  • Review of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Contact us today for more information on how we can assist you in the business of rental properties.


A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose.


Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.

We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property.

Choose Conrad Carlile for a professional, accurate valuation service.


Want to know more? Contact our friendly team today on 07 3871 1522, or alternatively complete the online
contact form below and we will be in touch to discuss your individual requirements.