Bernard Marin Am Email & Phone Number

Specialised tax work including succession and estate planning, family business and business advisory, managing change and transition, and special projects such as Project DO IT.SUCCESSION PLANNING• Explore family and business goals and objectives• Test appetite for risk• Deal with, and determine, issues and attitudes toward cohesive partnerships including but not limited to: setting up a family council and business board, selecting management to implement strategic direction, determining an exit plan.ESTATE PLANNINGSpecialty services covering the following areas: Charting legal entities; listing assets and liabilities; outlining executors, income and expenditure, personal effects, life insurance, medical power of attorney, financial power of attorney, statement of wishes.

As Managing Director I was responsible for:• Developing strategy and business plan• Designing partner KPIs to achieve business objectives• Ensuring the firm’s work flow met both guidelines and deadlines• Coordinating strategy meetings • Overseeing all staff and all partner activity• Overseeing cash flow, debtors, creditors, billingsMy focus through 34 years as Managing Director of Marin Accountants was to create an environment where our staff could self-actualise. I always knew if staff could realise their full potential and they were happy in their jobs, then they would be happy coming to work and would produce better work for themselves, and for the firm. That has always been my guiding light.I hope that people will leave Marin Accountants saying to themselves ‘I enjoyed that job, I learnt something, I contributed something to myself and to the firm.’ Marin Accountants has always had a very low staff turnover. I don’t know if that’s because we have made it too easy for them, or we pay them too much. On any view, we have an excellent net profit ratio.

Melbourne, Australia

Responsible for all financial matters for the festival.

Founded with the late Ron Castan AM QC to disseminate Civil Liberties and Human Rights throughout Australia

Responsible for all financial matters

Diploma Of Business Studies, Accounting

Education record