Skip to main content

      Agnes Vacca has over 30 years’ experience in providing advisory and compliance services to privately-owned enterprises in Western Australia.

      She works with business owners their finance teams and managers to develop and implement goal focused business strategies including finance process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals.

      Agnes specialises in family business succession, transition and exit readiness advice, working with owners to achieve their succession objectives. Working with small and large privately owned companies, trusts and partnerships involving one or more family groups, Agnes provides advice to enable an orderly business transfer whilst maximising the value to the owners. She also provides advice to business owners regarding asset protection and estate planning.

      In the area of compliance, Agnes provides a wide range of accounting services including the preparation of financial statements to meet statutory requirements and financier-required financial reports as well as reports for owners and managers.

      Agnes also provides taxation advice, structuring and strategies as well as preparation of taxation returns for income and indirect taxes to meet statutory obligations.

      Working with privately-owned clients in an advisory capacity, Agnes assists businesses operating in the manufacturing, retail, agricultural, professional services (legal, medical, architectural, engineering, recruitment), transport and property industries, and including high net worth individuals, families and family offices. 

      1. Areas of expertise
        • Asset Protection
        • Business Transfers
        • Compliance
        • Estate planning
        • Family Business Governance
        • Financial reports
        • Legal entity rationalisation
        • Operating effectiveness
        • Planning, budgeting, and forecasting
        • Process improvements
        • Succession planning
        • Tax strategies

        Industry experience

        • Agriculture/agribusiness
        • Manufacturing
        • Professional services
        • Retail
        • Transport and Logistics
        • Property
      2. Education & qualifications
        • Bachelor of Business (Acc)
        • Graduate Diploma, Financial Planning (FINSIA)
      3. Accreditations
        • Accredited Family Adviser, Family Business Association
        • Bachelor of Business (Acc)
        • Graduate Diploma, Financial Planning, ASIA
        • Fellow of the Institute of Chartered Accountants Australia and New Zealand
        • Registered Tax Agent
      4. Professional involvement
        • Director and Company Secretary, Radio Lollipop (Australia) Ltd
        • Director, Theatre180 Incorporated
        • Director and Treasurer, Business Station Incorporated
        • Past Board Member, Zonta Club of Perth
        • 2012 WA Business News 40Under40 Winner