Business Details
50+ Years
experience
Trusted Accounting and Financial Advisory Services in Roma
Statham Cheesman is a regional accounting firm with over 75 years of dedicated service to rural clients across Western Queensland. As part of Cheesman Applegarth, we combine deep local knowledge with expertise in agribusiness taxation, financial planning, and business advisory services. Our team specialises in addressing the unique challenges faced by primary producers and regional businesses through tailored solutions. With offices in Roma and Toowoomba, we offer comprehensive services including GST compliance, succession planning, and self-managed superannuation. Our partnership with MYOB enables us to deliver cutting-edge software solutions that streamline financial operations for small to medium enterprises.Backed by generations of experience, we prioritise long-term client relationships and practical, results-driven advice. Our professionals hold advanced qualifications in tax, accounting, and financial planning, ensuring clients receive technically rigorous yet accessible guidance. We are committed to empowering rural businesses through strategic financial management and unwavering support at every stage of their journey.
Services
Taxation Advice
Business Evaluations
GST Support
Self-Managed Superannuation
Cash Flow Projections
Succession Planning
Financial Planning
Corporate Secretarial
Audit Services
Payroll Tax
Details
- Year established: 1946
Highlights and features
- We offer 75+ years of experience in rural accounting services
- Our team specialises in agribusiness taxation and succession planning
- We are a MYOB Gold Partner with software integration expertise
- We provide tailored financial strategies for primary producers
- Our partners hold advanced qualifications in tax and financial planning
Associations and certifications
- MYOB
Services
Taxation Advice
Our taxation experts provide strategic advice to minimise tax liabilities while ensuring compliance. We prepare income tax returns, capital gains tax calculations, and fringe benefits tax documentation for individuals and businesses. With constant changes to tax legislation, our team keeps clients informed about opportunities to optimise their tax position through legitimate planning strategies.
Business Evaluations
We conduct comprehensive business valuations and operational reviews to support strategic decision-making. Our analysis includes benchmarking against industry standards, financial performance assessment, and identification of growth opportunities. This service helps clients understand their business's true market value for sales, acquisitions, or succession planning purposes.
Self-Managed Superannuation
Our specialists guide clients through all aspects of self-managed superannuation funds. We assist with fund establishment, compliance requirements, investment strategy development, and annual reporting obligations. Our approach ensures clients maximise retirement benefits while maintaining strict adherence to regulatory frameworks governing SMSFs.
Succession Planning
We develop tailored succession plans to ensure smooth business transitions across generations. Our services include estate planning, stamp duty minimisation strategies, and corporate restructuring advice. This comprehensive approach addresses both the financial and operational aspects of transferring business ownership while protecting family assets.
Financial Planning
Cheesman Applegarth Financial Services offers holistic financial planning solutions for individuals at all life stages. Our advisors create customised strategies covering retirement planning, investment management, and risk mitigation. We focus on aligning financial decisions with clients' lifestyle goals while navigating key life events such as property transactions and retirement transitions.
People
David Graham
Partner
Chartered Accountant with 25+ years' experience specialising in taxation and self-managed superannuation. Holds Masters in Taxation from UNSW and understands agricultural needs through regional upbringing.
Jacko Potgieter
Partner
Tax expert with CPA and Chartered Tax Adviser qualifications. Specialises in business assurance and advisory services. Qualified QuickBooks, Xero and MYOB trainer with Graduate Diploma in Business Administration.
Anthony Lane
Partner
Financial planning specialist with Master of Commerce in Financial Planning. Advises on investment strategies, retirement planning and estate management. Joined firm in 2019 after decade in financial services industry.
James O'Hara
Partner
Chartered Accountant with expertise in franchise management and business advisory. Holds Bachelor of Business and Commerce from USQ. Provides strategic guidance to businesses and individuals since joining in 2018.
Questions
What accounting services do you offer for rural businesses?
We provide tailored accounting services including tax planning, business evaluations, GST compliance, and succession planning specifically designed for primary producers and regional enterprises.
How can you help with self-managed superannuation funds?
Our specialists assist with SMSF establishment, compliance management, investment strategy development, and annual reporting to ensure regulatory adherence while maximising retirement benefits.
Do you offer financial planning services?
Yes, our financial planning division provides comprehensive wealth management solutions covering retirement planning, investment strategies, and estate management for individuals at all life stages.
What areas do you service?
We serve clients across Western Queensland, Darling Downs, South East Queensland, Wide Bay Burnett, and Northern New South Wales from our offices in Roma and Toowoomba.
Are you qualified to provide tax advice?
Our team includes Chartered Accountants, CPAs, and Chartered Tax Advisers with advanced qualifications in taxation law and practical experience in rural business environments.
How do you support business succession planning?
We develop comprehensive succession strategies addressing ownership transfer, stamp duty minimisation, corporate restructuring, and asset protection for intergenerational business transitions.
