Morton & Cord Chartered Accounting Morton Cord Group

Our Story

Morton & Cord is a Chartered Accounting firm based in Nowra, the largest metropolitan area of the Shoalhaven region. The firm originated as Tobin & Morton in the early 1970’s and through various name changes became Morton and Cord in 2005. Morton & Cord has two partners, brothers Michael and Matthew Lees. The firm is centrally located in Nowra with free client parking at the rear of the office.

A unique feature of Morton & Cord is that clients always deal with the partners of the firm, meaning that you will always receive a high level of client service and experienced accounting knowledge. All the partners are Chartered Accountants, an accounting qualification that maintains the highest professional and ethical standards.

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Michael Lees

CA | Partner

Michael received a Bachelor of Commerce from the University of Wollongong majoring in accountancy and is also a Chartered Accountant, a Registered Company Auditor and Approved SMSF Auditor. Michael has worked at Morton and Cord for over 15 years and in that time has built up an excellent reputation in the Shoalhaven region for his customer service and accounting knowledge. Michael specialises in tax, audits for registered clubs and the real estate industry as well as having an intricate knowledge of business structuring and superannuation strategies.

Michael enjoys fishing as well as playing hockey and cricket. His real love though is surfing, where he is able to combine his love of the water with his fear of sharks.

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Matthew Lees

CA | Partner

Matthew received a Bachelor of Commerce from the University of Wollongong majoring in accountancy and marketing and is also a Chartered Accountant. Matthew spent a number of years in Sydney working for Deloitte, where he specialized in high net worth individuals and family businesses as well as positions with Macquarie Bank and a boutique accounting firm. Matthew specialises in business structuring advice, taxation and superannuation, especially advice regarding self-managed superannuation funds.

Matthew enjoys playing cricket and hockey in his spare time and always looks for any excuse for a round of his new hobby, golf. His expertise in this area revolves around finding the Shoalhaven River from a number of different tees at the Nowra Golf Course.

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Alan Thorpe

Senior Accountant

Alan received a Higher National Diploma in Business Studies from the City of London College and an Advanced Certificate in Commerce from TAFE NSW. Alan joined Morton & Cord in 1988 but in a previous life he was a driller in a Pilbara iron ore mine. Alan excels in the fields of accounting as well as auditing and has a very loyal client base who love his personalized and efficient style.

Alan is an avid traveller and when he’s not at home on his small farm he’s traveling the world with his wife. Alan also loves all things Italian and while he speaks the language, his skills in that area definitely improve after a few glasses of red wine.

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Rachelle Kennedy

B.Com - Accountant

Rachelle received a Bachelor of Commerce from the University of Wollongong, majoring in Accounting and Financial Planning and is studying to become a Chartered Accountant. Before joining Morton & Cord she worked in the commercial sector and another local accounting practice.

Rachelle enjoys auditing clubs and large organisations and loves the interaction with her clients. In her spare time, Rachelle enjoys spending time with her son Jarryn and playing hockey, she is also a Parramatta Eels fan, meaning she has the patience of a Saint.

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Vanessa Armistead

B.Com - Accountant

Vanessa received a Bachelor of Commerce from the University of Wollongong majoring in accountancy and is studying to become a Chartered Accountant. Vanessa is the newest accountant to join the Morton and Cord team, finishing her degree in 2015 at the Shoalhaven Campus.

 

Outside of work and study, Vanessa enjoys various hobbies including netball, travel and spending quality time at the beach. Vanessa is a passionate Geelong Cats supporter and in her spare time watches as much AFL as possible, even if it isn’t considered a real sport.

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Lyn Tierney

Office Manager

Lyn is the cornerstone of the Morton & Cord office. Having joined the firm in 1973, Lyn has seen many changes in the accounting industry, including computers, tax law changes and the discovery of electricity. Lyn prides herself on excellent customer service and also works on client’s payroll and taxation problems.

In her spare time Lyn likes sewing and scrapbooking as well as caravanning with her husband to exotic destinations such as Forster and Trunkey Creek.

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Kate Reid

Reception - Administration

Kate is Morton and Cord’s ‘front of house’, bringing a wealth of administration experience to the position. Kate’s enthusiasm and high level of customer service ensure all client dealings are handled in the most confidential and caring manner.

When Kate isn’t at work, she is reading a good book in the sun or cross stitching up a storm of creative patterns while enjoying her favourite television series.

Business Advisory

At Morton & Cord, we understand that you have made significant financial and emotional investment in your business. Maintaining that successful business requires planning, expert knowledge and hard work. Our team will guide you through the predictable business requirements as well as more complex matters effectively and efficiently.

Our expertise includes:

  • Business valuations and acquisition
  • Business structuring advice
  • Asset acquisitions
  • Cashflow projections and management
  • Business succession planning
  • MYOB support
  • Payroll support
  • Asset protection
  • Investment analysis

Audit

The regulatory and reporting framework within Australia is robust and the need for timely, accurate and reliable information is vital. Our approach is to customize audit procedures to suit the size and nature of your organization. We specialize in registered clubs and the not-for-profit sector.

Our expertise includes:

  • External audits
  • Internal audits
  • Review engagements
  • Compliance audits
  • Data integrity
  • Risk management

Tax & Accounting

Both state and federal tax systems are constantly evolving and becoming increasingly more complex and time consuming. Personal liability for non compliance and the potential risks it poses to you and your business is more important than ever. Our priority is your compliance while taking the compliance burden off management.

Our expertise includes:

  • Preparation of tax returns
  • Preparation of financial statements
  • Accounting services
  • Fringe Benefits Tax
  • BAS preparation
  • GST advice & transactions
  • Payroll and other state taxes
  • Capital gains tax

Superannuation

Superannuation is one of the most effective ways of building wealth for your future. Self managed super funds (SMSF’s) have seen a massive increase in numbers recently and therefore the government is tightening its already strict rules on assets acquisition, administration and compliance. Our team will not only guide you through the tax consequences of transactions but ensure that your SMSF retains its compliance status.

Our expertise includes:

  • SMSF establishment
  • Annual compliance audits
  • Tax issues relating to super
  • Wealth creation and transfers to SMSF
  • Network of experienced financial advisors

Privacy

Morton & Cord is bound by the National Privacy Principles (NPPs) contained in the Privacy Act 1988 (Privacy Act). The NPPs are designed to protect the confidentiality of information and the privacy of individuals by regulating the way personal information is managed. Personal information is, generally, information or an opinion relating to an individual, which can be used to identify that individual.

What personal information do we collect?
The types of personal information we may collect include contact information (such as your name, address, email address and telephone number), information about your employer or the organisation that nominated you and any feedback that you provide to us about our products and services, our website, or other matters. Morton & Cord also collects statistical information about visitors to our website. Generally, this information cannot be used to identify particular individuals but in some circumstances it may include a visitor’s internet protocol address, which could be linked to the individual

This information may be collected by way of forms filled out by individuals (including via online forms), emails, telephone conversations, face-to-face meetings and interviews.

How might Morton & Cord use personal information?
Generally, Morton & Cord uses your personal information for the following purposes:

  • To provide you with our products and services;
  • To respond to your queries or feedback;
  • To send you any communications or publications in which we think you might be interested, or which you have requested; and
  • To let you know about developments in our procedures, products, services, activities and programs that might be useful to you.

Disclosure of personal information to other parties
Morton & Cord may disclose your personal information to third parties such as our members, our professional advisers, our external service providers that provide services to us, other standards development organisations, your employer or nominating organisation. Although we seek to engage external service providers who comply with the requirements of the Privacy Act, we do not accept responsibility for the misuse of personal information by these third parties.

We may also disclose your personal information if it is required or authorised by law or where disclosure is necessary to prevent a threat to life, health or safety.

We do not sell or license your personal information to third parties.

Security and management of personal information
Morton & Cord will take reasonable steps to protect the personal information we hold from misuse and loss and from unauthorised access, modification or disclosure. If we no longer require your personal information, Morton & Cord will take reasonable steps to destroy or permanently de-identify the personal information.

Links from our website to other websites
Our website may contain links to third party websites. We do not operate these websites and therefore are not responsible for the collection or handling of personal information by the operators of these websites.

Accessing the information we hold about you
Under the NPPs, you may be able to obtain a copy of the personal information that we hold about you. The NPPs provide some exceptions to your rights in this regard. To make a request to access this information, please contact us in writing. We will require you to verify your identity and specify what information you require. We may charge a fee to cover the cost of verifying the application and locating, retrieving, reviewing and copying any material requested.

Updating your personal information
We endeavor to ensure that the personal information we hold about you is accurate, complete and up-to-date. Please contact Morton & Cord at the address set out below if you believe that the information we hold about you requires changing or is out-of-date.

Sending information overseas
Morton & Cord will not send your personal information to a recipient outside Australia without obtaining your consent or otherwise complying with the NPPs.

Updates to this Policy
This Privacy Policy will be reviewed from time to time to take account of new laws and technology, changes to our operations and practices and the changing business environment.

Contact us
Any complaints or correspondence in relation to this Privacy Policy should be sent to our Privacy Officer at

Morton & Cord
Attention: Michael Lees
Email: mlees@mortoncord.com.au

Disclaimer

While every effort is made to ensure the accuracy of information on this website at the time of publication, additions, updates, alterations and changes in circumstances may occur between the time of publication and the time the user views the information.

MORTON & CORD advises website users to verify the accuracy and completeness of the information before committing to any course of action. Under no circumstances will Chinese Whispers Pty Ltd be liable for damages of any kind, including (but not limited to) compensatory damages, lost profits, lost data, or any form of special, incidental, indirect, consequential or punitive damages of any kind, whether based on breach of contract or warranty, tort (including negligence), product liability or otherwise, even if Chinese Whispers is informed in advance of the possibility of such damages.

This website may provide links to other websites. These external information sources are outside Chinese Whispers control. It is the responsibility of users to make their own decisions about the accuracy, currency, reliability, completeness and correctness of information found at these websites.

MORTON & CORD does not necessarily endorse any company or organisation linked to this website. Although all reasonable efforts are made, there is no warranty that MORTON & CORD website will be free of infection by viruses or any other manifesting, contaminating or destructive properties.