Working together to achieve your dreams

We are purpose built to work with private companies, families & individuals

  • Working with private companies

    Private Companies

    Our value is often found by advising on more strategic issues such as:

    • Structuring the ownership of the businesses, including existing business restructuring;

    • Asset protection (separating business operations from investment assets, insurance, directors guarantees, etc);

    • Goods and Service Tax (GST) / Business Activity Statement (BAS) reporting and compliance;

    • Fringe Benefits Tax, Superannuation and Payroll Tax compliance and advice;

    • Company secretarial;

    • Salary Packaging;

    • Advice in relation to expatriate taxation;

    • Management accounting/reporting;

    • Financial due diligence;

    • Entity wind ups, including working with liquidators to achieve the best outcome for shareholders;

    • International Tax Issues including inbound and outbound investments;

    • Good corporate governance; and

    • Succession planning.

  • Family and Individuals

    Families & Individuals

    We are here to partner with you to transport ambitions to dreams and we take a ‘hands on’ approach to this. Some of the services we provide include:

    • Tax planning;

    • Asset protection and structuring of investments;

    • Use of trusts and other entities;

    • Financial analysis and budgeting;

    • Succession Planning;

    • Salary packaging;

    • Taxation issues on marriage breakdown including CGT rollovers and child maintenance trusts;

    • Private and Class Ruling requests with the ATO; and

    • Other indirect taxes.

In addition to the above we have had extensive experience in dealing with responses to the Australian Taxation Office in relation to high net wealth reviews and detailed Australian Taxation Office reviews

Our accounting and tax compliance services cover most issues that involve private clients, their trusts, estates, companies, superannuation funds and their various business interests, including:

  • Preparation of income tax returns;

  • Preparation of financial statements;

  • Asset management including acquisition and disposal;

  • Personal and corporate tax;

  • Cashflow projections, budgets and forecasts;

  • Capital Gains Tax;

  • Fringe Benefits Tax;

  • GST; and

  • Remuneration planning.

Book a Consultation

Call us for a no obligation (and free) chat about how we can help. We'd love to hear from you.