We serve the following entities/groups

  • Company groups
  • Family groups of trusts and partnerships
  • Superannuation funds
  • Individual tax planning – hand in hand with wealth management advise through ASX listed financial planning partner – Spring Financial Group Limited
  • High wealth families

 Assistance we provide include

  • Business structuring for effective tax planning based on individual circumstances
  • Succession planning
  • Business acquisitions and disposals
  • Obtaining small business capital gain concessions
  • Structuring distributions from trusts, partnerships and companies to minimize taxation consequences
  • Tax consolidation of company groups

 High Wealth families

  • Structuring existing businesses for sale, value maximisation, succession planning and pre–listing.
  • Structuring to accommodate new investors or funding providers for expansion
  • Assistance on transaction advice in partnership with investment bankers, corporate lawyers and other advisors
  • Tax risk assessment and development of suitable risk minimisation strategies with reference to ATO’s revenue risk profile matrices
  • Attending to ATO reviews, investigations and amended assessments