We assist with meeting the compliance requirements for businesses, investment structures and individuals with all Government agencies (Federal and State) in a simple and highly efficient manner, including formation of entities (companies, trusts, self managed Superannuation funds, hybrid vehicles and complex groups). This spans completion of the annual financial statements and income tax returns, company secretarial matters (for all entity types) and lodgement and other relevant requirements. We provide specialist advice on tax and compliance matters in simple and practical terms.

Working across the life cycle, we proactively assist with all aspects of a dynamic business world, including the following areas:

• Strategy
• Growth
• Mergers & Acquisitions
• Intergenerational transfer
• International Expansion
• Team Incentivisation
• Systems and controls
• Differentiation and positioning

Having built significant wealth, our clients often look for the best solutions to manage their affairs. We take the burden out of managing the family wealth by providing advice and assistance across administration, asset management, asset allocation and customised reporting tools. These services range from advice to the full suite of family office services covering all aspects of the family’s financial management and control.

Risk management and mitigation are key to growing and preserving wealth. We help our clients with the implementation of the top structures and strategies to ensure that hard earned wealth is preserved for future generations. This encompasses current arrangements, planning, implementation and estate planning over generations to protect the family wealth.