We always put our clients first.
Our Expertise
Tax Compliance
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.
Business Advisory
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
Family Office
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.
Asset Protection
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.
“We build unique relationships with our clients. They are based on long term values of mutual trust, respect, absolute discretion and the highest professional execution. Our standards are uncompromising and they pervade everything we do – they are the key to our success.”
Lawrence Myers
Managing Director
We offer a full range of
accounting services
Business Administration
Implementation, management and control of best of breed accounting, administration and internal control systems.
Superannuation
All aspects of managing and executing self-managed superannuation fund strategies.
Estate Planning
Working with lawyers to ensure best of breed estate plans are put in place.
Litigation Support
Managing and supporting complex business and family law litigation matters.
Business Advisory
Advising on all aspects of business to help our clients achieve success.
Company Secretarial
Meeting the requirements of company, trust and superannuation compliance management in an efficient and simple way.
Mergers & Aquisitions
A smarter, bespoke way to buy, sell or merge your business.
Accounting & Administration
Providing high quality compliance and performance reporting for business and investment structures.
We represent some of Australia’s largest public and private companies, high profile individuals and families, and businesses.
Working with many of Australians most successful Apparel and accessories businesses with local and global supply chains.
Our clients are owners, investors and developers of commercial, retail, industrial and residential property in key locations, locally and internationally.
Across personal, specialist, corporate medicine and research and development, our clients span many aspects.
We work with clients in Private Equity, domestic and international equities, hedge funds, alternative investments and property syndication for wholesale and sophisticated investors.
We act for some of Australia’s most successful private equity managers.
Trust and discretion.
Local expertise.
Truly talented professionals.
