High Net Worth Individuals

For those who have made it and want to keep and grow their assets, we have a rare combination of expertise to offer.

We understand the tax impact of investments, the need for regulatory compliance, and the importance of access to expertise when you need it.

Our clients enjoy the opportunity to talk with professionals who have worked as executives in business, and who can relate to issues of asset management, estate planning and tax planning.

We offer services or have professional associates in Self-Managed Superannuation, family planning, estate planning, succession planning and wealth management.

Our expertise is overseen by our supervising agent, Peter Cox who is a respected fellow member of The Tax Institute, and who has over 40 years of company management experience.

Tax planning

We advise on tax minimisation, optimal tax structures and alternative investments such as rental properties and equities.

Self-managed Super Funds (SMSF)

We facilitate the set up and administration of SMSF’s. Our services include administration and audit of the fund

Business advice and compliance

We work with companies, sole traders and family trusts to advise on business structure, accounting systems, cash flow planning, business models, asset acquisition, BAS, financial statements design and provision, business sale/acquisition or start-up.

Professional expertise

We consult or engage with professional specialists for legal opinion where required to ensure compliance and accuracy of our recommendations.

Income Tax Returns

Tax return preparation and lodgement, including Annual Report and Profit & Loss Statement for the business. We ensure that income tax returns are a confirmation of joint planning (you and us) and compliance.