Taxation Planning
We take a whole of wealth approach to your goals and aspirations, considering everything you want to achieve with your wealth; from wealth creation and wealth management through to efficient wealth transfer and philanthropy.
To ensure your tax affairs are structured in a way that best supports your financial strategy, you'll have access to the international resources of Pricewaterhouse Coopers (PwC) and Deloitte - leading global taxation specialists.
Through this alliance, you’ll receive recommended taxation strategies, service and advice to support your individual financial strategy, family and business tax structuring solutions.
Individuals
- international tax issues
- capital gains tax and small business concessions
- superannuation fund tax and compliance advice
- retirement benefits structuring and estate planning
- employee share and option plans and remuneration packaging
- expatriate and migrant advice
Family Business
- organisational reviews of family business structures
- restructuring advice
- succession planning and exit strategies
- construction and compliance of family boards
Business Service
- due diligence of potential business investments
- structuring advice on acquisition and disposal of a business or its assets
- preparation of financial statements
- corporate secretarial requirements
- preparation of board reports and management information
- GST compliance