Services

Investor Taxation

 

We seek to assist you in understanding the complexity and the opportunities presented by taxation surrounding your investments. This may involve structuring investments, or the timing and method of their disposal, in a fashion that protects assets and opens opportunities to save tax.

Business Taxation

 

We seek to assist you in complying with the multitude of state and federal taxes in a manner that legally minimises the size and inconvenience of the imposts. Where something is unavoidable, we explain and manage it. Where structure will help in managing exposures, we assist in their setup. We work holistically with other professionals to get you an optimal result.

Personal / Employee Tax Returns

 

Think there’s not much to do or claim? Think again. We will not just prepare a high quality return for you but think more broadly on how you can be assisted to get ahead financially.

Estate Taxation

 

We work with select solicitors to provide a seamless registration of Estates, and the cost effective and efficient administration of their tax affairs. We integrate with solutions that allow for the cost effective sale of listed securities to make that part easy as well.

SMSFs

 

We help you set up, administer and manage your Self Managed Super Fund with a minimum of hassle. We have an alliance partner relationship with stockbrokers and financial planners to assist you with listed and unlisted investments, and with mortgage brokers should property investing be your fancy.

Holistic Advice

 

Our advice doesn’t necessarily revolve around a tax document! With our partners in law, mortgage broking, property, stockbroking and financial planning, we seek solutions that will stand the test of time. Solutions that are only as complex as they need to be, and ones that have identifiable advantages well beyond their cost.

Business Consulting and Accounting

 

What’s the ultimate sounding board for your ideas? Someone with deep accounting and taxation knowledge, combined with extensive business experience. We’re experts at solving problems and - of course - Accounting and Financial Statements. We’re a phone call or email away.