Family Office
Renowned for advising private wealth clients
We advise and family office services for high net worth family groups and individuals including complex tax management and administration of their often significant business interests, substantial family assets and philanthropic activities.
We assist with family governance, wealth management and guide intergenerational wealth transfer among a range of other services tailored to meet specific needs.
Renowned for advising private wealth clients – high earning individuals, business families and family groups – we are very familiar with the ATO’s focus on Australia’s Top 500 privately owned groups and the Next 5000 tax performance program. We work proactively with our high net wealth clients to manage expectations and attend to ATO requests, audit and any other requirements.
Full range of complex tax management and administration
Our services include:
Recommending and implementing tax effective structures
Administering superannuation and SMSFs
Completing tax compliance reporting
Completing tax compliance reporting
Preparing and lodging income tax returns
Preparing and lodging income tax returns
Attending to tax planning
Implement tax minimisation strategies
