Businesses and Individuals

If your affairs are complex, or you are undertaking a significant transaction, we give you peace of mind that things have been done correctly and your tax position has been optimised.

We work with you directly or with your other advisors as part of a team. We are commonly asked to provide advice (or a second opinion) where your accountant is uncertain about how the tax law applies in your circumstances.

Here are some ways we work with businesses and individuals:

Restructuring your business or private group

Whether you are wanting to restructure for tax planning, asset protection, business succession or other reasons, we help to design your optimal structure and get you there in most tax effective way.

Advising on complex tax and duty issues

Tax law is complex and the correct application of the law in your circumstance is often unclear. We cut through the uncertainty and provide clear advice and guidance. Getting us involved at this stage is insurance to protect against an audit.

Resolving tax and duty disputes

We are specialists at resolving disputes with the Australian Taxation Office (ATO) and the state revenue offices. We know how the ATO and state revenue offices work. By engaging us early in the dispute, you increase your chances of resolving your dispute favourably and quickly.

Trusts

Trusts are complex. Whether you are wanting to set up a new trust, need advice about an existing trust, or want to make a distribution of income or capital from a trust, it’s important that it is done correctly to prevent issues arising down the track. Our specialist knowledge ensures that it is.

Preparing your estate plan

We draw upon our deep expertise and experience in not only estate planning but also tax, trusts, asset protection, business succession and charitable giving, to realise your vision for securing and ultimately distributing your assets. Your estate plan is much more than a Will.

Advising on charitable endeavours

If you are involved with a charity or would like to establish your own charitable foundation, our tax expertise will maximise the tax concessions available to you.