What we do
We are your financial GP.
We are your tax specialists.
Our journey is your journey.
Our financial services
Accounting and taxation
Estate and succession planning
Superannuation administration and planning
Litigation support services
Family office services
Specialist tax advice
Sale of businesses, restructures and acquisitions
CGT advice, in particular accessing the small business CGT concessions
Preparation of ATO position papers
Applying for Private Binding Rulings and Class Rulings
Objecting to income tax assessments
Australians investing in Limited Partnerships and LLCs in the US
Employee Share Schemes
We have a network of specialists including:
Banking and financial services
IT network services
IT creative services
The advice we provide relating to superannuation, including SMSFs is provided through the Australian Financial Services Licence 489221 we hold from ASIC.