Managing your personal tax position is a core part of protecting and enhancing your wealth.
You may be the owner of a private business that has significant investment assets, an executive or high net worth individual. You may be starting to think about safeguarding your family’s future or simply seeking a new perspective and fresh advice. Regardless of your stage in life, our integrated approach to planning will help you take charge of your future.
Employee executives
Our services include preparing tax returns for individuals with significant wealth and complex tax positions.
We also offer advice regarding your income through salary packaging and/or employee share schemes.
We can help you to:
Plan effectively for your retirement and optimise the use of superannuation
Develop a succession plan for the transition of your business or personal structures to the next generation
Resolve queries or disputes with the Australian Taxation Office
Meet your philanthropic objectives, including the establishment of charitable foundations
Prepare an effective estate plan that ensures the right assets end up in the right hands at the right time
By understanding your vision for the future, we work with you to develop a plan that is right for you.
Contact us
Bruce Ellis
Glen Frost