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We listen. We talk. We help. We care. We aim to give value.

 


What we do

We are your financial GP.
We are your tax specialists.
Your journey is our journey.

We .

Our financial services

  • Accounting and taxation

  • Business valuations

  • Corporate advisory

  • Due diligence

  • Estate and succession planning

  • Superannuation administration and planning

  • Business migration

  • Litigation support services

  • Family mediation

  • Family office services

Specialist tax advice

  • Tax advice

  • Tax audits

  • 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

  • International Tax

  • Australians investing in Limited Partnerships and LLCs in the US

  • Employee Share Schemes

Alliances

We have a network of specialists including:

  • Banking and financial services

  • Investment advice

  • Life insurance

  • General insurance

  • 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.


client testimonials

What our clients say

 


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