Private & Entrepreneurial Clients

Protecting family wealth is a priority for most people, and effective tax planning is paramount in this process.

We can advise you on every aspect of your personal tax position, from dealing with your annual tax return to advising on capital gains tax, superannuation and estate planning.

A thorough understanding of your needs, objectives and plans for the future will be at the very centre of this advice.

Drawing on our experience we will examine issues that you may not have considered, ensuring that your wealth is not eroded unnecessarily by avoidable taxes.

Flexibility is key, what works today may not be appropriate in five or ten years’ time. We will keep your tax planning strategy under review so that it can be adapted to suit your changing circumstances, or in response to ever-changing tax legislation. We actively encourage timely reviews to ensure the impact from changes in taxation laws can be properly managed.

Our services to private clients include:

  • Completion of your group tax returns
  • Capital gains tax planning, specializing in the application of the small business capital gains tax concessions
  • Goods and services tax
  • Retirement & superannuation planning
  • Strategic tax planning
  • Exit and succession planning
  • Estate planning
  • Administration of deceased estates
  • Services for expatriate clients
  • Wealth management services
  • Trust accounting and tax compliance
  • Partnership tax planning and compliance
  • Valuations
  • Non-tax business support services (link to non-tax business support services).

Whether your financial affairs are straightforward or highly complex you will have a dedicated specialist allocated to you. We develop long-term relationships with our clients in order to deliver a service which meets your specific needs.

Your contacts

Steve Roberts
Steve RobertsDirector Taxation & Business Services