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 more complex matters involving capital gains tax, superannuation, estate planning, etc.

Obtaining a thorough understanding of your needs and objectives are at the centre of our advice.

Drawing on our experience we’re able to raise and examine issues you may not have considered, ensuring your wealth is not unnecessarily eroded by avoidable taxes and transaction costs.

Flexibility is key. What works today may not be appropriate in five- or ten-years’ time. We can keep your tax planning strategy under review to adapt it to suit your changing circumstances, or in response to the ever-changing tax environment. We actively encourage timely reviews to help manage the impact from changes in taxation laws.

Our services to private clients include:

  • Completion of your group tax returns
  • Capital gains tax planning, specialising 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 (Excluding financial advice)

  • Trust accounting and tax compliance
  • Partnership tax planning and compliance
  • Valuations
  • Non-tax business support services (link to non-tax business support services).

We develop long-term relationships with our clients and work with your legal and financial advisors to deliver outcomes that meet your specific needs and objectives.

For more information, contact our business tax consultants in Perth.