Our Core Expertise

Our Core Expertise

1. Corporate & Business Advisory

Every stage of a business’s development brings its own compliance requirements and tax considerations. Our role is to ensure your business structure can withstand long-term scrutiny — so you can focus on growth.

Company Formation & Business Structuring

We help identify the most suitable operating structure — sole trader, partnership, company, or trust — and handle company registration, ABN/GST registration, and other statutory requirements. For overseas businesses establishing an Australian branch or subsidiary, we also provide end-to-end cross-border structuring, ensuring the financial and tax relationship between parent and Australian entity remains clear and compliant.

Tax Reporting & Compliance Management

Covering company tax, GST, FBT and other reporting obligations. We track the Australian Taxation Office’s (ATO) latest rules and audit priorities and, within a compliant framework, help businesses identify available concessions and deductions to avoid unnecessary tax exposure.

Corporate Governance & Operational Advisory

Including financial process design, internal controls, and governance recommendations for boards and shareholders. For family-owned businesses in particular, we focus on drawing a clear line between “family shareholder” and “business operator” roles to prevent disputes arising from blurred responsibilities.

2. Family Office & Succession Planning

Family wealth planning has never been a single-year tax question — it is a structural undertaking spanning decades, often generations. Below are the two areas we work on most often with family offices and high-net-worth families.

Family Investment Company Structuring

A family investment company is a common structure families use to centralise investment management, manage tax exposure, and progressively transfer control to the next generation. Our services include:

• Structure design & comparison — evaluating family investment companies, unit trusts and discretionary trusts for their tax outcomes and governance flexibility, to find the combination best suited to the family’s circumstances and long-term goals.
• Cross-border investment structuring — for families with assets across Australia, Hong Kong and Greater China, clarifying the tax relationships between cross-border investment entities, including Controlled Foreign Company (CFC) rules and the tax treatment of cross-border dividends and capital gains.
• Family governance charter drafting — helping establish investment decision-making processes, the roles of family members, and shareholder agreements, so the investment company serves as more than a tax vehicle — a vessel for family consensus.
• Ongoing administration & tax maintenance — including annual financial reporting, director obligation reminders, and periodic reviews as tax law evolves.

Estate Succession & Trust Administration

The success of a wealth transfer plan rarely comes down to the size of the estate — it comes down to whether the structure can withstand time and changing family circumstances. Our services cover:

• Estate planning structure design — assisting with wills, trust structures and asset distribution plans, and reviewing whether existing structures still fit the family’s current circumstances.
• Trust establishment & administration — including setting up discretionary and unit trusts, and the annual compliance administration of existing trusts.
• Cross-border estate tax planning — clarifying estate duty, stamp duty and capital gains tax obligations across jurisdictions, to avoid unexpected tax burdens during transfer.
• Business succession & asset transfer — planning the timing and method of equity transfer, alongside the related capital gains tax and stamp duty considerations.
• Trustee & guardian appointment advisory — helping families review trustee and executor appointments so governance mechanisms remain effective at critical moments.

3. Private Client & Strategic Advisory

High-Net-Worth Individual Tax Planning

Capital gains tax planning for personal investment portfolios — shares, property, private equity — and tax structuring review ahead of major asset disposals, with one-to-one, tailored advice to ensure every significant financial decision rests on a clear tax foundation.

Cross-Border Tax & Offshore Structuring Advisory

Covering dual tax residency determination, foreign income disclosure, and Common Reporting Standard (CRS) compliance obligations. For individuals and families with both Australian and overseas status, or assets spread across multiple jurisdictions, we clarify reporting obligations and structure tax-efficient asset allocation within a compliant framework.

Forward-Looking Tax Strategy

Assess the impact of forthcoming tax reforms—such as changes to capital gains tax structuring or negative gearing rules—on personal or family portfolios ahead of time, with concrete recommendations so you are positioned before the rules change.