Private Client & Strategic Advisory

For individuals and families with assets spread across multiple jurisdictions, every financial decision carries tax consequences in more than one legal system. We offer one-to-one, forward-looking 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 tailored, one-to-one advice to ensure every significant financial decision rests on a clear tax foundation.

Capital gains tax planning for investment portfolios
Tax structuring review ahead of major asset disposals
Personal tax health check

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.

Dual tax residency determination
Foreign income disclosure and foreign tax credits
CRS／FATCA compliance advisory
Tax-efficient offshore asset allocation

Forward-Looking Tax Strategy

Assessing 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.