Wealth Structuring and Tax


Tax is not a standalone compliance issue for complex family groups. It is part of the structure, timing, risk and documentation of almost every important decision. Our role is to help families manage tax consequences in a way that is practical, defensible and aligned with their broader objectives.

Best suited to

Clients with trusts, companies, SMSFs, private businesses, property holdings, investment portfolios, estate issues, Division 7A exposure or significant transactions.

Scope boundary

We provide tax and accounting advice. Legal advice, financial product advice, lending advice and insurance advice are provided by appropriately qualified or licensed advisers under separate engagement.


Tax strategy and forward planning


We help clients understand the tax consequences of existing arrangements and proposed decisions before they become irreversible.


·        Income tax, CGT, GST, FBT and state tax context

·        Timing of income, gains, distributions and deductions

·        Year-end planning and tax forecasting

·        Interaction between entities, beneficiaries and superannuation

Entity Structuring and Restructuring


The best structure depends on asset protection, control, tax, succession, financing and administrative cost. We do not promote complexity for its own sake.


·        Trust, company and SMSF role review

·        New entity establishment where justified

·        Simplification of redundant or ineffective structures

·        Coordination with lawyers and specialist tax advisers where required


Compliance Execution as a Control Point


Tax returns, financial statements and lodgements remain important, but they should be treated as part of a wider control process rather than isolated annual production.


·        Tax returns and entity financial statements

·        ATO portal and transaction monitoring

·        Activity statements and tax payment planning

·        Checklist-driven review for opportunities and risk areas