Private Clients
TO LOOK AFTER YOUR
PERSONAL/FAMILY WEALTH
equity market investment tax management
- Share Portfolio Management
- Capital Gain Calculation
- Tax Returns with Shares and Derivatives
Property Investment
- Buy-Sell Tax Projection
- Land Tax Advise
- Foreign Investor Compliance
- Cash Flow Projection
- Tax Return with Rental Property
RETIREMENT LIFE
- Self-Managed-Super-Fund (SMSF) Set-up
- SMSF Tax Return and Audit
- Salary Sacrifice and Superannuation Arrangement
- Investment Tax Strategy
ASSETS PROTECTION
- Family Trust Set-up
- Personal Wills
- Pre-marriage/Relationship Breakdown Consultation
- Personal Insurance
GOT A QUESTION?
To see how we can help you, please contact us for a FREE consultation with our principal.