Private Clients

We are specialists in the application of the specific taxation provisions that relate to privately owned companies and businesses, including:

  • Attending to year end financial statements and tax returns
  • Investment and businesses structures
  • The deemed dividend provisions
  • The small business entity exemptions
  • The small business CGT concessions
  • Trust law, and
  • Family trust provisions

We are involved in advising high net worth individuals on structuring these investments, providing regular financial management reporting and year-end tax planning to ensure their structures are performing tax effectively.