Services

Accounting

Assisting you to prepare management reports, annual financial statements, financial projections, and budgets is what we do.

We bring technical expertise and experience to either work alongside your team or be your outsourced capability.

Taxation

No matter what type of taxation requirement, challenge, or issue you face, we provide a course of action that navigates a clear path forward.

We advise individuals, businesses, family enterprises, and investment vehicles throughout Australia.

Tax Controversy

Tax law is complex and at times uncertain and as interpretations in the tax environment evolve, so does the context for resolving tax disputes.

In a space where the law is constantly evolving, it is possible for taxation authorities to take a different view on how the law applies at different times. This can result in a position of conflict, requiring sound strategic advice and expertise.

We have extensive experience resolving tax disputes, whilst maintaining an effective working relationship with taxation authorities.

We assist by assessing the prospects of a successful outcome and addressing uncertain tax positions and strategies, to navigate a course of action suited to your circumstances.

Strategy

We understand the intricacies, challenges and the time it takes to successfully coordinate strategy,
funding, business and management transition-succession, wealth protection, and estate planning.

We have a proven process that systematically guides you through these issues, resulting in clarity of purpose with a practical way forward.

“Robert and his team have been an invaluable support to our business and directors. We’re incredibly appreciative of their expertise and assistance with our complex tax and corporate affairs. Their professional service comes with our highest recommendation.” - Arrow Private Wealth 2021