Special Services



Estate Planning


  • Advice on asset structure, wills and Power of Attorney
  • Minimisation of capital gains tax and protection of assets.
  • Ongoing review and monitoring of investment portfolio
  • Advisory and administration on all aspects of superannuation
  • Evaluation of goals and investment strategies



  • Litigation Support


    • Evaluation of income loss
    • Forecasts of potential earning power before and after injury
    • Medical and legal costs
    • Impact on dependents
    • Impact on carers and their reduced income potential



    Taxation Planning


    • Preparing and reviewing tax returns
    • Advising on minimising tax liabilities for businesses and individuals
    • Advising on tax impact of acquisitions and disposals
    • Advice on employee share plans and profit sharing
    • Advise and assistance regarding tax audits
    • Tax planning for wealth creation

    Testimonials

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