We find most clients are restrained by previous advice, which is driven by lawyers and accountants in the set up. The initial structure, usually creates poor and expensive long-term outcomes and does not provide protection of assets to the corporate entity or the family.

When starting a business, using yourself, a partnership or a company are usually the most expensive strategies in the long-term.

Many advisers lack the long term corporate and tax expertise to assist clients to look forward and create wealth using middle to long-term corporate structures.

In the main other advisers are fixated with short-term GST, payroll tax and income tax issues that can be better managed, without causing issues in the longer term and creating ongoing tax issues. Estate and succession planning seems never to be considered by the initial or subsequent advisers. Our advice seeks to correct the past and provide a platform to minimise and defer taxes while protecting business and family assets.

The Practice works throughout the year with you and / or your business to plan and manage tax payments, cash flow, dividend payment and other situations as they occur.