Research and Development (R&D) Tax Incentive

The R & D Tax Incentive is the Australian Government's principal measure to encourage industry investment in research and development and offers Australian companies up to a 45% refundable...

Philanthropy

Increasingly individuals and businesses are thinking about how to give back to society and causes dear to them and to assist in this, we provide advice around how best to approach and structure [...]

Family Office Administration and Advice

The establishment of Family Offices allows families to manage their affairs as a collective unit and with this comes the need for careful advice and planning on how to best manage the income and [...]

Estate Planning

It is essential that every person has a clear Estate Plan to direct decisions on their financial position in the event of their passing. It is also essential that careful planning goes into the [...]

Superannuation and Self-Managed Funds

Superannuation in Australia is a huge industry with many benefits. For most Australians this is one of their largest assets and many clients would like to take control.

Retirement Planning

Ensuring you have a sound financial plan in place for your retirement will mean that all of your hard work throughout your lifetime will put you in a strong position in your retirement.

Succession planning

For family owned business, one of the biggest challenges is properly preparing for and managing the transition from one generation to the next.

Leadership, Mentoring and Cultural Advisory

Very often the business owner’s, CEO’s or senior executive’s office can be a very lonely place.Regardless of the support from your team, ultimately the buck stops with you.

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