Personal tax affairs, properly dealt with.

For individuals with businesses, investments, trusts or income across your group, personal tax stops being a form and becomes a set of legal questions. We advise individuals and families on the tax dimensions of their affairs with the same compliance-first focus we bring to business clients.

We advise on

Investment income and capital gains

The tax character of what you earn and dispose of, including property, shares and interests in businesses and trusts.

Trust interests and distributions

What it means, in tax and law, to be a beneficiary and the compliance obligations that follow.

Residency and cross-border questions

The tax consequences of moving, working or holding assets across borders, in conjunction with specialist advisers where needed.

Dealings with the ATO

Private rulings, voluntary disclosures, objections and reviews engaged with early, candidly and on a considered legal footing.

Well suited to

Business owners and professionals; beneficiaries and appointors of family trusts; individuals with investment portfolios or inherited assets; anyone whose tax affairs have outgrown a standard return.

Enquiries

Talk to us before the question becomes a problem.

Initial consultations are confidential, and you’ll leave with our preliminary view — not a brochure.

All services

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