Personal

Helping you make informed decisions for long term success and peace of mind.

Our personal business and tax advisory service specialises in asset management and succession planning, helping individuals and families secure their financial future.

We provide expert guidance in tax efficiency, wealth preservation, and business continuity. Whether structuring investments, planning generational wealth transfer, or ensuring a smooth business transition, our team delivers strategic solutions for long-term success and peace of mind.

Tax Advisory

Providing taxation advice to you on your personal taxation affairs, which may include:

Structuring using Trusts and Companies
Self-Managed Superannuation

Mergers & Acquisitions

Providing legal support for the sale of your business, or the sale of shares in your company.

Succession Planning

Estate Planning: Advising on and implementing holistic estate planning solutions for you and your related trusts and companies, which includes:

Wills
Enduring Powers of Attorneys

Entity Establishments

Company, trust, self-managed superannuation fund and partnership establishments.

Contract Reviews & Advice

Reviewing and providing legal and tax advice on contracts.

Wealth Structuring Advice

Advising on the optimum structure for family wealth, based on taxation considerations, wealth objectives, family dynamics and succession plans.

Investment Structuring Advice

Providing advice on the optimum structure for specific investments (e.g. shares, properties), considering key taxation, legal, succession and funding considerations.

Asset Protection

Asset protection advice, structuring and implementation.

Private & Family Lending

Drafting loan and security documentation for family and private loans, for example loans to children, loans to related entities and loans to close associates/friends.

Superannuation Advice & Documentation

Advising on superannuation law compliance, and preparing self-managed superannuation fund documents.

Estate Administration

Assisting with the administration of deceased estate, for example obtaining probate or letters of administration, assisting with asset transfers.

Inheritance Structuring Advice

Advising on the optimum structure for acquiring and holding investments assets and properties considering key legal, asset protection and taxation matters.

Trust Reviews

Reviewing existing trust deeds and providing advice on recommended changes to terms.

Additional Services

: Advisers

: Business

What our clients say about us

“One of our biggest challenges is the legislation around taxation. Michael’s level of knowledge is impressive. He steers us and guide us, supporting us with the way forward. With our various companies – we receive better informed decisions. His willingness to learn is also a standout.”

Max Burns
SBP Australia