Individuals

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Individuals

We provide a wide range of personal tax advice for individuals and their families. Our advisors help clients navigate complex tax laws, optimise their tax position, and plan for long-term financial success. Our advice is tailored to your specific situation, ensuring you achieve the best possible financial outcomes.

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Secure your financial future with personalised tax strategies. Our experienced experts provide clear, optimal solutions for your individual situation.

We ensure compliance with tax laws while unlocking potential savings and opportunities tailored to your individual financial circumstances.

Professionals and high-net-worth individuals

Protect and grow your wealth with tailored tax strategies and confidently navigate intricate tax landscapes. Our experts ensure compliance and maximise your returns effectively.

Income tax advice

Optimise your tax return with expert advice. The tax amount is determined by your income level and any eligible deductions or offsets. We ensure you claim all entitled benefits to maximise your financial advantage.

Deceased estate tax services

The passing of a loved one is a challenging time, filled with emotion and significant responsibilities for those left behind. We offer sensitive and comprehensive deceased estate tax services to ease the burden of tax obligations during this difficult period.

Discretionary trusts

Discretionary trusts are a powerful tool for wealth management, asset protection, and tax planning. We offer a comprehensive suite of services designed to maximise the benefits of your discretionary trust.

Employee share schemes

Unlock the full potential of employee share schemes. From strategic planning to compliance, we’re dedicated to optimising your benefits with precision and expertise.

Salary packaging and FBT

Enhance your income with smart salary packaging. Our experts assess how you can benefit and craft strategies to maximise your take-home pay and benefits.

UK and Australian expat advice

Streamline your expat tax affairs. Our specialists ensure compliance and optimisation of your finances across the UK and Australian tax landscapes. From strategic planning to expat-specific deductions, we optimise your tax situation and provide peace of mind.

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Connect with us today and discover how you or your business can reach its full potential.

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Connect with our specialised team

Locations

Melissa Wickham

Manager, Business Advisory

Perth, WA

Michael Bannon

Partner, Tax Consulting

Canberra, ACT

Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

Dino Vido

Partner, Business Advisory

Canberra, ACT

Scott Henderson

Partner, Business Advisory

Melbourne, VIC

Mario Giramondo

Partner, Business Advisory

Melbourne, VIC

Jim Leventakis

Partner, Business Advisory

Melbourne, VIC

Karen Gregor

Director, Tax Consulting

Adelaide, SA