Family Clients

This service is designed for a family group that controls substantial wealth (more than $5million). Our service offering includes:

• Trustee Advice and Support
• Preparation of Annual Financial Returns
• On-going Compliance Requirements
• SMSF Fund and Trustee Company Creation
• Trustee Minute Preparation
• Trustee Business Activity Statements (BAS) and Pay As You Go (PAYG)
• Trustee Educational Support
• Actuarial Certificates
• Annual Lodgement of Taxation Returns
• Estate Planning Advice
• Retirement Advice
• Investment Counselling
• Investment Administration
• Financial Risk Analysis
• Estate PlanningPhilanthropic Foundations
• Trusts