Wealth Management
We empower our clients to understand, grow, and manage wealth for themselves and future generations.
Self-managed superannuation funds
We advise on the establishment of self-managed superannuation funds (SMSFs), providing ongoing SMSF advice, and compliance with the Superannuation Industry (Supervision) Act 1993 (Cth).
We have particular experience advising Africans in Australia on the establishment and structuring of SMSFs, including investment strategies that align with cross-border interests and family objectives.
Structuring and tax advice
We advise individuals, families and businesses on structuring at all stages of life. This includes structures that integrate business and personal interests, and structures that extend to intergenerational succession planning.
We work closely with accountants and tax advisers to deliver structures that are commercially sound and tax-effective.
Family trusts
Establishment and ongoing advice on family trusts, including discretionary trusts, unit trusts, and hybrid structures. We advise on trustee obligations, deed variations, and intergenerational transfers of control.
Family loan agreements
Preparation of family loan agreements to formalise intra-family lending arrangements. Documented loans support asset protection, estate planning, and clarity across generations.
Family and business succession planning
Succession planning for families and privately-held businesses. This includes wills, powers of attorney, superannuation death benefit nominations, shareholder and unitholder arrangements, and buy-sell agreements to manage the transition of control and ownership.