i.
A private return
One person's affairs: property, shares, trust distributions and capital gains.
From $1,450A year, including GST
DetailsYour affairs,kept in goodorder.
Tax, structures and family wealth for a small number of private clients, kept in one quiet set of hands.
ScrollTaking a few new families for 2027 (placeholder)
The practice
Four thingswe look after.
One partner knows your whole family's affairs, not one return at a time.
- i.
Personal tax
Returns for you, your partner and adult children: property, shares, foreign income and capital gains.
Every year, lodged through our agent program - ii.
Trusts and companies
Financial statements, returns, distribution minutes and Division 7A, kept in step across the group.
Resolutions settled before 30 June - iii.
Self-managed super
Accounts, the annual return and the independent audit arranged, with pensions and contributions in order.
One fixed fee, audit arranged - iv.
Wealth and succession
Structure reviews, the sale of a business, and passing wealth to the next generation, with your lawyer.
By engagement, with your adviser
The firm's one rule
Discretion,as standard.
The family group
Everything you own,on one page.
Most families we act for hold their wealth across five or six entities. We keep them in one file and review them together.
- One file
- Every entity, return and due date for the family, in one place.
- One review
- Each May, before 30 June, we look at the whole group together.
- One fee
- A fixed annual fee for the group, agreed in writing.
Approach
Four steps,unhurried.
A partner leads your file from the first meeting onward. Nothing is passed down a line.
Listen
A first meeting, in confidence, about your family and what you own.
An hour, no chargeMap
The group on one page: entities, due dates and anything at risk.
Two weeksEngage
One fixed annual fee and the scope of work, in writing.
Signed before we beginKeep
Returns lodged, minutes signed, and a review every May.
Year after year
A client's words and our registrations
Three generations, eleven entities, one person who knows all of it. We stopped worrying about June.
Registrations · placeholders
- Registered Tax Agent No. [placeholder]Tax Practitioners Board
- Chartered Accountants ANZMember firm [placeholder]
- SMSF AssociationSpecialist adviser [placeholder]
- Professional Standards SchemeLiability limited [placeholder]
Fees
Fees, inwriting.
A fixed annual fee for the year, paid monthly. Agreed before the work begins.
ii.
The family group
Two individuals, a trust, a company and an SMSF, with a review each May.
From $10,300A year, paid monthly
Indicate yoursiii.
Family office
Everything above, plus bill payments, reporting and a partner on call.
From $2,600A month, by retainer
DetailsSample fees for this template, indicative only. Replace them with the firm's own.
Questions
Beforeyou ask.
Do you take on new clients?
A few each year, usually by introduction. A first conversation costs nothing and commits you to nothing.
Can you work with our financial adviser and lawyer?
Yes, and we prefer to. We handle tax, structures and compliance; your adviser handles investments and insurance; your lawyer drafts the deeds and wills. We meet together once a year.
Do you give financial product advice?
No. We advise on tax and structures. Where a decision involves a financial product, we work alongside your licensed adviser, or introduce one.
How are fees set?
Once a year, in writing, as a fixed annual fee paid monthly. If your affairs change, we agree any change before the work.
Is our information kept private?
Documents are exchanged only through the client portal, access is limited to the people on your file, and we never discuss clients by name.