KBN Member

I offer a hands on approach, with a true trusted advisor service surpassing the expected general tax compliance role.  Clients benefit from my extensive public practice expertise and knowledge, with over 20 years experience.

I work closely with my clients, who include a variety of small to medium enterprises and professionals, providing an in depth knowledge of taxation advice and management, structuring and asset protection and estate planning

Taking care of many of the difficult financial tasks clients face, I provides a full service to them, focusing on the business, family group structure, and asset protection and structuring. My strength is my focus on client relationships and service. The “bigger picture” is always in the front of my mind.

Services & Specialisations

Structuring: structuring to balance the commercial, taxation, asset protection and succession needs of family owned businesses

Retirement and estate planning: superannuation strategies, financial and philosophical planning for retirement, and family estate planning including direction on construction of wills, establishment of Charitable Entities and other inter-generational wealth transfer issues.

Accounting: Annual financial statements, management financial statements, KPI development and reporting, financial modelling and cash flows, financial management

Taxation: Consulting and tax return preparation, GST, CGT and structuring, assisting with ATO negotiations and resolution of issues.

Industry Specialisation: I have experience in a wide range of industries, with particular focus on:
- Medical Professionals
- Construction and Building Related Services
- Property Development
- High Net Worth Individuals who may or may not be working