This is how we have helped some family businesses with real life examples

Family selling their business uncovers an old problem

We were helping a family sell their business.  And as part of the process we reached out to extended family members and ...

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International manufacturer setting up in Australia

A business family in the United States wanted to set up an Australian operation for their manufacturing business.  Their...

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Restructure of loans creates a great tax outcome for a regional business family

A family had a long term relationship with their bank.  And despite repeated attempts to clear their personal debts they...

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Inheriting old problems – a saving of $270k

A client came to us with a problem.  Their prior accountant had not managed their accounts and tax returns properly. The...

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GST Problem Identified Before Audit

A new client to the practice attended to the sale of a residential property development.  Sadly their previous advice wa...

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Life Emergency Planning saves a headache

A client approached us with a significant investment portfolio.  The initial engagement was a simple preparation of a ta...

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Estate with no will – $70k saving

A person had recently died without a will. Their assets really only amounted to a superannuation fund with around $320,0...

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$30,000 tax incentive missed

A client invested into a technology company that is currently serviced by a Top 10 international firm. We approached the...

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Family enjoys a land tax saving in excess of $40k a year in perpetuity

A property development family approached us with their affairs.  As part of our comprehensive investigation program we i...

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