08/12/2021
Offering a streamlined, efficient, end-to-end service for private clients and businesses, our outsourced services help to free you from the burden of administration and allow you to focus on your goals. Maintaining a close day-to-day involvement with your organisation, its performance and key stakeholders, we provide tangible value adds and alert you to critical issues […]
07/12/2021
The Board and Partners of SW (formerly ShineWing Australia) have endorsed the appointment of Partner and current Chief Operating Officer, Mr Duane Rogers, to the newly formed role of CEO effective from 1 January 2022. Current Managing Partner, Danny Armstrong, will continue with the firm as the leader of SW’s Banking Industry Group. A chartered […]
30/11/2021
The Mental Health and Wellbeing Levy will fund a complete rebuild of the mental health program in Victoria. This will be implemented as a payroll tax surcharge and come into effect from 1 January 2022. What is the Mental Health and Wellbeing Levy? The Mental Health and Wellbeing Levy was a recommendation of the Victorian […]
29/11/2021
We have been operating a multi-family office for over 40 years. We have transitioned multiple generations of both clients and their advisers. We believe that our success has been a result of: our long term view forming a partnership with our client engaging with complimentary services and advisors to provide the best advice for the […]
29/11/2021
Compliance with and lodgment of statutory documents has never been more complex, from individual tax returns through to businesses small and large. Compliance obligations apply from a wide range of bodies at various times in the year, including: Australia Taxation Office income tax returns Fringe Benefits Tax returns Goods and Services tax returns superannuation payments […]
29/11/2021
Take your company’s secretarial, registry and investor experience to the next level with our cloud based solution. With electronic access for investors, applications and correspondence. This is in addition to assisting with all of your company’s secretarial matters, including ASIC filing and document maintenance. meeting services Registry maintenance transaction processing investor communications compliance reporting company […]
29/11/2021
Cloud accounting can transform the way you and your business works – creating smarter, more efficient processes and allowing you to focus on doing what you do best – running your business. Utilising the cloud as a platform to make data and software accessible online anytime, anywhere, from any device will give you a better […]
29/11/2021
Our specialised services are tailored to meet your specific strategic, operational, reputational, financial, regulatory and technology risk needs. Using international standards to ensure a risk-based methodology, we understand that better practices need to be practically applied and proportionate to the nature of the risk and your organisation’s risk appetite. We are highly experienced in engaging […]
29/11/2021
Proactive and informed estate and succession planning is essential to ensure your wishes, assets and legacy are managed according to your wishes. Whether you’re a family business owner, producer, manufacturer or professional, our experts will work with you and your other advisors to ensure your estate and financial affairs are structured, secure and tax effective. […]
29/11/2021
Over the past 30 years we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures and strategies for Ultra High Net Worth clients. Daniel Minihan leads our Wealth Management team with extensive experience advising his clients align […]