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Results for "Estate & succession planning"
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Deceased Estates
10/10/2025
Our team brings extensive expertise in managing the complex taxation and compliance responsibilities associated with Deceased Estates. We work seamlessly with Executors, Court Appointed Administrators, and their legal representatives to ensure every aspect of the estate’s tax obligations is handled with precision. This includes the preparation and lodgement of all required returns, accurate declaration of […]
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Jeremy Wicht, Partner
17/01/2022
I have more than 20 years of experience advising a broad range of clients, from family businesses to multinationals. I specialise in high-growth industries and have supported clients from their earliest stages through expansion, acquisition, and tax-effective sale. I pride myself on being available to help my clients make the right decisions at the right […]
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Estate & succession planning
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. […]
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Matthew Oakey, Partner
23/11/2021
I have more than 20 years of experience partnering with clients to achieve their business, investment, and family objectives. I work with many of Australia’s leading philanthropists. I have built a successful career providing business and tax advice to high-net-worth family groups, and I lead our Family Office team. I am passionate about philanthropy and […]
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Daren McDonald, Partner
23/11/2021
I have more than 30 years of experience providing accounting and tax solutions to clients, and I am a leading advisor to the property industry. My experience includes: I bring a well-rounded skill set to my client engagements, combining accounting and tax advice with strategic and commercial consulting. I undertake a range of roles for […]
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Daniel Minihan, Partner
23/11/2021
I am the Director, Responsible Manager, and an Authorised Representative (476433) of the Wealth Management practice, SW Wealth, as well as Head of Private Clients. For more than 20 years, I have helped clients align their financial strategies with their goals and values. I work with a broad spectrum of clients, from individuals and small […]