Search
Results for "Estate & succession planning"
Display 1-6 of 6
-
-
Iggy Moro, Partner
30/06/2022
Iggy has 30 years’ experience in business advisory and public practice, helping many clients achieve their business, financial and personal goals. Along with his team, he likes to be personally involved in the business and investment journey of his clients. Iggy’s experience includes: Self-Managed Superannuation Funds (SMSFs) financial services (general advice) general income tax CGT […]
-
-
Jeremy Wicht, Partner
17/01/2022
Jeremy has over 20 years’ experience across a broad range of clients from family businesses to multi-nationals. He specialises in high growth industries and has assisted clients from the very beginning through expansion to acquisition and tax effective sale. Jeremy prides himself on being available to his clients to assist them to make the right […]
-
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. […]
-
-
Matthew Oakey, Partner
23/11/2021
With over 20 years’ experience, Matt works with clients in partnership to meet their business, investment and family objectives. Matthew works with many of Australia’s largest philanthropic individuals. Matthew has built a successful career in providing business and tax advice to high net wealth family group and leads our Family Office team. Matthew is passionate […]
-
-
Daren McDonald, Partner
23/11/2021
Daren has over 30 years’ of experience providing accounting and tax solutions to his clients and is a leading advisor to the property industry. Daren’s experience includes: Providing advice to family owned and operated businesses Acting as executive director for companies, trustees and deceased estates Advising property developers on significant joint ventures Delivering tailored advice […]
-
-
Daniel Minihan, Partner
23/11/2021
Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years. He works with a broad spectrum of clients from small individuals to large […]