Wealth management

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. Holding our own Australian Financial Services Licence (AFSL), we have access to all products […]

Stephen Adrian

Consulting Director, Business & Private Client Advisory
Stephen has over 30 years’ experience in advising clients on finance, succession planning, capital gains tax, duty and business structures. His clients range from across the professional services, funds management, manufacturing, not-for-profit, property, shipping and transport sectors. He additionally: Has a thorough knowledge of taxation practice relating to trusts and private groups, including expertise on […]

Sam Morris, Partner

Director, Tax
Sam Morris is the Head of our Tax division and brings over 20 years’ experience to leading the team. She prides herself on building strong relationships and collaborating closely with clients to add tangible value to their business. She provides strategic advice to help large businesses, private businesses, high net wealth individuals and family groups […]

Professional services

The professional services sector has experienced dramatic changes to its competitive landscape in recent times. Through increased merger activity with international players this increasingly competitive environment has made it more challenging than ever for professional services firms to achieve growth and realise financial success. Innovative business structures, a clear vision about the future and plans […]

Investor Visa update & ASIC advice for SIV applicants

SW summarises the key changes to investor visas and notes important advice from ASIC regarding who is legally allowed to provide financial investment advice in Australia. Recognising that the growth of the Business Innovation and Investment Program (BIIP) is continuing to support Australia’s post-COVID-19 recovery through the investments and other economic contributions of visa applicants, […]

Estate Planning

Do you have assets controlled by you, but not in held in your name? You should consider estate planning, as you need more than a Will to ensure any transfer upon your death is managed in a tax effective way. Over your lifetime you will likely build up a range of assets and wealth. Upon […]