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Results for "Private Enterprise & Wealth Investors"
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ATO updates on Next 5,000 Program for private groups
25/10/2023
The ATO has released areas of focus for privately owned and wealthy taxpayers in the Next 5,000 program. Certain taxpayers will face more comprehensive reviews depending on their risk profile. The key findings found in the Next 5,000 population were that most had informally documented tax governance-like processes and controls in place. The ATO is […]
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Wealth management
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 to […]
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Steven Edmonds, Partner
23/11/2021
I have more than 21 years of experience working with Australian and Chinese businesses, providing accounting, tax, and advisory services, including income and indirect tax advice. I invest time upfront to understand my clients’ business objectives. This enables me to deliver practical, commercially focused accounting and tax outcomes that align with each organisation’s strategy. In […]