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Securing your family's financial future - Now is the time for open conversations

27/10/2023

Open conversations about financial legacies are crucial, especially in a diverse generational landscape, to ensure a smooth wealth transfer and empower the next generation with financial management skills. In an era defined by a diverse generational landscape, the significance of preparing the financial legacy for future generations cannot be overstated. From Builders to Gen Alpha, […]

Australia Taxation video series | 澳洲稅務系列

20/09/2023

SW experts have prepared a video series to tell you some important matters you need to know about taxation and wealth management in Australia. 信永中和專家為您講解有關澳洲稅務架構及資產管理既重要事項。 Best ways to structure for your investment and business in Australia | 找尋最佳澳洲投資及商業架構 Tax Residency & Capital Gain Tax | 澳洲稅務居民資產增值稅

Agribusiness Estate Planning & Power of Attorney webinar series

05/10/2022

We are delivering a two-part Agribusiness Estate Planning & Power of Attorney webinar series. Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets, investments and farms when you pass away. Join our experts from SW and Dawes & Vary Riordan Lawyers as […]

Chris Dexter, Partner

17/01/2022

I have 16 years’ experience assisting private clients and large private family groups with their accounting and taxation requirements. I work with small and medium-sized enterprises and family business groups to develop plans and strategies tailored to each client’s circumstances. My diverse background in accounting, advisory, and financial services enables me to provide holistic, family-wide […]

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 […]

Stephen Adrian

23/11/2021

I have more than 30 years of experience advising clients on finance, succession planning, capital gains tax, duty, and business structures. My clients operate across a range of sectors, including professional services, funds management, manufacturing, not-for-profit, property, shipping, and transport. I have extensive knowledge of taxation practices relating to trusts and private groups, including expertise […]

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 […]

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 […]

Colin Stewart

23/11/2021

I have more than 30 years’ experience assisting clients with their accounting and taxation requirements. Throughout my career, I have worked with a broad range of clients, providing strategic and structuring advice, commercial property management, family office services, and support with day-to-day accounting and taxation needs. My open and direct working style, combined with my […]

Estate Planning

09/08/2021

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 […]