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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

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

Chris has 16 years’ experience in assisting private clients and large private family groups with all of their accounting and taxation requirements. He works with SMEs and Family business groups to create plans and strategies that adapt to each individual client. Chris brings a diverse background in accounting, advisory and financial services which allows him […]

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

Stephen Adrian

23/11/2021

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 […]

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 […]

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 […]

Colin Stewart

23/11/2021

Colin has over 30 years’ experience in assisting clients with all of their accounting and taxation requirements. Over the years Colin has worked on a broad range of clients assisting with strategic and structuring advice, commercial property management, family office requirements and meeting clients day to day accounting and taxation needs. His open and direct […]

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 […]