Succession and estates

Plan, structure, and protect your legacy with clarity and care. Our goal is to simplify decisions, minimise risk, reduce potential tax burdens, and ensure your assets pass smoothly to the people and causes that matter most

Special Solutions

For clients with more complex financial needs — such as expats, business owners, or high-net-worth investors — we provide tailored strategies that take into account tax, structure, and compliance across multiple jurisdictions.

This includes support for:

Significant Investor Visas (SIV)

We coordinate compliant investment options, manage reporting requirements, and work alongside your migration agent to ensure your portfolio meets Australia’s mandated investment rules.

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Cross-border wealth planning

We help you navigate tax implications, residency rules, superannuation, overseas pensions, currency considerations, and investment structuring in Australia and in collaboration with your international appointed advisor.

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Succession and estates

Plan, structure, and protect your legacy with clarity and care. Our goal is to simplify decisions, minimise risk, reduce potential tax burdens, and ensure your assets pass smoothly to the people and causes that matter most.

Find out more

We tailor every plan to your life, your goals, and your pace because financial success looks different for everyone.

Talk to an Adviser