The Practice
Six disciplines,
advised as one.
Every engagement begins with the family and the business — not the portfolio. From there, the structures follow.
01
SMSF Advisory
Self-managed superannuation, treated as the strategic instrument it is.
- 01SMSF establishment, deeds and trustee structuring
- 02Investment strategy aligned to lifetime objectives
- 03Limited recourse borrowing arrangements (LRBA)
- 04Contribution and pension phase strategy
- 05Compliance, audit coordination and ATO liaison
02
Asset Protection
Structures that quietly separate personal, professional and generational risk.
- 01Discretionary and testamentary trust architecture
- 02Holding company and corporate trustee design
- 03Business and professional risk segregation
- 04Pre-marital and partnership considerations
- 05Coordination with senior legal practitioners
03
Estate Planning
A considered estate plan, coordinated across every entity you hold.
- 01Wills and testamentary trust strategies
- 02Binding death benefit nominations for SMSFs
- 03Enduring powers of attorney and guardianship
- 04Cross-entity beneficiary alignment
- 05Coordination with estate counsel
04
Succession Planning
Orderly transition of capital, control and responsibility.
- 01Intergenerational wealth transfer strategy
- 02Family governance and decision frameworks
- 03Trustee succession and control transition
- 04Next-generation financial literacy
- 05Continuity planning for family enterprise
05
Wealth Structuring
Tax-effective architecture for a complete family balance sheet.
- 01Entity design across companies, trusts and SMSFs
- 02Income and capital flow optimisation
- 03Retirement and pension structuring
- 04Investment vehicle selection
- 05Strategic review of existing structures
06
Family Wealth Strategy
A single, coordinated long-term plan for the family balance sheet.
- 01Strategic wealth advisory and review
- 02Retirement and lifestyle planning
- 03Intergenerational wealth planning
- 04Business succession alignment
- 05Coordination with accountants and counsel