Private & entrepreneurial clients

The tax issues for private clients (individuals) and entrepreneurial clients (small and medium enterprises) can be just as complicated as that of a large corporation. In fact, given the existance of the large number of rules in relation to small business concessions, superannuation, family trusts and private companies, the tax rules will in most cases be much more of an impost.

Our private and entrepreneurial clients experts specialise in providing advice to individuals and private company groups. Our clients range from high net worth individuals, the owner-managers of a growing businesses, business entrepreneurs, or a company director of a private or public company.

How can we help you?

• Wealth creation strategies
• Owner-managed businesses
• Business sales and restructures
• Private clients
• Not-for-profit enterprises

Service details

A detailed description of our private and entrepreneurial clients services is provided below.

Wealth creation strategies
Many high net wealth individuals are looking for tax effective investment strategies. With the changes to the superannuation rules, investments in superannuations funds are becoming more and more attractive. Our private and entrepreneurial clients experts specialise in assisting clients to set up and manage their wealth creation structures, whether it be a trust, a company or a superannuation fund.

Owner-managed businesses
Our private and entrepreneurial clients experts advise on tax implications for owner-managed businesses, whether it be for the owner or the business entity. We advise on the choice of entity and, depending on the type of entity chosen, they assist the owner and the business to walk through the maze of rules relating to private company dividends, trust distributions and partnerships.

Business sales and restructures
The Holy Grail for many small and medium sized is to sell their business to a large corporation for a significant profit, enabling the owners of the business to either step into a role in a large corporation or to walk away with large sum of cash. In support of this goal, the tax legislation includes a significant number of small business concessions. Our private and entrepreneurial clients experts provide advice to businesses on the availability of such concessions, as well as general tax structuring advice in relation to their business operations. For purchases and mergers, we assist the purchaser with any due diligence and post-transaction reviews.

Private clients
Our private and entrepreneurial clients experts assist a number of private clients with their personal tax issues and advise in relation to their family and investment structures. Our clients include professionals, entertainers and company directors.

Not-for-profit enterprises
We are experienced in assisting not-for-profit enterprises, including small credit unions, charities and government bodies, with their tax compliance obligations. As most have minimal income tax issues, their tax advice covers the whole range of taxes, including employment taxes and GST.