Independent and professional.
Our Services

We operate as your in-house resource dealing with your tax adviser on large tax projects. We act to ensure that all assumptions proposed by your adviser are reasonable and we ensure that the advice covers the areas of appropriate risk in your project. We can also sit as directors on SPV companies that are set up to manage project risk where a strong knowledge of the documentation in the project is important.

Our Expertise
International Tax

We deal with internal tax teams and companies which seek to invest outside Australia and feel they are not experienced enough to select the best adviser. We help you understand the issues and then select the adviser that is best suited to your needs.

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High Net Worth

We act directly with family groups and family advisers to ensure that the best adviser is selected to deal with the matter requiring advice. Not all firms are the same and not all persons within firms are the same.

We help you navigate the difference between correct technical advice which will involve litigation and the alternatives which may involve a lower risk of litigation.

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Infrastructure and Real Estate

Often advisers have caveats and assumptions which reduce their risk but increase your risk. Our job is to ensure that the risk burden falls upon the adviser and not the client.

We act for equity and debt investors in infrastructure and real estate projects where those investors require tax advice on either their risk or the project’s risk. We can deal with issues ranging from who is best to advise you on a project, what issues require advice, reviewing documentation and reviewing the advice you receive.

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Our role is to work with your advisers and ensure that you understand both the benefits and risks of any strategy.