Partner
CurrentSpecialist in Privately held businessOver 20 years experience in Business advisory with the last 15 having a particular bent towards self managed superannuation and estate planning.Tax planning and structuring, including superannuation strategies.Ability to empathise with SBE clients and look after their affairs in all areas of their business.Specialties: Capital GainsSBE Capital Gains Tax reliefBusiness structuringSelf Managed Superannuation Funds - compliance and advice, including problem solvingEstate Planning and wealth preservationInvestment clients / self funded retirees