SINGLE MATTER /ONE-OFF ENGAGEMENT

We regularly take work on a one-off basis, allowing you to maintain the long-standing relationship you have with your current accountant. These existing relationships based on loyalty and trust we have no intention of disrupting. We are comfortable to work with your current accountant, lawyer, and advisers in using our expertise to help you with a special task - that is outside the current services being offered by your existing relationships. 

We are happy to provide this as a single on-off engagement for the special task as required. We often provide these services in conjunction with tax lawyers that we have long-term partnerships with. Examples of these one-off engagements include:

  • Asset protection review and restructure or tweak
  • Business process review and re-engineering
  • Business due diligence
  • Major transaction structure and design (eg business merge, divestment, property subdivision etc)
  • Tax specialist advice and tax minimisation review
  • Corporate and tax restructure for asset protection, tax efficiency, estate planning, etc
  • Structuring employment engagements with a key individual (C-suite and other senior roles). This can cover key roles and responsibilities, deliverables, KPIs and performance measurement along with several other considerations to ensure your hire is a long-term success. 
  • Small to large property development tax and structure advice
  • Designing employee share schemes and shadow equity arrangements with current and future employees to ensure congruence with the goals of the key stakeholders
  • Planning for business sale – strategic advice to business vendors 
  • Debt restructure to ensure tax efficiency across all group lending
  • Managing small to major ATO tax audits strategically on your behalf including voluntary disclosure submission, negotiation with tax office regarding tax result and long-term payment arrangements. We usually conduct these engagements with the support/co-operation of your current accountant.
Liability limited by a scheme approved under Professional Standards legislation.