We begin by asking you to complete our Fact Finder. The Fact Finder asks you to identify your financial situation including your assets and investments, how they are owned and your financial goals.

After reviewing your Fact Finder, one of our team will meet with you to discuss your individual circumstances and highlight tax opportunities, strategies and risks which may be relevant to you.

Following your Tax Review meeting, we will prepare a written summary covering the issues discussed in your meeting, any additional work required or action points that need addressing.

In providing you with specialist tax advice, we will get to know your tax situation in detail. Armed with this knowledge, we are best placed to take responsibility of your ongoing tax obligations in Australia, if you choose to appoint us as your tax agent.