Access a network of trusted partners

We connect you with one of our recommended accountant firms when you need advice on tax returns, SMSF compliance including set-up or closing, and additional structuring or entity requirements. We may also collaborate with your accountant on tax planning strategies and ensuring your strategies are captured effectively in your tax documents.

We also work closely with our partner My Wealth Private for accounting and business advisory. My Wealth Private provides services such as Virtual CFO, wealth and business structuring, SMSF administration, family trust and complex family wealth situations.

We have partnerships with family lawyers that we can refer you to when required. These legal professionals have experience in areas such as international family law, property settlement, de facto property settlement, divorce settlements (including child support and spousal maintenance), and surrogacy advice.

When the time requires it, we can also introduce you to legal professionals with expertise across estate administration and litigation, family and relationship law, workplace relations, conveyancing and more.

Our estate planning partners specialise in guiding you through the administrative and legal aspects of setting up wills, power of attorney documents and testamentary trusts. They assist in ensuring that your wishes will be fulfilled through the correct legal documentation, and are a close support to your adviser in estate planning matters.

We work closely with experienced and local buyers agents in Sydney and Brisbane to assist clients in purchasing a high-quality property that fits their requirements. Our buyers agents will work with you whether you are buying a first home or an investment property, factoring in your budget, the type of property desired, and what you need from the property long-term. They have access to research databases and local real-estate networks, and we have found that working with our local buyer’s agents ensures a quicker and less stressful purchase process and greater value long-term. ‍
We also work with property partners who can advise on the purchase of commercial property and developments.

With both in-house mortgage brokers, as well as external partners, we help reduce the time and effort required to get the answers you need for your property purchase or other lending needs. If you have an existing relationship with a mortgage broker, your financial adviser is also happy to engage with them.
Our mortgage brokers will assist you to understand your borrowing capacity, compare a wide variety of lenders to find the right product for you, and work hard to get your loan across the line with minimal effort from you. They can also provide referrals to recommended conveyancing services, and they work closely with your financial adviser to align on strategies such as debt recycling, interest only loans, and loan features such as redraw and offset accounts.

Our in-house business advisory team is your ally in business growth and financial decisions. With experts with many years of combined experience in high-level accounting and business financial guidance, they specialise in wealth extraction for family businesses, virtual CFO services, business planning and structuring, tax efficiency, and risk management.

As well as business advisory, our accounting team provides private advisory for wealthy families. These services include family trust planning, tax structuring, separation and divorce restructuring, and project management for complex needs. They are also experienced in SMSF (Self-managed superannuation fund) accounting and administration services.