Initial conversation
An outline of the matter and the circumstances behind it. This conversation establishes whether we are suited to the matter and what an engagement would involve.
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Make an enquiry.
For enquiries regarding taxation, structuring, business advisory, property or family wealth matters, please contact us using the details below.
Initial conversation, considered response, clear engagement.
Considered response
Our view on the matter, the proposed approach and the scope of work. Where a matter falls outside our practice, an alternative is suggested.
Engagement
Scope, personnel and fees confirmed in writing before work commences. Engagements are ongoing, with matters raised as they arise rather than at year-end.
Frequently asked questions.
Do you work with clients outside Queensland?
Yes. We advise business owners, family groups and private clients throughout Australia.
Do you undertake compliance and reporting work?
Yes. We meet compliance and reporting obligations precisely, with technical rigour and on time. Many of our advisory relationships begin with a compliance engagement.
Who will I be dealing with?
Every engagement receives senior attention from the outset. The adviser who understands your affairs is the adviser you deal with.
Are you accepting new clients?
Yes. We invite you to outline your circumstances so we can consider whether we are well placed to assist.
What information is required for an initial conversation?
An outline of your business or family group, the matter under consideration and the decision to be made. We request supporting documents once the scope is established.
