Tax, Accounting, Consulting & Superannuation

A safe pair of hands

Life-changing events come in all shapes and sizes. Whether it involves running a business, planning for school fees, relocating across borders or preparing for the arrival of the next generation – each of these milestones can reshape the tax structure of family wealth and carry lasting consequences.

Being proactive and planning ahead gives families the confidence and freedom to select an approach that balances their long-term wealth objectives with the most tax-effective outcome. This positions them to better protect and build the family's wealth across multiple generations.

“We understand the complexity of ultra-wealthy and high-net-worth families, individuals and foundations. With multiple tax structures, diverse investments and unique dynamics, the tax costs and risks of financial and personal decisions can be unexpected.”

Kerri Reynolds – Partner, Tax & Accounting

At Sage Stone, our tax specialists recognise the importance of understanding the families we serve and the significant events and decisions that shape their lives. This is a fundamental component of tax planning and the reason we begin by gaining clarity on what matters most to a family and the purpose of their wealth.

We then apply proven methodologies refined over generations to deliver strategic tax, accounting and superannuation solutions tailored to life-changing events while fulfilling the family's ongoing compliance obligations.

Tax advice & compliance

Our tax specialists work alongside families to deliver accurate, timely and practical tax counsel that addresses their needs, optimises tax outcomes and meets current legislative and regulatory requirements.

We then collaborate with families and their other Advisors (such as lawyers) to ensure the counsel is properly implemented and executed, providing peace of mind.

Our compliance team also partners with families to manage lodgement responsibilities. This includes year-end tax returns, quarterly and monthly business activity and instalment activity statements, together with liaising with the ATO on their behalf.

Tax Advisory

Sound tax advice aligned with a family's Purpose of Wealth can preserve their capital across generations. Our tax advisory team brings specialist experience in structuring new ventures, disposing of flagship assets across all classes, unbundling collective family wealth, streamlining complex groups, managing disputes and transferring wealth across generations and borders. Our best practice tax governance framework serves as the foundation for future-proofing a family's tax affairs.

Together with our in-house services for wealth, property, agriculture and estate planning, we help families understand and navigate tax consequences across generations.

Best practice and tailored advice

Accounting

Our comprehensive suite of tailored business and personal financial accounting services enables families to understand, manage and control their wealth. This encompasses year-end financial statement preparation, regular or ad hoc management reporting, budgeting, payroll, bookkeeping and record keeping.

We also assist families with their reporting requirements to banks and other financiers, along with any additional stakeholders to whom families may need to provide financial information.

Superannuation

Superannuation is a demanding area that has undergone continuous change in recent years. Our superannuation experts guide families through this evolving landscape and address complex requirements – from establishing Self Managed Superannuation Funds (SMSFs) through to handling compliance matters and crafting strategies to benefit members and beneficiaries over the long term.

Business bookkeeping

Maintaining control and visibility over business finances is fundamental to achieving peace of mind. We provide a bespoke one-to-one service, assigning a dedicated bookkeeper who understands the business and the family. Our highly experienced bookkeeping team takes pride in the relationships they build with our families to help manage their accounts payable, accounts receivable and business management requirements and ensure their businesses operate smoothly.

Personal cashflow management and reporting

When it comes to personal finances, it can be tempting to adopt a passive approach to money management. At Sage Stone, we help our families take command of their finances by managing their cashflow and providing visibility over where their money is directed.

Working collaboratively, we can design a cash flow management solution that delivers insightful, real-time information and supports overall strategic wealth planning. We can also handle the financial management of investment properties, recording all income, expenses and capital costs to ensure a seamless year-end compliance process.

Memberships

Sage Stone is proud to be a Recognised Training Employer (RTE) under the Chartered Accountants Australia and New Zealand (Chartered Accountants ANZ) Employer Alliance Program.