At AGEIS, we specialise in delivering comprehensive accounting, tax, legal advisory, and family office services, catering to a diverse clientele across various industries. Our core philosophy is to offer an exceptional service combining multiple professional disciplines, meticulously tailored to meet your distinct needs. As your trusted advisors, we establish enduring partnerships with both you and your future generations.
Central to the success of both our clients and AGEIS is our unwavering focus on personal relationships. We dedicate time and effort to thoroughly understand our clients' unique philosophies, goals, and needs, enabling us to develop customised solutions for our clients. Our renowned premium service is built on the pillars of trust, integrity, and deep expertise. By prioritising your objectives and measuring our success against the achievement of your goals, we enable you to concentrate on what truly matters to you.
We specialise in:
- Domestic and international tax advice for high wealth individuals and their operating business and investments;
- Mergers and acquisitions and business restructures;
- Australian domestic trust structures;
- Early stage investments, start-up businesses and mature businesses;
- Employee share plans;
- International inbound and outbound investments, including dealing with a number of foreign jurisdictions including USA, Asia, Europe and Africa;
- Assisting with tax compliance and tax obligations, including ATO voluntary disclosures;
- Obtaining tax rulings and comfort from the ATO in respect of tax matters;
- Tax litigation and disputes, including the management of ATO audits and review;
- Advice in respect of immigration to Australia and the tax considerations;
- Transfer pricing advice;
- Formation of Charities and obtaining tax deductible registrations and exemptions; and
- Legal estate planning services and succession planning.
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