Tax, Accounting, Consulting & Superannuation
A safe pair of hands
Life changing events can be big or small. Whether it’s managing a business, planning for school fees, changing borders or preparing for the birth of the next generation – all of these events can transform the tax structure of the family wealth and have a long-lasting impact.
Being prepared and planning upfront gives families the comfort and freedom to proactively choose an option which balances their long-term wealth objectives with the most tax-effective outcome. This sets them up to better protect and grow 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
Tax advice & compliance
Our tax specialists collaborate with families to provide accurate, timely and practical tax advice that meets their needs, optimises tax outcomes and addresses current legislative and regulatory requirements.
We then work with families and any other Advisors (such as lawyers) to ensure the advice is appropriately implemented and executed for peace of mind.
Our compliance team also works with families to manage lodgement responsibilities. This includes year-end tax returns, quarterly and monthly business activity and instalment activity statements, along with liaising with the ATO on their behalf.
Tax Advisory
Robust tax advice which is aligned to a family’s Purpose of Wealth can preserve their capital across generations. Our tax advisory team brings specialist experience in structuring new ventures, sale of flagship assets of all classes, unbundling collective family wealth, simplifying complex groups, managing disputes and transferring wealth across generations and borders. Our best practice tax governance framework acts as the foundation to future proof a family’s tax affairs.
Together with our inhouse services for wealth, property, agriculture and estate planning, we help families understand and process tax consequences across generations.
Best practice and tailored advice
Accounting
Our comprehensive range of tailored business and personal financial accounting services help families understand, manage and control their wealth. This includes year-end financial statement preparation, regular or ad hoc management reporting, budgeting, payroll, bookkeeping and record keeping.
We also support families with their reporting requirements to banks and other financiers, along with any other stakeholders which families may need to provide financial information to.
Superannuation
Superannuation is a challenging area that has seen continuous change in recent years. Our superannuation experts help families navigate this evolving landscape and support complex requirements – from establishing Self Managed Superannuation Funds (SMSFs) through to handling compliance matters and tailoring strategies to benefit members and beneficiaries over the long-term.
Business bookkeeping
Maintaining control and visibility over business finances is critical to achieving peace of mind. We offer a bespoke one-to-one service, providing a dedicated bookkeeper who understands the business and family. Our highly experienced bookkeeping team pride themselves on the relationships they build with our families to help manage their accounts payable, accounts receivable and business management requirements and ensure their businesses run smoothly.
Personal cashflow management and reporting
When it comes to personal finances, it can be easy to take a ‘set and forget it’ attitude towards money management. At Mutual Trust, we help our families take control of their finances by managing their cashflow and tracking where their money is going.
Working together, we can devise a cash flow management solution that will provide insightful, real-time information and ensure overall strategic wealth planning. We can also support the financial management of investment properties, recording all income, expenses and capital costs to ensure seamless year end compliance.
Memberships
Mutual Trust is proud to be a Recognised Training Employer (RTE) under the Chartered Accountants Australia and New Zealand (Chartered Accountants ANZ) Employer Alliance Program.
Our Experts
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Andrew Wood
Partner, Head of Operations and Head of Tax, Accounting, Consulting & Superannuation
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Kerri Reynolds
Partner, Tax & Accounting
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George Psarrakos
Partner, Tax Advisory
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Paul Zielke
Partner, Tax & Accounting
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Adele Piperno
Partner, Tax & Accounting
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Brendan Henderson
Partner, Tax Advisory
