Tax & Finance

Tax & Finance

We propose tax consulting, advice, and compliance regulating. We answer general tax advice and tax return questions, according to the target country’s statutes.

We answer specific tax questions and advice requirements for multinational companies, corporations, employers, trusts, and employees without delay.

Some of the issues we deal with include:

  • expatriate tax
  • tax on property
  • contract workers employees’ tax
  • advanced tax rulings
  • capital gains tax
  • estate tax planning
  • complex offshore structural planning
  • anti-avoidance provisions
  • share incentive planning
  • employee compensation methodology and planning
  • employee and personal tax planning and compliance services

Financial Emigration

We specialize in assisting individuals who wish to leave their country permanently or have moved abroad and are living outside of their own country on a permanent basis. We streamline and simplify this complex and often time-consuming process. When relocating, should you have any financial assets (including retirement policies) you must complete your financial emigration process after which you may move your assets abroad. We will ensure this entire process goes smoothly.

Tax Ruling

We assist corporate taxpayers in obtaining certainty on how a proposed transaction will be taxed. This is achieved through the advanced tax ruling system. We will also provide valuable insight that may make the difference between a favorable or unfavorable ruling.

Tax Dispute Resolution

We provide corporate taxpayers with the technical tax assistance they need during a dispute with local authorities. We check local authorities’ assessments for accuracy, draft grounds for objection, request reasons, review grounds for objection, review objection/appeal outcome notices, represent you at specific hearings, assist you in settlement negotiations, and assist with technical tax expertise during authorities’ audits.

Remuneration Structuring

We specialize in the remuneration and benefit profession and care about education and training. Whether you are looking for assistance with international or executive remuneration, international or local benefit structures, or market leading assistance on more traditional aspects of employee remuneration and benefits, or just want to be added to our updates on the latest industry developments, we look forward to hearing from you.

Expatriate Services

We offer you peace of mind that all of your organization’s local and international expatriates will be optimally planned for and fully tax compliant on both home and host country levels. Save time and precious resources by letting us handle your expatriate’s annual tax returns and personal planning. We offer specialized experience in expatriate policy design and will help you strike a balance between business and expatriate needs.

Finance

We help busy and successful people achieve their financial potential

Whether you are a successful executive, professional, business owner, or primary producer, we understand that you have unique financial needs.

As partners in your success, our job is to help grow, manage, and protect your wealth as if it were our own. We offer a highly-personalized financial experience founded on trust.

Our consultants focus on understanding the complete profile of your professional and lifestyle goals before showing you how to reach them.

Overview

We offer a wide range of financial planning and wealth management services from investments and superannuation to insurance and budgeting advice.

We offer advice on wealth creation and gearing strategies, direct shares, personal and corporate investments, and business and individual risk insurance.

Regardless of your individual financial needs, we follow a sound, fundamental process to determine how to achieve those ends:

We thoroughly map out your current financial situation

We clearly identify and list your short, medium, and long-term goals

We detail specific actions required to meet those goals

We implement a structured management plan to ensure it all happens as promised

We deliver a well-documented financial plan that sets out a clear path for the future

We continually monitor and adjust the plan in line with your changing life conditions