Our philosophy is to achieve the best possible wealth outcomes for our clients while never losing sight of each client’s unique commercial and personal objectives. We achieve this by combining a true understanding of your needs with our technical excellence, creativity and experience.
The tax and wealth management team at Norman Waterhouse has extensive tax knowledge and understanding of the laws governing estates, trusts, partnerships and companies which allows us to help our clients create enduring structures to manage and control family and business assets over succeeding generations.
Our experience advising in relation to State, Federal and International tax jurisdictions extends over a large variety of industries and diverse range of tax profiles, including high net worth individuals, small to medium enterprises and individual taxpayers with complex arrangements and asset structures.
Our team specialises in conducting and managing taxation audits and disputes (including the management of tax debt recovery), utilising both conventional methods and alternate dispute resolution.
Superannuation would be most individual’s second largest asset. However, Superannuation is governed by a complex set of rules that cover not only superannuation but also areas such as trusts, tax and corporate law, laws that are constantly changing from year to year. Our team’s extensive understanding of these areas of law means they can help you to establish, structure, protect and maximise this asset as well as ensuring ongoing compliance so that all you need to worry about is how you plan to spend your retirement.
- Asset protection
- Business succession planning
- Income tax including capital gains tax and fringe benefits tax
- International taxes
- Land developments
- Not for profits organisations and Charities
- Private rulings
- Revenue authority audits, investigations and dispute resolution
- Self-managed superannuation funds
- State taxes including stamp duty, land tax and payroll tax
- Tax efficient structuring and planning
- Taxation advice for individuals, corporations, trusts and partnerships