Suite 1, 79 Canning Highway
South Perth WA 6151
Telephone: +61 8 6555 3966
Fax: +61 8 6555 3967
We have a very practical, yet technically astute, approach to my client’s objectives and legal needs by providing value-orientated, results-focused advice on all the issues facing our clients.
We specialise in succession planning, which encompasses estate planning, asset protection, business structuring, trusts, tax, and superannuation.
As lawyers, we have over 20 years legal and tax experience gained both in Germany and Australia in diverse roles including as civil law lawyers in Germany, tax accountant, tax lawyer and also academic lecturering in Australia.
We are an internationally recognised tax specialist - Chartered Tax Adviser (CTA) with a Masters in Taxation Law and as a Trust and Estate Professional (TEP). Our experience is founded on our law degrees from both Germany and Australia and has been expanded and solidified in Australia working in accounting, academia, business and law.
Our experience with assisting high net worth clients, company executives and business owners with their estate and succession planning needs, has enabled us to work at all levels within our specialities. We are also skilled at advising on and preparing trust documents, including child maintenance trusts, special disability trusts and bare trusts.
Our practice includes superannuation matters and self-managed superannuation fund strategies, including limited recourse borrowing arrangements. We also provide tax advice and assist clients with tax disputes and litigation. We have successfully represented taxpayers in ATO interviews, objections and applications for private rulings.
During our career, we have been a university lecturers in trusts and advanced taxation. We have also presented papers and seminars on tax, estate planning and asset protection both internationally and in Australia.
We are bilingual, speaking both English and German fluently.
Main areas of work are:
- Business Succession Planning
- Estate Planning
- Asset Protection
- Tax Advice
- Tax Controversy, Disputes, and Litigation