Case studies
Explore how we help clients work through decisions involving their business, tax and family affairs.
Restructure
Seven entities accumulated over twenty years, three advisers, and no single view of the group’s tax position. Rebuilt over eighteen months so that distributions, asset protection and the next generation’s involvement worked from one plan.
Read case studyPre-sale
Where the structure in place before the sale shaped the result more than the headline price did — and where six months was only just enough time.
Read case studyCross-border
A residency question, an offshore holding structure and an Australian family trust, each defensible on its own and not defensible together until they were looked at as one.
Read case studyA note on confidentiality
These case studies focus on the work and its outcomes. Identifying details are omitted or changed to protect client confidentiality, and client stories are published with permission.
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Tell us a little about your circumstances and what you would like to discuss. We’ll arrange an introductory conversation with Pramesh to understand your needs and explain how we may be able to help.
If you already have an accountant
You’re welcome to contact us for advice on a specific issue or to discuss moving to NGA Private. We can work alongside your existing adviser or coordinate a handover if you decide to move.
