Expertise

Six areas of expertise. A complete view of your affairs.

Business, tax and family decisions rarely sit in isolation. We consider how they affect one another, bringing together the expertise your circumstances require.

Two colleagues in conversation as they walk through an open-plan office

The six areas

What we advise on.

Each area has its own page with the detail. Most engagements draw on two or three of them.

Tax strategy and structuring

Tax planning, business structures and advice on the tax implications of change.

Explore tax strategy and structuring

Typical work

  • Structure reviews and entity selection
  • Division 7A and company-trust arrangements
  • Capital gains tax, including small business concessions
  • Restructures and rollovers ahead of a change

Business and transaction advisory

Due diligence, valuations and practical advice when buying, growing or selling a business.

Explore business and transaction advisory

Typical work

  • Pre-sale preparation and vendor due diligence
  • Buy-side due diligence and deal structuring
  • Business valuations
  • Shareholder arrangements, funding and growth

Family groups and trusts

Coordinated advice on trusts, distributions and reporting across your family group.

Explore family groups and trusts

Typical work

  • Trust distribution planning and resolutions
  • Trust deed reviews and variations
  • Group-wide compliance and reporting
  • Bringing the next generation into the group

Asset protection

Reviewing ownership structures and business risks to help safeguard personal and family assets.

Explore asset protection

Typical work

  • Separating trading risk from family assets
  • Ownership reviews before a new venture
  • Guarantees, related-party loans and security
  • Documentation with your lawyer

Family office services

Consolidated reporting, cash flow oversight, bill payments and coordination with your other advisers.

Explore family office services

Typical work

  • Consolidated reporting across entities
  • Cash flow oversight and bill payments
  • Coordination with your other advisers
  • Record-keeping and document management

International and cross-border

Advice on tax residency, overseas interests and businesses operating across borders.

Explore international and cross-border

Typical work

  • Tax residency when moving to or from Australia
  • Overseas companies, trusts and investments
  • Australian operations of foreign groups
  • Coordination with advisers overseas
The principal in conversation with a client beside a window over the city

How the areas connect

Advice that connects the whole picture.

Pramesh leads each engagement, drawing together the relevant areas of advice and working with your other advisers where needed.

  • One principal on every engagement
  • Advice in one area checked against the others
  • Coordinated with your lawyer and financial adviser
How we work

Who we help

Expertise shaped around your circumstances.

Some industries bring their own structures, timing and tax questions. These are the ones we work in most often.

A multi-storey building under construction against the city skyline

Property development and construction

Project structures, GST and the timing of profits across multi-year developments.

Explore
A film crew operating cameras on set

Entertainment

Irregular income, overseas work and the structures around creative careers and production companies.

Explore
Three generations of a family on a verandah at home

Private clients and family offices

Coordinated advice for individuals and families whose wealth is spread across entities.

Explore

Case studies

How this looks in practice.

Every private-client situation is different. These examples show how the areas come together in a single engagement.

All case studies

Restructure

Bringing a family group’s structures together

Rebuilt over eighteen months so that distributions, asset protection and the next generation’s involvement worked from one plan.

Tax strategy · Family groups

Read case study

Pre-sale

Preparing a business for sale

Where the structure in place before the sale shaped the result more than the headline price did.

Transactions · Tax strategy

Read case study

Cross-border

Coordinating Australian and overseas interests

A residency question, an offshore holding structure and a family trust, each defensible alone, resolved as one.

International · Family groups

Read case study

Start a conversation

Start with a confidential conversation.

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.