Corporate advisory
Support for mergers and acquisitions, fund structuring and private equity, bringing accounting, tax and governance experience together in one team.
What we cover
Financial due diligence, deal structuring and tax considerations for buyers and sellers.
Structures for wholesale funds and managed investment schemes, including unit trusts and trustee arrangements.
Accounting, reporting and governance support for fund managers and AFSL holders.
Support for investors and business owners raising or deploying private capital.
Capital gains tax, rollovers and small business concessions considered before the deal is signed.
An independent perspective on governance, compliance and accounting for boards and investment committees.
Is this for you
How it works
Tell us what you need. We listen, ask questions and tell you honestly whether we are a good fit.
Scope and fees confirmed in writing. Nothing starts until you sign.
We connect to your software, collect your records and set up your calendar of due dates.
Lodgements on time, regular check-ins and planning before the year ends.
Structure decisions are expensive to reverse. We compare the options side by side on tax, protection and cost, then implement the one you choose properly.
Coordinates the project and every document that needs signing.
Our tax managers bring more than 10 years' experience and Big 4 or top-10 firm backgrounds. One tests each option for tax.
Leads the recommendation and links it to your family wealth.
Micah Legal Services prepares deeds, agreements and other legal documents where needed.
We understand your goals, your current structure and what is driving the change.
We compare the options side by side on tax, asset protection, cost and flexibility.
We walk you through the options and our recommendation, and answer every question.
Deeds, agreements and resolutions are prepared and checked before you sign.
We handle the ASIC, ATO and bank steps in the right order, and confirm each one is complete.
Keep exploring
Book a first meeting with our team at our Chatswood office or online, in English or Mandarin. Or call us on 1300 913 929.
Tax and accounting services are provided by Everglow Accounting Pty Ltd and Kam & Beadman Pty Ltd, registered tax agents. Liability limited by a scheme approved under Professional Standards Legislation. This service does not include financial product advice; where a matter needs it, that advice is provided only through an appropriately licensed entity. General information only. It does not take into account your objectives, financial situation or needs.