Who We Are and What We Stand For
We are a business that understands Estate Planning and Business Succession. It is our objective to provide all who come into contact with our business with a great experience.
Our commitment to you is to provide exceptional customer service and develop a long-term relationship based on trust.
We genuinely care about the service we provide you and we recognise we are privileged to have the opportunity.
We are identified by our values of:
- Safe Hands;
- Excellence; and
- Constant Improvement.
New Management since 1 July 2016
Managing Director, Thomas Henn
Chartered Tax Adviser, TEP, MTax, LLB (UWA), MESC, LLB (Munich), GAICD
I 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 my clients.
I specialise in succession planning, which encompasses estate planning, asset protection, business structuring, trusts, tax, and superannuation.
As a lawyer, I have over 20 years legal and tax experience gained both in Germany and Australia in diverse roles including as a civil law lawyer in Germany, a tax accountant, a tax lawyer and also an academic lecturer in Australia.
I am an internationally recognised tax specialist - Chartered Tax Adviser (CTA) with a Masters in Taxation Law and as a Trust and Estate Professional (TEP). My experience is founded on my law degrees from both Germany and Australia and has been expanded and solidified in Australia working in accounting, academia, business and law.
My experience with assisting high net worth clients, company executives and business owners with their estate and succession planning needs, has enabled me to work at all levels within my specialities. I am also skilled at advising on and preparing trust documents, including child maintenance trusts, special disability trusts and bare trusts.
My practice includes superannuation matters and self-managed superannuation fund strategies, including limited recourse borrowing arrangements. I also provide tax advice and assist clients with tax disputes and litigation. I have successfully represented taxpayers in ATO interviews, objections and applications for private rulings.
During my career, I have been a university lecturer in trusts and advanced taxation. I have also presented papers and seminars on tax, estate planning and asset protection both internationally and in Australia.
As a former lawyer in Germany, I am bilingual, speaking both English and German fluently.
My main areas of work are:
Business Succession Planning
Tax Controversy, Disputes, and Litigation