Noelle is an Australian Chartered Accountant and US Enrolled Agent with over 11 years of experience working with high net worth individuals and senior executives to manage and advise on their Australian and US tax affairs. She has worked in both Australia and the US, assisting family groups and internationally mobile employees who are relocating […]
Terry has over 15 years’ experience as a Global Mobility professional and trusted cross-border tax advisor, supporting the movement of people between Australia, the US and around the world. He has a strong reputation for providing cross-border advice to high-net-worth individuals, with his expertise extending to voluntary disclosure and expatriation advice for US citizens, as […]
Daniel provides personal and international tax advice to high net wealth families and individuals including mobile executives and international families. His understanding of the available tax structures enhances personal wealth, protects assets and facilitates family succession including advice around different types of trusts, super funds, and corporate vehicles. Recognising that foreign tax can be viewed […]
Alison works with her clients to protect and enhance their personal wealth. She assists high net worth individuals, CEOs, private equity executives, fund managers and private business owners, many of whom have international portfolios or assets. Her pragmatic advice helps individuals secure tax effectiveness while attaining their long-term personal aspirations; critically considering the appropriateness of […]
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