Planning & Consulting

With Australia’s constantly changing business environment, individuals, small business owners, enterprises, and investors should insist upon their tax affairs being managed in an effective and compliant manner.

Our consulting services assist our clients in rationalising their financial affairs in order to minimise taxation, and optimise retirement funds. We also provide advice on budgeting and forecasting, operational structuring, succession planning, and estate planning.

Shorrock Partners offers tax advice for domestic clients, non-residents, as well as Australians returning from working overseas.

Services Include:

  • Budgeting and Forecasting

  • Operational Structuring

  • Succession Planning

  • Estate Planning