Case Study — business transition into property development


Husband and wife architects planning a business transition into property development.

Issue

Existing personal tax clients initially sought advice in relation to corporate structure for property development and needed assistance with year-end compliance.

This developed into the team managing all accounting and taxation compliance work for the property development SPVs and our clients’ architecture business.

Approach

Our team provided our client with a holistic service, incorporating personal and corporate aspects of taxation to best optimise their situation.

This multiservice approach meant we were able to provide a one-stop shop for advice to our client.

Outcome

As our client’s business became more complex, the team were able to provide an independent overview and act as a sounding board for business decisions.