Tax advisory for personal and family groups
SMA Business Advisory provides tax and structuring advisory for private clients and family groups across Kellyville and greater Sydney, looking at how your personal position, family entities and long-term goals fit together.
Advice on your overall position, not a single return
This service is for individuals and family groups who want strategic advice on their overall position, rather than a single return prepared in isolation. It’s deliberately separate from standard personal tax return preparation, which is handled under our Personal & HNW Tax service.
Many family groups operate through a mix of individuals, trusts and companies. This service looks at how those entities work together, so decisions in one part of the group are made with the full picture in mind.
Your family group's position,
advised on as a whole
We look at your family group’s overall tax and structuring position and advise across it as a whole.
- Family group tax strategy
- Coordinated advice across entities
- Intergenerational planning input
- Coordination with your other advisers
Advice that looks at the full picture
Manraj brings more than 15 years’ experience across Big Four, mid-tier and boutique firms advising private clients and family groups. This service is for family groups who want genuine advice across the full picture, not a return prepared once a year with no view of how the rest of the group’s affairs fit together.
We’re typically engaged by the family group as a whole where appropriate, so advice reflects everyone’s position rather than being given piecemeal to one member at a time. This suits families operating through a mix of entities, and equally suits private individuals or families managing investments and personal assets without necessarily running a business.
- Direct access to a CPA-qualified, registered tax agent for the whole family group
- Advice that looks at entities together, not one return at a time
- Genuine strategic input, not just annual compliance
- Coordination with your solicitor or financial adviser where relevant
Frequently asked questions
Answers to the questions we hear most often. If you can’t find what you’re looking for, get in touch and we’ll be happy to help.
Is this the same as having my personal tax return prepared?
No. Personal tax return preparation is handled under our Personal & HNW Tax service. This service is broader advisory work looking at your family group’s overall tax and structuring position.
What counts as a family group for this service?
Typically a household or extended family operating through a mix of individuals, trusts and companies, with shared financial or business interests.
Do I need a business to use this service?
No. Some clients using this service are private individuals or families managing investments and personal assets, without necessarily running a business.
How does this relate to trust and estate planning?
Trust and estate matters have their own dedicated service. This service covers the broader ongoing tax and structuring advisory for the family group, and the two often work together.
Can you advise the whole family, or only one person?
We’re engaged by the family group as a whole where appropriate, so advice reflects everyone’s position rather than being given piecemeal to one member at a time.
How often would we be in touch?
This depends on your circumstances, but typically at key decision points through the year and at least annually as part of an overall review.
News, guides and practical advice
Considered guidance on the issues that matter most to business owners and family groups.
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Read articleRequest a consultation
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