Private client accounting & family office support
Clarity for your wealth.
Confidence for generations.
Considered accounting, tax and advisory support for private clients, business owners and families with complex financial affairs.
Introduction
A clearer view of the bigger picture.
Your personal finances, business interests and family structures are connected. Your advice should be too.
At Assura Partners, we bring accounting, tax and financial reporting into a coordinated conversation — helping you understand your position, address complexity and plan your next steps.
About Assura PartnersOur expertise
Expertise shaped around your circumstances.
Private Client Tax Advisory
Proactive tax advice and compliance across personal income, investments, trusts and family companies.
Read more 02Family Office Support
Coordinated reporting, financial administration and oversight of accounting and tax obligations across your family group.
Read moreStructuring & Succession
Tax and accounting perspectives on ownership structures, business transitions and intergenerational planning, working alongside your legal advisers.
Business Owner Advisory
Accounting, management reporting and commercial insight that connect business decisions with personal and family priorities.
Australian & Cross-Border Tax
Support with Australian tax residency, overseas income and cross-border reporting, with overseas advisers involved where needed.
Superannuation & SMSF Compliance
Accounting, tax and administration support for self-managed superannuation funds, with investment and financial-product advice left to appropriately authorised advisers.
Family office support
One coordinated view of your family's affairs.
As financial affairs become more complex, having the right information — and the right people working together — becomes increasingly important.
Our family office support brings structure to accounting, reporting and financial administration, while working alongside your existing professional advisers.
At the centre
Your family
Family-group reporting
A consolidated view across entities, prepared consistently and on an agreed rhythm.
Entity & compliance coordination
Obligations across companies, trusts and funds tracked in one place.
Cash-flow visibility & administration
Practical administration and clear visibility of movements across the group.
Collaboration with advisers
Working alongside your legal and investment advisers, not in place of them.
Who we work with
For the people behind the wealth.
Business owners & entrepreneurs
Connecting business performance, ownership decisions and family priorities.
Private clients & established families
Bringing clarity to complex income, investments and family structures.
Globally connected families
Coordinating Australian tax and reporting considerations with overseas advisers.
Our approach
Personal attention. A considered process.
- 01
Understand
We start with your circumstances, existing structures and priorities.
- 02
Coordinate
We agree the scope, identify the accounting and tax issues, and work with the advisers involved.
- 03
Review
We maintain an ongoing dialogue as your circumstances and priorities change.
Our people
Advice is personal. So is the relationship.
Assura Partners is a boutique, partner-led practice. The people you meet at the beginning remain involved in your affairs — continuity matters when advice spans businesses, entities and generations.
We work closely with the legal, investment and other professional advisers already in your life, contributing the accounting and tax perspective to decisions that are rarely made in isolation.
About AssuraContact
Start with a confidential conversation.
Tell us a little about your circumstances and what you would like to achieve.