We make it easy for investors from outside Australia to take advantage of the concessional tax benefits available within a Managed Investment Trust (MIT) structure. We work closely with Perpetual, Australia’s most experienced trustee. Perpetual has more than 130 years of experience in growing and protecting its clients’ wealth.
For foreign investors to make use of the MIT regime they need to meet a range of eligibility and regulatory criteria. Without the right experience, expertise and contacts, meeting these criteria can be very difficult. We can help reduce the time, cost and risk for you to invest in Australia through a MIT.
Stephen Waite has more than 20 years’ experience working directly with business owners and their families. As well as helping business owners to realise their business goals, Stephen also looks after their personal wealth, helping family groups with their tax, compliance and family office needs.
One of Stephen’s particular talents centres on strategy and planning in order to achieve business growth for his clients. He works with clients to develop KPIs, both financial and non-financial, and develops action plans which help clients achieve their goals.
Stephen also works with his clients by sitting on their advisory committees to assist in guiding business owners and keeping them accountable to their action plans.
In addition to working on the big picture, Stephen and his team also keep a keen eye on the necessities of tax planning and cash flow management.
Industry specialisation: Retail, Transport, Manufacturing, IT, Professional Services and Property Trusts
John is the Managing Partner of the Fordham Sydney Office and proudly delivers the Fordham Wealth Journey®, with its integrated set of services, to our New South Wales & Brisbane clients.
With more than 39 years’ experience in accounting – the last 15 leading large teams – he has earned a reputation for providing highly beneficial strategic outcomes. His clients and colleagues benefit from this depth of experience and particularly value his consideration of the broader landscape in any discussion. He has particular expertise in the area of tax structuring, where he is renowned for providing compelling solutions that allow businesses and individuals to reach their goals.
John O’Donnell is a respected and experienced leader who works with every client to ensure they achieve successful commercial outcomes. His positive approach and philosophy of collaboration ensures that his clients benefit from Fordham’s full capabilities.
Industry specialisations: Property & Construction, Superannuation, Professional Services, Manufacturing, Cross Border Transactions