Helping business owners achieve their vision
Who we help
Family businesses
Helping business owners achieve their vision
A family business is more than just a company, it’s a legacy. It funds your lifestyle and retirement and extends beyond your family to the wider community. You navigate a unique landscape, balancing the demands of the market with the dynamics of family and staff. Our expertise lies in helping you achieve your vision by turning ideas into action. Whether you need help improving your business or planning for your exit, we provide tailored taxation and business advice or can simply act as a sounding board. Your legacy for the long term is secured.
Individual and family investors
Maximising your wealth with sound tax strategies and structures
Whether your wealth has come through business success, a high-income career, sound investments or a deceased estate the challenge is to preserve and grow it. We understand the complexities that come with significant assets. From effective tax strategies, efficient investment structures, asset protection, to estate planning and generational wealth transfer, we provide the expert guidance you need. We ensure your financial legacy is secure, allowing you to enjoy the rewards of your wealth now and into the future. Your prosperity is protected for generations to come.
Clients of family law firms
Bringing clarity to a family law property settlement
Navigating a separation is a profound life change, demanding strength and careful planning for the future. While your lawyer guides you through the legal process, we provide the steadfast financial support essential for your peace of mind. We specialise in bringing clarity to complex financial situations, from valuing assets to structuring a settlement that protects your long-term security. Working collaboratively with you and your legal team, our focus is to ensure you are empowered to make confident decisions, securing a stable and prosperous foundation for your next chapter.
What we do
Tax & accounting
We constantly seek to reduce your compliance worries and minimise your tax where legitimately possible. Our tax and accounting services cover the annual needs of individuals, companies, trusts, partnerships and SMSF’s. This includes preparing income tax returns, financial statements, BAS’s and FBT returns. If you’re looking for an accountant who will always treat you as if you are a new client, we should talk. We’re here to make things better for you.
Tax advisory
We take the time to understand your circumstances so that we ensure your taxation affairs are structured to be as advantageous as possible. Whether it’s business structuring advice, preparing for a business sale, accessing available concessions and complying with your obligations. As your tax advisor, our ongoing review of your tax affairs, coupled with our up-to-date knowledge of any developments, puts you in the best place possible. No disappointments. No unpleasant surprises.
Business advisory
You need an experienced advisor committed to giving your family business every financial advantage. While you manage the day-to-day, we act as your Virtual CFO, designing a business approach for your present and future. We'll handle your financial performance analysis, cash flow budgets, strategy, and reporting. We also cover succession planning and valuations—everything a full-time CFO offers, without the full-time expense. It’s a forward-thinking approach, relentlessly designed for your financial advantage and to help you navigate the opportunities and challenges ahead.
Family law property settlement
At DBS, we understand the nuances of family law. We provide expert valuation and taxation services, ensuring all parties clearly understand the financial landscape. As a single, impartial expert, we leverage our deep knowledge of family businesses and family law to deliver objective valuations. Alternatively, we can act as a shadow expert, critiquing valuations or assisting with property settlements. Our commitment is to empower you with accurate financial information, enabling timely, informed, and productive decisions during a difficult time.
The people relentlessly pursuing your
financial advantage:
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