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Team

We offer comprehensive financial and tax solutions catering to individuals, small businesses, and corporate clients.

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Our team specialises in a range of taxation services, from individual income tax returns to intricate corporate and international taxation matters. We ensure prompt attention to tax compliance, allowing us to focus on strategic planning for our clients' long-term success.

Taxation

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Building close relationships with clients enables us to provide real-time solutions. Using the latest software, our services include outsourced CFO arrangements, staffing solutions, reporting packages, software implementation, and ad hoc assignments. We remain impartial by not aligning with any specific software providers.

Business Advisory

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Recognising superannuation as a significant asset, we offer expertise in long-term tax planning. From SMSF administration to complex structuring, our staff provides
concise and understandable advice. Our Lateral Live service offers real-time reporting for SMSFs.

Superannuation &
Retirement Planning

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Collaborating with companies, we develop thorough and compliant R&D Tax Incentive applications. Differentiating ourselves, we provide upfront fixed quotes and take a hands-on approach throughout the entire process, covering industries such as Information Technology, Engineering, Biotechnology, and more.

R & D Tax Incentive

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Through outsourcing arrangements with leading specialist companies, we provide auditing services for SMSF and corporate clients. Our commitment to working with the best in the industry ensures clients access high-quality auditing and assurance services.

Audit

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We offer tax advice, compliance services, and financial reporting to family offices. With experience in handling high-profile individuals and ultra-high-net-worth offices, we understand the sensitivity and discretion required for such assignments.

Family Office Support

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In a rapidly changing world, our consulting services, including business valuations, taxation advice, and support for family law matters, facilitate seamless decision-making. We also provide M&A support, covering due diligence, restructuring advice, succession planning, and business turnaround services.

Consulting

Services
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We've got you & your Business covered. 
 

Let's talk. We would love to hear from you.

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Lateral Partners © 2024
L22, Sydney Place
180 George Street, Sydney NSW 2000
Liability limited by a scheme approved under Professional Standards Legislation.
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