With a wide range of expertise, we provide tailored solutions to suit your unique needs.
Property Development & Construction
Maxim is the leading property development and construction specialist, advising major landowners, builders, and developers across Canberra and NSW.
-
Our close client relationships keep us well-informed on industry developments, allowing us to evolve and maintain a best-practice approach.
We provide expert advice on:
Land and residential property development
Commercial and retail property investments
Maxim specialises in the complex tax issues specific to the property sector, including revenue recognition, cashflow management, and business structuring. Where risks or complexities arise, we work with our trusted legal network to seek counsel or may refer matters directly to the ATO or Revenue Office for formal clarification, such as private rulings, ensuring our advice is both robust and reliable.
High Net Wealth Individuals
We understand that building wealth takes work. As it grows, so does the complexity of managing it. We're here to make your financial and tax matters simpler.
-
We offer a wide range of services backed by a highly experienced team, giving you confidence and peace of mind in managing your finances. We can help with:
Establishing family advisory boards and the provision of non-executive directors to provide independence and best practice governance.
Implementing wealth preservation, family legacy goals and estate planning
Budgeting, forecasting, cash management
Identify investment opportunities
Retirement and superannuation
Growing Family Businesses
Helping you grow and protect your family’s wealth with sustainable strategies. Our expert guidance supports you through key financial moments, focused on your goals and needs.
-
Our experienced team develops and maintains comprehensive financial plans that align with your personal, business, and family objectives. With a wide range of services and a strong focus on confidentiality, we provide peace of mind and trusted guidance:
Establishing family advisory boards and the provision of non-executive directors to provide independence and best practice governance.
Implementing wealth preservation, family legacy goals and estate planning
Budgeting, forecasting, cash management
Identify investment opportunities
Retirement and superannuation
Transitioning Wealth
Our approach focuses on the importance of early and strategic planning to maintain asset values, building a strong pathway for the next generation.
-
We tailor succession strategies to suit your goals — whether transitioning ownership to family members, key employees, or external buyers.
Early planning allows business owners to consider options such as:
Asset transition to family members through gifting or change of control
Asset transfers to existing leadership teams including employee ownership plans
Sale to third party's including private equity, strategic buyers or trade sale
A framework for managing sudden or unexpected events such as death or serious illness.
Wealth transition is a process, not a one-off event, so we also focus on post-transition planning, including:
Strategic family governance frameworks (values, goals, and decision-making structures)
Investment planning for sale proceeds, considering cashflow needs, retirement, superannuation, wills and other estate planning wishes
Separation & Divorce Financial Advice
We have niche skills in approaching family matters, with an extensive knowledge of complex high net wealth family groups.
-
Determine a fair asset pool through assessing valuations, business structures and taxation considerations.
Use a detailed, forensic approach to review prior year transactions, purported agreements, related party transactions, cash and tax transfers/distributions.
Work with the legal team to negotiate a fair outcome.
Assist in finalising property settlement agreements to ensure there are no future surprises with unexpected tax liabilities.