AGEIS
AGEIS cover
AGEIS

AGEIS

location
Sydney, NSW
5 stars from 1 recommendations5
AGEIS has 1 Finchly recommendations1 rating
Click to Reveal Phone Number(02) 812..
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About Us

At AGEIS, we specialise in delivering comprehensive accounting, tax, legal advisory, and family office services, catering to a diverse clientele across various industries. Our core philosophy is to offer an exceptional service combining multiple professional disciplines, meticulously tailored to meet your distinct needs. As your trusted advisors, we establish enduring partnerships with both you and your future generations. Central to the success of both our clients and AGEIS is our unwavering focus on personal relationships. We dedicate time and effort to thoroughly understand our clients' unique philosophies, goals, and needs, enabling us to develop customised solutions for our clients. Our renowned premium service is built on the pillars of trust, integrity, and deep expertise. By prioritising your objectives and measuring our success against the achievement of your goals, we enable you to concentrate on what truly matters to you. We specialise in: - Domestic and international tax advice for high wealth individuals and their operating business and investments; - Mergers and acquisitions and business restructures; - Australian domestic trust structures; - Early stage investments, start-up businesses and mature businesses; - Employee share plans; - International inbound and outbound investments, including dealing with a number of foreign jurisdictions including USA, Asia, Europe and Africa; - Assisting with tax compliance and tax obligations, including ATO voluntary disclosures; - Obtaining tax rulings and comfort from the ATO in respect of tax matters; - Tax litigation and disputes, including the management of ATO audits and review; - Advice in respect of immigration to Australia and the tax considerations; - Transfer pricing advice; - Formation of Charities and obtaining tax deductible registrations and exemptions; and - Legal estate planning services and succession planning.

Practice Areas

Commercial Law
Tax Law

Specialisations

Tax Law

Our firm delivers comprehensive business and tax consulting services tailored to meet the dynamic needs of our clients. We offer strategic tax advice and meticulous tax planning, ensuring that our clients optimise their tax positions while remaining compliant with current regulations. Our expertise encompasses the preparation of income tax returns, navigating tax compliance, and managing complex interactions with the Australian Taxation Office (ATO), including handling disputes and reviews focused on high net wealth individuals. In addition to direct tax matters, we provide insightful guidance on a range of indirect taxes, including GST, FBT, stamp duty, land tax, payroll tax, and other state taxes. Our services extend to corporate and ASIC compliance, where we facilitate the formation of companies, superannuation funds, partnerships, and trusts with precision. We also offer philanthropy advice, assisting with the formation and compliance of Private Ancillary Funds, and fulfilling the role of responsible person for these funds. Our commitment to excellence ensures that clients receive the highest level of expertise and support in all facets of business and tax consultancy.

Our Team

David Lechem

David Lechem

Director

locationSydney, NSW
Star Outline51 rating

Specialises in

Commercial LawTax Law
Pamela Mete

Pamela Mete

Client Director Tax Law

locationSydney, NSW

Specialises in

Commercial LawTax Law

Ratings

OVERALL RATING

COMMUNICATION

5

Star
COMMUNICATION

APPROACHABILITY

5

Star
APPROACHABILITY

PROFESSIONALISM

5

Star
PROFESSIONALISM

LEGAL KNOWLEDGE

5

Star
LEGAL KNOWLEDGE

VALUE FOR MONEY

5

Star
VALUE FOR MONEY

Recommendations

Office Locations

Sydney, NSW

LocationLevel 12, 167 Macquarie Street, Sydney, NSW
Click to Reveal Phone Number(02) 812..

Practice Categories

Commercial Law
Estate Planning
  • General Advice