Private Wealth

Private Wealth

Managing wealth requires business, accounting, legal, and investment skills. dnm group includes chartered accountants, business advisers, legal and investment partners to identify wealth creation opportunities to increase worth and protect existing assets. Find out more about our personal tax and financial planning services.

Expert Service

Combining dnm group’s business and accounting expertise with professional legal and investment advice ensures your finances receive the utmost attention and care. Let us help you choose wise investments, care for your finances, protect your assets, and continue your legacy.

Call us for a no-obligation consultation to discuss your dreams. dnm group can help you make them a reality.

What we can do for you and your family

Integrating Personal & Business Goals

If you are a business owner, it is important you integrate your business goals and assets with your wealth management strategy. After in-depth discussions, dnm group can suggest beneficial solutions to increase business and personal wealth, minimise tax, protect you and your business, and ensure a smooth transition when changes occur.

 

Guidance throughout the Financial Lifecycle

dnm group addresses where you are in the financial lifecycle. Proper financial and investment advice must adapt to change as you progress through life.

Young professionals may need to know how they can invest and repay debt at the start of their career and the wisest way to set up a pension fund. Mid-stream professionals may have more income to invest and more willingness to accept risk, but they’re also more concerned with retirement with each passing year. Seasoned professionals may want to simplify their portfolio, ensure a comfortable income during retirement, and provide for their heirs.

 

All Aspects of Financial Well-Being

dnm group monitors your plan for performance and provides financial advice and guidance. Our goal is to provide you with financial well-being and peace of mind through well-managed finances.

 

Expert Legal Services

dnm group offers many legal services with our partner law firms such as setting up trusts, writing wills, estate planning, and business succession. We can help you clarify who will own and manage your business and the roles of family members if it is a family-owned business. Proper legal documentation also ensures fewer disputes between heirs and beneficiaries and fair distribution.

 

Tax Expertise

We decipher taxation law and compliance requirements so you meet your obligations, minimise your personal, business, and estate tax burdens, and protect assets. Our strategic financial and wealth planning also minimises risk, even during volatile economic conditions.

We offer comprehensive advice on appropriate business and tax structures as well as targeted methods to minimise tax and protect assets. We also offer specific services such as:

  • Australian Business Number (ABN) Registrations
  • Tax File Number (TFN) Registrations
  • Income Tax Return Lodgements
  • Business Activity Statement (BAS) Lodgements
  • Instalment Activity Statement (IAS) Lodgements
  • Self-Managed Super Funds (SMSF) Tax Lodgements
  • GST Consulting
  • Capital Gains Tax Advice
  • Payroll Tax
  • Land Tax
  • Pay as You Go (PAYG) Withholding Tax & Variations
  • Fringe Benefits Tax Returns
  • Australian Taxation Office Disputes & Resolutions
  • Australian Taxation Office Private Ruling Applications

 

Professional Investment Partnership

We’re partners with Australian Unity who offer Australian and international shares, diversified funds, fixed income investments such as term deposits, tax-effective investment bonds, and mortgage and income property investments.

Australian Unity is a mutual organisation with a 173-year history. They also offer health insurance, insurance and mortgage brokerages, trustee services, and banking and home loans.