High Net Worth Families

High Net Worth Individuals, Family Office & Outsourcing, succession strategy, estate planning, family philanthropy

Boroughs understands that high net worth individuals and families need unique advice – advice that is both personally tailored and structured to meet their diverse and complex needs.

We can advise on succession strategies, the structuring of real estate assets and transactions and estate planning.

Our aim is to provide you and your family with financial peace of mind.

How we assist

The expertise within Boroughs’ family office administration function includes the following services:

  • Accounting function covering recording and reporting;
  • Assistance with cloud accounting;
  • Account management incorporating bill payment, domestic payroll, cash flow management, etc.;
  • Taxation advice;
  • Retirement, estate, succession planning and intergenerational wealth transfer;
  • Family Philanthropy

OUR SPECIALISTS

John Leece AM

Director

John Leece AM

Corporate Advisory

John has been director of the Firm since 1979, and specialises in corporate financial strategic advice, mergers, and acquisitions. His experience includes roles in business advisory services, auditing, accounting services and taxation advice.

John is a Fellow Member of Chartered Accountants Australia & New Zealand, as well as CPA Australia. He is also a Registered Tax Agent, and a Justice of the Peace (NSW).

John has given extensive service to the accounting profession particularly as a member of the New South Wales Divisional Council of the Australian Society of CPAs and of a number of Expert Panels and Professional Committees, including the joint committee between Government and the profession.

 

Telephone:+61 2 9930 7700

Email:jleece@boroughs.net.au

Alan Moffat

Director

Alan Moffat

Business Services

Alan is a business services director, who joined the firm in February 1991. He was previously with Pannell Kerr Forster for 15 years, the last 8 as a partner in the firm’s business services division.

Alan gained a number of years’ experience in commerce prior to moving to the profession. He has gained a wide range of experience through his involvement with a diverse range of clients, including both public companies and private client groups, operating in the areas of technology, IT outsourcing, investment, hospitality, property development and retail and wholesaling areas. Alan also has experience in taxation, superannuation and estate planning related matters.

Alan is a member of Chartered Accountants Australia & New Zealand, and a Registered Tax Agent.

 

Telephone:+61 2 9930 7700

Email:amoffat@boroughs.net.au

Stephen Austin

Director

Stephen Austin

Business Services

Stephen has been a business services director since July 2008. He originally joined the firm in 2001 as part of the taxation advisory division and has more recently focused on business services clients that have specialised tax needs.

Prior to joining the firm, Stephen conducted his own private practice as well as acting as the Group Financial Controller for his family’s manufacturing and distribution business prior to its sale.

He has wide experience in taxation advisory, accounting, superannuation, family office and estate and succession planning matters.

Stephen is a member of Chartered Accountants Australia & New Zealand, CPA Australia, a Chartered Tax Advisor with the Taxation Institute of Australia, a registered SMSF Auditor, Registered Tax Agent, and a Justice of the Peace (NSW).  He holds a Bachelor of Commerce majoring in Accounting and Management (with a sub major in Marketing), and a Diploma of Financial Planning.

 

Telephone:+61 2 9930 7700

Email:saustin@boroughs.net.au

Brenden Hughes

Director

Brenden Hughes

Business Services

Brenden has been a business service director since July 2007. He originally joined the firm in February 1995 as a trainee accountant and since that time has gained extensive experience in the business services and assurance areas.

From 2002 to 2007 Brenden specialised in providing assurance and related services to small and medium public and private groups in a diverse range of industries, including consumer and industrial products, advertising and agriculture. More recently he has specialised in providing taxation, superannuation and other business services to privately held groups.

Brenden is a member of Chartered Accountants Australia & New Zealand, a registered SMSF Auditor, and a Registered Tax Agent.

 

Telephone:+61 2 9930 7700

Email:bhughes@boroughs.net.au

SERVICES

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