WELCOME TO AGEIS

AGEIS provides a refreshing approach to accounting, tax, legal advice and family office services. Backed by a highly experienced team of experts, our philosophy is to deliver a premium service across multiple professional disciplines that is tailored to your specific needs. As your trusted advisors we partner with you and your future generations.

AGEIS provides specialist services in the following areas:

  • Accounting and Tax
  • Audit and Assurance
  • Tax Law
  • Self Managed Superannuation Funds
  • Wealth management
  • Asset management
  • Family office services
  • Business advisory
  • Indirect Taxes
  • Estate and succession planning
  • Dispute resolution
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WHAT WE DO

Accounting

AGEIS’ Accounting team offers a full range of advisory and compliance services in specialist accounting, tax and audit. Our premium services are tailored to individuals, small and large companies, trusts, partnerships and superannuation funds.

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Tax

Our sophisticated business and tax consulting advice services include tax advice and tax planning, income tax returns and tax compliance, Corporate and ASIC compliance and philanthropy advice.

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Law

AGEIS’ Legal team are specialists in dealing with the intricacies of Australia’s complex tax landscape. We provide specialist tax legal advice for a broad range of areas.

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Management

AGEIS’ Family Office and Wealth Management team provides a bespoke service managing our client’s financial affairs to the level that suits them. Our investment management, administration and strategic family office capabilities enables our clients to focus on building their wealth.

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WHO
WE ARE

AGEIS is led by a group of highly experienced and regarded specialists. All AGEIS directors focus on personal relationships and take the time to get to know clients and understand their needs; their philosophy and goals in order to tailor an optimum solution. We welcome the opportunity to advise you on your path to success.

Meet the whole Ageis team

Stephen
Jankelowitz

Director and
Co-founder

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David
Lechem

Director and
Co-founder

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Robert
Moylan

Director, Accounting
and Tax

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Karen
Martin

Director
Family Office

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NEWS
& UPDATES

Australian Federal Budget 2018/2019

Mr Morrison said the Budget is focused on further strengthening the economy to "guarantee the essentials Australians rely on" and "responsibly repair the budget".

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Tax changes target foreign persons owning or acquiring Australian property

Foreign individuals, companies and trusts which own or purchase Australian property are being hit with increased tax costs due to changes in the treatment of capital gains tax (CGT), land tax and stamp duty.

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New Look, Smarter Communications with the Same Expertise

At AGEIS, staying ahead of the curve is important in everything we do. As part of this ethos, we’ve redeveloped our website to ensure it is seamless for anyone to use, on any device.

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