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"As your trusted advisors we partner with you and your future generations."

AGEIS delivers accounting, tax, legal advice and family office services across a wide range of clients and industries. Our philosophy is to provide 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.

Our focus on personal relationships plays a vital role in the success of our clients and AGEIS. We invest the time to get to know our clients and understand their needs; their philosophy and goals in order to tailor an optimum solution. AGEIS’ premium service offering is founded on trust, integrity and knowledge. Our success is measured on the achievement of your goals, so you can focus on what matters to you.

Talk to AGEIS today and discover how AGEIS can partner with you on your path to success.

Specialties:

  • 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
  • ATO Dispute resolution

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.

Stephen Jankelowitz

Director and Co-founder

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“Exceptional accounting, tax advice and expertise founded on integrity and trust.”

For over 20 years, Stephen has been the trusted advisor to professionals, high net wealth individuals and family groups both locally and internationally. His accounting and tax expertise have helped his clients successfully manage their financial and tax affairs. Stephen is passionate about offering personalised services to assist all his clients to set and achieve their financial objectives. Stephen and his team thrive on providing their clients with a sense of security, knowing that their financial affairs are being taken care of by a trusted tax and accounting specialist.

David Lechem

Director and Co-founder

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“Fulfilling clients’ goals with personalised service and trust to achieve long term financial stability”

As a Tax Lawyer for over 20 years, David has worked for Australian and international clients including private clients, high net wealth individuals and operating businesses in a range of industries. His passion, drive and expertise in Tax Law have helped them achieve personal and financial success.

David and his team are passionate about getting to know and understand their clients’ needs, philosophy and aspirations. David's personalised service, experience and high quality advice achieves the best outcomes for his clients.

Robert Moylan

Director, Accounting and Tax

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“Delivering exceptional financial rewards for clients through strategic advice and expertise.”

Robert has been a trusted advisor to a range of Australian and international clients for over 20 years. He is a Chartered Accountant and Robert’s specialisations are in taxation, accounting and business advisory services across a range of clients and industries.

Robert and his team provide hands on accounting, tax and assurance services, focusing on the practical aspects of running a business, dealing with the ATO and compliance.

Alice Lau

Senior Manager Accounting & Tax

Pamela Mete

Senior Associate Tax Law

Mehyur Madhukar

Manager Audit

Lianne Cohen

Manager GST and Indirect Tax

Saurabh Singhania

Senior Accountant, Family Office

Anirudh Theertham

Lawyer

Edward Chang

Accountant

Maggie Liu

Accountant

Neeren Pradhanand

Accountant

Nicholas Cai

Accountant

Nicholas Randy

Accountant

Tyler Tung

Accountant

Letitia Cepeda

Executive Assistant

Karen Kilmartin

Office Manager

Kirsten Chiappalone

Tax Administrator

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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Stay a step ahead of the new superannuation changes

In late 2016, the Senate signed off some complex superannuation changes that apply from 1 July 2017. There is an opportunity to act prior to the legislation taking effect to ensure you are in the most favourable position

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