Stephanie Flegg

Stephanie provides taxation, trust, estate planning, business succession and wealth protection services to high net worth individuals and corporations.

Stephanie takes the time to understand her client’s objectives and provides them with strategic advice in respect of their personal and business succession planning, wealth protection and asset structuring. She assists her clients to understand complex tax and trust law to achieve their overall objectives.

Stephanie also presents to various associations, professional development bodies and private entities on her core areas of expertise, including Chartered Accountants Australia and New Zealand, Legalwise and various accounting firms.

Qualifications/Memberships:

• Master of Taxation (University of Sydney)
• Bachelor of Law/Bachelor of Business and Commerce (Accounting) (Western Sydney University)

Career highlights include:

• Advising a client on the restructure of their family business to achieve their succession objectives and the utilisation of various tax exemptions and rollovers to reduce tax applicable to the restructure to nil.
• Successfully assisted a client under review by the ATO in relation to multiple related entities in respect of dealings with foreign persons.
• Implementing a long-term multi-generational succession structure for the succession of an established family business.
• Advising a client on extensive issues relating to a deficient testamentary trust and the strategic management of beneficiary expectations.
• Assisting a widow to implement a wealth protection structure to accumulate and preserve family wealth for her children.