Meridian Private Advisory is a boutique advisory office dedicated to prominent Australian families and Ultra High Net Worth Individuals.
Business Structuring
Restructures
Wealth Optimisation
Wills
Enduring Attorneys / Guardians
Binding Death Benefit Nominations
Self-Managed Superannuation
Family Trusts & Private Companies
Family Constitutions
Family Trusts
Testamentary Trusts
Special Disability Trusts
Custom Trust Structures
Asset Protection & Risk Management
Income Tax
Capital Gains Tax
Division 7A Management
CGT Concessions
Goods & Services Tax
State Taxes & Duties
Business Succession Planning
Governance Agreements
Buy/Sell Agreements
Employee Share Schemes & Incentives
Mark Lowis is a leading adviser to private enterprise and ultra high net worth families in Australia.
His passion is assisting his clients to reach their maximum potential, to protect their assets and to secure their family's legacy.
Since commencing his career in 2007, Mark has guided many of the wealthiest and most complicated family groups in Australia - delivering exceptional outcomes in difficult situations.
Mark is known for his pragmatic approach and his ability to solve complex issues without losing sight of the family's 'bigger picture' .
Chartered Accountant (CA)
Chartered Tax Adviser (CTA)
Solicitor - Supreme Court of Queensland
Solicitor - High Court of Australia
Bachelor of Laws - James Cook University
Bachelor of Commerce - James Cook University
GradDip Chartered Accounting - CAANZ
GradDip Legal Practice - College of Law
Associations
Member - CAANZ
Member - Queensland Law Society
Member - Tax Institute of Australia
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