Our History

Jaquillard Minns was founded in 1997 and has established a niche in the South Australian market as an innovative family office, management consulting and chartered accounting practice with a strong client focus. We are dedicated to assisting families manage their wealth and facilitate intergenerational wealth transfer.

Jaquillard Minns provides services to clients by way of value adding to families, and by providing analysis and recommended improvements or solutions in relation to particular problems or issues.

Jaquillard Minns is a market leader in South Australia in its ability to offer wide ranging in-house services from accounting and taxation, wealth management, strategic planning, SMSF administration, portfolio administration, estate and succession planning, family governance, philanthropic advice or administration to mentoring and coaching.

 

Our Future

 

We create clarity out of complexity

We assist families to effectively manage their wealth as a collective, so it can be shared with future generations.

We create clarity out of complexity by holistically helping families manage their established wealth over generations.

 

Our Values

 

  • We are committed to the families we work with
  • We are community minded
  • We have your best interests in mind in everything we do
  • We are ethical and principled
  • We are reliable
  • We are empathetic, sensitive and emotionally intelligent
  • We are trustworthy
  • We are objective

We established a Family Office in November 2011 and it has been a very positive and essential shift in effectively managing our affairs. It has also been a productive learning experience for me personally as well as for my children. David’s sensitive leadership in guiding our family conferences and meetings, his strategic planning and his prudent approach to risk management provides us with a solid structure to manage our Family Office, our Private Ancillary Fund and Ngeringa Arts.

 

Ulrike Klein 

Read more client testimonials >>

Jaquillard Minns Chartered Accountants

Families can use our in-house chartered accounting firm, Jaquillard Minns for business accounting, taxation and compliance services. We are an Authorised Representative of SuperGuardian, which holds a limited AFSL to provide advice on SMSF.

Jaquillard Minns provides services to clients by way of value adding to progressive companies, and by providing analysis and recommended improvements or solutions in relation to particular problems or issues.

Jaquillard Minns’ business services include:

  • Cloud accounting
  • Tax consulting and compliance
  • Business and strategic planning
  • Financial management
  • Debt and equity raising
  • Wealth management

For details about our chartered accounting firm please click on the link below: www.jaqminns.com.au

SuperGuardian

Families can use our in-house self-managed superannuation fund administrator, SuperGuardian for self-managed superannuation administration and compliance. SuperGuardian holds a limited AFSL and is registered to provide advice on SMSF, class of product advice on superannuation, insurance and deposits.

Jaquillard Minns established the associated company SuperGuardian in 2002, and are self-managed superannuation fund specialists.

SuperGuardian is a national business providing self-managed super fund administration, compliance, accounting and technical advice to a large Adviser/Financial Planner and Client base around Australia.

SuperGuardian handles all aspects of super fund establishment, the ongoing administration and paperwork, the annual accounting and regulatory reporting.

For details about our specialist superannuation administration business please click on the link below: www.superguardian.com.au

PortfolioGuardian

Families can use our in-house investment portfolio administrator, PortfolioGuardian for investment portfolio administration and compliance.

PortfolioGuardian’s team of accounting specialists provides portfolio administration and reporting services for individuals and other entities.

PortfolioGuardian is a national business and have an exemplary reputation for providing outstanding service and value for money.

For details about our specialist portfolio administration business please click on the link below: www.portfolioguardian.com.au

Joan Sedsman

Joan holds an Honours Degree of Bachelor of Laws and has been admitted to membership of the international Society of Trusts and Estates Practitioners. She is chair of the Law Society's Succession Law Committee, a lecturer at the Flinders University Practical Legal Training course, a member of the Research and Ethics Committee of St Andrew's Hospital, a Board member of Ngeringa Arts and another private ancillary fund, and a member of the Disciplinary Tribunal of Tennis SA.

Joan has specialised in estate planning for over 17 years. She worked as a senior associate at Ward & Partners for some years before becoming a founding partner at Adelta Legal in 2002. Joan established her own practice in 2010. Her areas of practice include the preparation of wills, testamentary and family trusts, enduring powers of attorney (both medical and financial), administration of deceased estates and Inheritance (Family Provision) Act litigation.

She has a particular interest in a holistic approach to estate planning and asset protection involving the use of trusts and other alternatives.

For details more information on Joan Sedsman please click on the link below: www.joansedsman.com.au