Australia

As your net worth grows so too does the number of complications and issues that must be addressed.  From day to day administration, statutory and compliance matters through to estate planning and the assessment of investments and superannuation strategies, every factor has a part to play.

Having spent years accummulating their wealth through business or investments, many executives and high net worth individuals find that they have overlooked their personal finances.   Wealth protection staregies, estate planning and insurance requirements are often neglected.

For the majority of executives and high net worth individuals, taxation is a major priority.  Due to the high levels of income earned, many tax breaks offered are not available.  Effective tax planning, can, however,  minimise your tax liability.

William Buck’s Executive Tax Services division has been developed specifically for executives and high net worth individuals, to provide a seamless range of personalised services focusing on each client’s needs.

Our team is made up of highly experienced, qualified directors and advisors.   Our people make it their priority to really get to know our clients and their affairs in order to identify the best tax, superannuation and investment strategies for each individual.

Our advisors also assist with the day to day challenges associated with efficiently and effectively managing our clients’ financial affairs on their behalf.  This allows our clients to focus on achieving their goals.

How we can help

  • Statutory & taxation compliance matters
  • Investment advice
  • Tax effective wealth creation strategies
  • Tailored superannuation strategies
  • Reviewing insurance requirements
  • Retirement Planning
  • Estate Planning
  • Salary packaging and after-tax cash flows
  • The tax implications of share & options granted through employee share schemes

Executive Tax Services​ Specialists

Latest insights from our Tax Services team

Business restructuring – why, when and how?
16 December 2021 | Minutes to read: 5

Business restructuring – why, when and how?

This is the first article in a two-part series on business restructuring and explores the why, when...
Tax issues to manage when buying a private business
16 December 2021 | Minutes to read: 4

Tax issues to manage when buying a private business

When the COVID-19 pandemic first struck in early 2020, mergers and acquisitions (M&A) ground to a halt....
Victorian Payroll Tax Surcharge Commences 1 January 2022
7 December 2021 | Minutes to read: 2

Victorian Payroll Tax Surcharge Commences 1 January 2022

The Mental Health and Wellbeing Payroll Tax Surcharge will commence from 1 January 2022 and is payable...
Discretionary trusts and the Family Court: are your assets protected?
29 November 2021 | Minutes to read: 3

Discretionary trusts and the Family Court: are your assets protected?

This article was written with the assistance of Greg Parker, Partner at Swaab Attorneys.  In Australia, it’s...
Discretionary trusts and tax planning: tips and traps
22 November 2021 | Minutes to read: 5

Discretionary trusts and tax planning: tips and traps

Discretionary trusts are a unique and flexible structure that are particularly adapted to family arrangements. As well...
Trusts 101
18 November 2021 | Minutes to read: 5

Trusts 101

Most private businesses and many family groups have an Australian trust somewhere in their legal structure. While...

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