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

Certain clinical trials now accepted as eligible research and development activities
28 April 2022 | Minutes to read: 2

Certain clinical trials now accepted as eligible research and development activities

AusIndustry recently issued a determination allowing certain clinical trials to be accepted as eligible core Research and...
Property deals to be impacted by proposed changes to NSW transfer duty provisions
21 April 2022 | Minutes to read: 2

Property deals to be impacted by proposed changes to NSW transfer duty provisions

Proposed changes to the NSW transfer duty provisions are expected to impact option agreements in real property...
Small business tax planning tips: the do's and don'ts
20 April 2022 | Minutes to read: 3

Small business tax planning tips: the do’s and don’ts

Tax planning can be daunting – especially as a small business owner when it adds to your already exhaustive To...
More funding to the ATO: Prepare for increased ATO audit activity
19 April 2022 | Minutes to read: 3

More funding to the ATO: Prepare for increased ATO audit activity

After two years of heavy spending amid the pandemic and no tax rate increases in sight, how...
Australia’s Digital Games Tax Offset
6 April 2022 | Minutes to read: 4

Australia’s Digital Games Tax Offset

As part of the Australian Government’s Digital Economy Strategy announced in the 2021-22 Federal Budget, details of...
Federal Budget 2022-23 | Key policies at a glance
29 March 2022 | Minutes to read: 5

Federal Budget 2022-23 | Key policies at a glance

The 2022/23 Federal Budget has a focus on short term cost of living pressures as well as...

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