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

20 October 2021 | Minutes to read: 3

Take your payroll tax exposure seriously

In recent weeks, we have been contacted by many concerned clients regarding the Thomas Case and the...
19 October 2021 | Minutes to read: 4

Proposed improvements to Australia’s Employee Share Scheme rules

At its core, employee share schemes (“ESS”) are designed to align the interests of employees with those...
17 October 2021 | Minutes to read: 3

DINs to Burn Illegal Phoenix Activity

What are Director Identification Numbers? The Director Identification Number (DIN) is a 15-digit unique identifier that relevant...
6 October 2021 | Minutes to read: < 1

Phasing out of JobSaver and Micro-business grant

The NSW Government has announced phasing out of its business support payments as vaccination rates in NSW...
22 September 2021 | Minutes to read: 4

How to sell your business in the most tax effective way

Selling your business can be a life changing event. Whether you are a small business owner, or...
22 September 2021 | Minutes to read: 5

Going global – structuring your scaleup for international expansion

Given the sheer size of global markets relative to Australia, international expansion is usually a necessary step...

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