Australia

Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.

As part of a full-service firm, our Wealth Advisors work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures. This end-to-end model ensures the most tax-effective and profitable outcome for your business and personal wealth.

10 Steps to wealth accumulation

  1. Use appropriate legal structures to protect your assets and minimise tax
  2. Keep your accounting and tax compliance up to date
  3. Reduce your tax liability through tax planning and tax effective investing
  4. Plan, manage and invest your cash flow
  5. Ensure all your loans are tax effective
  6. Apply discipline to investment decisions
  7. Use superannuation to build a tax-free income in retirement
  8. Protect your major asset – your income earning ability
  9. Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
  10. Devise and implement an estate plan to minimise tax for your beneficiaries

Wealth Creation Strategies​ Specialists

Latest insights from our Wealth Advisory team

How will COVID-19 impact my insurance coverage?
17 February 2022 | Minutes to read: 2

How will COVID-19 impact my insurance coverage?

For two years, COVID has disrupted our lives, our short-term goals and achievements. But what impact has...
How much will you need to retire?
24 January 2022 | Minutes to read: 3

How much will you need to retire?

‘How much do I need to retire’ is one of the most common questions we are asked...
Investing: the many biases that could hamper your success
19 November 2021 | Minutes to read: 4

Investing: the many biases that could hamper your success

Investing is a life-long pursuit. It may take on different forms as we move through our lives,...
Super changes from 1 July 2021: new laws and increased thresholds
13 July 2021 | Minutes to read: 4

Super changes from 1 July 2021: new laws and increased thresholds

From 1 July 2021, a raft of new superannuation laws were introduced including changes to key superannuation...
Year-end strategies for reduced tax exposure and ongoing wealth accumulation
16 June 2021 | Minutes to read: 4

Year-end strategies for reduced tax exposure and ongoing wealth accumulation

Financial year end can be daunting, but rather than approaching it with disdain and visions of sky-high...
2021 year-end tax planning tips for medical specialists
31 May 2021 | Minutes to read: 4

2021 year-end tax planning tips for medical specialists

It is hard to believe that we are in June already, and with only four weeks until...

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