Whether youโre accumulating your wealth or enjoying it in retirement, you need the right advice to help you manage and protect all that youโve been working for.
Managing substantial business investments, family investment trusts, large family estates, self-managed superfunds, and varied investment portfolios requires a remarkable level of attention. The necessary tax and superannuation compliance bring an additional layer of intricacy. Complex affairs require expertise and specialisation beyond basic accounting or taxation advice.
We understand that your need for proper financial advice and proper structuring and compliance are interdependent and that the areas that often require the most careful consideration is where they intersect. Thatโs why weโve created a solution that supports your financial advice. One should not exist without the other.
Our private client services works like the pyramid shown below. Our structuring, superannuation and compliance services provide a solid base to support the financial advice you receive from your advisors. We bring the brightest technical and practical minds together to provide the most appropriate advice for your situation.
Our specialists bring the same level of professionalism to our private clients as our business clients with the added experience, specialisation and personalised service required to deal with the unique challenges you face.
Itโs important to us that we build a strong and trusted relationship with our clients. We do this by listening attentively providing a solution tailored to their needs. Each of our private clients is appointed a dedicated and accessible advisor to provide a discrete, confidential and personalised service.
For Advisors
We work in partnership with Private Banks and Wealth Management Advisors to provide their clients with a streamlined, holistic service. We offer expert specialist advice across the areas of tax, superannuation, estate planning and asset protection.
Priority access to William Buckโs technical experts ensures that our Banking and Wealth Management partners can offer their clients the highest quality service.
Our Approach
Our solutions centre on six core modules which are tailored to meet your specific needs. This approach is designed to enable clients to access as many or few modules as they require, providing a cost-effective and scalable solution.
The core modules are summarised in the following tables. Each module includes a systematic process to record and understand your needs, then develop, implement and monitor strategies to deliver your desired outocome.
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TAX RATE OPTIMISER Module 1 |
EFFECTIVE ESTATE PLANNING Module 2 |
ASSET PROTECTION STRATEGIES Module 3 |
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Streamline your arrangements and reduced your overall tax rate. Our tax rate optimiser pays particular attention to:
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Ensure your wishes are met, and achieve a tax effective transfer of assets We work with your legal advisors to provide solutions in the following areas:
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Protect the assets youโve been working a lifetime for. Our systematic approach involves:
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EFFECTIVE SUCCESSION PLANNING Module 4 |
SMSF ADVANCED STRATEGIES Module 5 |
TAX & SMSF COMPLIANCE Module 6 |
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Develop a tax effective succession plan to secure your business exit. We can provide a comprehensive review of your current structure and develop strategies with particular regard to:
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Make the most out of your SMSF. We can assist you in identifying and implementing advanced superannuation strategies including:
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Take the hassle out of your tax and SMSF compliance. Our tax compliance services are delivered in an effective, efficient and timely manner. We make use of the latest technology to record and process transactions automatically streamlining processes, reporting and costs. Benefits to advisors and clients include:
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