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 accumulating 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 partners 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 Executive Tax Services​ team

Interest-Free Related Party Loans under ATO scrutiny
11 June 2025 | Minutes to read: 3

Interest-Free Related Party Loans under ATO scrutiny

PCG 2017/4 and Final Schedule 3 – Interest-Free Loans between Related Parties In the current economic environment,...
Small business tax planning tips: the do's and don'ts
11 June 2025 | Minutes to read: 4

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

Many small business owners can become so focused on the day-to-day operations of running their business that...
Are machine learning and artificial intelligence activities eligible for the R&D Tax Incentive?
30 May 2025 | Minutes to read: 4

Are machine learning and artificial intelligence activities eligible for the R&D Tax Incentive?

When advising tech start-ups, the most frequent question we receive is ‘will this development be eligible under...

Do you have a question you'd like us to answer?

Send it through and we’ll get it to the right person.

Get in touch