Australia

Helping you keep more of what you create

Tax affects almost every financial decision you make. 

For ultra-high-net-worth individuals and families, thoughtful tax planning can have a significant impact on wealth accumulation, preservation and transfer.

Our tax optimisation and structuring service helps ensure your financial affairs are stuctured as efficiently as possible while remaining aligned with your broader objectives.

A strategic approach

Tax planning is most effective when integrated with every aspect of your wealth strategy.

We consider the interaction between investments, business interests, property holdings, estate planning and family structures to identify opportunities that support better long-term outcomes.

Beyond tax saving

The goal is not simply to minimise tax.

It is to create a structure that supports growth, flexibility and long-term wealth preservation while reducing complexity and risk.

 

How we help

  • Improve tax efficiency across investment structures
  • Support business and succession planning decisions
  • Consider wealth transfer implications
  • Manage capital events and liquidity outcomes
  • Align tax strategies with long-term family objectives

Integrated wealth advice

At William Buck, our integrated team of wealth, tax and accounting experts work together to ensure tax considerations are embedded into your broader strategic decisions, helping you make informed choices that support you family’s financial future. 

The result is a more efficient wealth structure, greater confidence in key decisions and a stronger foundation for lasting success.

Tax Optimisation Specialists

Latest insights from our Tax Optimisation team

Is too much of your wealth tied to your business?
28 September 2026 | Minutes to read: 3

Is too much of your wealth tied to your business?

For many manufacturing business owners, success has come from continually reinvesting in the business. New machinery, larger...
Rethinking your Private Giving Fund’s investment strategy
8 September 2026 | Minutes to read: 4

Rethinking your Private Giving Fund’s investment strategy

In our work with Private Ancillary Funds (PAFs), now officially transitioning to 'Private Giving Funds', we have...
Protecting more than just your income
28 August 2026 | Minutes to read: 4

Protecting more than just your income

For medical specialists, one of the most valuable assets is the ability to earn an income through...

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