William Buck New Zealand
As a fully integrated firm of Chartered Accountants and advisors, William Buck provides a complete solution. Putting you at the core of the business, our advisors work together to ensure that careful consideration is given to your business and personal wealth affairs.
Working closely with you and your team, our Business Advisors can help you plan and implement contemporary business strategies and practices to meet your business’s full potential.
Our commercially minded tax specialists offer clear, responsive advice to manage your tax risk, address local and international issues, and develop strategies to optimise your tax position.
Our highly experienced team of liquidators and trustees use their extensive expertise to assist in times of financial distress, achieving the best outcome for all stakeholders.
Our audit team has extensive experience in a range of engagements, giving stakeholders independent and objective assurance on financial information, transactions and processes.
By understanding not only what you want to achieve but why it’s important, our wealth advisors can create strategies attuned to your key priorities. The end result is a plan focused on your life goals.
Our Corporate Advisory team provides objective, strategic and commercial advice across a broad range of business issues. Our work spans the breadth each engagement from the origination of ideas to managing the transaction process, valuation and structuring.
The William Buck Hour could be the most profitable hour you spend this year.
Sweeping changes to financial reporting may impact your financial position and business operations.
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William Buck has a team of professionals with specialist experience and know-how on a range of industry sectors.
Our advisors understand the risks and opportunities unique to the agribusiness sector. Taking a strategic view of your operations they provide relevant guidance and advice.
Assisting public and private schools, vocational colleges, universities and private training providers, our education specialists provide timely and valuable assurance services together with strategic, financial and management advice.
Our Government and public sector team has substantial experience in assisting all levels of government to review their structures and develop strategies, in line with relevant legislative requirements and accounting and audit standards.
Working with over 1,600 clients in the health sector, our advisors help practitioners and health care corporates achieve their business and personal goals
Our hospitality and tourism team has a working knowledge of the industry which, when combined with our technical knowledge, can assist you in reaching your commercial goals.
By staying on top of changes in the manufacturing sector, our industry experts provide relevant and timely guidance to a broad range of manufacturing business.
Our mining and energy team has the experience and resources to help start-ups, developing businesses and well-established companies to meet their commercial goals.
Integrity and transparency are at the heart of the best Not for Profit organisations. These values re shared by our dedicated Not for Profit team, which helps entities to establish to improve performance and develop strategies for long-term growth.
Our advisors understand the challenges and opportunities facing the professional services sector first hand. This experience together with our expertise helps to determine your strategic objectives and provide concise, relevant advice to help you achieve your goals.
Our property and construction team assist on a wide range of assignments from property development to construction and large infrastructure projects. Their diverse experience, technical expertise and commercial know-how to help you tackle the important issues.
Our retail and wholesale team works with a variety of businesses from family owned operations to franchises and larger chains, to provide advice and guidance on the issues that count.
Our transport and distribution team works with businesses to review their operations, improve efficiency and productivity and ensure compliance with the latest regulatory developments.
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We work with individuals, businesses and community organisations with a particular focus on the mid-market. Drawing on our extensive experience, our advisors will challenge your thinking and re-frame problems to understand their root-cause.
We’re more than just accountants and advisors, we aspire to create positive change in the lives of our clients and our people.
Life as a CFO can be complex, exciting and demanding. Combining technical excellence with decades of working closely with and listening to the needs of CFOs, our advisors understand the competing demands of your role.
Whatever your needs, we have the expert resources to create the best outcome for you and your business. As our client, you’ll benefit from our integrated services model that puts you at the core of its business.
We create and implement personal wealth plans and tax strategies that give our clients greater certainty that their financial and personal goals will be met.
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Our professionals are experts in their fields and are skilled at providing jargon-free, practical and comprehensive advice, allowing you to get to the heart of your matter.
Interested in joining our team? We have positions across Australia and New Zealand for forward thinking, enthusiastic, intelligent individuals.
Looking to join a team that offers more than just co-workers? We’re proud to have built a firm which engenders loyalty and provides an environment in which life-long professional connections and friendships can flourish.
Are you ready to achieve your career goals? We offer a workplace where striving for excellence and being supported to achieve your professional and personal best, are par for the course.
Are you a proactive and innovative accounting professional interested in joining our team? We foster a dynamic and respectful work culture, where growth and development are encouraged, and initiative is rewarded.
We’re committed to recruiting outstanding people. Our culture is built on respect and team work, making William Buck a great place to develop a rewarding career. From day one, you will be given every opportunity to realise your full potential.
We boast a culture that values each individual employee as an essential part of the team and places a high priority on helping you reach your full potential, personally and professionally.
Hello. Kia Ora. Talofa. Ni Ho. However, you say it, there’s always a warm welcome at William Buck. Creating an enjoyable environment to spend our days is part of our master plan to create an exceptional place to work.
Applying for a graduate position at William Buck is the first step in a rewarding career.
Our people are the reason for our success. In recognition of this we have comprehensive learning and development programs to ensure our employees are given the right opportunities to grow both as professionals and as people.
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Established in 1895, we’re more than just advisors; offering a full range of services and 360 degree support, we aspire to create a positive change in the lives of our clients and our people.
As a member of Praxity, the world’s largest international accounting alliance, our local team is supported by our extensive network, representing an unrivalled global resource and knowledge pool.
From Western Australia, to New Zealand; and everything in-between; check out our offices, and local team, representing an unrivalled global resource and knowledge pool.
By CASSANDRA
SENIOR ADVISOR, WEALTH ADVISORY | ADELAIDE
Email | LinkedIn
In many families, money is often a taboo subject and ends with our parents teaching and lecturing us on how to save, budget and manage money. However there are a few conversations you must have with your parents later in life and before it is too late.
Who manages their money if they cannot?
Asking this question often triggers your parents to think about this as well as a lot of people don’t have an enduring power of attorney in place. This dictates who can lawfully handle your finances and financial decisions if you are unable to do so. This role is often given to children, however in the interest of being fair, parents often list all their children to act together. You should, as a family, discuss the logistics of this. Consider issues of siblings living overseas who may not be available to sign documents when you need them.
Who advises them?
Who is their accountant, lawyer and/or advisor? This gives you a good starting point if anything goes wrong with your parents and you need help with their finances. These people are not only a great source of information and assistance but you may need them to access documents, lodge tax returns and so forth if you take over their finances.
Where are their important documents?
Do they keep their wills, deeds to the house and other important information at home in a safe, at the bank or with the lawyer/advisors office? Knowing where to locate these documents is important.
Where is the money?
This doesn’t mean that you need your parents to provide you with a balance sheet, but starting off with knowing where they bank and if they have shares, superannuation, funeral bonds, etc. Furthermore, do you have enough information to develop a cost base for a share portfolio should the shares be sold?
So often the case of putting this information together once a parent is gone or no longer has their faculties is a meticulous task of going through paperwork found in the house and contacting institutions to see if policies still exist.
What is in the will?
You may not need to know all the details but if you are the beneficiary of your parent’s estate (probably best not to assume) then how have they left their estate to you? This is a time for you to share some information with them. Your parents could leave their estate directly to you or they could leave it to you via a testamentary trust. The benefits of this depend on your personal situation and the extent of the estate to be left so getting advice on this is useful as it could provide you with tax benefits as well as a level of protection.
Whilst many people don’t want to contemplate their own demise, often forcing these conversations with your parent’s wellbeing in mind may make them feel more comfortable that their wishes will be carried out and everything is in order for them to be cared for in the future.
If you and your family need assistance with your financial situation please send me an email at cassandra.macolino@williambuck.com or call 08 8409 4333.
Cassandra is the mother of two young boys and Senior Advisor at William Buck. She has been assisting clients achieve their financial goals for over 10 years with a focus on holistic strategic financial advice.
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