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 accummulating 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 directors 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

All the Latest From Our Tax Services Team

Five times you might need to spend more than $3,000 on tax advice

Posted By William Buck News on 16/04/2019 09:25:22 pm

Australia’s tax system is complex, meaning the ability for a taxpayer to comply with their obligations can be a big challenge. Recognising the likelihood that…

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30 pc tax plan creates compliance, without the burden

Posted By William Buck News on 04/04/2019 01:27:18 am

94 per cent of individual taxpayers should have a 30 per cent or lower effective tax rate, by 2024/25. This is the single most effective…

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30pc tax plan is an effective anti-avoidance measure in Federal Budget

Posted By William Buck News on 03/04/2019 11:07:17 pm

Commentary from Greg Travers, Group Director of Tax Services at William Buck Accountants and Advisors A leading tax expert says the 30 per cent tax…

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This Federal Budget, less is more

Posted By William Buck News on 03/04/2019 12:38:14 am

Sometimes less is more. The temptation for a Government is to feel that they need to announce a whole series of new tax measures every…

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