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 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

Executive Tax Services​ Specialists

Latest insights from our Executive Tax Services​ team

27 July 2021 | Minutes to read: 7

Accounting and tax considerations of biotech & pharma companies conducting clinical trials in Australia

This article is authored by Jack Qi, Rita Choueiri, Alex Zinzopoulos and Catherine Abbott. Australia is a...
19 July 2021 | Minutes to read: 4

Tax planning starts 1 July

“Year-end tax planning” – you hear it so many times that you’d think the two were synonymous....
14 July 2021 | Minutes to read: 2

Additional COVID-19 support announced for Individuals across NSW

Scott Morrison and Gladys Berejiklian have announced a raft of new support measures for the state of...
12 July 2021 | Minutes to read: 6

Home office expenses | Junior Doctors

It’s time to take an in-depth look at tax deduction opportunities you may be missing – home...
12 July 2021 | Minutes to read: 2

Tax Basics for Junior Doctors

Have you been confused by how the taxation system works in Australia? In this article, we are...
28 June 2021 | Minutes to read: 2

New R&DTI claims portal and application form – Here’s what you need to know

All R&D Applications for the year ending 30 June 2021 (FY21) and beyond will need to be...

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