Accounting & Specialist Tax Advice
Personal accounting and individualised tax strategies that minimise tax are Personal Strategic Plan pillars.
For high-earning executives and senior managers, it’s often a case of the more you earn, the more complex your affairs become. Our experience working with time-poor executives and senior managers, dictates that accounting and tax services need to be clearly articulated and proactively executed on your behalf.
Following are key services and matters that we commonly discuss with executives and senior managers that can affect your current and future prosperity.
- Asset protection (particularly in relation to wealth accumulated throughout your career)
- Tax Planning and tax minimisation strategies
- International tax advice
- Income tax advice and tax return preparation
- Salary packaging
- Executive Share Scheme tax advice
- Superannuation & SMSF administration/trust advice
- Estate Planning advice including tax effective structures and estate liquidation services
- Personal accounting