Executive (HNWI) Tax Service

Beyond annual lodgements, we schedule quarterly check-ins to track investment performance, forecast upcoming liabilities, and respond to life changes like relocations, business exits, or inheritance events. You’ll receive timely alerts on new ATO rulings, emerging investment tax schemes, and residency thresholds. Should an audit arise, we prepare documentation and liaise with regulators on your behalf. Our goal is to serve as your long-term partner, continuously refining strategies to shield wealth, maximise opportunities, and uphold full compliance.

Absolutely. Acting as your central business valuation firm for tax matters, we collaborate with legal advisors on trust deeds, bankers on lending structures, and fund managers on portfolio turnovers. Shared access to secure files means all parties have up-to-date figures, preventing duplication or conflicting advice. This team approach streamlines decision-making, protects confidentiality, and keeps every strategy – from philanthropy vehicles to succession plans – moving in the same direction. Your dedicated advisor remains your single point of contact for clarity.

We begin by analysing each revenue stream – salary packages, dividends, rental yields, and capital gains – then apply strategies like trust streaming, negative gearing, and small-business concessions if you hold private companies. Timing asset disposals for 50 % CGT discounts, utilising superannuation caps, and restructuring debts for deductible interest further trim liabilities. Regular reviews mean we capture new reliefs early and adjust to legislative shifts. The result is an integrated plan that lawfully reduces tax while supporting wealth-building goals.

With multiple properties, investment classes, and perhaps overseas interests, high net worth individuals face nuanced rules around residency, capital gains, and trust distributions. A capital gains tax specialist makes sure every asset is optimally structured, identifying exemptions, rollovers, and timing strategies a general accountant might overlook. We also coordinate with legal and financial advisors to align tax outcomes with estate plans and risk profiles. This holistic view minimises liabilities, preserves privacy, and frees you to focus on business or personal pursuits.