High Net Worth Individuals
HIGH NET WORTH INDIVIDUALS
For high net worth individuals who have questions about managing your wealth, look no further than the experienced CVW Accounting team.
How we can help manage your wealth
The CVW Accounting team can assist with;
- Tax effective wealth creation – firstly, attention to detail means we take the time to ensure all deductions are claimed.
- Set up of family Trusts – there are several types available for various circumstances.
- Estate structuring (distribution of assets, avoiding CGT traps upon death) – this involves planning for the future to ensure the wealth of the estate is retained.
- Retirement – transition planning – to maximise your wealth, this process begins well before retirement begins.
- Financial management – all wealth needs monitoring for adequate returns in order to minimise risk and take into account different economic scenarios.
- Superannuation planning – to ensure the investments suit the strategy.
- Valuations – valuations are monitored to ensure adequate returns.
- Asset protection strategies – it’s important that assets have protection from every day or unforeseen circumstances. Minimising risk is the accountants job!
- International tax – overseas investments attract different tax and overseas investment strategies must be planned for in advance.
Attention high net worth individuals
If you are looking for a proactive accountant you can access when needed simply contact us today for a friendly no obligation chat.

ABOUT US
CVW Accounting is a reasonable, highly experienced accounting firm, based in East Perth. We work with small to medium businesses to maximise growth and profit.
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OUR SERVICES
We agree on your accounting fee before we start work. Let CVW Accounting keep you on top of all your financial reporting, obligations and taxation requirements.
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Latest News
The ATO has started issuing director penalty notice letters to Directors in order to inform them of potential personal liability for unpaid company taxes. If you have received a letter, CVW Accounting advise you contact your accountant. Why have… Continue reading →
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