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High Net Worth Individuals

HIGH NET WORTH INDIVIDUALS

MANAGING YOUR WEALTH

Do you have questions about managing your wealth?

The CVW Accounting team can assist with;

  • Tax effective wealth creation – we 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, to minimise risk and take into account different economic scenarios.
  • Superannuation planning – to ensure the investments suit the strategy.
  • Valuations – valuations are regularly 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. Plus overseas investment strategies must be planned for in advance.

Contact us today for a friendly no obligation chat.

ABOUT US

CVW Accounting is a personal, well experienced accounting firm, based in East Perth specialising in working with small to medium businesses to maximise growth and profit.

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OUR SERVICES

Let CVW Accounting keep you on top of all your financial reporting, obligations and taxation requirements. We agree on your accounting fee before we start work.

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Latest News

Every financial year there are important dates to remember for your business so make a note. These key tax dates are in relation to lodgement of compulsory information to the Australian Taxation Office. For your business to remain ATO compliant… Continue reading →

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