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High Net Worth Individuals

HIGH NET & WORTH INDIVIDUALS

MANAGING YOUR WEALTH

  • 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 Group is a personal, well experienced accounting firm, based in the commercial heart of Perth specialising in small to medium businesses.

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OUR SERVICES

Let CVW Accounting keep you on top of all your financial reporting, obligations and taxation requirements.

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Do you have questions about what collectibles your SMSF can buy and sell? Be aware, there are regulations that influence what collectibles your SMSF can own? The regulations also guide how those collectibles are managed. Note, assets acquired by the… Continue reading →

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