High Net Worth Individuals

HIGH NET WORTH INDIVIDUALS

MANAGING YOUR WEALTH

Are you a high net worth individual? Do you have questions about managing your wealth?

The CVW Accounting team can assist with;

• Tax effective wealth creation – 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, 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.

Contact us today for a friendly no obligation chat.