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.