Accountancy Group Services supports you in advising
the best structure for your investments and financial
interests. Every client has a unique set of circumstances
which demands a tailored solution. What may be the best
solution for one client is not necessarily appropriate
for another.
As your advisors, we adopt an integrated approach to
financial management. By working collaboratively with
your investment advisors, solicitors and bankers you
can create and manage a strategic retirement, estate
and financial plan.
Our Private Wealth services include:
· Consulting on the tax aspects of investments,
shares and property
· Family business and family partnership services
· Personal and family financial statements
· Budgeting
· Estate planning and taxation
· Deceased Estates with a focus on capital gains
tax concessions
· Testamentary Trusts
· Divorce, tax consulting and restructuring
· Family offices
· Personal and family foundations
· Succession/exit planning
· Retirement planning and taxation
· Salary packaging and incentive benefit schemes
· Self Managed Super Funds
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