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Accountancy Group Services Pty Ltd
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SERVICES | PRIVATE WEALTH

 

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