Our national team provide comprehensive solutions for personal wealth management for executives and high net worth individuals, offering advice in the areas of:
- Personal tax planning and compliance
- Transaction management
- Superannuation, retirement and estate planning advice
How PwC can help you
Compliance
- Preparation and lodgement of financial statements and income tax returns for private companies, trusts, self-managed superannuation funds, partnerships and individuals.
- In the event of a high-net worth tax audit, corresponding and negotiating with the Tax Office based on many years of experience.
- Preparation of private ruling requests where required.
- Risk management around compliance with tax laws.
Transaction management
- Ensuring tax effective structuring around the acquisition and disposal of assets.
- Management of cash flow, liquidity and debt with private entities.
- Tax effective family structuring, including the consideration of income splitting, exit strategies and passing wealth to the next generation or charities.
Lifestyle planning
- Ensuring after-tax total remuneration package is maximised.
- Separating high-risk assets from low-risk assets and other asset protection considerations.
- Ensuring that superannuation is used to maximum value, both in the build-up stage as well as in retirement..
- Options to access local or offshore superannuation benefits, taking into account tax considerations.
- Ensuring Wills and succession plans take into account individual wishes in the event of changes to lifestyle or family situations or death.
- Assisting with philanthropic wishes, including the establishment of Prescribed Private Funds.
