Private Wealth

BDO has been advising clients on wealth creation for many years. We have advisers who take the time to understand your objectives and aspirations. As a result, they can advise you on investment strategies to grow your wealth, manage risks, monitor trends and changes, and provide you with information and data to give you the confidence to make sound, informed decisions.

Creating a financially secure and comfortable future for ourselves and our families is desired by us all. But knowing how to go about it, where to invest and how to manage risk ― and having the time to actively monitor changes to the market, particularly when the change is happening rapidly ― can be daunting. We have many clients who are very capable of running their own businesses but when it comes to determining the best way to invest the sale proceeds on exit, they wisely seek experience in an area that is new to them.

Key business issues

• Generational wealth transfer
• Managing wealth within and outside a business framework
• Self-managed superannuation funds ― new rules: an opportunity or a bind?

How can we help you?

BDO provides a number of private wealth services, including:

• Active asset management
• Estate planning
• Investment facilitation
• Portfolio reporting and review
• Strategic financial advice
• Strategic and business planning.
• Superannuation.

Expert skills

In advising our private clients, we draw on:

• Experience in the administration of over 1,000 self-managed superannuation funds
• Staff and partners who are members of the Self Managed Superannuation Funds Professionals Association of Australia (SPAA)
• Experience in providing superannuation strategies for tax efficiency, asset protection and succession planning.