International Private Wealth

Many of our clients have complex international affairs. We recognise the value in providing proactive advice to improve global tax positions, while understanding that all aspects of international tax advice are interdependent and all necessary in understanding worldwide tax implications. 

How BDO can help 

All aspects of international tax advice are provided by the BDO member firm in the relevant jurisdiction, while we coordinate and manage international projects to ensure seamless service delivery. Our service offering includes:

  • Tax residence advice and practical guidance
  • Structuring of wealth for temporary residents
  • Advice on the use of trusts and other entities, plus ongoing guidance to trustees and bankers on management of assets within these structures
  • Working with private bankers to ensure cohesion of tax efficiency with investment strategy and fund management
  • Asset and remuneration structuring
  • Managing tax risk in relation to offshore structures and the timing and nature of transactions
  • International tax structuring
  • Private equity structuring
  • Working with family lawyers on matrimonial/divorce planning advice
  • Estate tax and succession planning
  • Family office services (monthly accounts, bank statement reconciliation, etc.)
  • Tax return preparation and necessary filings with tax authorities
  • Managing tax audits of High Net Wealth Individuals
  • Transfer of wealth to next generation.

Contact us

Contact our team to discuss your needs using the request for service form. Alternatively, call us on 1300 138 991 to speak with an adviser in your nearest BDO office.

Meet our team