• Services for Individuals

    Supporting your personal and family wealth priorities.

    CONTACT

Services to assist individuals with managing their financial affairs

BDO provides a highly confidential service to wealthy individuals to assist with business and financial affairs, eliminating the burden of self-managing complex financial situations. We have advisers in Private Wealth, Tax, Superannuation and Business Services who can assist with your needs.

Retirement Planning

Retirement Planning

  • Superannuation strategies
  • Account-based pensions
  • Government benefits
  • Estate planning.
Private Wealth Management

Private Wealth Management

  • Wealth management
  • Insurance
  • Financial planning
  • SMSF administration
  • Superannuation
  • Cashflow management
  • Asset management
  • Family office
  • Bookkeeping.

 

Personal Tax Planning

Personal Tax Planning

  • Tax effective structuring
  • Superannuation planning for retirement
  • Acquisition of assets
  • Tax minimisation
  • Asset protection.
Estate Planning

Estate Planning

  • Effective and tailored wealth structuring
  • Strategic advice during Will creation and execution
  • Identifying and managing tax implications, including superannuation
  • Advising on private ancillary funds to support legacy wishes
  • Assisting family education and communication.

Contact us

Our high net worth clients are managed by a select team of highly trained advisers, with strong technical expertise, knowledge and experience. It is our priority to provide the highest level of service and attention at all times. Complete the form below, and we will contact you for a confidential discussion. Alternatively, you can call us on 1300 138 991.