High Net Worth Individuals

Our clients have worked hard to be in the financial position they are in and we respect not only their right to professional and highly technical levels of service, but also to strict confidentiality about their business and financial affairs.

We understand that as wealth grows, so does the complexity and the time involved in effectively managing your own affairs. We aim to avoid unnecessary complexity and to minimise the time, cost and anxiety associated with administration and compliance responsibilities.

We provide

Advice and Assistance

  • Aged care specific audit can advise you on how to organise your business interests, assets and personal affairs in the most tax effective group structure
  • Provide effective tax planning strategies in order to legally minimise or defer tax liabilities
  • Tax compliance such as annual preparation of income tax returns for the individual and associated entities and maintenance of tax return supporting documentation
  • Tax advisory services such as personalised advice on tax issues and implications
  • Accounting reporting compliance obligations and business advisory services such as preparation of financial accounts and reconciling competing business and personal family interests
  • Cash flow planning to meet current needs
  • Bookkeeping services
  • Assistance with succession and estate planning
  • Working with other financial advisors, brokers and bankers who manage all your investments
  • Philanthropy services including the establishment of Private Ancillary Funds (PAFs)

At Logicca we make it our priority to understand the tax consequences of material issues and are proactive in becoming aware of any potential problem areas in relation to your tax or business affairs.