Private Wealth Accountants For High Net Worth Families & Individuals

Private Wealth Accountants for High Net Worth Families

Would you consider yourself a high net worth individual? If you have a significant range of assets and investments or a business generating a high level of income, then it’s likely that you are. For someone like you, there are so many things to think about. From keeping track, remaining compliant, planning, and following regulations, all whilst trying to minimise your tax liability, you’ve got your work cut out for you. This is why investing in expert advice from a specialised wealth creation accountant is so important.

As your wealth grows, so do your financial matters and the help you require to manage them. Expert advice from a professional private wealth accountants, isn’t just for tax time. A true wealth creation accountant will be there to help you all year round, with an understanding, supportive and proactive approach – growing with you and your wealth.

How Crest Wealth Creation Accountants can help

This is precisely what the team of private wealth accountant experts at Crest Accountants provide. We’ve been helping high net worth families and individuals maximise and protect their assets for over 45 years. How do we do this? With an expert team specifically specialised in high net worth accounts and dedicated to you and your needs, who provide services like these:

Taxation
Auditing
Self-Managed Super Funds
Wealth creation
Compliance
CGT Planning
Investment Reporting
Asset Protection

We’re here for you, your family, and your wealth creation, all year round. Contact us to find out more about how we can help today.

News & advice from Crest Accountants

SMSF

Is a SMSF right for you? What you need to know

A self-managed super fund (SMSF) is exactly that – where your superannuation is managed by yourself. What makes an SMSF different to other types of superfunds is that the members are often themselves the trustees. This means they run it for their own benefit, while complying with Australian superannuation and taxation laws, of course. When […]

Cryptocurrency

How to reduce tax on cryptocurrency in 5 simple steps

Cryptocurrency, commonly abbreviated to simply ‘crypto’ is defined as digital currency that can be used to buy goods and services, backed by strong cryptography to secure all online transactions. Since its inception in 2009, dozens of cryptocurrencies have emerged and many countries across the globe are trying to find ways to regulate such a decentralised […]

Financial Planning

How much money is really needed in retirement?

Retirement, it’s the reward we get for our lifetime of hard work. It’s where we finally get to wind-down, take it slow, smell the roses and perhaps even take up planting them. So, how much money do you need in retirement? Well, the simple answer is…it’s individual and it’s subjective. What is guaranteed though, is […]

Insurance

Need help understanding the claims process?

As a business owner, homeowner, or any other individual with insurance, I’m sure you would like to imagine insurance as peace of mind, and peace of mind only. However, when an unexpected and adverse incident presents itself and you need to make a claim on your insurance policy, it’s worth knowing how it’s managed. Even […]

Financial Planning

Aged Care Planning: What you need to know

Aged care. It’s what a lot of us put on the backburner until an elderly loved one, or even ourselves admit to needing assistance. Many of us will live to a ripe, old age, so it’s necessary to think about that, when we’re well into retirement and mobility and our health declines. Fortunately, it’s never […]

Financial Planning

8-Step Plan for Retirement Planning with Crest Wealth

As much as some of us would like to, we can’t work forever. Life expectancy is increasing from generation, to generation, with an expectancy average of 83.5 years. A life well worked, lived and loved deserves some downtime in its twilight years. Financially planning now, will help you live a comfortable retirement, later. It’s never […]

SMSF

Is a Self-Managed Super Fund Appropriate for You?

Now is tax time, the beginning of a brand-new financial year and a fantastic time to look at your accounting and financial options. Perhaps you need help lodging a tax return, tips to save money in the new year or assistance with your superannuation options. If you haven’t heard of a self-managed super fund, that’s […]

Estate Planning

Estate Planning: What You Need to Know about Testamentary Trusts

Passing on is an unfortunate, yet inevitable final stage in the circle of life. Yet, a testamentary trust as part of estate planning is one small but mighty plan you could put in place, to alleviate potential and further stress for loved ones left behind. What is involved in estate planning, testamentary trusts? What are their […]

Financial Planning

COVID-19 & Your Super: What You Need To Know

COVID-19 has had an unprecedented impact on our economy, but should you be rethinking your super investment strategy now? Read on to find out what you need to know before making any changes. Your Super Investment Strategy Superannuation is a long-term investment and is designed to weather short-term investment market changes. The consensus from experts […]

Your Guide To Child Maintenance Trust (3)

Personal

Your Guide to Child Maintenance Trusts

Couples generally (and should) financially plan for their future – from buying a house together, budgeting for a family, and putting money away for their children’s future. But what happens when a family breaks down? How are housing, food, clothing, school costs and other child needs paid for? Nobody really plans for family separations in […]

Financial Planning

Financial Planning for your child’s educational future

It’s a well-known fact that having children increases our expenses. When a baby comes along there’s another mouth to feed, a nursery to construct, and clothes, car-seat, change tables and more to buy. Then, when the baby grows into a child and then an adolescent, you still need to support them financially. The next biggest […]

SMSF

Considering an SMSF? Here are 3 reasons you should

In life, there are many things we simply can’t control. So, it’s not surprising that you may want to take control of the things you can. Like your superannuation fund for instance. Many Australians are now taking more control of their superannuation and it’s serving them well. How are they doing this? With a Self-Managed […]

Estate Planning

5 Reasons Estate Planning is so important

You’re young, so you probably don’t need a will or plan for your estate yet, right? Wrong. The sooner you get your estate plan in place, the sooner you can continue focusing on your life, building your career and spending quality time with your family, with the peace of mind you deserve. You may also […]

Asset Protection

Asset Protection and how an Accountant can help

You’ve worked hard for your assets; your home, business, cars, boat, shares and any other investments you may have, but are they adequately protected? Yes, you may have home and car insurance, but have you actually protected your wealth? These days, we have many things to worry about, and whilst we don’t want to add […]

SMSF

ATO Querying SMSFs Investment Strategies

Have you received a letter from the ATO about your SMSF? At the end of August 2019, The Australian Tax Office (ATO) sent letters to approximately 17,700 self-managed super fund (SMSF) trustees and their auditors. Why you received this letter? Under regulation 4.09 of the Superannuation Industry (Supervision) Act (SISA), your current SMSF investment strategies […]

Structure

The importance of Accounting Compliance for the Legal Community

As a law graduate commencing your brand-new career within the legal community, accounting services and compliance are likely the last things on your mind. But should they be on your mind? The answer is yes. Why? Because lawyers who develop a proactive and strategic approach to their accounting and overall finances are proven to be […]

Lauren Gregory

04:10 20 Jun 19

Recently I came on board as a client, and cannot recommend Angela highly enough. To date, my experience with Angela and the team has been fantastic and I would not hesitate in providing a referral. I have been impressed with the prompt return of calls and emails, and have had all work completed within our agreed time frames. The valuable taxation and small business advice I have received has been incredibly useful and provided me with support and guidance on my personal and business journey. If you are looking for a Tax Accountant or Advisor, don't hesitate in making the move over to Crest.

Danny Ellem

05:07 09 Oct 19

I cannot commend Crest Advisors lending team enough. As first home owners, we found the place we wanted and knew we had to find someone to make our loan happen. Dion & Nat, not only had fantastic communication & correspondance, they worked with us on finding what we wanted and helped us secure our first home. The were patient & explained everything as we were completely new to it all. They gave us direction and guidance in what we needed and were very thorough with what they needed.We cannot thank Dion & Nat enough and highly reccomend them to anyone.

Feng Lin

00:56 03 Sep 19

Very good fellows! Hepled us to start our business in this country and looked after our accounting very well from the first day at low costs!Strongly recommending people to engage Crest Advisors for any business or individual services!

Kelly Penman

07:29 22 Sep 19

An excellent dealing with Natalie from start to finish, she was very patient with me while i was purchasing my vehicle, can highly recommend easy process and great to communicate with .

The Edit Suite

01:20 20 Aug 19

We have had the great experience of working with the friendly team at Crest Advisors and would highly recommend them. Fantastic team, terrific space and caring attitude.

Carla Schesser

05:43 02 Dec 19

I recently worked with Louise on a full website design & build project for Crest Accountants. Throughout the whole process, Louise was highly organised, detail-oriented and super communicative which made the project a massive success.It was apparent from the start of the project together that Louise was passionate about Crest Accountants, the vision and did everything needed to ensure the website was perfect.Thank you Louise for all your efforts and I look forward to working on the next project soon!

Phillip Crawley

12:11 08 Dec 19

Ryan, Nicole & Robert are all very skilled at what they do, highly recommend.

Jed Newnham

23:59 29 Nov 16

I highly recommend Crest Advisors. I have been working with Crest for 4 years and they assist me personally and my business in several areas including Cashflow forecasting, tax planning, business structuring, BAS, Finance, Insurance and SMSF. They provide excellent services and will help you achieve your personal and business goals. Jed Newnham, Managing Director of Newnham Scaffolding

High Net Worth Families & Individuals