Wealth management

Estate & succession planning

Proactive and informed estate and succession planning is essential to ensure your wishes, assets and legacy are managed according to your wishes.

Whether you’re a family business owner, producer, manufacturer or professional, our experts will work with you and your other advisors to ensure your estate and financial affairs are structured, secure and tax effective.

Our estate management services include:

  • estate planning & advisory
  • protective and testamentary trusts
  • setup of Trusts for property & wealth
  • Self-managed Super Funds (SMSF)
  • wealth transfer
  • property and loan management
  • charitable giving
  • Trustee roles
  • interim and long-term oversight.

Investment management

We work collaboratively with clients, and their existing advisors, to establish and/or integrate their existing investments into investment portfolios along with providing back of house services to manage, track and maintain asset records for investment and Capital Gains Tax purposes.

Our approach to investment advice is to focus on the things we can control and minimise the risks associated with those we cannot. To do this we apply on overall portfolio construction methodology that considers the following aspects:

  • broad asset-class allocations
  • sub-asset allocations
  • currency hedging
  • the role of property
  • other asset classes – alternatives
  • core & satellite
  • regular rebalancing.

Our investment approach

We use a highly diversified investment strategy starting with a core approach, based on the needs and requirements of individual investors. For the majority of investors, a core investment approach will meet their needs and aligns their long-term investment strategy with their wealth and financial strategy.

For investors with larger pools of capital, an addition to the core strategy is a Satellite portfolio with specific allocations to targeted alpha.

This simple statement informs a large part of our strategies for clients which ensures that decisions are made for the long term with most of our strategies based in buying, holding and the power of compound returns.

Family office services

We have been operating a multi-family office for over 40 years. We have transitioned multiple generations of both clients and their advisers. We believe that our success has been a result of:

  • our long term view
  • forming a partnership with our client
  • engaging with complimentary services and advisors to provide the best advice for the client.

Our range of advisory and services include:

  • annual, management & Statutory accounts
  • asset management and investments
  • banking
  • bookkeeping and cashflow management
  • establishing borrowings and lending through our Australian Credit Licence
  • estate and succession planning
  • mail and payroll services
  • personal and specialist taxes and compliance
  • philanthropic management
  • property management
  • secretarial and administration services.
  • Share Registry and corporate secretarial services
  • tax and corporate compliance
  • Trust establishment and trusteeship.

Our Migration section provides further information on our family office services to those with migration visas, including Significant Investor Visas.

Philanthropic management

Strategic philanthropy allows you to make a positive impact by supporting organisations that align with your values and are effectively governed.

Whether this is your first foray into philanthropic giving and need support to define your goals, or you are the steward of multi-generational wealth, SW can help you ensure that your good intentions translate to positive change.

Our experts are highly experienced in assisting clients with advice, set up and management of:

  • research into charitable and other institutions
  • impact investing
  • policy and governance
  • donations and structured giving
  • tax effective financial strategies
  • establishing a Trust or Foundation
  • your Will and estate planning.

Superannuation

Superannuation is an integral part of planning for your retirement.

The growing complexity of the superannuation sector has led to the need for consumers with a SMSF to be better informed about the quality of advice accessed. SMSF specialisation recognises Chartered Accountants who have undertaken specific, relevant study, and have a level of experience necessary to be a specialist in the field. SW prides itself on being able to provide this specialised service, and our qualified team offer a holistic service responsive to individual needs and concerns.

SW looks after all facets of superannuation, including:

  • Setting up SMSFs
  • Auditing of SMSFs
  • Statutory reporting
  • Administration systems
  • Strategies to access your superannuation in retirement
  • Transition to retirement strategies
  • Managing all aspects of compliance regarding complex SMSF investments, pensions, and limited recourse borrowing arrangements.

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