Our accountants work with you to ensure your tax and accounting matters are under control, and that the best possible strategy is in place to help you maximise your potential. Learn more about our Accounting Services for individuals here.
Who we help
These are just some examples of who we help. Contact us to learn how we can help you!
- Professionals and executives
- High-net-worth individuals
- Family groups
- Australian expats working overseas
- Foreigners working in Australia
What we do
Strategic advice and planning for individuals and family groups
- Asset acquisition advice
- Capital gains tax (CGT) advice
- Asset protection advice
- Salary packaging
- Review of employee/director/associate benefits
- Employee Share Scheme-related matters
- Finance structuring
- Review of PAYG income tax instalments, estimates and variations
- Review the tax effectiveness of superannuation contributions
- Estate planning and deceased estates
Your tax and reporting obligations
- Personal, trust, company and partnership tax returns
- Tax compliance and reporting for companies, trusts and individuals
- Tax advice for cryptocurrency
- Preparation of annual financial accounts
- Filing of annual returns
- Withholding tax clearance
- Bookkeeping services for high-net-worth individuals including bank processing and payroll
- BAS and IAS lodgements
- Preparation of Trust distribution minutes
- Audit insurance
Why choose us
As your trusted partner, we provide year-round advice even as your circumstances change. We are…
We’re collaborative
Every client is unique and therefore one-size-fits-all solutions don’t always work. We take the time to understand your unique situation and goals, and connect with you regularly to review your situation and provide actionable insights.
We’re empathetic
We know that there are ups and downs during each client’s financial life. You can have confidence that we have seen it all before, and can help you navigate these challenges and
complexities to reach the best possible outcome.
We’re holistic
You’ll get the best possible outcome when your situation is viewed from all angles… and your long-term goals considered alongside your short-term needs. Our Tax Advisors and Financial Advisors, for example, can bring their experience to bear.
We’re proactive
With decades of experience in helping clients like you, we can spot opportunities for you to capitalise on and keep on top of relevant regulatory changes. We will always alert you to these so that you can take advantage of all the opportunities available.
We’re responsive
We know how frustrating it can be when you don’t hear back from your accountant. Everyone at BG Private is expected to prioritise responding to client emails and phone calls so that you never feel you are left hanging.
What our Accounting Services clients say
Eugene at BG Private has been pivotal in developing myself personally and financially for many years now, providing ongoing support and advice enabling me to move forward in my career with confidence
Meet our Accounting Services Partners
We have a team of 30-plus accountants. Meet BG Private’s Accounting Services Partners and Associate Partners.
Get in touch!
Our friendly Accounting Services team would love to chat with you about your specific needs and how we can help.
Get started
Need a PDF explainer?
Download our Personal Tax Accounting brochure here.
