The staff at GW Capital Group are involved in more than just preparing financial statements and tax returns – we can provide assistance on everything from estate planning to debt management advice.

Self-Managed Superannuation Funds

Many tax-payer savvy Australians are now switching to a self managed super fund as a secure way of planning for their retirement. GW Capital Group can provide ongoing advice on how to effectively meet the strict compliance requirements which are attached to these funds.

Estate Planning

When it comes to planning your estate, you cannot afford to take short-cuts. Estate planning can be complex and it is important that you understand the processes involved so you can prepare accordingly. GW Capital Group are specialists in this area and can ensure your assets are passed on to your beneficiaries as intended and in the most efficient and tax effective way.

Asset Protection Review

As litigation increases against professionals and business owners, the need to protect assets increases. Asset protection is an area which has gained a lot of focus in recent years with many people now looking to adopt a protection strategy. We can provide you with information on the most suitable structures that will protect your family home, investment assets and business assets.

Personal Wealth and Strategic Advice

GW Capital Group are committed to helping you protect your net worth. Making the most of your personal wealth as well as maintaining your desired lifestyle is our number one objective. We can develop personal wealth strategies so that you can rest assured you will have enough money to meet all of your future needs.

GW Capital Group provides a holistic review examining six areas:

  1. Your business wealth
  2. Tax planning
  3. Wealth and investment
  4. Income protection and insurance
  5. Use of technology
  6. Succession and estate planning