Private Client Accounting Services for HNIs and Families
We provide private client accounting services focused on accurate tax compliance, strategic planning and long-term wealth clarity. Our experienced accountants support individuals, families and high-net-worth clients across Australia with reliable advice and confident decision-making.
Private Client Accounting and Tax Challenges We Help Solve
Many individuals and families deal with complex tax obligations, investment income and changing financial circumstances. Without accurate reporting and proactive advice, tax outcomes suffer and compliance risks increase. Structured private client accounting brings clarity, control and confidence to personal financial decisions.
- Reduce personal tax errors and compliance risks
- Improve tax planning and financial clarity
- Support long-term wealth and income decisions
Our Private Client Accounting Services
Specialist accounting and tax support for individuals, families and high-net-worth clients
Accurate preparation and lodgement of individual tax returns, ensuring income, deductions and offsets are correctly reported and fully compliant with Australian tax laws.
Proactive tax planning to legally minimise tax obligations and improve after-tax outcomes, aligned to your income sources, investments and long-term financial goals.
Clear guidance on capital gains tax for property, shares and other assets, including timing strategies, exemptions and reporting requirements.
Accurate reporting and tax treatment of investment income, including dividends, interest and managed funds, to ensure correct disclosures and optimal outcomes.
Comprehensive tax support for property investors, covering rental income, deductions, depreciation and compliance obligations across multiple properties.
Preparation and compliance support for trusts and family groups, including distributions, beneficiary reporting and alignment with individual tax outcomes.
Direct support with ATO correspondence, reviews and queries, ensuring matters are handled accurately, promptly and with minimal disruption.
Advice on ownership structures and asset protection considerations to support wealth preservation and manage personal financial risk.
Year-round accounting and advisory support to help manage changing circumstances, tax obligations and long-term financial decisions with confidence.
Personal tax matters do not need to feel complex or uncertain.
Work with experienced private client accountants who bring clarity to your tax position and confidence to your financial decisions.
Who We Partner With
High-Net-Worth Individuals
High-Net-Worth Individuals
Property Investors
Property Investors
Business Owners
Business Owners
Family Groups and Trust Beneficiaries
Family Groups and Trust Beneficiaries
Executives and Professionals
Executives and Professionals
Retirees and Pre-Retirees
Retirees and Pre-Retirees
You’ll never doubt our dedication
Personal tax and financial matters require accuracy, discretion and informed judgement. Without the right advice, small mistakes can lead to compliance issues, missed opportunities or unnecessary stress.
We provide structured private client accounting that brings clarity to complex situations. Our focus is on accurate reporting, proactive advice and reliable compliance so you can make confident decisions without second-guessing your tax position.
Private Client Accountants You Can Trust
- Experienced private client accounting specialists
- Strong understanding of Australian tax law
- Clear advice without unnecessary complexity
- Fixed pricing with no hidden costs
- Secure handling of sensitive financial information
- Dedicated point of contact for consistency
- High attention to detail and quality control
Join the 1000+ companies benefiting from solvior
See our latest news
Innovative solutions for business success dynamic from today
What consultants should know about working with nonprofits
Why every entrepreneur needs solid digital marketing
How It Works
Discovery & Scope
Secure Data Transfer
Task Allocation
Processing & Review
Delivery & Reporting
Ongoing Support
Get clarity and confidence in your personal tax affairs.
Whether you need ongoing private client accounting, tax planning or compliance support, now is the right time to put the right structure in place. Speak with our experienced private client accountants and move forward with confidence.
Frequently Asked Questions
Bookkeeping ensures all financial transactions are accurately recorded, categorised, and reconciled, forming the foundation for reliable financial reporting and advisory decisions.
Accurate bookkeeping provides clean, timely data that business owners rely on for budgeting, forecasting, tax planning, and performance analysis
Proper bookkeeping ensures records meet Australian regulatory requirements, supporting GST, BAS, and tax reporting accuracy.
Yes. Regular bookkeeping highlights overdue receivables, expense patterns, and cash shortfalls early, allowing corrective action.
Yes. Accounting software requires accurate data entry, reconciliation, and review to ensure reports remain reliable.
Ongoing bookkeeping, typically weekly or monthly, ensures financial records remain current and accurate.
Yes. Clean bookkeeping is essential for effective tax planning and advisory services.
Poor bookkeeping can result in compliance issues, incorrect tax reporting, cash flow surprises, and unreliable financial insights.