Knowledge Base
High-Net-Worth Individuals FAQs
Search every question I’m asked most often, or filter by topic. If something isn’t covered, a 15-minute call is the fastest way to get a straight answer.
Browse by category
Book Free 15-Minute Call5 questions matching your filters
James provides a flat-fee proposal based on the number of entities involved and the complexity of the initial structural overhaul. Ongoing management fees are clearly disclosed in a Statement of Advice, ensuring there is no conflict of interest between asset growth and advisor compensation.
To be classified as a wholesale or sophisticated investor in Australia, an individual must generally have a qualified accountant certify that they have net assets of at least $2.5 million or an annual gross income of at least $250,000 for the last two financial years.
A PAF allows individuals to establish a formal vehicle for philanthropy, providing an immediate tax deduction for contributions while maintaining control over how the funds are invested and distributed to registered charities over time.
Yes. James frequently acts as the central coordinator for a client’s professional team. He ensures that financial strategies are perfectly aligned with the accounting treatments and legal structures managed by your other specialists.
James conducts a quantitative analysis of your superannuation balance to determine if assets should be moved into alternative structures, such as a family trust or a corporate beneficiary, to mitigate the impact of the additional 15% tax on unrealised gains.