Our clients appear in the BRW Rich 200 year after year
Seeing our clients move upwards on the BRW Rich 200 is naturally very satisfying for us.
It’s a very public demonstration of the quality of our work and its inherent success. It’s a real tick of approval. In addition, a handful of our Gen Y clients with true entrepreneurial zeal have also debuted on the BRW Young Rich 200. It’s so exciting to see their early success with such promise for the future.
But while the BRW Rich List is a public record, wealth is of course a very private thing. At Countplus mbt, we take our role as a trusted advisor very seriously and so we operate with utmost discretion and confidentiality at all times. This means we can’t tell you who they are. But we can tell you that they appear on the rich list year in, year out. And their individual rankings move ever skyward.
We set ourselves apart
As our clients have become more sophisticated and their needs have evolved, we’ve been able to demonstrate our capacity to understand the entirety of their financial affairs. We know trust legislation inside out. It’s complex and challenging but it’s a pre-requisite when managing the financial business affairs of the BRW Rich 200.
We are skilled practitioners, working within the current legislation and the complex nature of unpaid entitlements to leverage the use of trusts as trading and investment vehicles for our small and medium sized business clients. We always set ourselves apart by delivering a complete service and one that takes in a full view of our clients’ financial picture.
And because of our breadth of capability as a full service accounting, financial planning and finance practice, we're able to understand their circumstances better.
Of course one downside on making it to the BRW Rich 200 list is the instant and somewhat unwanted attention that you’ll receive from the Australian Tax Office. And at Countplus mbt we have a team of highly experienced tax specialists who work in tandem with the ATO to optimise tax minimisation strategies including highly sophisticated trust structures.
A comprehensive knowledge of our clients' circumstances
No doubt it’s the continuity of service from business accounting, management, taxation and finance through to personal wealth management, protection and retirement planning that means we fully appreciate the big picture. And it’s this which makes s it easier to work with you on your personal assets as well as your business.
We know it’s not all about being on the BRW Rich 200 list. Our clients come in all shapes and sizes and not every Australian’s dream is to belong to the wealthy elite. But knowing we manage the financial affairs of people who are on the list is testament to our expertise and capabilities.
If you’d like to discuss your financial affairs, including complex structures of trusts and companies please contact the team at Countplus mbt.