Private Clients
We provide a streamlined and holistic, tax-effective service for those with substantial business investments that require a remarkable level of attention. We also assess your personal and financial goals and provide tailored strategic advice to help ensure you reach those outcomes.
SMSF Compliance
Our client-focused superannuation team can relieve the burden of compliance and daily management for Australia’s fastest-growing investment vehicle ?Self-Managed Superannuation Funds (SMSF).
Succession Planning
One of the more challenging issues a family business has to contend with is managing the transition of the business to the next generation. Our Business Advisory specialists will help remove the emotion and potential for disputes from the succession planning process by developing a clear plan that includes all family members, ensuring a smooth transition.
Virtual CFO
Our virtual CFO service provides the expertise of a CFO or senior accountant for businesses that don’t want to invest in a full-time resource. We offer forward-looking, long-term strategic financial advice tailored to your needs. From maintaining a general ledger or managing accounts payable and receivable through to payroll and management reporting, we ensure you have the reliable and consistent accounting support you need.
Executive Services
As your net worth grows, Hua Ao Financial Services has been developed specifically for executives and high-net-worth individuals, providing a seamless range of personalised services. We focus on each client’s needs, including identifying the best tax, superannuation, and investment strategies for each individual.
Wealth Advisory
At Hua Ao, we can project-manage your personal and professional portfolio and provide ongoing planning and support through long-term relationships with your key advisors. We assess your personal and financial goals and provide tailored strategic advice to help ensure you achieve your desired outcomes.
Additional Services
- Estate Administration
- Portfolio Administration
- Philanthropy
- Trustee Services