Interview between Warren Black and Cameron Roberts talking about the Basics of Tax and Asset Protection
Capitalise on creative tax strategies to slash your tax and put more money in your pocket. Our tax strategies have helped Australians save hundreds of thousands of dollars whilst staying 100% within legal boundaries.
Book a free strategy session and protect your wealth from excessive taxes today!
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Wealth Safe helps you take advantage of taxation loopholes to legally minimise your tax, and keep your wealth safe. We implement creative tax strategies that stay strictly to the law & all ATO regulations. Our clients have saved over $55 Million in tax 100% legally. Read their testimonial stories here
Managing Partner of Wealth Safe Warren Black is one of Australia's most respected tax professionals. He has nearly 30 years experience, including 10 years with the Australian Taxation Office. Warren loves to hunt down creative solutions while staying strictly within the legal boundaries.
Once we work out your income streams and asset bases, we find the best overseas jurisdictions to maximise your tax savings. From there, we develop a plan around your unique personal circumstances so you discover the best path for your situation.
Our passion for tax minimisation drives our business. We take advantage of global tax competition to minimise your taxes. We help setup legal foreign tax structures through stable & credible financial jurisdictions. These structures protect your assets and minimise the tax you owe to the ATO.
Much like companies who outsource their labor to cut costs, we outsource your taxes to slash your tax burden.
If your business is in serious tax trouble and the ATO is chasing you for unpaid PAYG and GST, we can restructure you to get rid of your debt. Click here to read more.
Our team will contact you within 24 hours.
We provide 'no obligation' high-end advice.
Wealth Safe is Australia's leader in offshore tax planning. When you work with us, you are selecting a creative out-of-the-box team. We can reduce your tax to as low as 5%, even 0%, while remaining 100% legal and ATO compliant.
Please note when dealing with Australian tax issues around offshore or higher level planning, you must work with an Australian tax expert. You will expose yourself legally and financially in doing so as many overseas structuring companies are based overseas and don't understand Australia's unique requirements.
Not at all. At all times we remain transparent with our costs from planning to implementation ... and work on a fixed price basis where possible. Our commitment is for your tax savings to outweigh your costs in working with us and setting up your structures, and accelerate you on your journey to financial freedom.
No. We can work with your accountant. If you don't have a creative accountant who can implement our creative solutions in your day to day tax returns, we have accountants we can recommend to you.
Not necessarily. It depends on what you're looking for. We will design strategies to meet your desired lifestyle. Keep in mind, however, that as a rule, you can get better tax savings if you leave Australia and become a tax resident overseas in a country like Panama, Costa Rica, Malta or somewhere like that. The Australian tax laws are super strict when it comes to offshore and it can be costly and expensive to comply with them.
Not unless you want to. We will take care of all the difficult parts and teach you whatever else you need to know.
Laws are always changing. We keep a close eye on changing tax laws and requirements and we conduct regular webinars to keep our clients up to date with all the changes.
Listed below are real results we have achieved for our clients. While there is an unlimited number of tax issues we can assist with, we have broken the list of our clients into 2 columns...
1. Traditional (bricks and mortar companies)
2. Online business (including ecommerce, traders and crypto investing)
To find out if we can assist your situation, enquire with us by clicking here!
Martin ran a company in Australia making a profit of $1 million. His profit was about to increase to $5 million yet he was paying 27.5% tax, ie. $275,000 to increase to $1,375,000 in tax.
We moved the structure of his entire business to Hong Kong with offices servicing Australia and Singapore.
Saved $220,000 in tax now, and a $1.1 million future tax saving (tax reduction of 72%)
Linus lives in Australia and makes money through Instagram. He made a $1,000,000 profit and had a tax bill of $443,232.
We set up Linus in a family trust and got the business out of his own name. This gave him the ability to split income with his family plus with companies and charities (plus the added benefit of protecting his credit rating). From there, we set up a bucket company and finance company for his investments. We also streamed his charitable gifts through his family trust.
$88,000 tax saving (reduced by 54%)
Helen made $500,000 / per year trading Forex, CFDs and stocks. However Helen wasn’t willing to move overseas. Her tax bill was $208,000.
We set Helen up in a jurisdiction where foreign sourced income was not taxed. Although Australia had strict requirements, we structured it in a way to ensure we met the CFC and CMC rules. We did explain that once her money came back to Australia, she'd have to pay tax.
$200,000 tax saving (reduction of 96%)
David ran an e-commerce business overseas making $400k net profit but paying taxes of $130,000.
We helped David gain Panamanian citizenship and become sovereign (whilst being free to travel and live anywhere). We also set up a Malta company to run his business to avoid falling into that “Grey zone”.
$110,000 tax saving (reduced by 95%)
After a thorough analysis of your data and unique circumstances we advise you of all oppotunities. We guide you towards the best path and take control of implementation. Through every stage, we ensure full tax compliance and ongoing support.
It's a no-obligation risk-free assessment with a full money back guarantee (conditions apply).
Financially modelling your situation. We present your options and outline the possible tax savings.
We provide a written report with options to minimise your tax along with our recommendations.
WWe have a follow up meeting and create a strategic tax plan based on your choices.
We outline the process, costs and tax savings, and what you need to do from your side.
We fully implement your tax plan to ensure you meet all local and international legal requirements.
For those moving overseas to flee the Australian tax robbers, we help in the whole process from beginning to end.
Our service continues after we've implemented everything for you. We provide ongoing training to update you on changes as well as providing options to work with us on an ongoing basis.
Brilliant service!! Could not have asked for a better start to getting my business structure. This world is still completely new to me and I am very impressed with all the resources Warren and the entire team at Wealth Safe have provided to help me understand trusts
Living overseas, with no structures or assets in Australia anymore, it simply didn't make sense to keep paying into their tax system. Thanks to Warren and his team, they guided me through the process of setting up stable business structures, and making sure all the lawyers agreements and professional advise was documented. This ensured I met the obligations of the ATO and was 100% legally compliant with my obligations. I researched my options, and felt secure that WealthSafe took all precautions to ensure I was doing the right thing, and benefitting financially at the same time
After getting so much conflicting advice from other sources, we were completely confused. Being global business owners, we needed both Australian and international advice, so we reached out to War ren to help us understand exactly how we could structure our businesses to ensure we were well protected. It was vital to us that our future growth and decisions were taken into account. Not only did Warren give us the highest quality advice, and go above and beyond in ensuring we understood the full spectrum of what we were putting in place, but he has always been available for follow up questions, is always happy to get us on the phone for clarification, and he has shared the expertise in his team with us. At first, we have to be honest, we were really concerned about spending money on a consultation. The outcome is although not cheap, it is the best money we have ever spent. We can see significant savings, know we are structured well, have a fully dedicated and professional team behind us and have expert advice available when we need it. We can’t recommend Warren and the Wealth Safe team enough. Thank you
CV from Canada
He is very professional, knowledgeable and creative with his tax planning strategies, and very attentive in answering your questions and working with you to find the best set up for your individual situation. I feel confident working with him and his team, and his level of expertise is outstanding. I wouldn't trust any other company, and would highly recommend Warren Black and Wealth Safe to protect your assets
Although I thought the result I had figured out with my accountant were the most tax effective way I could setup myself up. I was in a position where I would have to pay 31k in tax. Warren found something in how I was setup, which turned my situation around to getting $15k returned to me. It's a $46k turn around.
Warren was able to set me up, and help me look forward to further tax reductions for the future. Also for improved asset protection. Warren also did bloodline wills for me and my wife. Full Review Here
I'm in the mining industry and run a small trading business. I had a tricky situation I had to get out of. I had default on my credit files. I got Warren on the job, he loves that sort of challenge. He didn't even charge me full price, he was excited at the challenge of helping me out. He succeeded and got rid of my default! I get Warren to do all my work now. I would recommend him to anyone
John G from Sydney
I run a small business. I was concerned about safeguarding my assets, myself and my family, and the amount of tax I was paying, but I also wanted to be legal and not get into trouble. Warren was able to provide me with a structure that protected me and my family and my assets and also helped to significantly and legally reduce the tax that I had to pay. Sure I had to pay and they aren’t the cheapest nor the most expensive, however it was well worth the fees paid. I certainly feel more comfortable and secure now
They were able to walk me through the whole process, even a tax dummy like myself.... I was very very impressed with the level of service. It was really end to end. They were always there to answer questions, help me complete paperwork and connected me with all the right people. I can't recommend Warren and Wealthsafe highly enough Full Review Here
Virna, Warren and the Wealth safe team have provided us with a professional and efficient experience helping us to identify and create a customised financial structure to suit our needs. They clearly have a great deal of knowledge regarding taxation in Australia. Also Warren's seminars have been of great help. We absolutely would recommend their services and are forever grateful for help and advise provided
I am a doctor (GP) who was making a good income, however, I was highly dissatisfied with the high amount of tax I was paying, and also feeling a little lost and frustrated in my life in general. I signed up to work with Warren and his team at Wealth Safe. It was one of the best things I have ever done. Firstly, I got quality advice on my tax and was restructured and legally was able to minimize my tax and get on top of it. Secondly, I joined his mastermind and got some personal mentoring, which was significant. It helped me shift a lot of mental and spiritual blocks, and financial imprints which seemed to be blocking moving forward and making major decisions. I learned also how to manifest and create what I wanted rather than what I don’t want, and I have even manifested a wonderful relationship with a very supportive partner. So all round, a great decision. Thanks Warren, and I would recommend Wealth Safe and Warren’s tax advice service and manifestation and imprint clearing to anyone!
I worked with Warren Black to open a Hong Kong corporation during the summer of 2018. Warren came highly recommended from my business contacts, who said that he was honest, trustworthy, and very knowledgable. I have to agree. My experience working with Warren was very good. Warren was extremely attentive to my questions, replying with solid answers in less than a day. He also took the time to explain options and rules in detail. When faced with some unique challenges that most businesses don't face, Warren was quick to roll up his sleeves, take action, and even put me in touch with his team so the process could move forward rapidly. This was above and beyond what I expected. To top it off, I found him very personable and really a pleasure to work with. If anyone is looking at a business entity in Hong Kong or Malta, I highly recommend Warren Black.
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Speak with our team about your tax situation and see how we can put more money in your pocket. See if you qualify for a strategy session to discover what we can do for you. Simply click the adjacent button and complete the enquiry form.