About Wealth Safe Services

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

20 Years of Highly Satisfied Customers

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.

Investigate Your Options

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.

Minimising Tax + Offshore Strategies

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.

ATO Tax Debt Restructuring

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.

Book Strategy Session

Our team will contact you within 12 hours.
We provide 'no obligation' next step advice.

Frequently Asked Questions

Frequently Asked Questions

What are my risks?

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.

Are there any hidden or ongoing expenses?

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.

Do I have to hire a new accountant?

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.

Do I have to live in a different country?

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.

Do I have to learn about difficult tax laws?

Not unless you want to. We will take care of all the difficult parts and teach you whatever else you need to know.

What if the tax laws change in the new country?

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.

Results – Our Client Tax Savings

Our Client Tax Savings

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!

Business Consultancy

Situation

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.

Solution

We moved the structure of his entire business to Hong Kong with offices servicing Australia and Singapore.

Saving:

Saved $220,000 in tax now, and a $1.1 million future tax saving (tax reduction of 72%)

Instagram Business

Situation

Linus lives in Australia and makes money through Instagram. He made a $1,000,000 profit and had a tax bill of $443,232.

Solution

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.

Saving:

$88,000 tax saving (reduced by 54%)

Stock / FX Trader

Situation

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.

Solution

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.

Saving:

$200,000 tax saving (reduction of 96%)

E-Commerce Business

Situation

David ran an e-commerce business overseas making $400k net profit but paying taxes of $130,000.

Solution:

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”.

Saving:

$110,000 tax saving (reduced by 95%)

Our Process

Our Process

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.

Initial Consultation

Initial Strategy Session

It's a no-obligation risk-free assessment with a full money back guarantee (conditions apply).

Strategy Development

Analyse Your Situation

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.

Full Implementation

Create Tailor-Made Solution

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.

Ongoing Support

Full Implementation

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.

Ongoing Support

Ongoing Support

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.

Customer Reviews

Customer Reviews

From The Blog

From The Blog

Book Free Initial Consultation

Speak with our team about your situation and how we can save you money. We will present your oportunites and next steps. Simply click the button below and complete the enquiry form.