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Aware of constantly changing financial environments, your Private Banking team are supported by a range of skilled experts to deal with the most complex financial situations.
Estate Planning
Structured and Alternative Investments
Taxation planning
Treasury & Risk Management
Expatriate Services
Migrant Banking
Estate Planning
Having accumulated assets, you may want to pass your wealth onto future generations and organisations you care about. Effective estate planning is about developing objectives for your estate that are in accordance with your wishes.
By addressing the ownership, location, and structure of your assets, we will work with you at every point in your financial life cycle to ensure your wealth is protected from the erosion of tax or inflation.
| Strategies & Structures |
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Fully qualified, accredited and experienced Estate Planners provided by National Australia Trustees
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Wealth transfer and protection strategies aligned to your financial strategy
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Tailored solutions regardless of whether your wealth is held personally, through private companies, trusts or superannuation
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Manage the implementation of recommendations (sometimes in conjunction with your own solicitor) through
- Preparation and execution of legal documentation
- Registration and safe custody of your will and estate documentation
- Executor and trustee services, where you want to appoint an independent executor
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Structured and Alternative Investments
NAB's Specialised Investments team deliver relevant alternative investment opportunities and education to investors.
Find out more about Specialised Investments and the current opportunities available.
Taxation Planning
To ensure your tax affairs are structured in a way that best supports your financial strategy, you'll have access to the international resources of Deloitte's - a leading global taxation specialist.
Through this alliance, you'll receive recommended taxation strategies, service and advice to support your individual financial strategy, family and business tax structuring solutions.
| Individuals |
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International tax issues
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Capital gains tax and small business concessions
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Superannuation fund tax and compliance advice
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Retirement benefits structuring and estate planning
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Employee share and option plans and remuneration packaging
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Expat and migrant advice
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| Family Business |
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Organisational reviews of family business structures
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Restructuring advice
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Succession planning and exit strategies
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Construction and compliance of family boards
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| Business Service |
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Due diligence of potential business investments
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Structuring advice on acquisition and disposal of a business or its assets
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Preparation of financial statements
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Corporate secretarial requirements
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Preparation of board reports and management information
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GST compliance
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Treasury and Risk management
Our specialists in NAB's Treasury Department can recommend cash investment and risk management solutions to support your financial strategy including interest rates and foreign exchange management.
| Strategies & Structures |
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A wide range of fixed rate investments, such as Capital Protected Investments and Structured Deposits, for short to medium term parking of funds
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Preferential interest at negotiated treasury rates.
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For amounts of $500,000 or more, you'll be quoted the best rates of the day on a range of cash investments
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Access to FX Dealing, which will allow you to avail of wholesale foreign exchange rates and products.
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Expatriate Services
Whether you are considering a permanent or temporary overseas posting, we will help you determine the potential effect on your investment strategy and taxation issues in areas such as;
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Non-compliance risks of DIY superannuation funds
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Impacts of non-residency on geared share investments
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Non-resident taxation benefits of establishing an investment portfolio in Australia
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Taxation implications for employee share plans\
| Taxation Advice |
| Through our alliance with Deloitte, we can also help you understand the tax consequences of your international move and how this may impact financial planning decisions you are considering. |
| Areas of Consideration |
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Whether you remain a tax resident
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The difference in tax treatments of residents and non-residents that may impact your investment choices
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The treatment of onshore and offshore investments
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Tax issues to consider if you rent your home while living abroad
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How some companies ensure that tax is a neutral factor in your international assignment remuneration package
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Strategies to plan your repatriation to Australia
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| International Network |
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Through our international reciprocal agreement, we can arrange for a representative in one of our global locations to contact you prior to or when you arrive - it's your choice. In all our international regions you will continue to be treated as a private client regardless of local criteria.
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| International Network |
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England - Yorkshire Bank
Scotland - Clydesdale bank
New Zealand - Bank of New Zealand
Singapore, Hong Kong, Tokyo - NAB branches
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Migrant Banking
If you are planning to relocate to Australia, NAB Private Bank is well equipped to assist you with your transition.
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National Australia Bank's dedicated Migrant Banking team can set up a personal bank account for you before you arrive
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You will have your own dedicated client manager, who is familiar with the specialised financial needs of Migrant clients
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There is an entry criteria for Private Bank, however certain considerations are taken into account with respect to the criteria and some discretion may be exercised in assessing your eligibility
Other NAB Private Bank services:
Finance & Banking
Wealth Planning & Investments
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