Ben Andreou specialises in advising high net wealth families, and senior executives of public and private companies in relation to their strategic personal financial services to maximise after-tax wealth.
Ben has advised a diverse range of clients, including passive investors, retailers, property developers, medical specialists and other private ventures.
Personal Planning and tax effective wealth creation strategies
Estate and Succession Planning
Structuring including Private Companies
Family Trusts and their effective use for asset protection and tax planning
Superannuation and retirement planning
International relocations to and from Australia, including changes in Australian tax resident status and the repatriation of assets
Employee Share Scheme advice
Capital Gains Tax issues arising from transactions and restructures
Ben has worked with families to appropriately manage their tax risk and has extensive experience helping clients manage their relationship with the ATO on a variety of issues. He is a member of the Institute of Chartered Accountants and a Member of the Tax Institute Australia and has advised families since the early 2000s.
Prior to joining Koda, Ben was a Director and the trusted adviser for a number of key ultra-high net wealth and high net wealth clients of the Private Clients business at PricewaterhouseCoopers Sydney.
Liability limited by a scheme approved under Professional Standards Legislation