Trust and Transparency

CHOOSING THE RIGHT STRUCTURE

How you structure your wealth and investments can have a huge impact on your wealth creation. 

Choosing the right structure for owning your investments can help you minimise your tax, distribute wealth to your family members and may protect your wealth from litigation. 

When formulating your recommendations, we’ll also make a recommendation for you on the most suitable structure for owning these investments. This can help you avoid costly tax bills in the future. 

Also, as per our ongoing service, we’ll continue to support you with investment recommendations and ensure your making the most of the opportunities available, whilst minimising risks – all tailored to your unique situation.

STRATEGIC TAX MANAGEMENT

Australia’s tax laws are becoming increasingly complex and are constantly changing. We ensure we are always up to date so you can be in the driver’s seat and make informed decisions. 

For complex matters, we will also work closely with your accountant, to help you get the best outcomes.

Here are some of the ways we help our clients minimise taxes effectively:

• Trust / Company Structures Looking into what structures of ownership are best suited.
• Geared investment strategies (borrowing to invest) including property, shares and capital protected investments. Gearing is a way for you to leverage your investments for the long term.
• Super, pension and SMSF strategies Australia’s Super system offers some of the lowest rates of tax, so we help you ensure you’re maximising this opportunity. 

Wills and estate planning We help you understand strategies that reduce your family’s tax bill when inheriting your legacy.