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When looking at your finances, we always evaluate the net after tax benefit of any strategy.

Tax planning strategies help leave more money in your hands, which means a greater likelihood of reaching your goals and objectives.

However, a tax benefit without considering all components of your finances can be fraught with danger.

We can help guide you through your common questions such as:

  • Should I buy an investment property for negative gearing?

  • Should I make additional contributions into superannuation?

  • Should I set up a family trust?

  • What other tax effective investment vehicles are available to me?

  • In who’s name should we purchase an asset?

The different tax rates of superannuation, income tax and capital gains tax treatments make tax planning an area of significant complexity but also advice value, and one where you’ll want a trusted source.

Father and Son

Tax Planning

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