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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.

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

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  • 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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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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