Tax Planning

Taxation is a certainty in everyone’s life. But did you know that planning for tax may present strategic opportunities for you? We can work closely with your accountant to ensure your financial plan is conducted as tax efficiently as possible.

We'll help you review your tax circumstances early each calendar year in order for you to approach the end of the financial year as tax efficiently as possible.

Planning for tax may include:

• different ownership structures such as family trusts
• superannuation strategies, such as salary sacrifice
• gearing strategies
• transition to retirement strategies
• changing the ownership of insurance policies to increase tax deductibility