What is tax planning?

It’s the process whereby a taxpayer’s affairs are legally organised, with the tax paid reduced to the minimum.

How about structuring your investments using tax planning?

Examples of tax planning services for investing:

• Using fully-franked dividends.
• Using a ‘buy and hold’ strategy.
• Additional personal contributions to super before tax means it is taxed at 15% instead of at your marginal tax rate.
• Example: Buy and hold shares strategy. If you sold shares you owned within twelve months of purchase you could be liable for Capital Gains Tax (CGT) on the whole amount of capital gain at your marginal tax rate. If you sold shares after twelve months you may receive a 50% reduction in CGT payable. To maximize tax savings, what should you consider for your situation?

Our tax planning services process:

We consult with you, determining your goals and objectives and then implement a suitable strategy. Reviewing your plan is important. Tax planning services are aligned to financial planning advice and if specific tax advice is necessary to be given by a tax agent, this is arranged.