Tax Planning

Tax planning is an intrinsic component of financial planning. While we are not accountants (although we partner with some very good firms), we do fully understand the tax consequences of superannuation and investing. Paul, Alex and Chris are registered Tax (Financial Adviser) Agents with the Tax Practitioners Board and Paul has completed a Master of Taxation and Financial Planning at UNSW.

Considering the tax implication of all advice provided is an imperative part of financial planning and your tax situation plays a major part in overall strategic advice as well as investment structures.

“We work closely with your accountant to ensure that you only pay the tax that you should once we have optimised your investment structures and strategies.”

Importantly, we will look at future tax as well as your current obligations as planning (sometimes) many years in advance of a significant tax event helps to manage the tax burden.