One of our specialties is assisting individuals to create and manage wealth in a tax effective manner. Regardless of where you are currently we can work with you to develop taxation strategies to ensure your assets are structured correctly for the long term, your taxation burden is minimised and your succession planning is in place. We do this by working closely with your financial planner as well as your legal eagles. If you don’t currently have a professional to assist you in any of these areas we know the best and brightest to recommend.
How we work
With Australia having some of the world’s highest tax rates for middle to high income earners (and ever increasing with the new debt levy and increase in the Medicare surcharge) it is important to ensure your tax planning is integrated into your life plans and goals. We do this by:
- Working closely with you to understand what your needs are at both a business and family level.
- Ensuring your assets are structured for long term benefit rather than quick schemes or the latest hype.
- Succession planning to ensure you have control over your future while allowing for the numerous taxation implications. It is important to start early in the life-cycle of an entrepreneur to ensure we avoid costly restructures.
- Factoring asset protection criteria into all our strategies.