Clear Tax Savings.
We provide a clear view of potential tax savings in your financial strategy. Each investment type and structure has distinct tax implications.
Asset Ownership & Structure.
The entity holding an asset significantly influences its tax treatment. We guide you in determining the most tax-efficient entity for asset ownership and resolve any related queries.
Boost Superannuation Contribution.
Superannuation contributions are taxed at 15%, much lower than potential tax rates outside of Superannuation. Maximize these contributions for significant tax savings. Did you know you can now catch up with up to 5 years worth of previously unused tax deductible contributions?
Non-deductible Contributions into Super.
You could potentially contribute up to $110,000 annually or $330,000 over three years into Superannuation, leveraging a concessional tax environment. (Government reviews may affect these figures annually)
Negative Gearing Strategy.
Negative gearing, a well-known tax planning strategy, requires careful consideration of tax implications and expected growth rates. Your potential expenses could be offset by tax savings, but choosing the right investments for capital growth is vital.
Franked Share Dividends.
Australian companies often pay tax on profits before dividends, reducing the investor’s tax liability and potentially leading to a tax refund in some cases.