Tax Planning Strategies for Retirement

Tax planning is a key element to boost your retirement savings. A financial adviser can provide you with advice regarding superannuation, investments and tax deductible debt in order to create significant tax savings. By structuring your finances more efficiently you can manage the amount of tax you pay.

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Because there are so many factors that contribute to the amount of tax you pay, it is important to obtain comprehensive advice.  Advice around tax planning can involve: 

  • Minimising your taxable income
  • Capital Gains Tax (CGT) management
  • Share investment that offer 100% franked dividends
  • Borrowing to invest
  • Tax deductible contributions to superannuation
  • Re-contribution strategy for your super
  • The structure of investment and business assets
  • Generic tax planning advice 

To determine which strategies are appropriate and beneficial for you, we need to take a look at bigger picture of your finances. Book a consultation today and let’s find out how we can save your tax.

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The initial meeting is free of cost.

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In the session we’ll understand your current situations and identify your goals and objectives.

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Meetings are available online, over the phone or in-person.

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