Tax planning

Although wealth creation is the major goal of financial planning, effective tax planning is an important part of any properly prepared financial plan. Tax planning enhances wealth creation through tax effective investments, and through correctly structured business and personal decisions.

Common tax considerations taken into account in our preparation of your financial plan include …

  • Income tax – structuring your income, allowable deductions, and superannuation to the maximum tax advantage.
  • Capital Gains Tax – planning to ensure CGT is avoided or minimised where possible. Superannuation rules may allow CGT exemptions in certain circumstances which greatly reduce CGT payable for sale of certain assets.
  • Negative gearing – correctly structuring investment property purchases for maximum allowable negative gearing..


Call Home Loan Advice Centre on 02-9210-1000 for more information