When you’re busy enjoying life, retirement can seem a long way off. However with life expectancies increasing and people staying more active in retirement, your retirement lifestyle is not something to be left to chance.
Wealth planning and accumulation
What do you aspire to in life? Whatever your objectives, a personalised wealth plan can help you reach them sooner, with less risk.
Keeping track of cashflow can be challenging, especially when you have a growing investment portfolio generating multiple income streams. We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you do.
Portfolio structuring and tax management
Whether you prefer a trust, a SMSF or a holding company, the structure you choose for your investments can have a significant impact on your after-tax returns. We can help you select the right structure for your unique situation and maximise the benefits with a disciplined approach to tax planning.
With its built-in tax advantages, super is a powerful vehicle for long-term wealth creation, despite growing regulatory complexity. We can help you make the most of the opportunities super has to offer, so you can enjoy the retirement lifestyle you’ve always looked forward to.
As you build on your success, it becomes increasingly important to protect the wealth you’ve worked so hard to create. We can help you safeguard your family’s financial security, both now and in the future.
Astute estate planning is essential to protect your family’s future financial security and ensure their lifestyle isn’t impacted by unexpected legal or tax implications. We can help you transfer your wealth smoothly and tax-effectively, so you can leave a lasting legacy for those you care about most.
Redundancy advice & planning
Sound strategies need to be implemented to ensure that an individual is able to both minimize tax & maximize any Centrelink entitlements if confronted with being made redundant.