Tax Minimisation Strategies

This is the big one, this is the one everyone is most interested in.

And is the one we really enjoy working particularly hard on, to ensure none of our Clients pay a cent more in tax then they are legally required to do so.

Tax is consistently the single biggest expense a person who has enjoyed any level of financial success will incur over their lifetime.

So it makes sense to minimise the tax you pay at every available opportunity, and consistently each year.

The difference it can make over your life can be huge.

Tax planning

  • Starts with your investment structure, if this isn’t right, every other step is substantially harder.
  • Then comes the planning strategies before the end of each financial year.
  • It ends with the preparation of the final tax returns.

Having said that, now more than ever, tax planning MUST occur before the event.

And your structure needs to provide the flexibility you may require in the years to come.

But even if you get your structure right, if you then choose to put it off each year until tax time, to a large extent it is far too late.

Private Investor & Individual Services

What our customers say

Tom has helped me with my personal tax returns over the past 3 years and I would recommend him to anyone who is looking for a quality Accountant to manage their tax affairs.

He delivers a prompt, reliable and knowledgeable service, and is always happy to answer any queries or offer advice throughout the year.

In my first meeting with Tom he identified some significant tax savings from the previous financial year that has been missed by my former Accountant, and also gave me some useful advice on how to manage my investment property.

Steve Hearl

Senior Recruitment Consultant - Mining Employment Services

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