Tax Effective Investment and Superannuation
Putting money aside for your future needs.
Wealth creation through investing simply means “growing assets” as opposed to a retiree which might be drawing down or living off the wealth created during their working life. There are some tax effective ways of accumulating financial assets with varying levels of risk that needs to be tailored to suit each client.
We work with you to take advantage of the concessionally taxed superannuation environment, including superannuation consolidation, asset allocation and portfolio construction, investment types, and compliance with contribution and withdrawal regulations. Spouse superannuation splitting can also be an effective strategy when there is a significant age difference.
Reviewing contribution opportunities to reduce tax on income is also part of the client review process before June 30th.
Speak with our friendly team today
To discuss what we can do for you.