Tax Planning Strategy #4

Tax Planning Strategy #4

Trust Distributions Resolutions needed Before 30 June Or Pay up to 49% Tax! If you have a Family Trust (also known as a Discretionary Trust) YOU NEED TO READ THIS! From the 2011/12 financial year, Trustees who distribute the income of a Trust through a resolution to...
Tax Planning Strategy #3

Tax Planning Strategy #3

Debt optimisation (sometimes referred to as “Debt Recycling”) is a financial strategy which creates wealth over time and improves an individual’s loan structure. Achieved, in the majority of cases by: Using all surplus income to reduce your home loan...
Tax Planning Strategy #2

Tax Planning Strategy #2

Protected Share Portfolio Big tax refunds for prepaid interest for a capital protected share portfolio (with NO cash required by 30 June) Apart from the usual general tax planning strategies (eg. incur business expenses prior to 30 June to claim a tax deduction this...
Tax Planning Strategy #1

Tax Planning Strategy #1

Establish a SMSF Everyone is talking about SMSF’s these days. Recent changes to the laws for operating SMSF’s have in our opinion made them an option that every one of our clients needs to consider. Very simply, a SMSF is a super fund that you fully...
2015 Tax Planning Starts Now!

2015 Tax Planning Starts Now!

Tax Planning Starts Now! There’s five key things that you should consider RIGHT NOW. Three of them are brilliant wealth creation ideas. Please read on! 30 June is only 13 weeks after the beginning of April. It’s not a long time at all. This year...