We take pride in the strong relationships we form with our clients and get excited about saving you tax and assisting you to maximise your wealth.
Over the years we have developed a number of SMSF strategies to help our clients achieve these goals.
Our clients have saved many thousands in tax by legally structuring their affairs and set up their financial future through careful planning and execution.
Ensure you maximise your contributions into super. The objective is to get as much of your wealth as possible into your (potentially) tax free SMSF.
Minimise capital gains tax when coupled with a transition to retirement pension – this is a powerful tool that can save thousands.
Business Real Property
Minimise capital gains tax and, in the right circumstances, significantly reduce your business income tax
Ensure parity of balances between spouses
Structure your SMSF so that no tax is payable by your spouse or dependants on death, ensure that the process of asset transition goes smoothly
Leverage your super into the residential or commercial property market. As qualified loan brokers we can organise the whole process for you. Our loan service is free subject to certain conditions.
Ensure your family doesn’t get slugged by the ATO on your death
Maximising Franking Credits
Get a refund of the tax actually paid by the listed companies you invest in on the stock exchange! They pay it, but you get the refund.
In Specie Contributions
Transfer assets into a potentially tax free environment. Also get around the contributions caps so that more assets get into your SMSF
Use of reserves
Ensure excess contributions tax is kept at bay and don’t pay any more tax than you have to.
Holistic tax planning
Let an expert examine your entire financial position and structure and advise on how to minimise tax and maximise your wealth.
Exclusive access to SMSF investment opportunities in commercial property leased to national, ASX listed tenants including Woolworths, Wesfarmers, Hungry Jacks, CBA, ANZ, Caltex to name a few
Use of unit trusts
Purchase property with colleagues or friends, combine your purchasing power to buy a larger asset and boost your returns
Transition to retirement pensions
Make your SMSF “tax free” at age 55. Potentially no tax on earnings, no capital gains tax and the ability to start drawing down on your super.